Mirador Capital Partners
Latest statistics and disclosures from Mirador Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BSJP, BSJO, AAPL, BRK.B, AMZN, and represent 30.33% of Mirador Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: BSJP (+$30M), PSQ (+$5.1M), BSJQ, SH, SNOW, QQQ, SPY, AVGO, GLD, XLU.
- Started 15 new stock positions in GLD, SLB, MOS, BABA, PSQ, PRCH, QQQ, PDP, XLU, RCKT. NYCB, BIL, XBI, MU, LFMD.
- Reduced shares in these 10 stocks: BSJO (-$39M), CDNS, MGM, SKY, GOOGL, SMH, RIG, META, AAPL, .
- Sold out of its positions in ASXC, CDNS, GSK, KRO, New York Community Ban, RVNC, XOP, SMH, RIG.
- Mirador Capital Partners was a net buyer of stock by $5.7M.
- Mirador Capital Partners has $556M in assets under management (AUM), dropping by 4.53%.
- Central Index Key (CIK): 0001633446
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Mirador Capital Partners holds 194 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 11.6 | $65M | +86% | 2.8M | 23.12 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 7.0 | $39M | -49% | 1.7M | 22.72 |
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Apple (AAPL) | 4.3 | $24M | -3% | 102k | 233.00 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $22M | 49k | 460.26 |
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Amazon (AMZN) | 3.3 | $19M | 100k | 186.33 |
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Alphabet Cap Stk Cl C (GOOG) | 3.3 | $19M | 111k | 167.19 |
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Chevron Corporation (CVX) | 2.8 | $16M | 105k | 147.27 |
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Blackstone Group Inc Com Cl A (BX) | 2.6 | $15M | +2% | 96k | 153.13 |
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Microsoft Corporation (MSFT) | 2.5 | $14M | 32k | 430.30 |
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Meta Platforms Cl A (META) | 2.4 | $13M | -5% | 23k | 572.44 |
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Kkr & Co (KKR) | 2.2 | $12M | 93k | 130.58 |
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JPMorgan Chase & Co. (JPM) | 2.1 | $12M | 55k | 210.86 |
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Proshares Tr Short S&p 500 Ne (SH) | 2.0 | $11M | +52% | 1.0M | 10.85 |
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Abbvie (ABBV) | 1.9 | $10M | 53k | 197.48 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $8.4M | -14% | 50k | 165.85 |
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Performant Finl (PFMT) | 1.4 | $7.7M | 2.1M | 3.74 |
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Kinder Morgan (KMI) | 1.2 | $6.8M | +2% | 306k | 22.09 |
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NVIDIA Corporation (NVDA) | 1.2 | $6.7M | 55k | 121.44 |
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Select Sector Spdr Tr Energy (XLE) | 1.2 | $6.6M | 75k | 87.80 |
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UnitedHealth (UNH) | 1.2 | $6.5M | 11k | 584.69 |
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Danaher Corporation (DHR) | 1.1 | $6.3M | 23k | 278.03 |
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Phillips 66 (PSX) | 1.1 | $6.3M | +2% | 48k | 131.45 |
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Palo Alto Networks (PANW) | 1.1 | $6.1M | +2% | 18k | 341.80 |
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Visa Com Cl A (V) | 1.1 | $5.9M | 21k | 274.95 |
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Extreme Networks (EXTR) | 1.0 | $5.5M | 365k | 15.03 |
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Thermo Fisher Scientific (TMO) | 0.9 | $5.3M | 8.5k | 618.58 |
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BlackRock (BLK) | 0.9 | $5.2M | 5.5k | 949.52 |
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Proshares Tr Short Qqq (PSQ) | 0.9 | $5.1M | NEW | 130k | 39.44 |
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FormFactor (FORM) | 0.9 | $5.1M | 110k | 46.00 |
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Ares Capital Corporation (ARCC) | 0.9 | $5.0M | 240k | 20.94 |
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Skyline Corporation (SKY) | 0.9 | $4.9M | -27% | 51k | 94.85 |
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Wynn Resorts (WYNN) | 0.9 | $4.7M | 49k | 95.88 |
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Kla Corp Com New (KLAC) | 0.8 | $4.6M | 5.9k | 774.41 |
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Uber Technologies (UBER) | 0.8 | $4.6M | +4% | 61k | 75.16 |
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Ishares Tr Ishares Biotech (IBB) | 0.8 | $4.3M | 30k | 145.60 |
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.8 | $4.2M | +892% | 180k | 23.45 |
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Advanced Micro Devices (AMD) | 0.8 | $4.2M | +2% | 26k | 164.08 |
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Costco Wholesale Corporation (COST) | 0.7 | $4.1M | +3% | 4.6k | 886.48 |
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Celldex Therapeutics Com New (CLDX) | 0.7 | $3.9M | +3% | 116k | 33.99 |
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Nike CL B (NKE) | 0.7 | $3.8M | +18% | 43k | 88.40 |
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Freeport-mcmoran CL B (FCX) | 0.6 | $3.4M | 68k | 49.92 |
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Cytokinetics Com New (CYTK) | 0.6 | $3.4M | +2% | 65k | 52.80 |
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Snowflake Cl A (SNOW) | 0.6 | $3.1M | +1324% | 27k | 114.86 |
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Workday Cl A (WDAY) | 0.5 | $2.8M | -2% | 12k | 244.41 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.7M | +617% | 4.6k | 573.70 |
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Vaneck Etf Trust Oil Services Etf (OIH) | 0.4 | $2.4M | -21% | 8.6k | 283.72 |
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Bristol Myers Squibb (BMY) | 0.4 | $2.4M | 47k | 51.74 |
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Intel Corporation (INTC) | 0.4 | $2.4M | 102k | 23.46 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.3M | NEW | 4.8k | 488.10 |
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Broadcom (AVGO) | 0.4 | $2.0M | +1060% | 12k | 172.51 |
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Veeva Sys Cl A Com (VEEV) | 0.3 | $1.9M | -5% | 8.9k | 209.87 |
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Trinet (TNET) | 0.3 | $1.8M | -4% | 18k | 96.97 |
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Ross Stores (ROST) | 0.3 | $1.8M | -5% | 12k | 150.51 |
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Intuitive Surgical Com New (ISRG) | 0.3 | $1.7M | 3.5k | 491.27 |
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Invesco Van Kampen Senior Income Trust (VVR) | 0.3 | $1.7M | +2% | 412k | 4.07 |
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Dell Technologies CL C (DELL) | 0.3 | $1.7M | +5% | 14k | 118.54 |
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Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.6M | +2% | 37k | 44.01 |
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Grid Dynamics Hldgs Cl A (GDYN) | 0.3 | $1.6M | -6% | 116k | 14.00 |
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Citigroup Com New (C) | 0.3 | $1.6M | +6% | 26k | 62.60 |
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Cooper Cos (COO) | 0.3 | $1.5M | -6% | 14k | 110.34 |
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Simpson Manufacturing (SSD) | 0.3 | $1.5M | -6% | 7.9k | 191.28 |
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Cardinal Health (CAH) | 0.3 | $1.4M | +4% | 13k | 110.52 |
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McGrath Rent (MGRC) | 0.3 | $1.4M | -5% | 14k | 105.28 |
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Avidity Biosciences Ord (RNA) | 0.3 | $1.4M | -25% | 31k | 45.93 |
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Constellation Brands Cl A (STZ) | 0.3 | $1.4M | +6% | 5.4k | 257.69 |
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Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.3M | 15k | 90.40 |
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10x Genomics Cl A Com (TXG) | 0.2 | $1.3M | -6% | 58k | 22.58 |
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Qualcomm (QCOM) | 0.2 | $1.3M | -6% | 7.4k | 170.06 |
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Intuit (INTU) | 0.2 | $1.3M | 2.0k | 621.00 |
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Zillow Group Cl C Cap Stk (Z) | 0.2 | $1.3M | +39% | 20k | 63.85 |
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3M Company (MMM) | 0.2 | $1.2M | +4% | 9.0k | 136.70 |
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Arc Document Solutions (ARC) | 0.2 | $1.2M | -6% | 363k | 3.38 |
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American Water Works (AWK) | 0.2 | $1.2M | +6% | 8.3k | 146.24 |
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Toast Cl A (TOST) | 0.2 | $1.2M | +7% | 42k | 28.31 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.1M | NEW | 4.7k | 243.06 |
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Tesla Motors (TSLA) | 0.2 | $1.1M | +14% | 4.3k | 261.63 |
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Gilead Sciences (GILD) | 0.2 | $1.1M | +3% | 13k | 83.84 |
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Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +2% | 9.3k | 117.22 |
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Verizon Communications (VZ) | 0.2 | $1.1M | +3% | 24k | 44.91 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.1M | -9% | 5.3k | 200.38 |
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Procter & Gamble Company (PG) | 0.2 | $1.0M | 6.0k | 173.21 |
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Pfizer (PFE) | 0.2 | $996k | +253% | 34k | 28.94 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $993k | 48k | 20.65 |
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American Electric Power Company (AEP) | 0.2 | $982k | +3% | 9.6k | 102.60 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $980k | 5.5k | 179.15 |
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Cisco Systems (CSCO) | 0.2 | $964k | +2% | 18k | 53.22 |
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CMS Energy Corporation (CMS) | 0.2 | $961k | +3% | 14k | 70.63 |
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Oracle Corporation (ORCL) | 0.2 | $956k | +3% | 5.6k | 170.39 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $944k | -27% | 3.4k | 280.47 |
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salesforce (CRM) | 0.2 | $939k | +57% | 3.4k | 273.75 |
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Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $932k | -4% | 78k | 11.93 |
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International Business Machines (IBM) | 0.2 | $918k | -24% | 4.2k | 221.08 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $882k | -10% | 13k | 67.85 |
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Dow (DOW) | 0.2 | $869k | +6% | 16k | 54.63 |
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Cubesmart (CUBE) | 0.2 | $855k | 16k | 53.83 |
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Fortive (FTV) | 0.2 | $853k | 11k | 78.93 |
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Kimbell Rty Partners Unit (KRP) | 0.2 | $851k | +6% | 53k | 16.09 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $811k | 16k | 49.70 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $803k | NEW | 9.9k | 80.78 |
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Veralto Corp Com Shs (VLTO) | 0.1 | $800k | +2% | 7.1k | 111.86 |
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Hercules Technology Growth Capital (HTGC) | 0.1 | $790k | +5% | 40k | 19.64 |
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Nucor Corporation (NUE) | 0.1 | $789k | 5.3k | 150.35 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $786k | NEW | 8.6k | 91.81 |
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Sixth Street Specialty Lending (TSLX) | 0.1 | $770k | 38k | 20.53 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.1 | $764k | 31k | 24.82 |
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Pinnacle West Capital Corporation (PNW) | 0.1 | $759k | +3% | 8.6k | 88.59 |
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Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $750k | +6% | 26k | 28.56 |
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Peak (DOC) | 0.1 | $737k | +3% | 32k | 22.87 |
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Williams Companies (WMB) | 0.1 | $733k | 16k | 45.65 |
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Johnson & Johnson (JNJ) | 0.1 | $719k | 4.4k | 162.05 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $705k | 12k | 59.23 |
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Merck & Co (MRK) | 0.1 | $671k | 5.9k | 113.55 |
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4068594 Enphase Energy (ENPH) | 0.1 | $644k | +8% | 5.7k | 113.02 |
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Ansys (ANSS) | 0.1 | $612k | +6% | 1.9k | 318.63 |
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Netflix (NFLX) | 0.1 | $609k | +3% | 859.00 | 709.27 |
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Ishares Tr Global 100 Etf (IOO) | 0.1 | $576k | +7% | 5.8k | 99.16 |
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Airbnb Com Cl A (ABNB) | 0.1 | $576k | 4.5k | 126.81 |
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Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $565k | 22k | 25.47 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $553k | -2% | 6.5k | 84.53 |
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Five9 (FIVN) | 0.1 | $535k | -5% | 19k | 28.73 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $521k | 2.7k | 189.81 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $518k | -3% | 909.00 | 569.69 |
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Public Storage (PSA) | 0.1 | $515k | 1.4k | 363.96 |
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Las Vegas Sands (LVS) | 0.1 | $512k | -11% | 10k | 50.34 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $504k | +2% | 2.3k | 220.89 |
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Southern Company (SO) | 0.1 | $498k | +2% | 5.5k | 90.18 |
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New York Cmnty Bancorp Com New (NYCB) | 0.1 | $496k | NEW | 44k | 11.23 |
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Solventum Corp Com Shs (SOLV) | 0.1 | $489k | 7.0k | 69.72 |
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Amgen (AMGN) | 0.1 | $486k | 1.5k | 322.13 |
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Micron Technology (MU) | 0.1 | $482k | NEW | 4.6k | 103.71 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $478k | 1.7k | 283.21 |
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Home Depot (HD) | 0.1 | $471k | +4% | 1.2k | 405.15 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $448k | 776.00 | 577.09 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $428k | +12% | 5.2k | 83.09 |
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First Solar (FSLR) | 0.1 | $422k | -3% | 1.7k | 249.44 |
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Applied Materials (AMAT) | 0.1 | $413k | 2.0k | 202.01 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $413k | 8.0k | 51.50 |
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Owl Rock Capital Corporation (OBDC) | 0.1 | $412k | 28k | 14.57 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $411k | +4% | 7.2k | 57.22 |
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Servicenow (NOW) | 0.1 | $410k | -2% | 458.00 | 894.39 |
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Parker-Hannifin Corporation (PH) | 0.1 | $409k | -3% | 647.00 | 631.95 |
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Mp Materials Corp Com Cl A (MP) | 0.1 | $403k | +7% | 23k | 17.65 |
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Cummins (CMI) | 0.1 | $403k | -3% | 1.2k | 323.87 |
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McDonald's Corporation (MCD) | 0.1 | $401k | 1.3k | 304.59 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $398k | 1.8k | 225.77 |
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Newmont Mining Corporation (NEM) | 0.1 | $398k | -2% | 7.4k | 53.45 |
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MGM Resorts International. (MGM) | 0.1 | $387k | -86% | 9.9k | 39.09 |
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Pacific Biosciences of California (PACB) | 0.1 | $380k | +263% | 223k | 1.70 |
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Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.1 | $374k | 374k | 1.00 |
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Wal-Mart Stores (WMT) | 0.1 | $374k | 4.6k | 80.75 |
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $363k | +3% | 10k | 36.13 |
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Axsome Therapeutics (AXSM) | 0.1 | $360k | 4.0k | 89.87 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $359k | 7.1k | 50.50 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $358k | NEW | 3.6k | 98.80 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $351k | 4.4k | 80.36 |
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Crown Castle Intl (CCI) | 0.1 | $327k | +5% | 2.8k | 118.63 |
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Lockheed Martin Corporation (LMT) | 0.1 | $325k | 556.00 | 584.13 |
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Nextera Energy (NEE) | 0.1 | $322k | 3.8k | 84.53 |
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Bank of America Corporation (BAC) | 0.1 | $320k | 8.1k | 39.68 |
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Abbott Laboratories (ABT) | 0.1 | $319k | 2.8k | 114.02 |
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Rocket Pharmaceuticals (RCKT) | 0.1 | $310k | NEW | 17k | 18.47 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $310k | 15k | 21.12 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $305k | 1.7k | 181.95 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $304k | 3.1k | 96.94 |
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Caterpillar (CAT) | 0.1 | $301k | 770.00 | 390.91 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $294k | 6.1k | 47.85 |
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Starbucks Corporation (SBUX) | 0.1 | $286k | 2.9k | 97.50 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $280k | 6.7k | 41.76 |
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Mosaic (MOS) | 0.0 | $267k | NEW | 10k | 26.78 |
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American Express Company (AXP) | 0.0 | $266k | 982.00 | 271.20 |
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Blackrock Science & Technolo SHS (BST) | 0.0 | $265k | -8% | 7.5k | 35.44 |
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Waste Management (WM) | 0.0 | $264k | 1.3k | 207.62 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $262k | 7.5k | 35.04 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $254k | -7% | 1.3k | 198.06 |
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Schlumberger Com Stk (SLB) | 0.0 | $252k | NEW | 6.0k | 41.95 |
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Ncino (NCNO) | 0.0 | $246k | 7.8k | 31.59 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $244k | NEW | 2.3k | 106.12 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $244k | 3.1k | 78.05 |
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Microchip Technology (MCHP) | 0.0 | $244k | 3.0k | 80.30 |
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Wells Fargo & Company (WFC) | 0.0 | $239k | 4.2k | 56.49 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $236k | -5% | 1.9k | 125.45 |
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Lifemd (LFMD) | 0.0 | $232k | NEW | 44k | 5.24 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $229k | -56% | 1.3k | 173.67 |
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Walt Disney Company (DIS) | 0.0 | $218k | -56% | 2.3k | 96.20 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $216k | -7% | 2.1k | 104.18 |
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $207k | NEW | 2.0k | 103.26 |
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Valero Energy Corporation (VLO) | 0.0 | $201k | -2% | 1.5k | 135.05 |
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Porch Group (PRCH) | 0.0 | $149k | NEW | 97k | 1.53 |
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Movano (MOVE) | 0.0 | $134k | -5% | 373k | 0.36 |
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Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $128k | 12k | 10.89 |
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Aeye Cl A New (LIDR) | 0.0 | $94k | -3% | 83k | 1.14 |
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Coya Therapeutics Common Stock (COYA) | 0.0 | $92k | -3% | 14k | 6.45 |
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Plby Group Ord (PLBY) | 0.0 | $36k | 47k | 0.76 |
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Athira Pharma (ATHA) | 0.0 | $8.7k | -2% | 20k | 0.45 |
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Past Filings by Mirador Capital Partners
SEC 13F filings are viewable for Mirador Capital Partners going back to 2014
- Mirador Capital Partners 2024 Q3 filed Oct. 4, 2024
- Mirador Capital Partners 2024 Q2 filed July 12, 2024
- Mirador Capital Partners 2024 Q1 filed April 18, 2024
- Mirador Capital Partners 2023 Q4 filed Jan. 19, 2024
- Mirador Capital Partners 2023 Q3 filed Oct. 5, 2023
- Mirador Capital Partners 2023 Q2 filed Aug. 14, 2023
- Mirador Capital Partners 2023 Q1 filed April 14, 2023
- Mirador Capital Partners 2022 Q4 filed Feb. 10, 2023
- Mirador Capital Partners 2022 Q3 filed Nov. 14, 2022
- Mirador Capital Partners 2022 Q2 filed Aug. 5, 2022
- Mirador Capital Partners 2022 Q1 filed May 6, 2022
- Mirador Capital Partners 2021 Q4 filed Feb. 2, 2022
- Mirador Capital Partners 2021 Q3 filed Nov. 9, 2021
- Mirador Capital Partners 2021 Q2 filed July 27, 2021
- Mirador Capital Partners 2021 Q1 filed April 29, 2021
- Mirador Capital Partners 2020 Q4 filed Jan. 20, 2021