Mirador Capital Partners

Mirador Capital Partners as of March 31, 2024

Portfolio Holdings for Mirador Capital Partners

Mirador Capital Partners holds 194 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 15.5 $81M 3.6M 22.73
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 4.7 $25M 1.1M 22.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $20M 48k 420.52
Amazon (AMZN) 3.3 $17M 95k 180.38
Apple (AAPL) 3.2 $17M 98k 171.48
Alphabet Cap Stk Cl C (GOOG) 3.1 $17M 108k 152.26
Chevron Corporation (CVX) 3.1 $17M 104k 157.74
Microsoft Corporation (MSFT) 2.6 $13M 32k 420.71
Blackstone Group Inc Com Cl A (BX) 2.2 $12M 88k 131.37
Meta Platforms Cl A (META) 2.2 $11M 24k 485.59
JPMorgan Chase & Co. (JPM) 2.1 $11M 54k 200.30
Kkr & Co (KKR) 1.8 $9.2M 92k 100.58
Abbvie (ABBV) 1.7 $9.1M 50k 182.10
Alphabet Cap Stk Cl A (GOOGL) 1.7 $8.7M 58k 150.93
Phillips 66 (PSX) 1.4 $7.3M 45k 163.34
Select Sector Spdr Tr Energy (XLE) 1.3 $6.8M 72k 94.41
Proshares Tr Short S&p 500 Ne (SH) 1.2 $6.2M 519k 11.86
FormFactor (FORM) 1.1 $6.0M 132k 45.63
Performant Finl (PFMT) 1.1 $5.9M 2.0M 2.94
Visa Com Cl A (V) 1.1 $5.8M 21k 279.08
UnitedHealth (UNH) 1.1 $5.8M 12k 494.70
Skyline Corporation (SKY) 1.1 $5.7M 67k 85.01
Danaher Corporation (DHR) 1.1 $5.6M 22k 249.72
Kinder Morgan (KMI) 1.0 $5.2M 284k 18.34
Wynn Resorts (WYNN) 0.9 $4.8M 47k 102.23
Thermo Fisher Scientific (TMO) 0.9 $4.8M 8.2k 581.22
Ares Capital Corporation (ARCC) 0.9 $4.7M 226k 20.82
NVIDIA Corporation (NVDA) 0.9 $4.7M 5.2k 903.56
Palo Alto Networks (PANW) 0.9 $4.6M 16k 284.13
Intel Corporation (INTC) 0.9 $4.6M 104k 44.17
BlackRock (BLK) 0.9 $4.5M 5.4k 833.68
Advanced Micro Devices (AMD) 0.9 $4.5M 25k 180.49
Ishares Tr Russell 2000 Etf (IWM) 0.9 $4.5M 21k 210.30
Celldex Therapeutics Com New (CLDX) 0.8 $4.4M 105k 41.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $4.2M 100k 41.77
Kla Corp Com New (KLAC) 0.8 $4.1M 5.9k 698.57
Ishares Tr Ishares Biotech (IBB) 0.8 $4.0M 29k 137.22
Vaneck Etf Trust Oil Services Etf (OIH) 0.7 $3.6M 11k 336.34
MGM Resorts International. (MGM) 0.7 $3.5M 74k 47.21
3M Company (MMM) 0.6 $3.4M 32k 106.07
Boeing Company (BA) 0.6 $3.3M 17k 192.99
Costco Wholesale Corporation (COST) 0.6 $3.2M 4.4k 732.55
Johnson & Johnson (JNJ) 0.6 $3.2M 21k 158.19
Uber Technologies (UBER) 0.6 $3.2M 41k 76.99
Freeport-mcmoran CL B (FCX) 0.6 $3.1M 67k 47.02
Workday Cl A (WDAY) 0.6 $3.0M 11k 272.75
Extreme Networks (EXTR) 0.5 $2.9M 247k 11.54
Trinet (TNET) 0.5 $2.6M 20k 132.49
Cytokinetics Com New (CYTK) 0.5 $2.5M 36k 70.11
Bristol Myers Squibb (BMY) 0.5 $2.5M 46k 54.23
Veeva Sys Cl A Com (VEEV) 0.4 $2.3M 10k 231.69
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $2.2M 103k 20.97
Ross Stores (ROST) 0.4 $1.9M 13k 146.76
McGrath Rent (MGRC) 0.4 $1.8M 15k 123.37
Simpson Manufacturing (SSD) 0.3 $1.8M 8.8k 205.17
Invesco Van Kampen Senior Income Trust (VVR) 0.3 $1.7M 403k 4.28
Dell Technologies CL C (DELL) 0.3 $1.7M 15k 114.11
Broadcom (AVGO) 0.3 $1.6M 1.2k 1325.11
Cooper Cos (COO) 0.3 $1.6M 15k 101.46
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.5M 4.7k 320.59
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $1.5M 36k 41.84
Grid Dynamics Hldgs Cl A (GDYN) 0.3 $1.5M 122k 12.29
Intuitive Surgical Com New (ISRG) 0.3 $1.5M 3.7k 399.09
Morgan Stanley Com New (MS) 0.3 $1.4M 15k 94.16
Citigroup Com New (C) 0.3 $1.4M 22k 63.24
Cardinal Health (CAH) 0.3 $1.3M 12k 111.90
Intuit (INTU) 0.3 $1.3M 2.0k 650.00
Qualcomm (QCOM) 0.3 $1.3M 7.8k 169.30
Tesla Motors (TSLA) 0.2 $1.3M 7.2k 175.79
Constellation Brands Cl A (STZ) 0.2 $1.2M 4.5k 271.75
Avidity Biosciences Ord (RNA) 0.2 $1.2M 47k 25.52
Pacific Biosciences of California (PACB) 0.2 $1.2M 318k 3.75
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.5k 777.96
International Business Machines (IBM) 0.2 $1.2M 6.2k 190.97
Select Sector Spdr Tr Communication (XLC) 0.2 $1.2M 14k 81.66
Procter & Gamble Company (PG) 0.2 $1.1M 6.9k 162.26
Arc Document Solutions (ARC) 0.2 $1.1M 400k 2.77
Arista Networks (ANET) 0.2 $1.1M 3.8k 289.98
Five9 (FIVN) 0.2 $1.1M 18k 62.11
10x Genomics Cl A Com (TXG) 0.2 $1.1M 29k 37.53
Exxon Mobil Corporation (XOM) 0.2 $1.1M 9.2k 116.25
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.0M 5.7k 183.90
Calamos Conv & High Income F Com Shs (CHY) 0.2 $1.0M 88k 11.81
Nucor Corporation (NUE) 0.2 $1.0M 5.2k 197.90
Nasdaq Omx (NDAQ) 0.2 $1.0M 16k 63.10
Airbnb Com Cl A (ABNB) 0.2 $1.0M 6.1k 164.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $998k 4.4k 225.00
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $991k 49k 20.43
Verizon Communications (VZ) 0.2 $935k 22k 41.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $934k 5.5k 169.38
American Water Works (AWK) 0.2 $904k 7.4k 122.20
Fortive (FTV) 0.2 $899k 11k 86.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $896k 14k 62.06
Transocean Registered Shs (RIG) 0.2 $892k 142k 6.28
Gilead Sciences (GILD) 0.2 $879k 12k 73.25
Cisco Systems (CSCO) 0.2 $865k 17k 49.91
Merck & Co (MRK) 0.2 $863k 6.5k 131.94
Toast Cl A (TOST) 0.2 $861k 35k 24.92
Hillenbrand (HI) 0.2 $837k 17k 50.29
Dow (DOW) 0.2 $826k 14k 57.93
American Electric Power Company (AEP) 0.2 $809k 9.4k 86.10
Sixth Street Specialty Lending (TSLX) 0.2 $795k 37k 21.43
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) 0.1 $753k 30k 24.78
CMS Energy Corporation (CMS) 0.1 $751k 12k 60.34
Cubesmart (CUBE) 0.1 $688k 15k 45.22
Kronos Worldwide (KRO) 0.1 $684k 58k 11.80
Oracle Corporation (ORCL) 0.1 $682k 5.4k 125.61
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $677k 12k 56.39
Hercules Technology Growth Capital (HTGC) 0.1 $667k 36k 18.45
salesforce (CRM) 0.1 $667k 2.2k 301.18
Walt Disney Company (DIS) 0.1 $664k 5.4k 122.35
Las Vegas Sands (LVS) 0.1 $644k 13k 51.70
Williams Companies (WMB) 0.1 $636k 16k 38.97
GSK Sponsored Adr (GSK) 0.1 $632k 15k 42.87
Ishares Gold Tr Ishares New (IAU) 0.1 $614k 15k 42.01
Veralto Corp Com Shs (VLTO) 0.1 $599k 6.8k 88.66
Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.1 $597k 597k 1.00
Pinnacle West Capital Corporation (PNW) 0.1 $592k 7.9k 74.73
Amgen (AMGN) 0.1 $590k 2.1k 284.27
Endeavor Group Hldgs Cl A Com (EDR) 0.1 $569k 22k 25.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $566k 7.0k 80.63
Peak (DOC) 0.1 $560k 30k 18.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $551k 991.00 556.40
Netflix (NFLX) 0.1 $530k 872.00 607.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $519k 3.5k 147.73
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.1 $506k 20k 25.51
Electronic Arts (EA) 0.1 $500k 3.8k 132.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $487k 2.7k 179.14
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $449k 7.1k 63.17
Home Depot (HD) 0.1 $427k 1.1k 383.57
Applied Materials (AMAT) 0.1 $421k 2.0k 206.28
Owl Rock Capital Corporation (OBDC) 0.1 $418k 27k 15.38
Ishares Tr Global 100 Etf (IOO) 0.1 $417k 4.7k 89.41
Public Storage (PSA) 0.1 $416k 1.4k 290.09
Ishares Tr Core S&p500 Etf (IVV) 0.1 $410k 780.00 525.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $410k 8.3k 49.24
Cummins (CMI) 0.1 $398k 1.4k 294.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $395k 1.5k 259.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $393k 2.9k 136.05
Parker-Hannifin Corporation (PH) 0.1 $391k 703.00 555.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $389k 4.8k 81.44
Southern Company (SO) 0.1 $380k 5.3k 71.74
Select Sector Spdr Tr Technology (XLK) 0.1 $373k 1.8k 208.32
McDonald's Corporation (MCD) 0.1 $370k 1.3k 281.94
Proshares Tr Bitcoin Strate (BITO) 0.1 $367k 11k 32.30
New York Community Ban 0.1 $358k 111k 3.22
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $357k 6.7k 53.39
Abbott Laboratories (ABT) 0.1 $344k 3.0k 113.66
Nextera Energy (NEE) 0.1 $344k 5.4k 63.91
Brown Forman Corp CL B (BF.B) 0.1 $335k 6.5k 51.62
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $329k 2.1k 154.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $325k 4.3k 75.98
Caterpillar (CAT) 0.1 $322k 878.00 366.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $321k 613.00 523.36
Axsome Therapeutics (AXSM) 0.1 $319k 4.0k 79.80
First Solar (FSLR) 0.1 $310k 1.8k 168.80
Bank of America Corporation (BAC) 0.1 $305k 8.0k 37.92
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $300k 1.6k 182.58
American Express Company (AXP) 0.1 $297k 1.3k 227.69
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $292k 1.7k 175.26
Ncino (NCNO) 0.1 $291k 7.8k 37.38
Waste Management (WM) 0.1 $286k 1.3k 213.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $282k 3.1k 89.89
Wal-Mart Stores (WMT) 0.1 $279k 4.6k 60.17
Blackrock Science & Technolo SHS (BST) 0.1 $277k 7.5k 36.92
Mp Materials Corp Com Cl A (MP) 0.1 $277k 19k 14.30
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $277k 6.6k 42.11
Microchip Technology (MCHP) 0.1 $273k 3.0k 89.70
Churchill Downs (CHDN) 0.1 $272k 2.2k 123.75
Valero Energy Corporation (VLO) 0.1 $271k 1.6k 170.69
Starbucks Corporation (SBUX) 0.1 $267k 2.9k 91.39
Crown Castle Intl (CCI) 0.1 $265k 2.5k 105.83
Lockheed Martin Corporation (LMT) 0.0 $259k 568.00 455.17
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $258k 2.1k 123.93
Wells Fargo & Company (WFC) 0.0 $254k 4.4k 57.96
Pfizer (PFE) 0.0 $251k 9.1k 27.75
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $233k 7.5k 31.21
Ishares Tr Core Msci Eafe (IEFA) 0.0 $232k 3.1k 74.23
Servicenow (NOW) 0.0 $222k 291.00 762.40
Carlyle Group (CG) 0.0 $219k 4.7k 46.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $214k 2.3k 92.70
Baidu Spon Adr Rep A (BIDU) 0.0 $213k 2.0k 105.28
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $206k 2.8k 72.36
Crispr Therapeutics Namen Akt (CRSP) 0.0 $203k 3.0k 68.16
Mastercard Incorporated Cl A (MA) 0.0 $202k 419.00 482.02
Schlumberger Com Stk (SLB) 0.0 $200k 3.7k 54.80
23andme Holding Class A Com (ME) 0.0 $181k 341k 0.53
Movano (MOVE) 0.0 $170k 413k 0.41
Coya Therapeutics Common Stock (COYA) 0.0 $154k 16k 9.92
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $117k 12k 9.96
Aeye Cl A New (LIDR) 0.0 $111k 89k 1.25
Athira Pharma (ATHA) 0.0 $57k 21k 2.74
Plby Group Ord (PLBY) 0.0 $48k 46k 1.05
Asensus Surgical (ASXC) 0.0 $25k 110k 0.23