Mirador Capital Partners as of June 30, 2024
Portfolio Holdings for Mirador Capital Partners
Mirador Capital Partners holds 188 positions in its portfolio as reported in the June 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 | 14.7 | $78M | 3.4M | 22.72 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 6.5 | $34M | 1.5M | 22.91 | |
Apple (AAPL) | 4.2 | $22M | 105k | 210.62 | |
Alphabet Cap Stk Cl C (GOOG) | 3.8 | $20M | 109k | 183.42 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $20M | 49k | 406.80 | |
Amazon (AMZN) | 3.6 | $19M | 98k | 193.25 | |
Chevron Corporation (CVX) | 3.1 | $16M | 104k | 156.42 | |
Microsoft Corporation (MSFT) | 2.7 | $14M | 32k | 446.96 | |
Meta Platforms Cl A (META) | 2.3 | $12M | 24k | 504.21 | |
Blackstone Group Inc Com Cl A (BX) | 2.2 | $12M | 93k | 123.80 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $11M | 54k | 202.26 | |
Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $11M | 59k | 182.15 | |
Kkr & Co (KKR) | 1.9 | $9.9M | 94k | 105.24 | |
Abbvie (ABBV) | 1.7 | $8.9M | 52k | 171.52 | |
Proshares Tr Short S&p 500 Ne | 1.4 | $7.6M | 663k | 11.41 | |
NVIDIA Corporation (NVDA) | 1.3 | $6.9M | 56k | 123.54 | |
Select Sector Spdr Tr Energy (XLE) | 1.3 | $6.7M | 74k | 91.15 | |
FormFactor (FORM) | 1.2 | $6.6M | 109k | 60.53 | |
Phillips 66 (PSX) | 1.2 | $6.5M | 46k | 141.17 | |
Performant Finl | 1.1 | $5.9M | 2.1M | 2.90 | |
Palo Alto Networks (PANW) | 1.1 | $5.9M | 18k | 339.01 | |
Kinder Morgan (KMI) | 1.1 | $5.9M | 298k | 19.87 | |
Danaher Corporation (DHR) | 1.1 | $5.7M | 23k | 249.85 | |
UnitedHealth (UNH) | 1.1 | $5.7M | 11k | 509.27 | |
Visa Com Cl A (V) | 1.0 | $5.6M | 21k | 262.47 | |
Ares Capital Corporation (ARCC) | 0.9 | $4.9M | 236k | 20.84 | |
Extreme Networks (EXTR) | 0.9 | $4.9M | 363k | 13.45 | |
Kla Corp Com New (KLAC) | 0.9 | $4.9M | 5.9k | 824.51 | |
Skyline Corporation (SKY) | 0.9 | $4.8M | 70k | 67.75 | |
Thermo Fisher Scientific (TMO) | 0.9 | $4.6M | 8.4k | 553.01 | |
BlackRock | 0.8 | $4.4M | 5.6k | 787.31 | |
Wynn Resorts (WYNN) | 0.8 | $4.4M | 49k | 89.50 | |
Uber Technologies (UBER) | 0.8 | $4.2M | 58k | 72.68 | |
Celldex Therapeutics Com New (CLDX) | 0.8 | $4.2M | 112k | 37.01 | |
Ishares Tr Ishares Biotech (IBB) | 0.8 | $4.1M | 30k | 137.26 | |
Cadence Design Systems (CDNS) | 0.8 | $4.1M | 13k | 307.75 | |
Advanced Micro Devices (AMD) | 0.8 | $4.1M | 25k | 162.21 | |
Costco Wholesale Corporation (COST) | 0.7 | $3.8M | 4.5k | 849.93 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 0.7 | $3.5M | 11k | 316.19 | |
Cytokinetics Com New (CYTK) | 0.6 | $3.4M | 63k | 54.18 | |
MGM Resorts International. (MGM) | 0.6 | $3.3M | 75k | 44.44 | |
Freeport-mcmoran CL B (FCX) | 0.6 | $3.3M | 68k | 48.60 | |
Intel Corporation (INTC) | 0.6 | $3.2M | 103k | 30.97 | |
Nike CL B (NKE) | 0.5 | $2.7M | 36k | 75.37 | |
Workday Cl A (WDAY) | 0.5 | $2.6M | 12k | 223.56 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.9M | 46k | 41.53 | |
Trinet (TNET) | 0.4 | $1.9M | 19k | 100.00 | |
Dell Technologies CL C (DELL) | 0.3 | $1.8M | 13k | 137.91 | |
Ross Stores (ROST) | 0.3 | $1.8M | 12k | 145.33 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.8M | 4.7k | 383.19 | |
Invesco Van Kampen Senior Income Trust (VVR) | 0.3 | $1.7M | 401k | 4.31 | |
Veeva Sys Cl A Com (VEEV) | 0.3 | $1.7M | 9.4k | 183.01 | |
Avidity Biosciences Ord (RNA) | 0.3 | $1.7M | 41k | 40.85 | |
Broadcom (AVGO) | 0.3 | $1.6M | 995.00 | 1605.92 | |
Qualcomm (QCOM) | 0.3 | $1.6M | 8.0k | 199.18 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.6M | 36k | 43.31 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $1.5M | 3.5k | 444.85 | |
Citigroup Com New (C) | 0.3 | $1.5M | 24k | 63.46 | |
McGrath Rent (MGRC) | 0.3 | $1.5M | 14k | 106.55 | |
Simpson Manufacturing (SSD) | 0.3 | $1.4M | 8.4k | 168.53 | |
Intuit (INTU) | 0.3 | $1.3M | 2.0k | 657.21 | |
Constellation Brands Cl A (STZ) | 0.2 | $1.3M | 5.1k | 257.28 | |
Grid Dynamics Hldgs Cl A (GDYN) | 0.2 | $1.3M | 123k | 10.51 | |
Cooper Cos (COO) | 0.2 | $1.3M | 15k | 87.30 | |
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.3M | 4.9k | 260.71 | |
Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.3M | 15k | 85.66 | |
Cardinal Health (CAH) | 0.2 | $1.2M | 13k | 98.32 | |
10x Genomics Cl A Com (TXG) | 0.2 | $1.2M | 62k | 19.45 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.1M | 5.8k | 182.41 | |
Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | 9.0k | 115.12 | |
Arc Document Solutions (ARC) | 0.2 | $1.0M | 387k | 2.64 | |
American Water Works (AWK) | 0.2 | $1.0M | 7.8k | 129.16 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $999k | 49k | 20.45 | |
Toast Cl A (TOST) | 0.2 | $998k | 39k | 25.77 | |
Procter & Gamble Company (PG) | 0.2 | $990k | 6.0k | 164.93 | |
Verizon Communications (VZ) | 0.2 | $959k | 23k | 41.24 | |
International Business Machines (IBM) | 0.2 | $953k | 5.5k | 172.94 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $933k | 15k | 64.25 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $914k | 5.6k | 164.27 | |
Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $913k | 82k | 11.16 | |
3M Company (MMM) | 0.2 | $886k | 8.7k | 102.19 | |
Gilead Sciences (GILD) | 0.2 | $875k | 13k | 68.61 | |
Five9 (FIVN) | 0.2 | $869k | 20k | 44.10 | |
Cisco Systems (CSCO) | 0.2 | $840k | 18k | 47.51 | |
Transocean Registered Shs (RIG) | 0.2 | $834k | 156k | 5.35 | |
Nucor Corporation (NUE) | 0.2 | $818k | 5.2k | 158.10 | |
American Electric Power Company (AEP) | 0.2 | $814k | 9.3k | 87.74 | |
Kimbell Rty Partners Unit (KRP) | 0.2 | $812k | 50k | 16.36 | |
Fortive (FTV) | 0.2 | $798k | 11k | 74.10 | |
Dow (DOW) | 0.1 | $795k | 15k | 53.05 | |
Sixth Street Specialty Lending (TSLX) | 0.1 | $792k | 37k | 21.35 | |
Hercules Technology Growth Capital (HTGC) | 0.1 | $782k | 38k | 20.45 | |
CMS Energy Corporation (CMS) | 0.1 | $780k | 13k | 59.53 | |
Oracle Corporation (ORCL) | 0.1 | $768k | 5.4k | 141.21 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Muni | 0.1 | $759k | 31k | 24.82 | |
Kronos Worldwide (KRO) | 0.1 | $750k | 60k | 12.55 | |
Tesla Motors (TSLA) | 0.1 | $744k | 3.8k | 197.88 | |
Merck & Co (MRK) | 0.1 | $731k | 5.9k | 123.79 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $729k | 17k | 43.93 | |
Cubesmart (CUBE) | 0.1 | $706k | 16k | 45.17 | |
Airbnb Com Cl A (ABNB) | 0.1 | $702k | 4.6k | 151.63 | |
Williams Companies (WMB) | 0.1 | $696k | 16k | 42.50 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $672k | 12k | 56.42 | |
Veralto Corp Com Shs (VLTO) | 0.1 | $667k | 7.0k | 95.47 | |
Endeavor Group Hldgs Cl A Com (EDR) | 0.1 | $665k | 25k | 27.03 | |
Johnson & Johnson (JNJ) | 0.1 | $660k | 4.5k | 146.16 | |
Zillow Group Cl C Cap Stk (Z) | 0.1 | $654k | 14k | 46.39 | |
Pinnacle West Capital Corporation (PNW) | 0.1 | $634k | 8.3k | 76.38 | |
Peak (DOC) | 0.1 | $613k | 31k | 19.60 | |
GSK Sponsored Adr (GSK) | 0.1 | $594k | 15k | 38.50 | |
Ansys (ANSS) | 0.1 | $582k | 1.8k | 321.50 | |
Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $575k | 23k | 25.51 | |
salesforce (CRM) | 0.1 | $561k | 2.2k | 257.06 | |
Netflix (NFLX) | 0.1 | $559k | 828.00 | 674.88 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $526k | 3.0k | 173.81 | |
Ishares Tr Global 100 Etf (IOO) | 0.1 | $524k | 5.4k | 96.58 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $524k | 6.7k | 77.76 | |
4068594 Enphase Energy (ENPH) | 0.1 | $522k | 5.2k | 99.71 | |
Walt Disney Company (DIS) | 0.1 | $517k | 5.2k | 99.28 | |
Las Vegas Sands (LVS) | 0.1 | $509k | 12k | 44.25 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $503k | 940.00 | 535.09 | |
Applied Materials (AMAT) | 0.1 | $482k | 2.0k | 235.94 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $476k | 2.7k | 174.50 | |
Amgen (AMGN) | 0.1 | $468k | 1.5k | 312.55 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $452k | 1.7k | 267.55 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $449k | 2.2k | 202.85 | |
Owl Rock Capital Corporation (OBDC) | 0.1 | $437k | 29k | 15.36 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $424k | 775.00 | 547.09 | |
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.1 | $418k | 18k | 23.06 | |
Southern Company (SO) | 0.1 | $416k | 5.4k | 77.57 | |
Public Storage (PSA) | 0.1 | $413k | 1.4k | 287.72 | |
New York Community Ban | 0.1 | $402k | 125k | 3.22 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $398k | 1.8k | 226.26 | |
First Solar (FSLR) | 0.1 | $394k | 1.7k | 225.46 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $386k | 8.1k | 47.45 | |
Home Depot (HD) | 0.1 | $383k | 1.1k | 344.35 | |
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $379k | 7.1k | 53.24 | |
Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.1 | $374k | 374k | 1.00 | |
Solventum Corp Com Shs (SOLV) | 0.1 | $373k | 7.1k | 52.88 | |
Servicenow (NOW) | 0.1 | $371k | 471.00 | 786.67 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $367k | 6.9k | 53.13 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $357k | 4.6k | 77.84 | |
Cummins (CMI) | 0.1 | $356k | 1.3k | 276.98 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $352k | 647.00 | 544.59 | |
Parker-Hannifin Corporation (PH) | 0.1 | $338k | 668.00 | 505.90 | |
McDonald's Corporation (MCD) | 0.1 | $335k | 1.3k | 254.80 | |
Ishares Bitcoin Tr SHS (IBIT) | 0.1 | $330k | 9.7k | 34.14 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $330k | 4.5k | 74.08 | |
Axsome Therapeutics (AXSM) | 0.1 | $322k | 4.0k | 80.50 | |
Newmont Mining Corporation (NEM) | 0.1 | $321k | 7.7k | 41.87 | |
Bank of America Corporation (BAC) | 0.1 | $319k | 8.0k | 39.77 | |
Wal-Mart Stores (WMT) | 0.1 | $312k | 4.6k | 67.71 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.1 | $308k | 15k | 21.06 | |
Blackrock Science & Technolo SHS (BST) | 0.1 | $307k | 8.2k | 37.66 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $297k | 2.0k | 145.50 | |
Abbott Laboratories (ABT) | 0.1 | $292k | 2.8k | 103.91 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $282k | 1.7k | 168.78 | |
Microchip Technology (MCHP) | 0.1 | $278k | 3.0k | 91.50 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $277k | 6.6k | 41.80 | |
Nextera Energy (NEE) | 0.1 | $273k | 3.9k | 70.81 | |
Pfizer (PFE) | 0.1 | $273k | 9.7k | 27.98 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $272k | 3.1k | 86.60 | |
Waste Management (WM) | 0.1 | $272k | 1.3k | 213.36 | |
Mp Materials Corp Com Cl A (MP) | 0.1 | $270k | 21k | 12.73 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $268k | 6.1k | 43.76 | |
Caterpillar (CAT) | 0.0 | $259k | 779.00 | 332.91 | |
Lockheed Martin Corporation (LMT) | 0.0 | $259k | 554.00 | 467.42 | |
Snowflake Cl A (SNOW) | 0.0 | $257k | 1.9k | 135.09 | |
Crown Castle Intl (CCI) | 0.0 | $256k | 2.6k | 97.70 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $255k | 1.4k | 182.55 | |
Wells Fargo & Company (WFC) | 0.0 | $251k | 4.2k | 59.39 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $247k | 2.0k | 123.28 | |
Ncino (NCNO) | 0.0 | $245k | 7.8k | 31.45 | |
Valero Energy Corporation (VLO) | 0.0 | $238k | 1.5k | 156.77 | |
American Express Company (AXP) | 0.0 | $227k | 982.00 | 231.55 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $227k | 3.1k | 72.64 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $226k | 2.2k | 100.82 | |
Starbucks Corporation (SBUX) | 0.0 | $225k | 2.9k | 77.85 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $205k | 7.5k | 27.44 | |
Revance Therapeutics (RVNC) | 0.0 | $186k | 72k | 2.57 | |
Aeye Cl A New (LIDR) | 0.0 | $168k | 86k | 1.95 | |
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $123k | 12k | 10.42 | |
Movano (MOVE) | 0.0 | $109k | 395k | 0.28 | |
Coya Therapeutics Common Stock (COYA) | 0.0 | $89k | 15k | 6.06 | |
Pacific Biosciences of California (PACB) | 0.0 | $84k | 61k | 1.37 | |
Athira Pharma (ATHA) | 0.0 | $53k | 20k | 2.65 | |
Asensus Surgical (ASXC) | 0.0 | $37k | 110k | 0.33 | |
Plby Group Ord (PLBY) | 0.0 | $37k | 47k | 0.78 |