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