Mirador Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Mirador Capital Partners
Mirador Capital Partners holds 196 positions in its portfolio as reported in the December 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) | 10.4 | $57M | 2.5M | 23.07 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 6.3 | $35M | 1.5M | 23.27 | |
| Apple (AAPL) | 4.6 | $26M | 102k | 250.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $22M | 49k | 453.28 | |
| Amazon (AMZN) | 3.9 | $22M | 98k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $21M | 111k | 190.44 | |
| Blackstone Group Inc Com Cl A (BX) | 3.0 | $17M | 98k | 172.42 | |
| Chevron Corporation (CVX) | 2.7 | $15M | 102k | 144.84 | |
| Kkr & Co (KKR) | 2.5 | $14M | 94k | 147.91 | |
| Meta Platforms Cl A (META) | 2.4 | $14M | 23k | 585.52 | |
| Microsoft Corporation (MSFT) | 2.4 | $13M | 32k | 421.50 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $13M | 55k | 239.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $9.6M | 51k | 189.30 | |
| Abbvie (ABBV) | 1.7 | $9.3M | 52k | 177.70 | |
| Proshares Tr Short S&p 500 Ne (SH) | 1.5 | $8.5M | 200k | 42.38 | |
| Kinder Morgan (KMI) | 1.5 | $8.4M | 307k | 27.40 | |
| NVIDIA Corporation (NVDA) | 1.3 | $7.4M | 55k | 134.29 | |
| Visa Com Cl A (V) | 1.2 | $6.7M | 21k | 316.04 | |
| Palo Alto Networks (PANW) | 1.2 | $6.6M | 36k | 181.96 | |
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $6.4M | 75k | 85.66 | |
| Performant Finl (PHLT) | 1.1 | $6.2M | 2.1M | 3.02 | |
| Extreme Networks (EXTR) | 1.1 | $6.1M | 367k | 16.74 | |
| Blackrock (BLK) | 1.0 | $5.7M | 5.5k | 1025.11 | |
| UnitedHealth (UNH) | 1.0 | $5.6M | 11k | 505.86 | |
| Nike CL B (NKE) | 1.0 | $5.5M | 73k | 75.67 | |
| Danaher Corporation (DHR) | 1.0 | $5.4M | 24k | 229.55 | |
| Phillips 66 (PSX) | 1.0 | $5.4M | 47k | 113.93 | |
| Ares Capital Corporation (ARCC) | 1.0 | $5.3M | 243k | 21.89 | |
| Uber Technologies (UBER) | 0.9 | $5.1M | 85k | 60.32 | |
| FormFactor (FORM) | 0.9 | $4.9M | 111k | 44.00 | |
| Skyline Corporation (SKY) | 0.8 | $4.5M | 52k | 88.10 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $4.4M | 8.5k | 520.24 | |
| Costco Wholesale Corporation (COST) | 0.8 | $4.2M | 4.6k | 916.26 | |
| Wynn Resorts (WYNN) | 0.7 | $4.0M | 47k | 86.16 | |
| Snowflake Cl A (SNOW) | 0.7 | $3.9M | 26k | 154.41 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $3.9M | 30k | 132.21 | |
| Kla Corp Com New (KLAC) | 0.7 | $3.7M | 5.9k | 630.12 | |
| Workday Cl A (WDAY) | 0.7 | $3.6M | 14k | 258.03 | |
| Target Corporation (TGT) | 0.6 | $3.4M | 25k | 135.18 | |
| Advanced Micro Devices (AMD) | 0.6 | $3.1M | 26k | 120.79 | |
| Cytokinetics Com New (CYTK) | 0.6 | $3.1M | 66k | 47.04 | |
| Celldex Therapeutics Com New (CLDX) | 0.5 | $3.0M | 120k | 25.27 | |
| Proshares Tr Short Qqq (PSQ) | 0.5 | $2.9M | 77k | 37.40 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.8M | 4.8k | 586.03 | |
| Bristol Myers Squibb (BMY) | 0.5 | $2.7M | 47k | 56.56 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $2.6M | 70k | 38.08 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.4M | 4.7k | 511.25 | |
| Broadcom (AVGO) | 0.4 | $2.4M | 10k | 231.84 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.4 | $2.4M | 8.8k | 271.23 | |
| Intel Corporation (INTC) | 0.4 | $2.1M | 104k | 20.05 | |
| Citigroup Com New (C) | 0.4 | $2.0M | 29k | 70.39 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.9M | 3.7k | 521.96 | |
| Tesla Motors (TSLA) | 0.3 | $1.7M | 4.3k | 403.84 | |
| Ross Stores (ROST) | 0.3 | $1.7M | 11k | 151.27 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.3 | $1.7M | 75k | 22.24 | |
| Dell Technologies CL C (DELL) | 0.3 | $1.6M | 14k | 115.24 | |
| Trinet (TNET) | 0.3 | $1.6M | 18k | 90.77 | |
| Cardinal Health (CAH) | 0.3 | $1.6M | 13k | 118.27 | |
| Toast Cl A (TOST) | 0.3 | $1.5M | 42k | 36.45 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $1.5M | 7.2k | 210.25 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.5M | 37k | 40.49 | |
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $1.5M | 20k | 74.05 | |
| McGrath Rent (MGRC) | 0.3 | $1.5M | 13k | 111.82 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.3 | $1.5M | 371k | 3.95 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.5M | 15k | 96.81 | |
| salesforce (CRM) | 0.2 | $1.3M | 3.9k | 334.35 | |
| Intuit (INTU) | 0.2 | $1.3M | 2.0k | 628.50 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $1.3M | 18k | 72.23 | |
| Simpson Manufacturing (SSD) | 0.2 | $1.3M | 7.7k | 165.83 | |
| Gilead Sciences (GILD) | 0.2 | $1.3M | 14k | 92.37 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.2M | 5.6k | 224.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | 3.6k | 342.16 | |
| Constellation Brands Cl A (STZ) | 0.2 | $1.2M | 5.6k | 221.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 2.8k | 444.68 | |
| Cooper Cos (COO) | 0.2 | $1.2M | 13k | 91.93 | |
| 3M Company (MMM) | 0.2 | $1.2M | 9.5k | 129.09 | |
| Chubb (CB) | 0.2 | $1.2M | 4.4k | 276.30 | |
| Qualcomm (QCOM) | 0.2 | $1.2M | 7.6k | 153.63 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $1.2M | 81k | 14.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.1M | 4.7k | 242.13 | |
| Five9 (FIVN) | 0.2 | $1.1M | 28k | 40.64 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 19k | 59.20 | |
| American Water Works (AWK) | 0.2 | $1.1M | 8.6k | 124.48 | |
| Rocket Pharmaceuticals (RCKT) | 0.2 | $1.1M | 85k | 12.57 | |
| Oracle Corporation (ORCL) | 0.2 | $1.0M | 6.3k | 166.64 | |
| Verizon Communications (VZ) | 0.2 | $1.0M | 25k | 39.99 | |
| Procter & Gamble Company (PG) | 0.2 | $1.0M | 6.0k | 167.66 | |
| International Business Machines (IBM) | 0.2 | $973k | 4.4k | 219.84 | |
| Pfizer (PFE) | 0.2 | $954k | 36k | 26.53 | |
| CMS Energy Corporation (CMS) | 0.2 | $941k | 14k | 66.65 | |
| Kimbell Rty Partners Unit (KRP) | 0.2 | $939k | 58k | 16.23 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $933k | 40k | 23.18 | |
| American Electric Power Company (AEP) | 0.2 | $899k | 9.7k | 92.23 | |
| Williams Companies (WMB) | 0.2 | $894k | 17k | 54.12 | |
| Hercules Technology Growth Capital (HTGC) | 0.2 | $865k | 43k | 20.09 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 0.2 | $847k | 27k | 31.29 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $842k | 9.2k | 91.43 | |
| Fortive (FTV) | 0.1 | $824k | 11k | 75.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $811k | 4.6k | 175.23 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $807k | 16k | 49.51 | |
| Sixth Street Specialty Lending (TSLX) | 0.1 | $798k | 38k | 21.30 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $796k | 66k | 12.14 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $796k | 11k | 75.69 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $777k | 10k | 75.63 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $757k | 14k | 53.05 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $746k | 6.9k | 107.57 | |
| Avidity Biosciences Ord (RNA) | 0.1 | $745k | 26k | 29.08 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $743k | 8.8k | 84.77 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $737k | 12k | 63.45 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $737k | 7.2k | 101.85 | |
| Cubesmart (CUBE) | 0.1 | $701k | 16k | 42.85 | |
| Johnson & Johnson (JNJ) | 0.1 | $677k | 4.7k | 144.62 | |
| Peak (DOC) | 0.1 | $672k | 33k | 20.27 | |
| Nucor Corporation (NUE) | 0.1 | $664k | 5.7k | 116.72 | |
| Ansys (ANSS) | 0.1 | $660k | 2.0k | 337.33 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $619k | 2.8k | 220.97 | |
| Merck & Co (MRK) | 0.1 | $612k | 6.2k | 99.47 | |
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $592k | 5.9k | 100.77 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $576k | 978.00 | 588.57 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $553k | 971.00 | 569.63 | |
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $552k | 22k | 25.45 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $546k | 20k | 27.32 | |
| Wal-Mart Stores (WMT) | 0.1 | $540k | 6.0k | 90.35 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $536k | 4.1k | 131.41 | |
| Lifemd (LFMD) | 0.1 | $525k | 106k | 4.95 | |
| Netflix (NFLX) | 0.1 | $516k | 579.00 | 891.32 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $511k | 2.8k | 185.11 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $497k | 1.7k | 289.88 | |
| Servicenow (NOW) | 0.1 | $475k | 448.00 | 1060.12 | |
| Southern Company (SO) | 0.1 | $468k | 5.7k | 82.32 | |
| Enbridge (ENB) | 0.1 | $465k | 11k | 42.43 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $461k | 7.0k | 66.06 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $461k | 31k | 15.12 | |
| Home Depot (HD) | 0.1 | $459k | 1.2k | 389.04 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $451k | 1.9k | 232.50 | |
| Micron Technology (MU) | 0.1 | $439k | 5.2k | 84.16 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $436k | 16k | 27.71 | |
| Flagstar Financial Com New (FLG) | 0.1 | $425k | 46k | 9.33 | |
| Public Storage (PSA) | 0.1 | $424k | 1.4k | 299.34 | |
| Pacific Biosciences of California (PACB) | 0.1 | $415k | 227k | 1.83 | |
| First Solar (FSLR) | 0.1 | $401k | 2.3k | 176.24 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $394k | 620.00 | 636.18 | |
| Marvell Technology (MRVL) | 0.1 | $391k | 3.5k | 110.45 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $389k | 7.5k | 52.16 | |
| McDonald's Corporation (MCD) | 0.1 | $379k | 1.3k | 289.81 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $375k | 15k | 25.86 | |
| Mp Materials Corp Com Cl A (MP) | 0.1 | $362k | 23k | 15.60 | |
| Wells Fargo & Company (WFC) | 0.1 | $359k | 5.1k | 70.24 | |
| Bank of America Corporation (BAC) | 0.1 | $353k | 8.0k | 43.95 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $352k | 14k | 26.07 | |
| Axsome Therapeutics (AXSM) | 0.1 | $338k | 4.0k | 84.61 | |
| Applied Materials (AMAT) | 0.1 | $333k | 2.1k | 162.60 | |
| Las Vegas Sands (LVS) | 0.1 | $333k | 6.5k | 51.36 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $318k | 1.7k | 189.94 | |
| Abbott Laboratories (ABT) | 0.1 | $316k | 2.8k | 113.09 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $313k | 3.5k | 90.06 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $298k | 15k | 19.43 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $297k | 7.5k | 39.36 | |
| Sofi Technologies (SOFI) | 0.1 | $287k | 19k | 15.40 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $283k | 6.8k | 41.73 | |
| American Express Company (AXP) | 0.0 | $276k | 929.00 | 296.79 | |
| Amgen (AMGN) | 0.0 | $275k | 1.1k | 260.69 | |
| Caterpillar (CAT) | 0.0 | $274k | 755.00 | 362.66 | |
| Blackrock Science & Technolo SHS (BST) | 0.0 | $274k | 7.5k | 36.56 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $273k | 562.00 | 486.03 | |
| Crown Castle Intl (CCI) | 0.0 | $272k | 3.0k | 90.76 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $269k | 6.1k | 44.04 | |
| Nextera Energy (NEE) | 0.0 | $268k | 3.7k | 71.69 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $266k | 13k | 20.65 | |
| Newmont Mining Corporation (NEM) | 0.0 | $265k | 7.1k | 37.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $260k | 1.3k | 197.49 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $251k | 1.3k | 195.83 | |
| Morgan Stanley Com New (MS) | 0.0 | $241k | 1.9k | 125.72 | |
| Walt Disney Company (DIS) | 0.0 | $240k | 2.2k | 111.33 | |
| KB Home (KBH) | 0.0 | $239k | 3.6k | 65.72 | |
| Carlyle Group (CG) | 0.0 | $235k | 4.6k | 50.50 | |
| Mosaic (MOS) | 0.0 | $235k | 9.5k | 24.58 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $232k | 6.8k | 34.35 | |
| Waste Management (WM) | 0.0 | $230k | 1.1k | 201.79 | |
| Schlumberger Com Stk (SLB) | 0.0 | $229k | 6.0k | 38.34 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $228k | 1.8k | 124.98 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $228k | 8.2k | 27.87 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $221k | 6.9k | 31.79 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $217k | 412.00 | 526.91 | |
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $215k | 2.0k | 107.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $214k | 397.00 | 539.37 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $212k | 2.3k | 92.71 | |
| Porch Group (PRCH) | 0.0 | $209k | 43k | 4.92 | |
| MGM Resorts International. (MGM) | 0.0 | $204k | 5.9k | 34.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $203k | 2.9k | 70.27 | |
| Udemy (UDMY) | 0.0 | $148k | 18k | 8.23 | |
| Movano Com New (MOVE) | 0.0 | $130k | 24k | 5.40 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $129k | 12k | 10.94 | |
| Aeye Cl A New (LIDR) | 0.0 | $101k | 80k | 1.27 | |
| Coya Therapeutics Common Stock (COYA) | 0.0 | $79k | 14k | 5.73 | |
| Plby Group Ord (PLBY) | 0.0 | $35k | 24k | 1.46 |