Mirador Capital Partners as of June 30, 2025
Portfolio Holdings for Mirador Capital Partners
Mirador Capital Partners holds 200 positions in its portfolio as reported in the June 2025 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) | 9.0 | $55M | 2.4M | 23.07 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 7.9 | $48M | 2.1M | 23.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $25M | 51k | 485.77 | |
| Apple (AAPL) | 3.8 | $23M | 113k | 205.17 | |
| Amazon (AMZN) | 3.6 | $22M | 102k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $21M | 119k | 177.39 | |
| Meta Platforms Cl A (META) | 2.9 | $18M | 24k | 738.10 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $17M | 58k | 289.91 | |
| Microsoft Corporation (MSFT) | 2.7 | $17M | 34k | 497.41 | |
| Blackstone Group Inc Com Cl A (BX) | 2.6 | $16M | 107k | 149.58 | |
| Chevron Corporation (CVX) | 2.5 | $16M | 109k | 143.19 | |
| Kkr & Co (KKR) | 2.2 | $13M | 100k | 133.03 | |
| Uber Technologies (UBER) | 1.9 | $12M | 123k | 93.30 | |
| Abbvie (ABBV) | 1.8 | $11M | 60k | 185.62 | |
| Kinder Morgan (KMI) | 1.6 | $9.8M | 332k | 29.40 | |
| NVIDIA Corporation (NVDA) | 1.6 | $9.8M | 62k | 157.99 | |
| Performant Finl (PHLT) | 1.6 | $9.7M | 2.4M | 4.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $9.3M | 53k | 176.23 | |
| Palo Alto Networks (PANW) | 1.4 | $8.7M | 43k | 204.64 | |
| Extreme Networks (EXTR) | 1.2 | $7.3M | 405k | 17.95 | |
| Visa Com Cl A (V) | 1.1 | $6.5M | 18k | 355.05 | |
| Snowflake Cl A (SNOW) | 1.0 | $6.4M | 29k | 223.77 | |
| Blackrock (BLK) | 1.0 | $6.1M | 5.8k | 1049.29 | |
| Phillips 66 (PSX) | 1.0 | $6.0M | 50k | 119.30 | |
| Nike CL B (NKE) | 1.0 | $5.9M | 82k | 71.04 | |
| Chubb (CB) | 0.9 | $5.7M | 20k | 289.72 | |
| Ares Capital Corporation (ARCC) | 0.9 | $5.5M | 252k | 21.96 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.9 | $5.4M | 70k | 77.50 | |
| Kla Corp Com New (KLAC) | 0.9 | $5.3M | 5.9k | 895.74 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $5.2M | 106k | 49.46 | |
| Zillow Group Cl C Cap Stk (Z) | 0.8 | $5.2M | 74k | 70.05 | |
| Costco Wholesale Corporation (COST) | 0.8 | $5.2M | 5.2k | 989.98 | |
| Cytokinetics Com New (CYTK) | 0.8 | $4.8M | 144k | 33.04 | |
| Danaher Corporation (DHR) | 0.8 | $4.7M | 24k | 197.54 | |
| FormFactor (FORM) | 0.7 | $4.4M | 128k | 34.41 | |
| Goldman Sachs (GS) | 0.7 | $4.3M | 6.1k | 707.75 | |
| Broadcom (AVGO) | 0.6 | $3.9M | 14k | 275.65 | |
| Workday Cl A (WDAY) | 0.6 | $3.7M | 16k | 240.00 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $3.6M | 9.0k | 405.47 | |
| Pepsi (PEP) | 0.6 | $3.6M | 27k | 132.04 | |
| Celldex Therapeutics Com New (CLDX) | 0.5 | $3.2M | 159k | 20.35 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $3.2M | 74k | 43.35 | |
| Citigroup Com New (C) | 0.5 | $3.1M | 37k | 85.12 | |
| Skyline Corporation (SKY) | 0.5 | $3.0M | 48k | 62.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.9M | 4.6k | 617.86 | |
| Loews Corporation (L) | 0.5 | $2.8M | 30k | 91.66 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.7M | 4.9k | 551.64 | |
| Dell Technologies CL C (DELL) | 0.4 | $2.4M | 19k | 122.60 | |
| Cardinal Health (CAH) | 0.4 | $2.4M | 14k | 168.00 | |
| salesforce (CRM) | 0.4 | $2.4M | 8.6k | 272.69 | |
| Intel Corporation (INTC) | 0.4 | $2.3M | 102k | 22.40 | |
| Bristol Myers Squibb (BMY) | 0.4 | $2.3M | 49k | 46.29 | |
| Toast Cl A (TOST) | 0.4 | $2.2M | 50k | 44.29 | |
| Tesla Motors (TSLA) | 0.4 | $2.2M | 7.0k | 317.66 | |
| PG&E Corporation (PCG) | 0.4 | $2.2M | 159k | 13.94 | |
| Micron Technology (MU) | 0.3 | $2.1M | 17k | 123.25 | |
| Lifemd (LFMD) | 0.3 | $2.1M | 155k | 13.62 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.1M | 3.8k | 543.41 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $2.0M | 6.9k | 287.98 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.0M | 15k | 136.32 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.8M | 3.6k | 509.32 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $1.8M | 19k | 97.34 | |
| Cisco Systems (CSCO) | 0.3 | $1.8M | 26k | 69.38 | |
| Oracle Corporation (ORCL) | 0.3 | $1.7M | 8.0k | 218.62 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.7M | 15k | 108.53 | |
| American Water Works (AWK) | 0.3 | $1.6M | 12k | 139.11 | |
| Astera Labs (ALAB) | 0.3 | $1.6M | 18k | 90.42 | |
| Intuit (INTU) | 0.3 | $1.6M | 2.0k | 787.63 | |
| Gilead Sciences (GILD) | 0.3 | $1.6M | 14k | 110.87 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.6M | 26k | 61.21 | |
| 3M Company (MMM) | 0.2 | $1.5M | 9.9k | 152.24 | |
| HEICO Corporation (HEI) | 0.2 | $1.5M | 4.5k | 328.00 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $1.5M | 33k | 45.29 | |
| Trinet (TNET) | 0.2 | $1.4M | 19k | 73.14 | |
| Fair Isaac Corporation (FICO) | 0.2 | $1.4M | 764.00 | 1827.96 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.2 | $1.4M | 366k | 3.80 | |
| McGrath Rent (MGRC) | 0.2 | $1.4M | 12k | 115.96 | |
| International Business Machines (IBM) | 0.2 | $1.3M | 4.5k | 294.80 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 8.0k | 159.32 | |
| Qualcomm (QCOM) | 0.2 | $1.3M | 7.9k | 159.27 | |
| Simpson Manufacturing (SSD) | 0.2 | $1.2M | 8.0k | 155.31 | |
| Ross Stores (ROST) | 0.2 | $1.2M | 9.5k | 127.58 | |
| Pfizer (PFE) | 0.2 | $1.2M | 49k | 24.24 | |
| Avidity Biosciences Ord (RNA) | 0.2 | $1.2M | 41k | 28.40 | |
| Verizon Communications (VZ) | 0.2 | $1.2M | 27k | 43.27 | |
| American Electric Power Company (AEP) | 0.2 | $1.2M | 11k | 103.76 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | 11k | 107.80 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | 1.4k | 779.27 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.1M | 4.9k | 217.35 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $1.1M | 20k | 52.06 | |
| CMS Energy Corporation (CMS) | 0.2 | $1.0M | 15k | 69.28 | |
| Williams Companies (WMB) | 0.2 | $1.0M | 16k | 62.81 | |
| Cooper Cos (COO) | 0.2 | $1.0M | 14k | 71.16 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $949k | 15k | 62.36 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $933k | 38k | 24.44 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $931k | 11k | 81.66 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $926k | 3.0k | 304.83 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $920k | 79k | 11.58 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $919k | 51k | 18.13 | |
| Netflix (NFLX) | 0.1 | $911k | 680.00 | 1339.13 | |
| Target Corporation (TGT) | 0.1 | $878k | 8.9k | 98.65 | |
| Kimbell Rty Partners Unit (KRP) | 0.1 | $877k | 63k | 13.96 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $875k | 12k | 75.58 | |
| Crown Castle Intl (CCI) | 0.1 | $863k | 8.4k | 102.73 | |
| Five9 (FIVN) | 0.1 | $839k | 32k | 26.48 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $835k | 4.6k | 181.76 | |
| Hercules Technology Growth Capital (HTGC) | 0.1 | $834k | 46k | 18.28 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $820k | 9.2k | 89.47 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.1 | $778k | 67k | 11.55 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $765k | 7.6k | 100.95 | |
| Flagstar Financial Com New (FLG) | 0.1 | $749k | 71k | 10.60 | |
| Johnson & Johnson (JNJ) | 0.1 | $741k | 4.9k | 152.74 | |
| Tmc The Metals Company (TMC) | 0.1 | $731k | 111k | 6.60 | |
| Nucor Corporation (NUE) | 0.1 | $712k | 5.5k | 129.54 | |
| Wal-Mart Stores (WMT) | 0.1 | $709k | 7.2k | 97.78 | |
| Pacific Biosciences of California (PACB) | 0.1 | $699k | 564k | 1.24 | |
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $698k | 6.5k | 107.82 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $681k | 62k | 10.99 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $672k | 26k | 25.69 | |
| Servicenow (NOW) | 0.1 | $654k | 636.00 | 1028.08 | |
| Peak (DOC) | 0.1 | $636k | 36k | 17.51 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $611k | 1.1k | 566.57 | |
| Cubesmart (CUBE) | 0.1 | $593k | 14k | 42.50 | |
| Fortive (FTV) | 0.1 | $592k | 11k | 52.13 | |
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $582k | 23k | 25.50 | |
| Southern Company (SO) | 0.1 | $580k | 6.3k | 91.83 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $574k | 924.00 | 621.12 | |
| Caterpillar (CAT) | 0.1 | $567k | 1.5k | 388.24 | |
| Enbridge (ENB) | 0.1 | $567k | 13k | 45.32 | |
| Solventum Corp Com Shs (SOLV) | 0.1 | $551k | 7.3k | 75.84 | |
| Applied Materials (AMAT) | 0.1 | $549k | 3.0k | 183.05 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $547k | 21k | 26.50 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $541k | 2.8k | 194.21 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $528k | 4.0k | 132.34 | |
| Sixth Street Specialty Lending (TSLX) | 0.1 | $522k | 22k | 23.81 | |
| First Solar (FSLR) | 0.1 | $518k | 3.1k | 165.54 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $513k | 1.7k | 304.01 | |
| Merck & Co (MRK) | 0.1 | $509k | 6.4k | 79.16 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $500k | 2.0k | 253.21 | |
| Advanced Micro Devices (AMD) | 0.1 | $493k | 3.5k | 141.90 | |
| Marvell Technology (MRVL) | 0.1 | $481k | 6.2k | 77.40 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $479k | 2.2k | 215.82 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $472k | 7.7k | 60.94 | |
| Owl Rock Capital Corporation (OBDC) | 0.1 | $469k | 33k | 14.34 | |
| Bank of America Corporation (BAC) | 0.1 | $467k | 9.9k | 47.32 | |
| Norfolk Southern (NSC) | 0.1 | $458k | 1.8k | 255.97 | |
| Ge Aerospace Com New (GE) | 0.1 | $448k | 1.7k | 257.33 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $445k | 16k | 28.05 | |
| Home Depot (HD) | 0.1 | $435k | 1.2k | 366.66 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $431k | 7.5k | 57.60 | |
| Wells Fargo & Company (WFC) | 0.1 | $430k | 5.4k | 80.12 | |
| McDonald's Corporation (MCD) | 0.1 | $428k | 1.5k | 292.15 | |
| Axsome Therapeutics (AXSM) | 0.1 | $418k | 4.0k | 104.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $404k | 1.8k | 226.49 | |
| Abbott Laboratories (ABT) | 0.1 | $404k | 3.0k | 136.01 | |
| Public Storage (PSA) | 0.1 | $375k | 1.3k | 293.39 | |
| Porch Group (PRCH) | 0.1 | $369k | 31k | 11.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $368k | 647.00 | 568.38 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $365k | 14k | 25.30 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $348k | 13k | 27.67 | |
| Coca-Cola Company (KO) | 0.1 | $337k | 4.8k | 70.76 | |
| Honeywell International (HON) | 0.1 | $334k | 1.4k | 232.88 | |
| UnitedHealth (UNH) | 0.1 | $330k | 1.1k | 312.06 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $330k | 1.7k | 192.76 | |
| Microstrategy Cl A New (MSTR) | 0.1 | $314k | 776.00 | 404.23 | |
| Amgen (AMGN) | 0.0 | $307k | 1.1k | 279.27 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $301k | 779.00 | 386.88 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $297k | 15k | 19.52 | |
| Blackrock Science & Technolo SHS (BST) | 0.0 | $290k | 7.6k | 38.17 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $288k | 14k | 20.68 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $286k | 1.4k | 204.67 | |
| Philip Morris International (PM) | 0.0 | $285k | 1.6k | 182.13 | |
| Schlumberger Com Stk (SLB) | 0.0 | $282k | 8.3k | 33.80 | |
| Morgan Stanley Com New (MS) | 0.0 | $278k | 2.0k | 140.86 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $275k | 3.3k | 83.48 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $274k | 591.00 | 463.02 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $268k | 1.6k | 166.13 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $265k | 6.4k | 41.59 | |
| American Express Company (AXP) | 0.0 | $259k | 811.00 | 318.98 | |
| Waste Management (WM) | 0.0 | $255k | 1.1k | 228.82 | |
| Walt Disney Company (DIS) | 0.0 | $251k | 2.0k | 123.99 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $248k | 2.9k | 84.82 | |
| Nextera Energy (NEE) | 0.0 | $244k | 3.5k | 69.42 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $243k | 2.9k | 84.83 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $241k | 1.9k | 128.92 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $239k | 8.2k | 29.21 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $233k | 6.9k | 33.50 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $232k | 413.00 | 561.72 | |
| Microchip Technology (MCHP) | 0.0 | $229k | 3.3k | 70.37 | |
| First Tr Exchange-traded SHS (QQEW) | 0.0 | $224k | 1.6k | 136.45 | |
| Carlyle Group (CG) | 0.0 | $218k | 4.2k | 51.40 | |
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $217k | 2.0k | 108.59 | |
| Ge Vernova (GEV) | 0.0 | $209k | 394.00 | 529.15 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $158k | 10k | 15.68 | |
| Udemy (UDMY) | 0.0 | $127k | 18k | 7.03 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $122k | 12k | 10.37 | |
| Aeye Cl A New (LIDR) | 0.0 | $77k | 75k | 1.03 | |
| Plby Group Ord (PLBY) | 0.0 | $36k | 22k | 1.62 | |
| Movano Com New (MOVE) | 0.0 | $15k | 23k | 0.68 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $10k | 17k | 0.61 |
