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Freestone Capital Holdings, LLC

Q2 2023 · 13F-HR

Freestone Capital Holdings, LLCholdings as filed

Filed 2023-08-09 · accession 0001172661-23-002836

$2.48B
Reported value
396
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
97717Y527USFRWISDOMTREE TR$408.5M16.5%8,118,607CommonSHARED
464287200IVVISHARES TR$224.5M9.05%503,796CommonSHARED
594918104MSFTMICROSOFT CORP$140.4M5.66%412,421CommonSHARED
921943858VEAVANGUARD TAX-MANAGED FDS$103.3M4.16%2,236,805CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$73.1M2.94%164,840CommonSHARED
037833100AAPLAPPLE INC$64.5M2.60%332,744CommonSHARED
654106103NKENIKE INC$60.4M2.43%547,223CommonSHARED
921937827BSVVANGUARD BD INDEX FDS$59.0M2.38%780,524CommonSHARED
464287226AGGISHARES TR$47.6M1.92%485,952CommonSHARED
67066G104NVDANVIDIA CORPORATION$47.2M1.90%111,553CommonSHARED
023135106AMZNAMAZON COM INC$43.8M1.76%335,738CommonSHARED
922042858VWOVANGUARD INTL EQUITY INDEX F$42.9M1.73%1,055,489CommonSHARED
46436E874IBTEISHARES TR$42.6M1.72%1,788,381CommonSHARED
46436E866ISHARES TR$42.5M1.71%1,835,648CommonSHARED
922908363VOOVANGUARD INDEX FDS$37.3M1.50%91,492CommonSHARED
02079K305GOOGLALPHABET INC$26.7M1.08%223,341CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$25.7M1.04%75,461CommonSHARED
46436E858IBTGISHARES TR$21.2M0.86%937,119CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$21.1M0.85%43,992CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$20.4M0.82%37,928CommonSHARED
30303M102METAMETA PLATFORMS INC$18.2M0.73%63,409CommonSHARED
46090E103QQQINVESCO QQQ TR$15.8M0.64%42,754CommonSHARED
437076102HDHOME DEPOT INC$15.5M0.62%49,923CommonSHARED
882508104TXNTEXAS INSTRS INC$15.4M0.62%85,533CommonSHARED
92826C839VVISA INC$14.9M0.60%62,711CommonSHARED
30231G102XOMEXXON MOBIL CORP$14.8M0.60%138,115CommonSHARED
464287465EFAISHARES TR$13.7M0.55%189,005CommonSHARED
922908553VNQVANGUARD INDEX FDS$13.4M0.54%160,117CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$13.2M0.53%90,849CommonSHARED
907818108UNPUNION PAC CORP$13.2M0.53%64,323CommonSHARED
11135F101AVGOBROADCOM INC$13.0M0.52%15,009CommonSHARED
79466L302CRMSALESFORCE INC$12.6M0.51%59,793CommonSHARED
68389X105ORCLORACLE CORP$12.6M0.51%105,547CommonSHARED
464287234EEMISHARES TR$12.4M0.50%312,353CommonSHARED
002824100ABTABBOTT LABS$12.3M0.49%112,585CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$12.1M0.49%30,721CommonSHARED
922908769VTIVANGUARD INDEX FDS$11.7M0.47%53,048CommonSHARED
464287614IWFISHARES TR$11.6M0.47%42,232CommonSHARED
532457108LLYLILLY ELI & CO$11.6M0.47%24,689CommonSHARED
20030N101CMCSACOMCAST CORP NEW$11.5M0.46%276,933CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.5M0.46%21,968CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$11.2M0.45%168,479CommonSHARED
478160104JNJJOHNSON & JOHNSON$11.0M0.44%66,393CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$11.0M0.44%35,611CommonSHARED
65339F101NEENEXTERA ENERGY INC$10.7M0.43%143,768CommonSHARED
808524839SCHZSCHWAB STRATEGIC TR$10.6M0.43%228,926CommonSHARED
747525103QCOMQUALCOMM INC$10.5M0.42%88,258CommonSHARED
464288158SUBISHARES TR$10.3M0.42%99,126CommonSHARED
060505104BACBANK AMERICA CORP$10.1M0.41%353,523CommonSHARED
02079K107GOOGALPHABET INC$9.4M0.38%77,317CommonSHARED
464288414MUBISHARES TR$9.3M0.38%87,330CommonSHARED
00724F101ADBEADOBE SYSTEMS INCORPORATED$9.3M0.37%18,923CommonSHARED
438516106HONHONEYWELL INTL INC$9.3M0.37%44,579CommonSHARED
88160R101TSLATESLA INC$9.1M0.36%34,593CommonSHARED
125523100CITHE CIGNA GROUP$8.9M0.36%31,559CommonSHARED
482480100KLACKLA CORP$8.5M0.34%17,479CommonSHARED
464287150ITOTISHARES TR$8.2M0.33%84,273CommonSHARED
00287Y109ABBVABBVIE INC$8.2M0.33%60,529CommonSHARED
742718109PGPROCTER AND GAMBLE CO$7.9M0.32%52,271CommonSHARED
949746101WMT2WELLS FARGO CO NEW$7.8M0.31%183,141CommonSHARED
58933Y105MRKMERCK & CO INC$7.8M0.31%67,203CommonSHARED
166764100CVXCHEVRON CORP NEW$7.7M0.31%48,905CommonSHARED
46432F842IEFAISHARES TR$7.2M0.29%106,011CommonSHARED
58155Q103MCKMCKESSON CORP$6.8M0.27%15,833CommonSHARED
03073E105CORAMERISOURCEBERGEN CORP$6.4M0.26%33,481CommonSHARED
038222105AMATAPPLIED MATLS INC$6.4M0.26%44,257CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$6.0M0.24%63,733CommonSHARED
922042775VEUVANGUARD INTL EQUITY INDEX F$5.9M0.24%109,338CommonSHARED
580135101MCDMCDONALDS CORP$5.6M0.23%18,819CommonSHARED
75513E101RTXRAYTHEON TECHNOLOGIES CORP$5.2M0.21%53,529CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.2M0.21%10,000PUTSHARED
855244109SBUXSTARBUCKS CORP$5.0M0.20%50,485CommonSHARED
244199105DEDEERE & CO$5.0M0.20%12,336CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$4.8M0.19%27,621CommonSHARED
17275R102CSCOCISCO SYS INC$4.8M0.19%92,488CommonSHARED
921910733ESGVVANGUARD WORLD FD$4.8M0.19%61,064CommonSHARED
370334104GISGENERAL MLS INC$4.8M0.19%62,169CommonSHARED
458140100INTCINTEL CORP$4.7M0.19%141,704CommonSHARED
384802104GWWGRAINGER W W INC$4.7M0.19%5,944CommonSHARED
98978V103ZTSZOETIS INC$4.6M0.19%26,735CommonSHARED
64110L106NFLXNETFLIX INC$4.5M0.18%10,187CommonSHARED
87612E106TGTTARGET CORP$4.3M0.17%32,755CommonSHARED
931142103WMTWALMART INC$4.3M0.17%27,358CommonSHARED
78464A763SDYSPDR SER TR$4.3M0.17%34,914CommonSHARED
025816109AXPAMERICAN EXPRESS CO$4.3M0.17%24,422CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$4.2M0.17%9,224CommonSHARED
02364V206GHIGREYSTONE HOUSING IMPACT INV$4.2M0.17%253,325CommonSHARED
718172109PMPHILIP MORRIS INTL INC$4.1M0.17%42,333CommonSHARED
23331A109DHID R HORTON INC$4.1M0.17%33,848CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$4.1M0.17%64,332CommonSHARED
526057104LENLENNAR CORP$4.1M0.17%32,729CommonSHARED
833034101SNASNAP ON INC$4.0M0.16%14,026CommonSHARED
464288257ACWIISHARES TR$4.0M0.16%41,547CommonSHARED
922908751VBVANGUARD INDEX FDS$3.9M0.16%19,753CommonSHARED
254687106DISDISNEY WALT CO$3.9M0.16%43,128CommonSHARED
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$3.8M0.15%400,522CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$3.8M0.15%21,056CommonSHARED
78409V104SPGIS&P GLOBAL INC$3.7M0.15%9,261CommonSHARED
00507V109AIYACTIVISION BLIZZARD INC$3.7M0.15%44,000CommonSHARED
G54950103LINLINDE PLC$3.7M0.15%9,658CommonSHARED
464287655IWMISHARES TR$3.7M0.15%19,492CommonSHARED
20825C104COPCONOCOPHILLIPS$3.6M0.15%34,818CommonSHARED
001055102AFLAFLAC INC$3.6M0.14%51,182CommonSHARED
191216100KOCOCA COLA CO$3.5M0.14%58,879CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$3.5M0.14%16,022CommonSHARED
149123101CATCATERPILLAR INC$3.5M0.14%14,302CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$3.4M0.14%92,667CommonSHARED
464287481IWPISHARES TR$3.4M0.14%35,507CommonSHARED
464288356CMFISHARES TR$3.4M0.14%59,635CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$3.4M0.14%44,506CommonSHARED
02209S103MOALTRIA GROUP INC$3.2M0.13%71,481CommonSHARED
713448108PEPPEPSICO INC$3.2M0.13%17,461CommonSHARED
717081103PFEPFIZER INC$3.2M0.13%87,476CommonSHARED
548661107LOWLOWES COS INC$3.0M0.12%13,483CommonSHARED
354613101BENFRANKLIN RESOURCES INC$3.0M0.12%113,241CommonSHARED
G29183103ETNEATON CORP PLC$3.0M0.12%14,870CommonSHARED
051774107AURAURORA INNOVATION INC$2.9M0.12%1,002,938CommonSHARED
670100205NVONOVO-NORDISK A S$2.9M0.12%18,136CommonSHARED
00162Q452AMLPALPS ETF TR$2.9M0.12%73,327CommonSHARED
40434L105HPQHP INC$2.9M0.12%93,572CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$2.9M0.12%15,188CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.8M0.11%49,604CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$2.8M0.11%36,565CommonSHARED
031162100AMGNAMGEN INC$2.8M0.11%12,678CommonSHARED
90384S303ULTAULTA BEAUTY INC$2.8M0.11%5,861CommonSHARED
60871R209TAPMOLSON COORS BEVERAGE CO$2.8M0.11%41,792CommonSHARED
922042742VTVANGUARD INTL EQUITY INDEX F$2.7M0.11%28,311CommonSHARED
49435R102KRPKIMBELL RTY PARTNERS LP$2.7M0.11%185,982CommonSHARED
25434V708DFACDIMENSIONAL ETF TRUST$2.7M0.11%99,507CommonSHARED
165167735EXECHESAPEAKE ENERGY CORP$2.7M0.11%32,000CommonSHARED
020002101ALLALLSTATE CORP$2.7M0.11%24,503CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$2.6M0.11%9,975CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$2.6M0.11%23,531CommonSHARED
29444U700EQIXEQUINIX INC$2.6M0.11%3,355CommonSHARED
G5960L103MDTMEDTRONIC PLC$2.6M0.10%29,256CommonSHARED
574599106MASMASCO CORP$2.3M0.09%40,062CommonSHARED
81211K100SDASEALED AIR CORP NEW$2.3M0.09%56,677CommonSHARED
78463V107GLDSPDR GOLD TR$2.1M0.09%11,842CommonSHARED
126408103CSXCSX CORP$2.1M0.08%61,433CommonSHARED
808524805SCHFSCHWAB STRATEGIC TR$2.0M0.08%57,193CommonSHARED
464287622IWBISHARES TR$2.0M0.08%8,055CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.08%14,643CommonSHARED
172967424CCITIGROUP INC$1.9M0.08%42,303CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$1.9M0.08%7,519CommonSHARED
88160R101TSLATESLA INC$1.9M0.08%7,200CALLSHARED
892356106TSCOTRACTOR SUPPLY CO$1.8M0.07%8,366CommonSHARED
88579Y101MMM3M CO$1.8M0.07%18,299CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$1.8M0.07%5,233CommonSHARED
27627N105EBCEASTERN BANKSHARES INC$1.8M0.07%145,663CommonSHARED
464287598IWDISHARES TR$1.8M0.07%11,285CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$1.8M0.07%8,699CommonSHARED
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.07%33,636CommonSHARED
097023105BABOEING CO$1.7M0.07%8,119CommonSHARED
82983N108SB9SITIO ROYALTIES CORP$1.7M0.07%65,190CommonSHARED
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.7M0.07%3,553CommonSHARED
G6095L109APTIV PLC$1.7M0.07%16,507CommonSHARED
26622P107DOCSDOXIMITY INC$1.7M0.07%48,666CommonSHARED
464287291IXNISHARES TR$1.6M0.07%26,376CommonSHARED
31428X106FDXFEDEX CORP$1.6M0.07%6,600CommonSHARED
92204A702VGTVANGUARD WORLD FDS$1.6M0.07%3,657CommonSHARED
46434V878ICSHISHARES TR$1.5M0.06%29,749CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$1.5M0.06%6,440CommonSHARED
256163106DOCUDOCUSIGN INC$1.5M0.06%28,409CommonSHARED
464287168DVYISHARES TR$1.4M0.06%12,700CommonSHARED
679295105OKTAOKTA INC$1.4M0.06%20,646CommonSHARED
922907746VTEBVANGUARD MUN BD FDS$1.4M0.06%28,182CommonSHARED
78463X848CWISPDR INDEX SHS FDS$1.4M0.06%53,238CommonSHARED
681919106OMCOMNICOM GROUP INC$1.4M0.06%14,502CommonSHARED
922908637VVVANGUARD INDEX FDS$1.3M0.05%6,487CommonSHARED
252131107DXCMDEXCOM INC$1.3M0.05%10,183CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$1.3M0.05%15,560CommonSHARED
460690100IPGINTERPUBLIC GROUP COS INC$1.3M0.05%33,329CommonSHARED
375558103GILDGILEAD SCIENCES INC$1.3M0.05%16,304CommonSHARED
001084102AGCOAGCO CORP$1.3M0.05%9,538CommonSHARED
75737F108RDFNREDFIN CORP$1.2M0.05%95,821CommonSHARED
808524862SCHOSCHWAB STRATEGIC TR$1.2M0.05%24,206CommonSHARED
56585A102MPCMARATHON PETE CORP$1.1M0.05%9,767CommonSHARED
00206R102TAT&T INC$1.1M0.05%71,174CommonSHARED
26875P101EOGEOG RES INC$1.1M0.05%9,866CommonSHARED
191241108KOFCOCA-COLA FEMSA SAB DE CV$1.1M0.04%13,234CommonSHARED
337738108FISVFISERV INC$1.1M0.04%8,734CommonSHARED
126650100CVSCVS HEALTH CORP$1.1M0.04%15,204CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.0M0.04%16,953CommonSHARED
42809H107HESHESS CORP$1.0M0.04%7,663CommonSHARED
46434G103IEMGISHARES INC$1.0M0.04%20,826CommonSHARED
464288802SUSAISHARES TR$1.0M0.04%10,921CommonSHARED
832696405SJMSMUCKER J M CO$1.0M0.04%6,892CommonSHARED
009066101ABNBAIRBNB INC$993,6240.04%7,753CommonSHARED
871829107SYYSYSCO CORP$991,9060.04%13,368CommonSHARED
G16962105BGUSDBUNGE LIMITED$972,6540.04%10,309CommonSHARED
704326107PAYXPAYCHEX INC$965,5500.04%8,631CommonSHARED
91332U101UUNITY SOFTWARE INC$952,8950.04%21,946CommonSHARED
83304A106SNAPSNAP INC$949,6630.04%80,208CommonSHARED
22266T109CPNGCOUPANG INC$949,2570.04%54,555CommonSHARED
833445109SNOWSNOWFLAKE INC$949,2360.04%5,394CommonSHARED
464288679SHVISHARES TR$946,6670.04%8,571CommonSHARED
46429B697USMVISHARES TR$946,2210.04%12,730CommonSHARED
12634H200PMTSCPI CARD GROUP INC$930,0000.04%40,000CommonSHARED
00751Y106AAPADVANCE AUTO PARTS INC$915,9760.04%13,030CommonSHARED
464285204IAUISHARES GOLD TR$915,8270.04%25,167CommonSHARED
845467109SWN1EURSOUTHWESTERN ENERGY CO$913,5200.04%152,000CommonSHARED
02319V103ABEVAMBEV SA$901,8450.04%283,599CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$890,3550.04%15,708CommonSHARED
91912E105VALEVALE S A$885,7200.04%66,000CommonSHARED
464287721IYWISHARES TR$874,9190.04%8,036CommonSHARED
06652K103BKUBANKUNITED INC$867,8190.03%40,270CommonSHARED
962166104WYWEYERHAEUSER CO MTN BE$865,1070.03%25,816CommonSHARED
235851102DHRDANAHER CORPORATION$864,8870.03%3,604CommonSHARED
086516101BBYBEST BUY INC$862,1240.03%10,520CommonSHARED
46432F339QUALISHARES TR$860,6530.03%6,381CommonSHARED
088606108BHPBHP GROUP LTD$853,1620.03%14,298CommonSHARED
767204100RIORIO TINTO PLC$850,3490.03%13,320CommonSHARED
443510607HUBBHUBBELL INC$847,7990.03%2,557CommonSHARED
315616102FFIVF5 INC$829,4840.03%5,671CommonSHARED
464288240ACWXISHARES TR$801,3430.03%16,281CommonSHARED
29446M102EQNREQUINOR ASA$800,8210.03%27,416CommonSHARED
13321L108CCJCAMECO CORP$783,7200.03%25,015CommonSHARED
715684106TLKP T TELEKOMUNIKASI INDONESIA$781,0310.03%29,285CommonSHARED
269808101ECCEAGLE POINT CREDIT COMPANY I$780,0860.03%76,780CommonSHARED
81369Y803XLKSELECT SECTOR SPDR TR$765,8530.03%4,405CommonSHARED
44891N208IACIAC INC$765,5320.03%12,190CommonSHARED
25809K105DASHDOORDASH INC$764,2000.03%10,000CommonSHARED
693718108PCARPACCAR INC$759,7380.03%9,082CommonSHARED
872590104TMUST-MOBILE US INC$742,9760.03%5,349CommonSHARED
66987V109NVSNOVARTIS AG$735,1290.03%7,285CommonSHARED
278642103EBAYEBAY INC.$730,0890.03%16,337CommonSHARED
904767704UNILEVER PLC$727,3700.03%13,953CommonSHARED
85207H104PHYSSPROTT PHYSICAL GOLD TR$698,9420.03%46,846CommonSHARED
464287804IJRISHARES TR$697,3860.03%6,998CommonSHARED
921937835BNDVANGUARD BD INDEX FDS$690,5350.03%9,500CommonSHARED
46432F388VLUEISHARES TR$682,7830.03%7,280CommonSHARED
78468R739SHMSPDR SER TR$681,0960.03%14,476CommonSHARED
464287473IWSISHARES TR$663,4340.03%6,040CommonSHARED
01973R101ALSNALLISON TRANSMISSION HLDGS I$660,5820.03%11,700CommonSHARED
921946406VYMVANGUARD WHITEHALL FDS$650,9960.03%6,137CommonSHARED
09260D107BXBLACKSTONE INC$632,9400.03%6,808CommonSHARED
227046109CROXCROCS INC$626,8530.03%5,575CommonSHARED
205887102CAGCONAGRA BRANDS INC$624,6970.03%18,526CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$614,6110.02%14,237CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$595,3580.02%2,030CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$585,8320.02%11,785CommonSHARED
110448107BTIBRITISH AMERN TOB PLC$581,8960.02%17,527CommonSHARED
200340107CMACOMERICA INC$572,7500.02%13,521CommonSHARED
G0403H108AONAON PLC$572,3420.02%1,658CommonSHARED
92206C409VCSHVANGUARD SCOTTSDALE FDS$544,0710.02%7,191CommonSHARED
553530106MSMMSC INDL DIRECT INC$530,3280.02%5,566CommonSHARED
88688T100TLRYEURTILRAY BRANDS INC$528,9010.02%339,039CommonSHARED
656811106NOANORTH AMERN CONSTR GROUP LTD$526,0750.02%27,500CommonSHARED
007973100AEISADVANCED ENERGY INDS$523,2580.02%4,695CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$518,3810.02%8,816CommonSHARED
871607107SNPSSYNOPSYS INC$512,9130.02%1,178CommonSHARED
05967A107BSBRBANCO SANTANDER BRASIL S A$508,8000.02%80,000CommonSHARED
770323103RHIROBERT HALF INTL INC$506,0050.02%6,727CommonSHARED
25820R105DMLPDORCHESTER MINERALS LP$494,3400.02%16,500CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$485,9250.02%2,072CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$484,8370.02%5,447CommonSHARED
922908744VTVVANGUARD INDEX FDS$482,3220.02%3,394CommonSHARED
892331307TMTOYOTA MOTOR CORP$482,2500.02%3,000PUTSHARED
26614N102DDDUPONT DE NEMOURS INC$480,3630.02%6,724CommonSHARED
760416107FRBKQREPUBLIC FIRST BANCORP INC$478,7510.02%531,945CommonSHARED
78464A649SPABSPDR SER TR$474,1910.02%18,691CommonSHARED
464287648IWOISHARES TR$467,1210.02%1,925CommonSHARED
761330109RVNCEURREVANCE THERAPEUTICS INC$456,0860.02%18,020CommonSHARED
055630107BMIBP PRUDHOE BAY RTY TR$455,5280.02%100,116CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$453,3570.02%2,900CommonSHARED
461202103INTUINTUIT$452,6920.02%988CommonSHARED
37733W204GSKGSK PLC$445,3930.02%12,497CommonSHARED
464288646IGSBISHARES TR$437,6830.02%8,724CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$433,6570.02%3,141CommonSHARED
46137V241SPHQINVESCO EXCHANGE TRADED FD T$420,4500.02%8,334CommonSHARED
81369Y506XLESELECT SECTOR SPDR TR$414,6580.02%5,109CommonSHARED
58733R102MELIMERCADOLIBRE INC$413,4250.02%349CommonSHARED
063425102BMRCBANK MARIN BANCORP$410,9690.02%23,258CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$409,3320.02%4,056CommonSHARED
655664100JWNUSDNORDSTROM INC$406,7700.02%19,871CommonSHARED
219350105GLWCORNING INC$405,8330.02%11,582CommonSHARED
77543R102ROKUROKU INC$405,0590.02%6,333CommonSHARED
550021109LULULULULEMON ATHLETICA INC$402,3460.02%1,063CommonSHARED
22052L104CTVACORTEVA INC$394,9120.02%6,892CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$384,7390.02%22,343CommonSHARED
65345M108NXDRNEXTDOOR HOLDINGS INC$380,7130.02%116,783CommonSHARED
83200N103SMARGBPSMARTSHEET INC$377,9710.02%9,879CommonSHARED
12514G108CDWCDW CORP$375,0740.02%2,044CommonSHARED
260557103DOWDOW INC$375,0570.02%7,042CommonSHARED
40054A108SUPVGRUPO SUPERVIELLE S.A.$373,2000.02%120,000CommonSHARED
035128206AUUSDANGLOGOLD ASHANTI LIMITED$372,3230.02%17,654CommonSHARED
617446448MSMORGAN STANLEY$364,3160.01%4,266CommonSHARED
00790R104WMSADVANCED DRAIN SYS INC DEL$364,0960.01%3,200CommonSHARED
922908736VUGVANGUARD INDEX FDS$361,0740.01%1,276CommonSHARED
03524A108BUDANHEUSER BUSCH INBEV SA/NV$360,1150.01%6,349CommonSHARED
464287549IGMISHARES TR$358,2970.01%912CommonSHARED
293792107EPDENTERPRISE PRODS PARTNERS L$349,8690.01%13,278CommonSHARED
718546104PSXPHILLIPS 66$346,2290.01%3,630CommonSHARED
852234103XYZBLOCK INC$344,6330.01%5,177CommonSHARED
486606106KYNKAYNE ANDERSON ENERGY INFRST$341,2190.01%41,919CommonSHARED
09247X101BLKCHFBLACKROCK INC$336,5850.01%487CommonSHARED
464287408IVEISHARES TR$330,4400.01%2,050CommonSHARED
74347G440BITOPROSHARES TR$329,5310.01%19,407CommonSHARED
565849106MRO*MARATHON OIL CORP$324,9500.01%14,116CommonSHARED
98980G102ZSZSCALER INC$321,8600.01%2,200CommonSHARED
959802109WUWESTERN UN CO$319,0210.01%27,197CommonSHARED
29250N105ENBENBRIDGE INC$312,0600.01%8,400CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$311,4680.01%1,606CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$308,8020.01%2,568CommonSHARED
683712103OPENOPENDOOR TECHNOLOGIES INC$302,3040.01%75,200CommonSHARED
G3421J106FERG1GBXFERGUSON PLC NEW$301,0910.01%1,914CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$300,9070.01%2,661CommonSHARED
34959E109FTNTFORTINET INC$300,0920.01%3,970CommonSHARED
92203J407BNDXVANGUARD CHARLOTTE FDS$293,7150.01%6,009CommonSHARED
12504L109CBRECBRE GROUP INC$292,0890.01%3,619CommonSHARED
902973304USBUS BANCORP DEL$287,4150.01%8,699CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$279,9340.01%1,906CommonSHARED
23753F107DSKEUSDDASEKE INC$277,2500.01%38,885CommonSHARED
92204A504VHTVANGUARD WORLD FDS$277,1360.01%1,132CommonSHARED
33631F104FSEAFIRST SEACOAST BANCORP INC$275,6880.01%34,375CommonSHARED
674599162OXY/WSOCCIDENTAL PETE CORP$274,8990.01%7,366CommonSHARED
808524771FNDXSCHWAB STRATEGIC TR$266,1560.01%4,623CommonSHARED
922908629VOVANGUARD INDEX FDS$265,8520.01%1,208CommonSHARED
808524607SCHASCHWAB STRATEGIC TR$265,6060.01%6,064CommonSHARED
464288760ITAISHARES TR$265,4120.01%2,275CommonSHARED
651229106NWLNEWELL BRANDS INC$263,8280.01%30,325CommonSHARED
81369Y605XLFSELECT SECTOR SPDR TR$262,3990.01%7,784CommonSHARED
46138E354SPLVINVESCO EXCH TRADED FD TR II$256,1670.01%4,078CommonSHARED
81762P102NOWSERVICENOW INC$252,8870.01%450CommonSHARED
919794107VLYVALLEY NATL BANCORP$251,9760.01%32,513CommonSHARED
464287309IVWISHARES TR$251,7430.01%3,572CommonSHARED
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$250,7140.01%4,023CommonSHARED
345370860FFORD MTR CO DEL$248,4930.01%16,424CommonSHARED
464287630IWNISHARES TR$247,8080.01%1,760CommonSHARED
921908844VIGVANGUARD SPECIALIZED FUNDS$246,7670.01%1,519CommonSHARED
052769106ADSKAUTODESK INC$242,6670.01%1,186CommonSHARED
46432F370SIZEISHARES TR$242,2890.01%1,974CommonSHARED
860630102SFSTIFEL FINL CORP$238,6800.01%4,000CommonSHARED
98954M200ZZILLOW GROUP INC$237,6290.01%4,728CommonSHARED
37045V100GMGENERAL MTRS CO$237,3900.01%6,156CommonSHARED
928563402VMWAVMWARE INC$232,3470.01%1,617CommonSHARED
06738E204BCSBARCLAYS PLC$230,3140.01%29,302CommonSHARED
92189F106GDXVANECK ETF TRUST$227,9930.01%7,572CommonSHARED
231021106CMICUMMINS INC$227,7540.01%929CommonSHARED
90138F102TWLOTWILIO INC$226,2960.01%3,557CommonSHARED
87612G101TRGPTARGA RES CORP$224,7020.01%2,953CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$221,6630.01%901CommonSHARED
532746104LMNRLIMONEIRA CO$221,5280.01%14,237CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$220,9530.01%4,963CommonSHARED
464288521USRTISHARES TR$220,2920.01%4,285CommonSHARED
760759100RSGREPUBLIC SVCS INC$218,2670.01%1,425CommonSHARED
50202M102LILI AUTO INC$215,8650.01%6,150CommonSHARED
G7S00T104PNRPENTAIR PLC$215,7640.01%3,340CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$213,5450.01%12,711CommonSHARED
922908611VBRVANGUARD INDEX FDS$213,2010.01%1,289CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$212,8390.01%461CommonSHARED
05961W105BMABANCO MACRO SA$211,1200.01%8,000CommonSHARED
464287432TLTISHARES TR$211,0270.01%2,050CommonSHARED
26701L100BROSDUTCH BROS INC$208,9370.01%7,344CommonSHARED
464287499IWRISHARES TR$208,7200.01%2,858CommonSHARED
867224107SUSUNCOR ENERGY INC NEW$206,7350.01%7,051CommonSHARED
H17182108CRSPCRISPR THERAPEUTICS AG$203,6760.01%3,628CommonSHARED
464288638IGIBISHARES TR$202,2800.01%4,000CommonSHARED
369604301GEGENERAL ELECTRIC CO$200,1530.01%1,822CommonSHARED
56400P706MNKDMANNKIND CORP$195,3600.01%48,000CommonSHARED
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$190,3500.01%10,000CommonSHARED
N82405106STLASTELLANTIS N.V$186,3630.01%10,625CommonSHARED
610335101MRCCMONROE CAP CORP$175,2900.01%21,429CommonSHARED
92556H2060VVBPARAMOUNT GLOBAL$172,7030.01%10,855CommonSHARED
29273V100ETENERGY TRANSFER L P$162,5560.01%12,800CommonSHARED
91688F104UPWKUPWORK INC$143,1260.01%15,324CommonSHARED
68989M202OUSTOUSTER INC$115,7840.00%23,438CommonSHARED
770700102HOODROBINHOOD MKTS INC$101,8560.00%10,206CommonSHARED
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$96,5260.00%11,224CommonSHARED
032797300AVXLANAVEX LIFE SCIENCES CORP$81,3000.00%10,000CommonSHARED
410345102HN9HANESBRANDS INC$75,3690.00%16,601CommonSHARED
691543102OXFORD LANE CAP CORP$72,6000.00%15,000CommonSHARED
758075402RWTREDWOOD TRUST INC$70,0700.00%11,000CommonSHARED
00768Y453MSOSADVISORSHARES TR$57,5220.00%10,383CommonSHARED
378973408GSATUSDGLOBALSTAR INC$56,7000.00%52,500CommonSHARED
72200X104RCSPIMCO STRATEGIC INCOME FD$53,0140.00%10,195CommonSHARED
90138Q10823ANDME HOLDING CO$48,5610.00%27,749CommonSHARED
872340104TSITCW STRATEGIC INCOME FD INC$46,3000.00%10,000CommonSHARED
05964H105SANBANCO SANTANDER S.A.$44,6350.00%12,031CommonSHARED
000899104ADMAADMA BIOLOGICS INC$44,1070.00%11,953CommonSHARED
60255C885BRD1EURMIND MEDICINE MINDMED INC$41,0440.00%11,497CommonSHARED
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$40,9850.00%10,959CommonSHARED
00175J107POWWAMMO INC$38,0760.00%17,876CommonSHARED
52178J105LEAFLY HOLDINGS INC$36,6980.00%126,546CommonSHARED
N0731H103ATAIATAI LIFE SCIENCES NV$34,4000.00%20,000CommonSHARED
09352U108BLNDBLEND LABS INC$32,8800.00%34,713CommonSHARED
26924G508ETF MANAGERS TR$31,4340.00%10,513CommonSHARED
35952H601FCELCHFFUELCELL ENERGY INC$25,9200.00%12,000CommonSHARED
911549103UAMYUNITED STATES ANTIMONY CORP$15,7350.00%50,000CommonSHARED
084656107BERKSHIRE GREY INC$14,9520.00%10,604CommonSHARED
74915M100QVCAUSDQURATE RETAIL INC$9,9190.00%10,021CommonSHARED
892331307TMTOYOTA MOTOR CORP$5,4990.00%34CommonSHARED
98973P101ALAUNOS THERAPEUTICS INC$5,1000.00%10,000CommonSHARED
032037111AMPCO-PITTSBURG CORP$4,9000.00%10,000CommonSHARED
51509P111LANDSEA HOMES CORP$4,1360.00%17,000CommonSHARED
082490111BHLWQBENSON HILL INC$1,9800.00%10,000CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.