$248 Million is the total value of Mirador Capital Partners LP's 177 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 27.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $8,604,000 | -0.2% | 348,697 | -0.4% | 3.47% | -9.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,538,000 | +47.9% | 37,697 | +35.9% | 3.44% | +33.5% |
| AAPL | Sell | APPLE INC | $8,370,000 | +20.9% | 28,502 | -7.8% | 3.37% | +9.2% |
| BSCK | Buy | INVESCO EXCH TRD SLF IDX FD | $6,956,000 | +4.8% | 326,730 | +4.9% | 2.80% | -5.4% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $6,881,000 | +4.9% | 323,975 | +5.0% | 2.77% | -5.4% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $6,358,000 | +7.2% | 298,345 | +7.1% | 2.56% | -3.2% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $6,314,000 | +6.0% | 293,603 | +5.9% | 2.54% | -4.3% |
| BSJK | Buy | INVESCO EXCH TRD SLF IDX FD | $6,158,000 | +3.8% | 257,324 | +3.9% | 2.48% | -6.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,880,000 | +15.3% | 132,223 | +4.4% | 2.37% | +4.0% |
| INTC | Buy | INTEL CORP | $5,830,000 | +16.3% | 97,406 | +0.2% | 2.35% | +5.1% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $5,221,000 | +173.1% | 213,535 | +172.2% | 2.10% | +146.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,628,000 | +19.4% | 33,201 | +0.8% | 1.86% | +7.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,367,000 | +10.3% | 3,266 | +0.6% | 1.76% | -0.4% |
| BX | Buy | BLACKSTONE GROUP INC | $4,304,000 | +17.7% | 76,940 | +2.7% | 1.74% | +6.2% |
| SH | New | PROSHARES TRshort s&p 500 ne | $4,087,000 | – | 170,213 | +100.0% | 1.65% | – |
| FB | Buy | FACEBOOK INCcl a | $3,993,000 | +15.8% | 19,453 | +0.5% | 1.61% | +4.5% |
| IBB | New | ISHARES TRnasdaq biotech | $3,983,000 | – | 33,049 | +100.0% | 1.60% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,804,000 | +11.9% | 2,840 | +2.0% | 1.53% | +1.0% |
| AMZN | Buy | AMAZON COM INC | $3,727,000 | +9.2% | 2,017 | +2.6% | 1.50% | -1.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,261,000 | +3.1% | 53,109 | +1.4% | 1.31% | -6.9% |
| DIS | Buy | DISNEY WALT CO | $3,214,000 | +21.8% | 22,225 | +9.7% | 1.30% | +9.9% |
| DEO | Buy | DIAGEO P L Cspon adr new | $3,107,000 | +8.2% | 18,447 | +5.0% | 1.25% | -2.3% |
| CVX | Buy | CHEVRON CORP NEW | $3,033,000 | +27.2% | 25,167 | +25.1% | 1.22% | +14.7% |
| ABBV | Sell | ABBVIE INC | $2,958,000 | +15.2% | 33,414 | -1.4% | 1.19% | +4.0% |
| V | Buy | VISA INC | $2,879,000 | +11.1% | 15,320 | +1.7% | 1.16% | +0.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $2,873,000 | +8.9% | 8,842 | -2.4% | 1.16% | -1.7% |
| UN | Buy | UNILEVER N V | $2,793,000 | -3.0% | 48,610 | +1.4% | 1.13% | -12.4% |
| ZIXI | Buy | ZIX CORP | $2,619,000 | +12.3% | 386,272 | +19.9% | 1.06% | +1.4% |
| TRHC | Buy | TABULA RASA HEALTHCARE INC | $2,575,000 | +61.7% | 52,899 | +82.6% | 1.04% | +46.0% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,496,000 | +27.0% | 38,886 | +0.4% | 1.01% | +14.7% |
| MRK | Sell | MERCK & CO INC | $2,410,000 | +6.8% | 26,497 | -1.1% | 0.97% | -3.6% |
| HI | Sell | HILLENBRAND INC | $2,373,000 | +7.3% | 71,233 | -0.5% | 0.96% | -3.1% |
| MSFT | Buy | MICROSOFT CORP | $2,310,000 | +22.5% | 14,649 | +8.0% | 0.93% | +10.6% |
| ARCC | Buy | ARES CAP CORP | $2,264,000 | +1.2% | 121,413 | +1.1% | 0.91% | -8.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $2,219,000 | +10.6% | 15,006 | +1.9% | 0.89% | -0.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,131,000 | +34.2% | 7,248 | -0.8% | 0.86% | +21.2% |
| KKR | Sell | KKR & CO INCcl a | $2,101,000 | +3.9% | 72,041 | -4.3% | 0.85% | -6.2% |
| T | Sell | AT&T INC | $2,031,000 | +1.3% | 51,976 | -1.9% | 0.82% | -8.5% |
| BLK | Buy | BLACKROCK INC | $2,024,000 | +14.7% | 4,027 | +1.7% | 0.82% | +3.6% |
| FSCT | Sell | FORESCOUT TECHNOLOGIES INC | $1,945,000 | -28.2% | 59,286 | -17.0% | 0.78% | -35.2% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,883,000 | +584.7% | 73,866 | +576.7% | 0.76% | +517.1% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,871,000 | +393.7% | 87,137 | +392.6% | 0.75% | +346.2% |
| WYNN | Buy | WYNN RESORTS LTD | $1,862,000 | +29.4% | 13,408 | +1.3% | 0.75% | +16.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,859,000 | +15.7% | 13,559 | +8.8% | 0.75% | +4.3% |
| PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $1,829,000 | +21.7% | 72,564 | +18.2% | 0.74% | +9.8% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,821,000 | +5.4% | 41,341 | -1.7% | 0.73% | -4.8% |
| DHR | Sell | DANAHER CORPORATION | $1,816,000 | +4.5% | 11,833 | -1.6% | 0.73% | -5.7% |
| EXTR | Buy | EXTREME NETWORKS INC | $1,814,000 | +3.7% | 246,109 | +2.3% | 0.73% | -6.4% |
| PFE | Buy | PFIZER INC | $1,762,000 | +10.3% | 44,974 | +1.2% | 0.71% | -0.4% |
| SAP | Buy | SAP SEspon adr | $1,690,000 | +13.7% | 12,616 | +0.0% | 0.68% | +2.6% |
| CRM | Buy | SALESFORCE COM INC | $1,681,000 | +15.8% | 10,336 | +5.7% | 0.68% | +4.6% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $1,516,000 | +12.0% | 16,012 | +2.8% | 0.61% | +1.0% |
| INTU | Buy | INTUIT | $1,433,000 | +0.4% | 5,470 | +1.9% | 0.58% | -9.4% |
| GILD | Buy | GILEAD SCIENCES INC | $1,413,000 | +130.5% | 21,746 | +124.7% | 0.57% | +108.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,237,000 | -1.8% | 21,353 | -7.2% | 0.50% | -11.4% |
| FIVN | Sell | FIVE9 INC | $1,223,000 | -14.8% | 18,654 | -30.1% | 0.49% | -23.1% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,165,000 | +8.4% | 19,763 | +1.7% | 0.47% | -2.1% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $1,125,000 | +10.5% | 39,242 | +4.0% | 0.45% | -0.4% |
| KLAC | Sell | KLA CORPORATION | $1,122,000 | +11.5% | 6,295 | -0.2% | 0.45% | +0.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,107,000 | +19.8% | 7,586 | +6.2% | 0.45% | +8.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,103,000 | +157.7% | 76,055 | +150.7% | 0.44% | +133.0% |
| CHY | Sell | CALAMOS CONV & HIGH INCOME F | $1,104,000 | -16.2% | 96,799 | -19.1% | 0.44% | -24.3% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,091,000 | +10.0% | 1,846 | +0.5% | 0.44% | -0.7% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,087,000 | +2.9% | 51,326 | +0.2% | 0.44% | -7.2% |
| CYTK | New | CYTOKINETICS INC | $1,087,000 | – | 102,476 | +100.0% | 0.44% | – |
| LAZ | Buy | LAZARD LTD | $1,046,000 | +16.7% | 26,179 | +2.3% | 0.42% | +5.5% |
| FDD | New | FIRST TR STOXX EURO DIV FD | $926,000 | – | 65,980 | +100.0% | 0.37% | – |
| TNET | Buy | TRINET GROUP INC | $924,000 | -5.3% | 16,326 | +4.0% | 0.37% | -14.7% |
| WDAY | Buy | WORKDAY INCcl a | $920,000 | +2.6% | 5,597 | +6.0% | 0.37% | -7.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $907,000 | -59.6% | 4,278 | -68.2% | 0.37% | -63.5% |
| PDI | Buy | PIMCO DYNAMIC INCOME FD | $908,000 | +73.3% | 27,977 | +73.8% | 0.37% | +56.4% |
| RNG | RINGCENTRAL INCcl a | $808,000 | +34.2% | 4,788 | 0.0% | 0.33% | +21.2% | |
| PG | Sell | PROCTER & GAMBLE CO | $798,000 | -2.3% | 6,391 | -2.7% | 0.32% | -11.8% |
| RWM | New | PROSHARES TRshrt russell2000 | $800,000 | – | 21,688 | +100.0% | 0.32% | – |
| LUMN | Buy | CENTURYLINK INC | $797,000 | +36.9% | 60,319 | +29.4% | 0.32% | +23.5% |
| VEEV | Buy | VEEVA SYS INC | $784,000 | -4.3% | 5,577 | +4.0% | 0.32% | -13.7% |
| FORM | Buy | FORMFACTOR INC | $782,000 | +41.9% | 30,118 | +1.9% | 0.32% | +28.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $776,000 | +41.6% | 4,688 | +31.6% | 0.31% | +27.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $777,000 | -5.4% | 8,371 | -5.0% | 0.31% | -14.7% |
| NTUS | Buy | NATUS MEDICAL INC | $741,000 | +6.0% | 22,451 | +2.2% | 0.30% | -4.2% |
| MIME | Sell | MIMECAST LTD | $732,000 | -9.1% | 16,877 | -25.2% | 0.30% | -17.8% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $704,000 | +90.8% | 5,644 | +82.7% | 0.28% | +72.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $698,000 | +9.4% | 3,316 | -0.0% | 0.28% | -1.4% |
| PTY | Buy | PIMCO CORPORATE & INCOME OPP | $693,000 | +270.6% | 36,494 | +254.7% | 0.28% | +236.1% |
| FINX | Sell | GLOBAL X FDSfintech etf | $685,000 | -5.9% | 22,552 | -10.9% | 0.28% | -15.1% |
| NEE | NEXTERA ENERGY INC | $686,000 | +3.9% | 2,834 | 0.0% | 0.28% | -6.4% | |
| TUFN | Buy | TUFIN SOFTWARE TECHNOLOGIS L | $643,000 | +154.2% | 36,558 | +138.2% | 0.26% | +129.2% |
| BA | Sell | BOEING CO | $641,000 | -75.8% | 1,968 | -71.7% | 0.26% | -78.2% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $613,000 | +13.9% | 13,043 | +3.4% | 0.25% | +2.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $601,000 | +13.0% | 7,821 | +4.2% | 0.24% | +1.7% |
| SSD | Buy | SIMPSON MANUFACTURING CO INC | $598,000 | +18.7% | 7,450 | +2.4% | 0.24% | +7.1% |
| HZNP | New | HORIZON THERAPEUTICS PUB LTD | $596,000 | – | 16,455 | +100.0% | 0.24% | – |
| MGRC | Buy | MCGRATH RENTCORP | $592,000 | +12.8% | 7,733 | +2.5% | 0.24% | +2.1% |
| CSCO | Buy | CISCO SYS INC | $591,000 | -0.8% | 12,321 | +2.2% | 0.24% | -10.5% |
| ROST | Buy | ROSS STORES INC | $566,000 | +9.1% | 4,863 | +2.9% | 0.23% | -1.7% |
| FTV | Buy | FORTIVE CORP | $547,000 | +14.0% | 7,158 | +2.3% | 0.22% | +2.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $542,000 | +81.9% | 4,683 | +69.7% | 0.22% | +63.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $537,000 | +1.1% | 1,669 | -6.7% | 0.22% | -8.9% |
| ROP | ROPER TECHNOLOGIES INC | $531,000 | -0.7% | 1,500 | 0.0% | 0.21% | -10.5% | |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $523,000 | -5.6% | 17,405 | -13.1% | 0.21% | -14.6% |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $509,000 | – | 20,541 | +100.0% | 0.20% | – |
| WPC | Buy | W P CAREY INC | $505,000 | -9.8% | 6,306 | +0.8% | 0.20% | -18.4% |
| SPSC | Sell | SPS COMMERCE INC | $505,000 | -31.0% | 9,120 | -41.4% | 0.20% | -37.6% |
| SBUX | Sell | STARBUCKS CORP | $500,000 | -7.1% | 5,683 | -6.5% | 0.20% | -15.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $493,000 | -5.2% | 5,883 | -11.9% | 0.20% | -14.2% |
| SPLK | Sell | SPLUNK INC | $491,000 | -27.2% | 3,276 | -42.7% | 0.20% | -34.2% |
| VRNS | Sell | VARONIS SYS INC | $491,000 | -31.3% | 6,318 | -47.2% | 0.20% | -37.9% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $482,000 | -47.1% | 7,645 | -51.6% | 0.19% | -52.3% |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $479,000 | – | 17,518 | +100.0% | 0.19% | – |
| QCOM | Buy | QUALCOMM INC | $462,000 | +21.3% | 5,237 | +4.9% | 0.19% | +9.4% |
| COO | Buy | COOPER COS INC | $457,000 | +12.3% | 1,421 | +3.6% | 0.18% | +1.1% |
| DD | Sell | DUPONT DE NEMOURS INC | $453,000 | -10.3% | 7,049 | -0.4% | 0.18% | -18.7% |
| ORCL | Buy | ORACLE CORP | $446,000 | +3.5% | 8,425 | +7.7% | 0.18% | -6.2% |
| CMS | Buy | CMS ENERGY CORP | $435,000 | -0.7% | 6,927 | +1.2% | 0.18% | -10.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $432,000 | +0.5% | 3,169 | -5.5% | 0.17% | -9.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $429,000 | +7.2% | 4,538 | +6.2% | 0.17% | -3.4% |
| BAC | Buy | BANK AMER CORP | $426,000 | +38.3% | 12,103 | +14.5% | 0.17% | +24.6% |
| TDG | Buy | TRANSDIGM GROUP INC | $410,000 | +11.1% | 732 | +3.2% | 0.16% | 0.0% |
| XOM | Sell | EXXON MOBIL CORP | $402,000 | -25.6% | 5,757 | -24.7% | 0.16% | -32.8% |
| IJH | ISHARES TRcore s&p mcp etf | $389,000 | +6.6% | 1,890 | 0.0% | 0.16% | -3.7% | |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $385,000 | +44.7% | 7,944 | +34.4% | 0.16% | +30.3% |
| PFPT | Buy | PROOFPOINT INC | $377,000 | +8.6% | 3,283 | +22.1% | 0.15% | -1.9% |
| CAH | Buy | CARDINAL HEALTH INC | $377,000 | +9.0% | 7,448 | +1.5% | 0.15% | -1.3% |
| ECL | New | ECOLAB INC | $378,000 | – | 1,958 | +100.0% | 0.15% | – |
| PSA | Buy | PUBLIC STORAGE | $374,000 | -8.1% | 1,758 | +6.0% | 0.15% | -17.0% |
| XLF | New | SELECT SECTOR SPDR TRcall | $370,000 | – | 12,000 | +100.0% | 0.15% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $366,000 | – | 14,018 | +100.0% | 0.15% | – |
| PEAK | New | HEALTHPEAK PPTYS INC | $360,000 | – | 10,441 | +100.0% | 0.14% | – |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $353,000 | +68.9% | 16,460 | +68.6% | 0.14% | +52.7% |
| ARC | Buy | ARC DOCUMENT SOLUTIONS INC | $353,000 | +6.6% | 253,709 | +4.2% | 0.14% | -4.1% |
| CVS | Buy | CVS HEALTH CORP | $350,000 | +19.0% | 4,708 | +1.0% | 0.14% | +7.6% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $344,000 | -47.9% | 5,085 | -51.5% | 0.14% | -52.9% |
| PNW | Buy | PINNACLE WEST CAP CORP | $335,000 | -6.2% | 3,730 | +1.4% | 0.14% | -15.1% |
| TXG | New | 10X GENOMICS INC | $328,000 | – | 4,300 | +100.0% | 0.13% | – |
| STWD | Buy | STARWOOD PPTY TR INC | $326,000 | +3.8% | 13,125 | +1.2% | 0.13% | -6.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $317,000 | -10.5% | 2,363 | -3.0% | 0.13% | -19.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $315,000 | -6.0% | 7,003 | -5.7% | 0.13% | -15.3% |
| USIG | Sell | ISHARES TRusd inv grde etf | $315,000 | -52.6% | 5,404 | -52.6% | 0.13% | -57.1% |
| PFMT | Buy | PERFORMANT FINL CORP | $313,000 | +6.1% | 307,347 | +14.7% | 0.13% | -4.5% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $312,000 | -6.9% | 1,643 | +1.7% | 0.13% | -16.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $313,000 | +15.9% | 8,106 | +18.1% | 0.13% | +4.1% |
| WFC | Sell | WELLS FARGO CO NEW | $313,000 | -86.5% | 5,820 | -87.3% | 0.13% | -87.8% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $309,000 | +0.3% | 6,017 | +1.5% | 0.12% | -9.4% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $310,000 | -48.0% | 6,778 | -53.0% | 0.12% | -53.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $308,000 | +12.0% | 1,858 | +2.4% | 0.12% | +0.8% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $303,000 | -1.3% | 2,469 | +0.0% | 0.12% | -10.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $296,000 | +20.8% | 3,189 | +9.3% | 0.12% | +9.2% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $290,000 | -1.4% | 5,809 | -2.1% | 0.12% | -10.7% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $277,000 | – | 3,019 | +100.0% | 0.11% | – |
| IP | Buy | INTL PAPER CO | $270,000 | +11.6% | 5,862 | +1.1% | 0.11% | +0.9% |
| MCD | Buy | MCDONALDS CORP | $268,000 | +18.1% | 1,356 | +28.3% | 0.11% | +6.9% |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $265,000 | – | 10,620 | +100.0% | 0.11% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $262,000 | – | 5,706 | +100.0% | 0.11% | – |
| IDV | New | ISHARES TRintl sel div etf | $256,000 | – | 7,635 | +100.0% | 0.10% | – |
| CNP | Buy | CENTERPOINT ENERGY INC | $250,000 | -8.1% | 9,181 | +1.7% | 0.10% | -16.5% |
| IJS | ISHARES TRsp smcp600vl etf | $249,000 | +6.9% | 1,550 | 0.0% | 0.10% | -3.8% | |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $242,000 | -5.8% | 3,845 | -0.8% | 0.10% | -14.8% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $239,000 | – | 4,796 | +100.0% | 0.10% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $238,000 | – | 4,328 | +100.0% | 0.10% | – |
| CHRW | C H ROBINSON WORLDWIDE INC | $235,000 | -7.5% | 3,000 | 0.0% | 0.10% | -15.9% | |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $236,000 | +7.8% | 2,253 | -4.2% | 0.10% | -3.1% |
| ABT | Sell | ABBOTT LABS | $231,000 | -4.1% | 2,654 | -7.9% | 0.09% | -13.9% |
| GDV | Sell | GABELLI DIVD & INCOME TR | $223,000 | -13.6% | 10,141 | -15.5% | 0.09% | -21.7% |
| NEWR | New | NEW RELIC INC | $216,000 | – | 3,286 | +100.0% | 0.09% | – |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $215,000 | -41.4% | 3,577 | -44.7% | 0.09% | -47.0% |
| VCV | Buy | INVESCO CALIF VALUE MUN INC | $210,000 | +44.8% | 16,347 | +44.3% | 0.08% | +30.8% |
| MO | New | ALTRIA GROUP INC | $209,000 | – | 4,180 | +100.0% | 0.08% | – |
| ANET | ARISTA NETWORKS INC | $207,000 | -14.8% | 1,019 | 0.0% | 0.08% | -23.1% | |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $207,000 | – | 3,434 | +100.0% | 0.08% | – |
| LGFA | New | LIONS GATE ENTMNT CORPcl a vtg | $198,000 | – | 18,543 | +100.0% | 0.08% | – |
| BTZ | New | BLACKROCK CR ALLCTN INC TR | $192,000 | – | 13,742 | +100.0% | 0.08% | – |
| AMLP | ALPS ETF TRalerian mlp | $190,000 | -6.9% | 22,300 | 0.0% | 0.08% | -15.4% | |
| CVA | New | COVANTA HLDG CORP | $183,000 | – | 12,340 | +100.0% | 0.07% | – |
| KYN | New | KAYNE ANDERSN MLP MIDS INVT | $140,000 | – | 10,025 | +100.0% | 0.06% | – |
| GLO | New | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $100,000 | – | 10,566 | +100.0% | 0.04% | – |
| VVR | Sell | INVESCO SR INCOME TR | $91,000 | -7.1% | 21,128 | -9.6% | 0.04% | -15.9% |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $87,000 | – | 2,828 | +100.0% | 0.04% | – |
| TRXC | Exit | TRANSENTERIX INC | $0 | – | -20,000 | -100.0% | -0.01% | – |
| PID | Exit | INVESCO EXCHANGE TRADED FD Tintl divi achi | $0 | – | -10,042 | -100.0% | -0.07% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -771 | -100.0% | -0.10% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -965 | -100.0% | -0.10% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,525 | -100.0% | -0.12% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmortg-back sec | $0 | – | -6,467 | -100.0% | -0.15% | – |
| HCP | Exit | HCP INC | $0 | – | -10,324 | -100.0% | -0.16% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -15,305 | -100.0% | -0.18% | – |
| FLRN | Exit | SPDR SERIES TRUSTblomberg brc inv | $0 | – | -14,282 | -100.0% | -0.20% | – |
| DES | Exit | WISDOMTREE TRus smallcap divd | $0 | – | -17,055 | -100.0% | -0.21% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -1,930 | -100.0% | -0.22% | – |
| BOX | Exit | BOX INCcl a | $0 | – | -34,867 | -100.0% | -0.26% | – |
| TSG | Exit | STARS GROUP INC | $0 | – | -80,331 | -100.0% | -0.54% | – |
| BSJJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -53,285 | -100.0% | -0.57% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -9,312 | -100.0% | -0.67% | – |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -143,648 | -100.0% | -1.35% | – |
| ICSH | Exit | ISHARES TRultr sh trm bd | $0 | – | -83,922 | -100.0% | -1.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q3 2023 | 5.6% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 5.5% |
| ALPHABET INC | 31 | Q3 2023 | 3.0% |
| INTEL CORP | 31 | Q3 2023 | 3.4% |
| ALPHABET INC | 31 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 31 | Q3 2023 | 3.0% |
| META PLATFORMS INC | 31 | Q3 2023 | 2.9% |
| THERMO FISHER SCIENTIFIC INC | 31 | Q3 2023 | 2.1% |
| CHEVRON CORP NEW | 31 | Q3 2023 | 3.3% |
| ABBVIE INC | 31 | Q3 2023 | 1.9% |
View Mirador Capital Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Mirador Capital Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.