$364 Million is the total value of Mirador Capital Partners LP's 169 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $14,621,000 | +19.5% | 110,187 | +4.3% | 4.01% | +5.2% |
| AMZN | Buy | AMAZON COM INC | $14,119,000 | +13.7% | 4,335 | +9.9% | 3.87% | +0.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,059,000 | +17.3% | 47,694 | +7.7% | 3.03% | +3.3% |
| BSJL | Buy | INVESCO EXCH TRD SLF IDX FD | $9,012,000 | +3.8% | 390,150 | +3.0% | 2.47% | -8.6% |
| BSJM | Buy | INVESCO EXCH TRD SLF IDX FD | $8,119,000 | +4.8% | 347,853 | +2.6% | 2.23% | -7.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $8,018,000 | +35.5% | 34,454 | +71.1% | 2.20% | +19.3% |
| BSJN | Buy | INVESCO EXCH TRD SLF IDX FD | $7,875,000 | +3.6% | 310,290 | +0.1% | 2.16% | -8.8% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $7,548,000 | +1.6% | 344,635 | +1.1% | 2.07% | -10.5% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $7,478,000 | +0.9% | 343,793 | +1.3% | 2.05% | -11.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,200,000 | +26.9% | 4,108 | +6.1% | 1.98% | +11.8% |
| INTC | Buy | INTEL CORP | $7,136,000 | +41.8% | 143,241 | +47.3% | 1.96% | +24.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,937,000 | +32.7% | 3,960 | +11.4% | 1.90% | +16.8% |
| FB | Buy | FACEBOOK INCcl a | $6,924,000 | +12.1% | 25,347 | +7.5% | 1.90% | -1.3% |
| PTON | Sell | PELOTON INTERACTIVE INC | $6,683,000 | +18.8% | 44,050 | -22.3% | 1.83% | +4.6% |
| BX | Buy | BLACKSTONE GROUP INC | $6,405,000 | +45.8% | 98,832 | +17.4% | 1.76% | +28.3% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $5,704,000 | +22.5% | 12,247 | +16.2% | 1.56% | +7.9% |
| IBB | Sell | ISHARES TRnasdaq biotech | $5,542,000 | +8.7% | 36,585 | -2.9% | 1.52% | -4.3% |
| GLD | Buy | SPDR GOLD TR | $5,424,000 | +19.0% | 30,410 | +18.2% | 1.49% | +4.7% |
| ZIXI | Buy | ZIX CORP | $5,376,000 | +54.3% | 622,989 | +4.4% | 1.48% | +35.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,331,000 | +53.7% | 41,954 | +16.4% | 1.46% | +35.3% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $5,256,000 | +10.7% | 234,745 | +9.7% | 1.44% | -2.5% |
| MSFT | Buy | MICROSOFT CORP | $5,180,000 | +21.2% | 23,289 | +14.6% | 1.42% | +6.7% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $5,161,000 | +9.0% | 228,077 | +7.7% | 1.42% | -4.0% |
| PFPT | Buy | PROOFPOINT INC | $4,728,000 | +48.8% | 34,662 | +15.1% | 1.30% | +31.0% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $4,657,000 | -64.9% | 259,180 | -60.3% | 1.28% | -69.1% |
| V | Buy | VISA INC | $4,354,000 | +20.2% | 19,907 | +9.9% | 1.20% | +5.8% |
| UL | New | UNILEVER PLCspon adr new | $4,153,000 | – | 68,806 | +100.0% | 1.14% | – |
| ABBV | Buy | ABBVIE INC | $3,997,000 | +26.5% | 37,299 | +3.4% | 1.10% | +11.4% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $3,978,000 | -45.6% | 187,541 | -45.4% | 1.09% | -52.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,964,000 | +10.0% | 67,480 | +11.4% | 1.09% | -3.1% |
| DIS | Buy | DISNEY WALT CO | $3,780,000 | +228.7% | 20,863 | +125.2% | 1.04% | +189.7% |
| CRM | Buy | SALESFORCE COM INC | $3,728,000 | +28.8% | 16,752 | +45.5% | 1.02% | +13.4% |
| KKR | Buy | KKR & CO INC | $3,716,000 | +33.7% | 91,779 | +13.4% | 1.02% | +17.8% |
| EXTR | Buy | EXTREME NETWORKS INC | $3,672,000 | +109.0% | 532,942 | +21.9% | 1.01% | +83.9% |
| DHR | Buy | DANAHER CORPORATION | $3,657,000 | +20.2% | 16,463 | +16.5% | 1.00% | +5.8% |
| BLK | Buy | BLACKROCK INC | $3,626,000 | +56.2% | 5,026 | +22.0% | 1.00% | +37.4% |
| CVX | Buy | CHEVRON CORP NEW | $3,465,000 | +215.3% | 41,030 | +168.8% | 0.95% | +177.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,316,000 | +28.5% | 9,456 | +14.2% | 0.91% | +13.2% |
| BSMN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,279,000 | -5.3% | 128,011 | -5.4% | 0.90% | -16.6% |
| BSMM | Sell | INVESCO EXCH TRD SLF IDX FD | $3,249,000 | -6.4% | 127,621 | -6.5% | 0.89% | -17.6% |
| CYTK | Buy | CYTOKINETICS INC | $3,167,000 | +30.5% | 152,395 | +35.9% | 0.87% | +14.9% |
| T | Buy | AT&T INC | $3,123,000 | +243.9% | 108,571 | +241.0% | 0.86% | +202.8% |
| BSML | Sell | INVESCO EXCH TRD SLF IDX FD | $3,118,000 | -11.5% | 123,157 | -11.4% | 0.86% | -22.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $3,070,000 | +3.4% | 169,337 | +2.6% | 0.84% | -9.0% |
| LMND | Sell | LEMONADE INC | $2,885,000 | +72.5% | 23,554 | -30.0% | 0.79% | +52.0% |
| INTU | INTUIT | $2,816,000 | +16.5% | 7,413 | 0.0% | 0.77% | +2.5% | |
| WMT | Buy | WALMART INC | $2,807,000 | +23.0% | 19,473 | +19.3% | 0.77% | +8.1% |
| VIXY | Buy | PROSHARES TR IIvix sh trm futrs | $2,691,000 | +955.3% | 195,821 | +1465.2% | 0.74% | +834.2% |
| ARCC | Buy | ARES CAPITAL CORP | $2,533,000 | +43.1% | 149,957 | +18.2% | 0.70% | +25.9% |
| TRHC | Sell | TABULA RASA HEALTHCARE INC | $2,502,000 | -10.7% | 58,399 | -15.0% | 0.69% | -21.3% |
| TGT | Buy | TARGET CORP | $2,307,000 | +37.8% | 13,068 | +22.9% | 0.63% | +21.3% |
| OSUR | Buy | ORASURE TECHNOLOGIES INC | $2,250,000 | -3.2% | 212,522 | +11.3% | 0.62% | -14.8% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $2,212,000 | +84.2% | 85,007 | +10.7% | 0.61% | +62.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,176,000 | +14.0% | 35,077 | +10.8% | 0.60% | +0.3% |
| GM | New | GENERAL MTRS CO | $2,131,000 | – | 51,175 | +100.0% | 0.58% | – |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $2,096,000 | +48.7% | 58,191 | +61.7% | 0.58% | +31.0% |
| GILD | Buy | GILEAD SCIENCES INC | $2,078,000 | +7.2% | 35,663 | +16.2% | 0.57% | -5.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $2,044,000 | +23.4% | 21,641 | +13.7% | 0.56% | +8.7% |
| TXG | Buy | 10X GENOMICS INC | $2,036,000 | +21.5% | 14,377 | +7.0% | 0.56% | +7.1% |
| WORK | Buy | SLACK TECHNOLOGIES INC | $2,010,000 | +68.9% | 47,583 | +7.4% | 0.55% | +48.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $1,999,000 | +149.6% | 39,203 | +78.5% | 0.55% | +119.6% |
| PFE | Buy | PFIZER INC | $1,978,000 | +8.6% | 53,729 | +8.3% | 0.54% | -4.4% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,947,000 | +757.7% | 142,465 | +674.9% | 0.53% | +652.1% |
| SAP | Buy | SAP SEspon adr | $1,943,000 | -3.5% | 14,902 | +15.3% | 0.53% | -15.1% |
| SVMK | New | SVMK INC | $1,819,000 | – | 71,212 | +100.0% | 0.50% | – |
| MIME | Buy | MIMECAST LTD | $1,758,000 | +23.8% | 30,921 | +2.2% | 0.48% | +8.8% |
| FIVN | Buy | FIVE9 INC | $1,691,000 | +37.6% | 9,696 | +2.3% | 0.46% | +21.1% |
| WDAY | Sell | WORKDAY INCcl a | $1,677,000 | +2.6% | 6,997 | -7.9% | 0.46% | -9.6% |
| KLAC | Sell | KLA CORP | $1,586,000 | +30.4% | 6,126 | -2.4% | 0.44% | +14.8% |
| VEEV | Buy | VEEVA SYS INC | $1,554,000 | -0.3% | 5,709 | +3.0% | 0.43% | -12.3% |
| RNG | RINGCENTRAL INCcl a | $1,454,000 | +38.0% | 3,838 | 0.0% | 0.40% | +21.6% | |
| RWM | Sell | PROSHARES TRshrt russell2000 | $1,453,000 | -76.6% | 57,143 | -68.7% | 0.40% | -79.3% |
| RXT | Buy | RACKSPACE TECHNOLOGY INC | $1,425,000 | +82.0% | 74,739 | +84.1% | 0.39% | +60.2% |
| TNET | Sell | TRINET GROUP INC | $1,420,000 | +25.0% | 17,616 | -8.0% | 0.39% | +10.2% |
| NFLX | Buy | NETFLIX INC | $1,392,000 | +28.1% | 2,574 | +18.4% | 0.38% | +12.7% |
| TSLA | Sell | TESLA INC | $1,351,000 | +48.0% | 1,914 | -10.0% | 0.37% | +30.2% |
| TUFN | Buy | TUFIN SOFTWARE TECHNOLOGIE | $1,329,000 | +133.6% | 106,517 | +54.5% | 0.36% | +106.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,306,000 | +6.4% | 8,299 | +0.6% | 0.36% | -6.5% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,299,000 | -0.4% | 1,588 | -13.6% | 0.36% | -12.3% |
| FORM | Buy | FORMFACTOR INC | $1,213,000 | +81.0% | 28,206 | +5.0% | 0.33% | +59.3% |
| QCOM | Buy | QUALCOMM INC | $1,182,000 | +55.7% | 7,762 | +20.4% | 0.32% | +36.7% |
| ROST | Buy | ROSS STORES INC | $1,157,000 | +37.4% | 9,425 | +4.5% | 0.32% | +21.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,143,000 | -1.0% | 8,213 | -1.1% | 0.31% | -12.8% |
| PCI | Sell | PIMCO DYNAMIC CR INCOME FD | $1,113,000 | -26.1% | 52,516 | -30.0% | 0.30% | -35.0% |
| FINX | Buy | GLOBAL X FDSfintech etf | $1,059,000 | +32.9% | 22,676 | +8.1% | 0.29% | +17.3% |
| COO | Buy | COOPER COS INC | $993,000 | +13.1% | 2,732 | +5.0% | 0.27% | -0.7% |
| MGRC | Buy | MCGRATH RENTCORP | $979,000 | +18.0% | 14,583 | +4.7% | 0.27% | +3.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $926,000 | +48.4% | 20,855 | +16.3% | 0.25% | +30.9% |
| CHY | Buy | CALAMOS CONV & HIGH INCOME F | $908,000 | +35.7% | 63,557 | +11.0% | 0.25% | +19.7% |
| SSD | Buy | SIMPSON MANUFACTURING CO INC | $894,000 | +1.6% | 9,568 | +5.6% | 0.24% | -10.6% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $888,000 | +20.5% | 4,054 | +4.3% | 0.24% | +6.1% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $891,000 | +2.2% | 35,768 | -1.1% | 0.24% | -10.3% |
| NEE | Buy | NEXTERA ENERGY INC | $875,000 | +11.2% | 11,336 | +300.0% | 0.24% | -2.0% |
| ACN | ACCENTURE PLC IRELAND | $866,000 | +15.6% | 3,316 | 0.0% | 0.24% | +2.1% | |
| DKNG | Buy | DRAFTKINGS INC | $829,000 | +84.2% | 17,804 | +132.7% | 0.23% | +62.1% |
| CHGG | Sell | CHEGG INC | $825,000 | +17.2% | 9,137 | -7.3% | 0.23% | +3.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $815,000 | +11.6% | 2,163 | +5.2% | 0.22% | -1.8% |
| NTUS | Buy | NATUS MED INC DEL | $803,000 | +26.7% | 40,049 | +8.2% | 0.22% | +11.1% |
| NET | CLOUDFLARE INC | $795,000 | +84.9% | 10,463 | 0.0% | 0.22% | +62.7% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $736,000 | +22.7% | 11,474 | +5.8% | 0.20% | +8.0% |
| KRO | New | KRONOS WORLDWIDE INC | $728,000 | – | 48,802 | +100.0% | 0.20% | – |
| CSCO | Sell | CISCO SYS INC | $715,000 | +13.1% | 15,969 | -0.5% | 0.20% | -0.5% |
| PDI | Sell | PIMCO DYNAMIC INCOME FD | $699,000 | -20.9% | 26,441 | -24.1% | 0.19% | -30.4% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $659,000 | -13.2% | 3,110 | -43.8% | 0.18% | -23.6% |
| ROP | ROPER TECHNOLOGIES INC | $647,000 | +9.1% | 1,500 | 0.0% | 0.18% | -3.8% | |
| FTV | Buy | FORTIVE CORP | $647,000 | +13.5% | 9,138 | +22.2% | 0.18% | 0.0% |
| PFMT | Buy | PERFORMANT FINL CORP | $622,000 | -3.3% | 706,295 | +3.1% | 0.17% | -14.5% |
| EGHT | Sell | 8X8 INC NEW | $594,000 | +40.4% | 17,219 | -36.6% | 0.16% | +23.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $594,000 | -12.1% | 5,029 | -12.2% | 0.16% | -22.7% |
| ORCL | Buy | ORACLE CORP | $588,000 | +8.3% | 9,096 | +0.0% | 0.16% | -4.7% |
| MRK | Sell | MERCK & CO. INC | $563,000 | -69.4% | 6,881 | -69.0% | 0.15% | -73.2% |
| ARC | Buy | ARC DOCUMENT SOLUTIONS INC | $554,000 | +68.4% | 374,293 | +2.4% | 0.15% | +47.6% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $530,000 | – | 10,433 | +100.0% | 0.14% | – |
| PD | Sell | PAGERDUTY INC | $520,000 | +25.3% | 12,467 | -18.6% | 0.14% | +10.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $504,000 | +62.1% | 1,341 | +44.8% | 0.14% | +42.3% |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $474,000 | – | 9,232 | +100.0% | 0.13% | – |
| CLDX | Buy | CELLDEX THERAPEUTICS INC NEW | $469,000 | +24.1% | 26,749 | +5.0% | 0.13% | +9.3% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $470,000 | +129.3% | 9,961 | +98.8% | 0.13% | +101.6% |
| BTZ | Buy | BLACKROCK CR ALLOCATION INCO | $466,000 | +16.2% | 31,670 | +12.4% | 0.13% | +2.4% |
| CALM | Buy | CAL MAINE FOODS INC | $468,000 | +0.2% | 12,457 | +2.3% | 0.13% | -12.3% |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $463,000 | – | 2,380 | +100.0% | 0.13% | – |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $461,000 | +15.8% | 6,292 | +6.9% | 0.13% | +1.6% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $455,000 | -1.3% | 12,371 | +0.9% | 0.12% | -13.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $457,000 | +49.3% | 9,115 | +28.7% | 0.12% | +31.6% |
| VRNS | Buy | VARONIS SYS INC | $426,000 | +44.9% | 2,603 | +2.1% | 0.12% | +27.2% |
| SQ | Buy | SQUARE INCcl a | $427,000 | +49.3% | 1,962 | +11.5% | 0.12% | +31.5% |
| ABT | Buy | ABBOTT LABS | $408,000 | +0.7% | 3,724 | +0.1% | 0.11% | -11.1% |
| PSA | PUBLIC STORAGE | $406,000 | +3.6% | 1,758 | 0.0% | 0.11% | -9.0% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $395,000 | +16.2% | 1,259 | +3.0% | 0.11% | +1.9% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $389,000 | +14.7% | 2,924 | +4.7% | 0.11% | +0.9% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $384,000 | +21.1% | 7,323 | +6.8% | 0.10% | +6.1% |
| HI | Sell | HILLENBRAND INC | $379,000 | +38.8% | 9,529 | -0.9% | 0.10% | +22.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $377,000 | +12.5% | 1,009 | +1.0% | 0.10% | -1.0% |
| CAH | Buy | CARDINAL HEALTH INC | $373,000 | +15.1% | 6,969 | +1.1% | 0.10% | +1.0% |
| CMS | Buy | CMS ENERGY CORP | $365,000 | +0.6% | 5,983 | +1.3% | 0.10% | -11.5% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $365,000 | +6.1% | 2,376 | +0.1% | 0.10% | -6.5% |
| WPC | Buy | WP CAREY INC | $362,000 | +9.0% | 5,131 | +0.8% | 0.10% | -3.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $351,000 | +16.2% | 2,570 | +0.5% | 0.10% | +2.1% |
| CVS | Buy | CVS HEALTH CORP | $336,000 | +19.6% | 4,915 | +2.2% | 0.09% | +4.5% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $337,000 | +9.8% | 3,702 | -2.6% | 0.09% | -4.2% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $331,000 | +7.1% | 3,969 | +5.1% | 0.09% | -5.2% |
| AVGO | Buy | BROADCOM INC | $324,000 | +28.6% | 740 | +6.9% | 0.09% | +12.7% |
| PNW | Buy | PINNACLE WEST CAP CORP | $306,000 | +15.0% | 3,833 | +7.5% | 0.08% | +1.2% |
| ANET | ARISTA NETWORKS INC | $296,000 | +40.3% | 1,019 | 0.0% | 0.08% | +22.7% | |
| MCD | Buy | MCDONALDS CORP | $291,000 | -2.3% | 1,357 | +0.1% | 0.08% | -14.0% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $293,000 | – | 1,777 | +100.0% | 0.08% | – |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $287,000 | +3.6% | 5,809 | 0.0% | 0.08% | -8.1% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $277,000 | +34.5% | 2,003 | 0.0% | 0.08% | +18.8% | |
| SBUX | Sell | STARBUCKS CORP | $272,000 | +22.5% | 2,538 | -2.0% | 0.08% | +8.7% |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $273,000 | – | 9,576 | +100.0% | 0.08% | – |
| PSQ | New | PROSHARES TRshort qqq new | $271,000 | – | 18,788 | +100.0% | 0.07% | – |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $268,000 | +12.6% | 8,861 | +1.1% | 0.07% | 0.0% |
| BAC | Sell | BK OF AMERICA CORP | $267,000 | +17.1% | 8,812 | -7.0% | 0.07% | +2.8% |
| SHOP | New | SHOPIFY INCcl a | $257,000 | – | 227 | +100.0% | 0.07% | – |
| HZNP | HORIZON THERAPEUTICS PUB L | $255,000 | -5.9% | 3,490 | 0.0% | 0.07% | -16.7% | |
| PANW | New | PALO ALTO NETWORKS INC | $252,000 | – | 708 | +100.0% | 0.07% | – |
| NKE | NIKE INCcl b | $253,000 | +12.4% | 1,789 | 0.0% | 0.07% | -1.4% | |
| BA | New | BOEING CO | $247,000 | – | 1,153 | +100.0% | 0.07% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $248,000 | +17.0% | 1,754 | +6.6% | 0.07% | +3.0% |
| CAG | Buy | CONAGRA BRANDS INC | $243,000 | +3.8% | 6,695 | +2.0% | 0.07% | -8.2% |
| NOW | Sell | SERVICENOW INC | $242,000 | +8.5% | 440 | -4.3% | 0.07% | -4.3% |
| KO | Sell | COCA COLA CO | $225,000 | -32.6% | 4,103 | -39.3% | 0.06% | -40.4% |
| LUMN | Sell | LUMEN TECHNOLOGIES INC | $225,000 | -46.3% | 23,072 | -44.4% | 0.06% | -52.7% |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $224,000 | – | 3,282 | +100.0% | 0.06% | – |
| VCV | Buy | INVESCO CALIF VALUE MUN INCO | $219,000 | +6.8% | 16,590 | +1.0% | 0.06% | -6.2% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $216,000 | – | 1,718 | +100.0% | 0.06% | – |
| CF | New | CF INDS HLDGS INC | $215,000 | – | 5,565 | +100.0% | 0.06% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $181,000 | – | 38,961 | +100.0% | 0.05% | – |
| New | TRANSENTERIX INC | $8,000 | – | 13,539 | +100.0% | 0.00% | – | |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,786 | -100.0% | -0.06% | – |
| ZI | Exit | ZOOMINFO TECHNOLOGIES INC | $0 | – | -5,201 | -100.0% | -0.07% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,203 | -100.0% | -0.08% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -607 | -100.0% | -0.09% | – |
| MDLA | Exit | MEDALLIA INC | $0 | – | -10,760 | -100.0% | -0.09% | – |
| THO | Exit | THOR INDS INC | $0 | – | -3,685 | -100.0% | -0.11% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -22,063 | -100.0% | -0.15% | – |
| NEWR | Exit | NEW RELIC INC | $0 | – | -8,737 | -100.0% | -0.15% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -26,104 | -100.0% | -0.36% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -142,224 | -100.0% | -0.94% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -22,366 | -100.0% | -0.96% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -134,691 | -100.0% | -0.98% | – |
| UN | Exit | UNILEVER N V | $0 | – | -59,004 | -100.0% | -1.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.