$442 Million is the total value of Mirador Capital Partners LP's 198 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,368 | -100.0% | -0.05% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -425 | -100.0% | -0.06% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -2,200 | -100.0% | -0.06% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,192 | -100.0% | -0.06% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,651 | -100.0% | -0.06% | – |
| QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -7,147 | -100.0% | -0.06% | – |
| HECCU | Exit | HUDSON EXECUTIVE INVT CORPunit 06/21/2025 | $0 | – | -22,687 | -100.0% | -0.06% | – |
| AY | Exit | ATLANTICA SUSTAINABLE INFR P | $0 | – | -6,766 | -100.0% | -0.06% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,971 | -100.0% | -0.06% | – |
| SCHJ | Exit | SCHWAB STRATEGIC TR1 5yr corp bd | $0 | – | -8,284 | -100.0% | -0.11% | – |
| VIXY | Exit | PROSHARES TR IIvix sh trm futrs | $0 | – | -49,674 | -100.0% | -0.12% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -4,855 | -100.0% | -0.14% | – |
| SVMK | Exit | SVMK INC | $0 | – | -86,051 | -100.0% | -0.40% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -154,226 | -100.0% | -0.64% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -15,930 | -100.0% | -0.76% | – |
| PFPT | Exit | PROOFPOINT INC | $0 | – | -51,740 | -100.0% | -1.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
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.