| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q2 2024 | 38.6% |
| ISHARES TR | 23 | Q2 2024 | 10.1% |
| ISHARES TR | 23 | Q2 2024 | 9.2% |
| ISHARES TR | 23 | Q2 2024 | 8.9% |
| ISHARES TR | 23 | Q2 2024 | 7.8% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 7.6% |
| ISHARES TR | 23 | Q2 2024 | 5.9% |
| ISHARES TR | 23 | Q2 2024 | 4.6% |
| AMAZON COM INC | 23 | Q2 2024 | 2.6% |
| ISHARES INC | 23 | Q2 2024 | 2.3% |
View Cresset Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Cresset Asset Management, LLC'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.