Coldstream Capital Management Inc Portfolio Holdings
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
Coldstream Capital Management Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.64 Billion distributed in 1063 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $443M, Microsoft Corp with a value of $374M, Proshares Tr S&P Midcap 400 Di with a value of $197M, Vanguard Index Fds S&P 500 ETF with a value of $181M, and Ishares Currency Hedged Msci E with a value of $179M.
Examining the 13F form we can see an increase of $62.8M in the current position value, from $4.58B to 4.64B.
Below you can find more details about Coldstream Capital Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,063
- Current Value $4.64 Billion
- Prior Value $4.58 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 48 stocks
- Additional Purchases 545 stocks
- Sold out of 0 stocks
- Reduced holdings in 431 stocks