Cresset Asset Management, LLC Sells in Q1 2025

Cresset Asset Management, LLC

  • $17.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLBE
Global E Online Ltd.

Consumer Cyclical
-50.7K
- 36.92%
$35.65 - $62.84 $1.81M - $3.19M
86.7K $3.09M
VT
Vanguard Total World Stk Index

ETFs
-28K
- 3.72%
$115.08 - $123.97 $3.22M - $3.47M
724K $84M
SHW
Sherwin Williams CO

Basic Materials
-13K
- 61.41%
$330.16 - $365.55 $4.3M - $4.76M
8.18K $2.85M
TMUS
T Mobile Us, Inc.

Communication Services
-32.1K
- 34.54%
$211.3 - $272.83 $6.79M - $8.76M
60.9K $16.2M
ABBV
Abb Vie Inc.

Healthcare
-61.6K
- 22.75%
$169.2 - $216.66 $10.4M - $13.3M
209K $43.8M
VGT
Vanguard Information Technolog

ETFs
-2.25K
- 6.17%
$542.38 - $646.34 $1.22M - $1.46M
34.2K $18.6M
AFL
Aflac Inc

Financial Services
-44.3K
- 36.21%
$100.99 - $111.19 $4.47M - $4.93M
78K $8.68M
SWK
Stanley Black & Decker, Inc.

Industrials
-48.9K
- 89.09%
$76.43 - $90.41 $3.73M - $4.42M
5.98K $460K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-75.1K
- 15.11%
$50.39 - $50.66 $3.78M - $3.8M
422K $21.4M
BAC
Bank Of America Corp

Financial Services
-19.3K
- 1.52%
$39.61 - $47.74 $764K - $920K
1.25M $52.3M
UNH
Unitedhealth Group Inc

Healthcare
-13.8K
- 6.45%
$461.52 - $548.18 $6.36M - $7.56M
200K $105M
UCTT
Ultra Clean Holdings, Inc.

Technology
-83.3K
- 81.54%
$21.41 - $39.15 $1.78M - $3.26M
18.9K $403K
EMR
Emerson Electric CO

Industrials
-5.94K
- 3.35%
$108.64 - $131.17 $646K - $780K
172K $18.8M
ADBE
Adobe Inc.

Technology
-3.26K
- 10.28%
$377.84 - $464.11 $1.23M - $1.51M
28.4K $10.9M
MRVL
Marvell Technology, Inc.

Technology
-6.82K
- 12.17%
$61.57 - $126.06 $420K - $860K
49.2K $3.03M
EVR
Evercore Inc.

Financial Services
-257
- 0.64%
$190.28 - $291.27 $48.9K - $74.9K
39.8K $7.95M
PCAR
Paccar Inc

Industrials
-29.6K
- 81.81%
$96.91 - $112.51 $2.87M - $3.33M
6.58K $640K
SPGI
S&P Global Inc.

Financial Services
-6.48K
- 29.11%
$478.26 - $543.77 $3.1M - $3.52M
15.8K $8.02M
MRK
Merck & Co., Inc.

Healthcare
-1.54K
- 0.51%
$83.01 - $101.02 $128K - $155K
300K $26.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-105K
- 7.38%
$42.5 - $46.71 $4.47M - $4.91M
1.32M $59.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.25K
- 8.12%
$165.25 - $224.62 $868K - $1.18M
59.4K $9.87M
PLTR
Palantir Technologies Inc.

Technology
-217K
- 12.32%
$64.98 - $124.62 $14.1M - $27M
1.54M $130M
TJX
Tjx Companies Inc

Consumer Cyclical
-24.9K
- 13.91%
$112.81 - $126.16 $2.8M - $3.14M
154K $18.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.1K
- 6.29%
$92.45 - $106.69 $1.12M - $1.29M
180K $16.7M
DHR
Danaher Corp

Healthcare
-7.6K
- 15.32%
$201.62 - $250.59 $1.53M - $1.9M
42K $8.61M
NOW
Service Now, Inc.

Technology
-1.06K
- 14.79%
$783.83 - $1170.39 $828K - $1.24M
6.09K $4.84M
BALL
Ball Corp

Consumer Cyclical
-46.6K
- 46.57%
$49.04 - $56.53 $2.29M - $2.64M
53.5K $2.78M
AMD
Advanced Micro Devices Inc

Technology
-10.2K
- 11.5%
$96.63 - $129.55 $989K - $1.33M
78.8K $8.09M
AMCR
Amcor PLC

Consumer Cyclical
-298K
- 36.22%
$9.33 - $10.39 $2.78M - $3.1M
525K $5.09M
COST
Costco Wholesale Corp

Consumer Defensive
-4.09K
- 9.54%
$890.62 - $1076.86 $3.64M - $4.4M
38.8K $36.7M
HON
Honeywell International Inc

Industrials
-5.35K
- 5.19%
$202.75 - $226.52 $1.09M - $1.21M
97.9K $20.7M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-78K
- 5.61%
$16.48 - $19.07 $1.29M - $1.49M
1.31M $21.8M
ET
Energy Transfer LP

Energy
-112K
- 29.1%
$17.26 - $21.08 $1.93M - $2.35M
272K $5.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-17.8K
- 12.67%
$279.74 - $321.29 $4.98M - $5.72M
123K $38.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5.5K
- 34.98%
$408.78 - $448.82 $2.25M - $2.47M
10.2K $4.29M
XLF
Financial Sector Spdr

ETFs
-60.2K
- 14.46%
$47.32 - $52.19 $2.85M - $3.14M
356K $17.7M
VO
Vanguard Mid Cap ETF

ETFs
-1.2K
- 0.32%
$251.87 - $277.95 $302K - $334K
370K $95.6M
PANW
Palo Alto Networks Inc

Technology
-9.8K
- 18.08%
$167.82 - $208.28 $1.64M - $2.04M
44.4K $7.58M
CVX
Chevron Corp

Energy
-47.3K
- 18.86%
$146.71 - $167.97 $6.93M - $7.94M
203K $34M
AXP
American Express CO

Financial Services
-2.57K
- 4.58%
$255.39 - $325.87 $656K - $837K
53.5K $14.4M
USB
Us Bancorp \De\

Financial Services
-26.5K
- 14.16%
$40.92 - $50.9 $1.08M - $1.35M
161K $6.78M
SYY
Sysco Corp

Consumer Defensive
-26.6K
- 23.53%
$70.0 - $77.13 $1.86M - $2.05M
86.4K $6.49M
SG
Sweetgreen, Inc.

Consumer Cyclical
-2.79K
- 0.94%
$21.47 - $34.94 $59.9K - $97.4K
293K $7.33M
AMAT
Applied Materials Inc

Technology
-607
- 0.54%
$145.06 - $195.51 $88.1K - $119K
111K $16.1M
XLV
Select Sector Spdr Fund Health

ETFs
-20K
- 19.26%
$137.61 - $149.68 $2.75M - $2.99M
83.7K $12.2M
NKE
Nike, Inc.

Consumer Cyclical
-7.14K
- 5.79%
$63.29 - $81.72 $452K - $584K
116K $7.38M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-57.4K
- 11.16%
$58.01 - $64.46 $3.33M - $3.7M
457K $28.4M
MOFG
Mid West One Financial Group, Inc.

Financial Services
-66.4K
- 36.9%
$27.63 - $32.79 $1.83M - $2.18M
114K $3.36M
ACHR
Archer Aviation Inc.

Industrials
-99.5K
- 23.52%
$6.8 - $11.51 $677K - $1.15M
323K $2.3M
Activity Summary
Buys All Purchases 710 New Holdings 132 Increased Positions 578 Sells All Sells 812 Reductions 812 Sold out 0 Options Calls 9 Puts 37
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email