Freestone Capital Holdings, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$5.49B
13F filings
5
Latest filing
Nov 22, 2024

Top 10 holdings

IVV $301.63M
10.78% of AUM
IVV $285.59M
10.64% of AUM
MSFT $187.65M
6.71% of AUM
MSFT $172.02M
6.41% of AUM
NVDA $166.18M
5.94% of AUM
JAAA $164.60M
5.88% of AUM
JAAA $162.69M
6.06% of AUM
NVDA $149.01M
5.55% of AUM
VEA $125.87M
4.50% of AUM
VEA $123.80M
4.61% of AUM

About this filer

FilingIQ has indexed 5 quarterly Form 13F filings from Freestone Capital Holdings, LLC. Reported assets under management total $5.49B.

View live Freestone Capital Holdings, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Freestone Capital Holdings, LLC have under management?
Per Freestone Capital Holdings, LLC's most recent SEC Form 13F filing dated Nov 22, 2024, total assets under management are $5.49B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Freestone Capital Holdings, LLC submitted?
FilingIQ has indexed 5 quarterly Form 13F filings from Freestone Capital Holdings, LLC. Filings are due 45 days after quarter-end.
Where does Freestone Capital Holdings, LLC's holdings data come from?
Every position shown on this page sources back to Freestone Capital Holdings, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.