COLDSTREAM CAPITAL MANAGEMENT INC has disclosed 1081 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $4.61 Bil. The turnover rate is 8%.
In COLDSTREAM CAPITAL MANAGEMENT INC's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Microsoft Corp (MSFT), ProShares S&P MidCap 400 Div Aristocrats ETF (REGL), iShares Currency Hedged MSCI EAFE ETF (HEFA), Vanguard S&P 500 ETF (VOO), not including call and put options.
COLDSTREAM CAPITAL MANAGEMENT INC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for COLDSTREAM CAPITAL MANAGEMENT INC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for COLDSTREAM CAPITAL MANAGEMENT INC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for COLDSTREAM CAPITAL MANAGEMENT INC.