Fund HoldingsCresset Asset Management, LLC

Total Portfolio Value
$14.10B
Total Bought
$76.00B
Total Sold
$195.09M
Net Transaction
+$75.81B
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)079,460,000+79,460,000035,223,029+35,223,029
SPDR S&P 500 ETF TR(SPY)(Call)038,170,000+38,170,000016,919,998+16,919,998
META PLATFORMS INC(META)(Call)09,460,000+9,460,00002,714,831+2,714,831
ARISTA NETWORKS INC011,136,616+11,136,61601,804,80012.80%+1,804,800
BERKSHIRE HATHAWAY INC DEL(Call)02,710,000+2,710,0000924,110+924,110
APPLE INC(AAPL)(Call)04,620,000+4,620,0000896,141+896,141
ISHARES TR(Put)022,210,000+22,210,0000878,628+878,628
AMAZON COM INC(AMZN)(Call)05,130,000+5,130,0000668,747+668,747
SPDR S&P 500 ETF TR(SPY)705,1072,145,313+1,440,206289,517954,2946.77%+664,776
INVESCO QQQ TR(Call)01,700,000+1,700,0000628,014+628,014
RAYTHEON TECHNOLOGIES CORP(RTX)(Call)05,250,000+5,250,0000514,290+514,290
LAM RESEARCH CORP(LRCX)(Put)0700,000+700,0000450,002+450,002
NETFLIX INC(NFLX)(Put)0800,000+800,0000352,392+352,392
VANGUARD INDEX FDS(Call)01,580,000+1,580,0000348,042+348,042
ISHARES TR(Call)08,220,000+8,220,0000325,183+325,183
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,100,688+2,100,6880314,3472.23%+314,347
WALMART INC(WMT)(Call)01,920,000+1,920,0000301,786+301,786
APPLE INC(AAPL)913,8522,268,110+1,354,258150,695439,9453.12%+289,251
PURE STORAGE INC(P)(Call)07,000,000+7,000,0000257,740+257,740
PURE STORAGE INC(P)(Put)07,000,000+7,000,0000257,740+257,740
NVIDIA CORPORATION(NVDA)(Call)0580,000+580,0000245,352+245,352
META PLATFORMS INC(META)93,381854,661+761,28019,792245,2711.74%+225,479
MICROSOFT CORP(MSFT)196,883827,719+630,83656,762281,8722.00%+225,110
SPDR DOW JONES INDL AVERAGE(DIA)(Put)0600,000+600,0000206,310+206,310
VANGUARD INTL EQUITY INDEX F232,5583,976,496+3,743,93812,435216,3611.53%+203,926
REGENERON PHARMACEUTICALS(REGN)(Put)0250,000+250,0000179,635+179,635
REGENERON PHARMACEUTICALS(REGN)(Call)0250,000+250,0000179,635+179,635
ALBEMARLE CORP(ALB)(Put)0800,000+800,0000178,472+178,472
BALL CORP(Call)03,000,000+3,000,0000174,630+174,630
ALPHABET INC(GOOG)269,2451,661,874+1,392,62927,929198,9261.41%+170,997
CENTENE CORP DEL(CNC)258,5642,679,299+2,420,73516,344180,7191.28%+164,375
LILLY ELI & CO(LLY)(Put)0350,000+350,0000164,143+164,143
ARISTA NETWORKS INC(Call)01,000,000+1,000,0000162,060+162,060
TESLA INC(TSLA)(Put)0600,000+600,0000157,062+157,062
CROWDSTRIKE HLDGS INC(CRWD)(Put)01,000,000+1,000,0000146,870+146,870
ISHARES TR1,108,5221,332,386+223,864455,692593,8584.21%+138,166
ISHARES TR644,6711,233,121+588,450120,580255,3301.81%+134,750
INVESCO QQQ TR(Put)0350,000+350,0000129,297+129,297
META PLATFORMS INC(META)(Put)0440,000+440,0000126,271+126,271
SCHWAB STRATEGIC TR01,710,271+1,710,2710124,2000.88%+124,200
LILLY ELI & CO(LLY)(Call)0260,000+260,0000121,935+121,935
GENERAC HLDGS INC(GNRC)(Put)0800,000+800,0000119,304+119,304
MURPHY USA INC(MUSA)(Call)0380,000+380,0000118,222+118,222
MURPHY USA INC(MUSA)(Put)0380,000+380,0000118,222+118,222
AMERICAN EXPRESS CO(AXP)(Call)0670,000+670,0000116,131+116,131
AMAZON COM INC(AMZN)298,2591,073,289+775,03030,807139,9140.99%+109,107
ISHARES TR1,842,2162,860,248+1,018,032178,142285,0242.02%+106,881
UNITEDHEALTH GROUP INC(UNH)27,244242,663+215,41912,876116,6340.83%+103,758
JPMORGAN CHASE & CO(JPM)(Call)0680,000+680,000098,899+98,899
C H ROBINSON WORLDWIDE INC(CHRW)01,044,321+1,044,321098,5340.70%+98,534
PALANTIR TECHNOLOGIES INC(PLTR)(Call)06,020,000+6,020,000092,287+92,287
AFLAC INC(AFL)(Call)01,250,000+1,250,000087,250+87,250
QORVO INC(QRVO)(Call)0780,000+780,000079,583+79,583
EQUINIX INC(EQIX)099,528+99,528078,0240.55%+78,024
APPLOVIN CORP(APP)(Call)03,000,000+3,000,000077,190+77,190
ALPHABET INC(GOOG)214,563815,323+600,76022,31598,6300.70%+76,315
NVIDIA CORPORATION(NVDA)44,327201,590+157,26312,31385,2770.60%+72,963
MICROSOFT CORP(MSFT)(Call)0200,000+200,000068,108+68,108
ISHARES TR261,139478,748+217,60963,804131,7420.93%+67,937
MICRON TECHNOLOGY INC(MU)(Put)01,000,000+1,000,000063,110+63,110
MCDONALDS CORP(MCD)(Call)0210,000+210,000062,666+62,666
UNITEDHEALTH GROUP INC(UNH)(Put)0120,000+120,000057,677+57,677
VANECK ETF TRUST(Put)
OIL SERVICES ETF
0200,000+200,000057,520+57,520
ADVANCED MICRO DEVICES INC(AMD)(Put)0500,000+500,000056,955+56,955
SCHWAB CHARLES CORP(SCHW)(Put)01,000,000+1,000,000056,680+56,680
SKYWORKS SOLUTIONS INC(SWKS)(Put)0500,000+500,000055,345+55,345
NIKE INC(NKE)(Put)0500,000+500,000055,185+55,185
INTERNATIONAL BUSINESS MACHS(IBM)(Call)0410,000+410,000054,862+54,862
BERKSHIRE HATHAWAY INC DEL82,782231,105+148,32325,56178,8070.56%+53,246
UNION PAC CORP(UNP)(Call)0260,000+260,000053,201+53,201
WYNN RESORTS LTD(WYNN)(Put)0500,000+500,000052,805+52,805
ON HLDG AG(ONON)(Call)01,600,000+1,600,000052,800+52,800
AMAZON COM INC(AMZN)(Put)0400,000+400,000052,144+52,144
JOHNSON & JOHNSON(JNJ)109,481416,838+307,35716,97068,9950.49%+52,025
JPMORGAN CHASE & CO(JPM)121,566458,563+336,99715,84166,6930.47%+50,852
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Put)0500,000+500,000050,460+50,460
VISA INC(V)55,963261,223+205,26012,61862,0350.44%+49,418
L3HARRIS TECHNOLOGIES INC(LHX)(Put)0250,000+250,000048,943+48,943
DEERE & CO(DE)(Call)0120,000+120,000048,623+48,623
GOLDMAN SACHS GROUP INC(GS)(Put)0150,000+150,000048,381+48,381
PEPSICO INC(PEP)(Call)0260,000+260,000048,157+48,157
ISHARES TR
CORE MSCI EAFE
3,441,5484,120,911+679,363230,068278,1621.97%+48,094
BANK MONTREAL QUE(Call)0530,000+530,000047,864+47,864
MARVELL TECHNOLOGY INC(MRVL)(Put)0800,000+800,000047,824+47,824
VISA INC(V)(Put)0200,000+200,000047,496+47,496
PALANTIR TECHNOLOGIES INC(PLTR)(Put)03,020,000+3,020,000046,297+46,297
DISNEY WALT CO(DIS)(Put)0500,000+500,000044,640+44,640
FIVE BELOW INC(FIVE)43,674255,046+211,3728,99650,1270.36%+41,131
AMEDISYS INC0453,922+453,922041,5070.29%+41,507
NETFLIX INC(NFLX)096,546+96,546042,5280.30%+42,528
VANGUARD INDEX FDS72,186163,956+91,77027,14767,0130.48%+39,866
INVESCO QQQ TR83,611177,553+93,94226,87165,6750.47%+38,804
CATERPILLAR INC(CAT)(Call)0150,000+150,000036,908+36,908
SCHWAB STRATEGIC TR01,509,641+1,509,641036,1410.26%+36,141
DISNEY WALT CO(DIS)(Call)0400,000+400,000035,712+35,712
WALMART INC(WMT)51,911272,690+220,7797,68142,8610.30%+35,180
DRAFTKINGS INC NEW(DKNG)01,306,399+1,306,399034,7110.25%+34,711
CHEVRON CORP NEW(CVX)48,215264,897+216,6827,86741,6820.30%+33,814
PEPSICO INC(PEP)103,276283,555+180,27918,82752,5200.37%+33,693
TESLA INC(TSLA)0139,795+139,795036,5940.26%+36,594
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