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Type
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Adviser MAI Capital Management Type 13F-HR Submitted
02/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameISHARES TR $ Position$951.3 b % Position7.00 % $ Change10.00 % # Shares1,616,043 # Change8.00 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$403.6 b % Position3.00 % $ Change7.00 % # Shares957,632 # Change9.00 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$469.7 b % Position3.00 % $ Change19.00 % # Shares1,875,776 # Change11.00 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$440.1 b % Position3.00 % $ ChangeN / A # Shares750,895 # ChangeN / A
Stock Ticker023135106 Stock NameAMAZON COM INC $ Position$225.1 b % Position2.00 % $ Change27.00 % # Shares1,025,962 # Change8.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
11/07/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$863.0 b % Position8.00 % $ Change8.00 % # Shares1,496,172 # Change3.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$423.7 b % Position4.00 % $ Change6.00 % # Shares738,506 # Change1.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$395.2 b % Position4.00 % $ Change7.00 % # Shares1,696,113 # Change-3.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$377.0 b % Position4.00 % $ Change-8.00 % # Shares876,245 # Change-4.00 %
Stock Ticker67066G104 Stock NameNvidia Corp $ Position$180.7 b % Position2.00 % $ Change-5.00 % # Shares1,488,203 # Change-3.00 %
Adviser MAI Capital Management Type N-PX Submitted
08/28/2024
Adviser MAI Capital Management Type 13F-HR Submitted
08/12/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$796.2 b % Position8.00 % $ Change11.00 % # Shares1,455,023 # Change7.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$398.1 b % Position4.00 % $ Change8.00 % # Shares731,571 # Change3.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$408.6 b % Position4.00 % $ Change11.00 % # Shares914,269 # Change4.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$368.0 b % Position4.00 % $ Change24.00 % # Shares1,747,321 # Change1.00 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$185.5 b % Position2.00 % $ Change11.00 % # Shares960,143 # Change3.00 %
Adviser MAI Capital Management Type SCHEDULE 13G/A Submitted
07/10/2024
Adviser MAI Capital Management Type 13F-HR Submitted
05/08/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$716.8 b % Position7.00 % $ Change19.00 % # Shares1,363,508 # Change8.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$370.0 b % Position4.00 % $ Change28.00 % # Shares707,356 # Change17.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$368.7 b % Position4.00 % $ Change27.00 % # Shares876,368 # Change13.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$296.8 b % Position3.00 % $ Change3.00 % # Shares1,730,628 # Change16.00 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$167.6 b % Position2.00 % $ Change35.00 % # Shares929,217 # Change14.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
02/09/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$602.5 b % Position8.00 % $ Change15.00 % # Shares1,261,470 # Change3.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$288.3 b % Position4.00 % $ Change13.00 % # Shares606,508 # Change2.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$291.1 b % Position4.00 % $ Change19.00 % # Shares774,072 # Change0.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$287.0 b % Position4.00 % $ Change11.00 % # Shares1,490,589 # Change-1.00 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$124.4 b % Position2.00 % $ Change22.00 % # Shares818,425 # Change2.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$525.5 b % Position8.00 % $ Change-1.00 % # Shares1,223,744 # Change3.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$254.6 b % Position4.00 % $ Change1.00 % # Shares595,468 # Change5.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$258.8 b % Position4.00 % $ Change-14.00 % # Shares1,511,616 # Change-2.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$245.2 b % Position4.00 % $ Change-9.00 % # Shares776,698 # Change-2.00 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$102.0 b % Position2.00 % $ Change-3.00 % # Shares802,207 # Change0.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
08/02/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$530.9 b % Position8.00 % $ Change8.00 % # Shares1,191,089 # Change-1.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$251.0 b % Position4.00 % $ Change13.00 % # Shares566,271 # Change4.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$299.9 b % Position4.00 % $ Change18.00 % # Shares1,546,299 # Change0.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$270.0 b % Position4.00 % $ Change21.00 % # Shares792,932 # Change2.00 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$104.8 b % Position2.00 % $ Change23.00 % # Shares803,955 # Change-2.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
05/10/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$493.7 b % Position8.00 % $ Change6.00 % # Shares1,201,018 # Change-1.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$223.5 b % Position4.00 % $ Change15.00 % # Shares775,127 # Change-5.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$254.9 b % Position4.00 % $ Change25.00 % # Shares1,545,668 # Change-2.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$221.8 b % Position3.00 % $ Change4.00 % # Shares541,893 # Change-3.00 %
Stock Ticker464287507 Stock NameiShares S&P Mid Cap Index $ Position$130.4 b % Position2.00 % $ Change11.00 % # Shares521,329 # Change7.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
02/09/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$465.8 b % Position8.00 % $ Change116639.00 % # Shares1,212,252 # Change9.00 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$212.9 b % Position4.00 % $ Change107209.00 % # Shares556,764 # Change0.00 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$194.7 b % Position3.00 % $ Change95062.00 % # Shares811,761 # Change-8.00 %
Stock Ticker037833100 Stock NameApple Inc $ Position$204.3 b % Position3.00 % $ Change93710.00 % # Shares1,572,367 # Change0.00 %
Stock Ticker78467Y107 Stock NameSPDR S&P Mid Cap 400 ETF $ Position$91.3 b % Position2.00 % $ Change107703.00 % # Shares206,169 # Change-2.00 %
Adviser MAI Capital Management Type 13F-HR Submitted
11/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$399.0 m % Position7.49 % $ Change1.50 % # Shares1,112,434 # Change7.30 %
Stock Ticker037833100 Stock NameApple Inc $ Position$217.8 m % Position4.09 % $ Change11.79 % # Shares1,575,821 # Change10.59 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$204.6 m % Position3.84 % $ Change-4.81 % # Shares878,375 # Change4.97 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$198.4 m % Position3.73 % $ Change-0.39 % # Shares555,522 # Change5.21 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$97.3 m % Position1.83 % $ Change5.69 % # Shares861,253 # Change-0.66 %
Adviser MAI Capital Management Type 13F-HR Submitted
07/19/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$393.1 m % Position7.51 % $ Change-11.20 % # Shares1,036,750 # Change6.26 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$214.9 m % Position4.10 % $ Change-8.78 % # Shares836,759 # Change9.50 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$199.2 m % Position3.80 % $ Change-8.20 % # Shares528,035 # Change9.90 %
Stock Ticker037833100 Stock NameApple Inc $ Position$194.8 m % Position3.72 % $ Change-20.41 % # Shares1,424,939 # Change1.64 %
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$92.1 m % Position1.76 % $ Change-36.40 % # Shares866,988 # Change1852.15 %
Adviser MAI Capital Management Type 13G/A Submitted
07/19/2022
Adviser MAI Capital Management Type 13F-HR Submitted
05/10/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$442.7 m % Position7.47 % $ Change-0.15 % # Shares975,715 # Change4.98 %
Stock Ticker037833100 Stock NameApple Inc $ Position$244.8 m % Position4.13 % $ Change0.66 % # Shares1,401,929 # Change2.37 %
Stock Ticker594918104 Stock NameMicrosoft Corp $ Position$235.6 m % Position3.98 % $ Change-2.35 % # Shares764,129 # Change6.52 %
Stock Ticker78462f103 Stock NameSPDR S&P 500 ETF TRUST $ Position$217.0 m % Position3.66 % $ ChangeN / A # Shares480,467 # ChangeN / A
Stock Ticker023135106 Stock NameAmazon Com Inc $ Position$144.8 m % Position2.44 % $ Change2.71 % # Shares44,412 # Change5.06 %
Adviser MAI Capital Management Type 13G Submitted
04/08/2022
Adviser MAI Capital Management Type 13F-HR Submitted
02/11/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$443.3 m % Position7.14 % $ Change17.79 % # Shares929,460 # Change6.39 %
Stock Ticker037833100 Stock NameApple Inc $ Position$243.2 m % Position3.92 % $ Change50.79 % # Shares1,369,514 # Change20.16 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$241.3 m % Position3.89 % $ Change19.53 % # Shares717,327 # Change0.20 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$223.5 m % Position3.60 % $ Change17.99 % # Shares470,461 # Change6.61 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$141.0 m % Position2.27 % $ Change9.52 % # Shares42,274 # Change7.90 %
Adviser HR - MAI Capital Management Type 13F-HR Submitted
11/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$376.4 m % Position7.25 % $ Change6.45 % # Shares873,656 # Change6.23 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$201.8 m % Position3.89 % $ Change3.93 % # Shares715,915 # Change-0.13 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$189.4 m % Position3.65 % $ Change0.29 % # Shares441,309 # Change0.04 %
Stock Ticker037833100 Stock NameApple Inc $ Position$161.3 m % Position3.10 % $ Change3.53 % # Shares1,139,717 # Change0.21 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$128.7 m % Position2.48 % $ Change6.34 % # Shares39,180 # Change11.36 %
Adviser MAI Capital Management Type 13F-HR Submitted
07/19/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$353.6 m % Position7.02 % $ Change13.01 % # Shares822,456 # Change4.57 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$194.2 m % Position3.85 % $ Change15.23 % # Shares716,861 # Change0.29 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$188.8 m % Position3.75 % $ Change10.37 % # Shares441,139 # Change2.19 %
Stock Ticker037833100 Stock NameApple Inc $ Position$155.8 m % Position3.09 % $ Change15.58 % # Shares1,137,372 # Change3.09 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$121.0 m % Position2.40 % $ Change15.72 % # Shares35,184 # Change4.08 %
Adviser MAI Capital Management Type 13F-HR Submitted
05/10/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$312.9 m % Position6.99 % $ Change11.60 % # Shares786,505 # Change5.31 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$171.1 m % Position3.82 % $ Change9.07 % # Shares431,703 # Change2.89 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$168.5 m % Position3.77 % $ Change4.78 % # Shares714,797 # Change-1.16 %
Stock Ticker037833100 Stock NameApple Inc $ Position$134.8 m % Position3.01 % $ Change-8.04 % # Shares1,103,332 # Change-0.11 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$104.6 m % Position2.34 % $ Change0.81 % # Shares33,806 # Change6.11 %
Adviser MAI Capital Management Type 13F-HR Submitted
02/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$280.4 m % Position7.01 % $ Change24.93 % # Shares746,835 # Change11.84 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$160.8 m % Position4.02 % $ Change2.67 % # Shares723,165 # Change-2.91 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$156.9 m % Position3.92 % $ Change20.60 % # Shares419,579 # Change8.02 %
Stock Ticker037833100 Stock NameApple Inc $ Position$146.6 m % Position3.66 % $ Change36.63 % # Shares1,104,492 # Change19.25 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$103.8 m % Position2.59 % $ Change-9.35 % # Shares31,860 # Change-12.36 %
Adviser MAI Capital Management Type 13F-HR Submitted
10/26/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$224.4 m % Position6.50 % $ Change6.20 % # Shares667,768 # Change-2.13 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$156.7 m % Position4.54 % $ Change-1.97 % # Shares744,821 # Change-5.15 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$130.1 m % Position3.77 % $ Change7.73 % # Shares388,428 # Change-0.81 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$114.5 m % Position3.31 % $ Change7.75 % # Shares36,355 # Change-5.59 %
Stock Ticker037833100 Stock NameApple Inc $ Position$107.3 m % Position3.11 % $ Change5.92 % # Shares926,203 # Change233.66 %
Adviser MAI Capital Management Type 13F-HR Submitted
07/27/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$211.3 m % Position6.63 % $ Change23.51 % # Shares682,318 # Change3.06 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$159.8 m % Position5.02 % $ Change29.93 % # Shares785,236 # Change0.69 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$120.7 m % Position3.79 % $ Change21.09 % # Shares391,585 # Change1.22 %
Stock Ticker023135106 Stock NameAmazon.com $ Position$106.2 m % Position3.34 % $ Change78.09 % # Shares38,509 # Change25.86 %
Stock Ticker037833100 Stock NameApple Inc $ Position$101.3 m % Position3.18 % $ Change62.11 % # Shares277,592 # Change13.01 %
Adviser MAI Capital Management Type 13F-HR Submitted
04/16/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$171.1 m % Position6.98 % $ Change-3.67 % # Shares662,084 # Change20.50 %
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$123.0 m % Position5.02 % $ Change-3.11 % # Shares779,887 # Change-3.12 %
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$99.7 m % Position4.07 % $ Change-19.74 % # Shares386,868 # Change0.22 %
Stock Ticker037833100 Stock NameApple Inc $ Position$62.5 m % Position2.55 % $ Change-16.32 % # Shares245,645 # Change-3.37 %
Stock Ticker29414b104 Stock NameEpam Systems Inc $ Position$61.6 m % Position2.51 % $ Change-16.61 % # Shares331,647 # Change-4.71 %
Adviser MAI Capital Management Type 13F-HR Submitted
02/03/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287200 Stock NameiShares S&P 500 Index $ Position$177.6 m % Position5.76 % $ ChangeN / A # Shares549,460 # ChangeN / A
Stock Ticker594918104 Stock NameMicrosoft Corporation $ Position$126.9 m % Position4.11 % $ ChangeN / A # Shares804,967 # ChangeN / A
Stock Ticker78462F103 Stock NameSPDR S&P 500 ETF $ Position$124.2 m % Position4.03 % $ ChangeN / A # Shares386,007 # ChangeN / A
Stock Ticker037833100 Stock NameApple Inc $ Position$74.6 m % Position2.42 % $ ChangeN / A # Shares254,209 # ChangeN / A
Stock Ticker29414b104 Stock NameEpam Systems Inc $ Position$73.8 m % Position2.39 % $ ChangeN / A # Shares348,052 # ChangeN / A