• 13F History

MERITAGE PORTFOLIO MANAGEMENT

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$1.61B
Signature - Title
Bryon R Gilbert - Director of Operations & Technology
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by MERITAGE PORTFOLIO MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MERITAGE PORTFOLIO MANAGEMENT reported 324 stock holdings with total value $1.61B as of Q4 2024. Top holdings included AAPL, MSFT, GOOGL, AVGO, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 324 $1.61B +$114M -$148M -$34.1M AAPL, MSFT, GOOGL, AVGO, NVDA 13F-HR 1/27/2025, 12:38 PM
Q3 2024 330 $1.63B +$178M -$144M +$34.1M AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 11/4/2024, 11:42 AM
Q2 2024 328 $1.58B +$115M -$133M -$17.5M AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 8/8/2024, 05:43 PM
Q1 2024 335 $1.57B +$206M -$264M -$57.4M AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 4/29/2024, 04:53 PM
Q4 2023 333 $1.52B +$176M -$136M +$39.8M AAPL, MSFT, GOOGL, AVGO, NVO 13F-HR 2/2/2024, 11:05 AM
Q3 2023 326 $1.35B +$96.3M -$50.9M +$45.4M AAPL, MSFT, GOOGL, AVGO, LNG 13F-HR 10/30/2023, 03:32 PM
Q2 2023 340 $1.41B +$153M -$86.9M +$66.2M AAPL, MSFT, GOOGL, FTNT, AVGO 13F-HR 7/31/2023, 04:16 PM
Q1 2023 314 $1.34B +$163M -$95.3M +$68.1M AAPL, MSFT, GOOGL, SPYV, FTNT 13F-HR 4/25/2023, 10:48 AM
Q4 2022 311 $1.28B +$160M -$102M +$57.9M AAPL, MSFT, GOOGL, LNG, FTNT 13F-HR 2/1/2023, 02:52 PM
Q3 2022 302 $1.21B +$273M -$95.4M +$177M AAPL, MSFT, GOOGL, LNG, IGSB 13F-HR 10/25/2022, 04:43 PM
Q2 2022 303 $1.29B +$196M -$68.8M +$127M AAPL, MSFT, GOOGL, IGSB, AMZN 13F-HR 7/25/2022, 11:34 AM
Q1 2022 334 $1.62B +$376M -$158M +$218M AAPL, MSFT, GOOGL, AMZN, IGSB 13F-HR 4/25/2022, 12:05 PM
Q4 2021 334 $1.76B +$155M -$96.3M +$58.5M AAPL, MSFT, AMZN, GOOGL, IGSB 13F-HR 1/28/2022, 01:45 PM
Q3 2021 314 $1.67B +$215M -$226M -$10.5M AAPL, MSFT, AMZN, IGSB, GOOGL 13F-HR 10/26/2021, 03:13 PM
Q2 2021 299 $1.66B +$198M -$153M +$45.2M AAPL, MSFT, AMZN, GOOGL, IGSB 13F-HR 7/26/2021, 01:34 PM
Q1 2021 284 $1.5B +$215M -$201M +$14.1M AAPL, MSFT, AMZN, GOOGL, GNRC 13F-HR 4/27/2021, 10:32 AM
Q4 2020 252 $1.36B +$217M -$55.8M +$161M AAPL, MSFT, AMZN, GOOGL, MU 13F-HR 2/3/2021, 11:37 AM
Q3 2020 224 $1.12B +$211M -$60.6M +$150M AAPL, MSFT, AMZN, GOOGL, GNRC 13F-HR 10/26/2020, 11:52 AM
Q2 2020 207 $1.04B +$248M -$40.8M +$207M AAPL, MSFT, AMZN, GOOGL, BBY 13F-HR 7/27/2020, 01:38 PM
Q1 2020 184 $737M +$97.3M -$70.9M +$26.4M MSFT, AAPL, GOOGL, AMZN, ZBRA 13F-HR 4/27/2020, 10:33 AM
Q4 2019 232 $1.14B +$129M -$83.4M +$45.5M AAPL, MSFT, GOOGL, AMZN, MA 13F-HR 1/27/2020, 09:12 AM
Q3 2019 229 $1.05B +$283M -$125M +$157M AAPL, MSFT, GOOGL, AMZN, IWF 13F-HR 10/25/2019, 03:24 PM
Q2 2019 220 $982M +$158M -$92.5M +$65.5M AAPL, MSFT, AMZN, IWD, GOOGL 13F-HR 7/30/2019, 10:53 AM
Q1 2019 181 $987M +$191M -$72.7M +$118M AAPL, MSFT, AMZN, ZBRA, GOOGL 13F-HR 4/25/2019, 09:14 AM
Q4 2018 171 $868M +$196M -$62.7M +$134M VTV, AAPL, MSFT, AMZN, VUG 13F-HR 1/25/2019, 11:08 AM
Q3 2018 198 $1.09B +$152M -$31M +$121M AAPL, MA, AMZN, MSFT, GOOGL 13F-HR 10/30/2018, 04:48 PM
Q2 2018 204 $1.03B +$179M -$95.1M +$83.8M AAPL, MA, AMZN, MSFT, HD 13F-HR 7/25/2018, 02:44 PM
Q1 2018 198 $1.04B +$179M -$28.8M +$150M AAPL, MA, AMZN, MSFT, GOOGL 13F-HR 4/26/2018, 12:06 PM
Q4 2017 196 $1.04B +$161M -$45.4M +$115M AAPL, MA, GOOGL, MSFT, THO 13F-HR 1/29/2018, 12:31 PM
Q3 2017 200 $1.02B +$140M -$17.7M +$122M AAPL, MA, GOOGL, SEB, MSFT 13F-HR 10/16/2017, 02:58 PM
Q2 2017 198 $973M +$120M -$61.2M +$58.6M AAPL, GOOGL, SEB, MSFT, HD 13F-HR 7/25/2017, 02:00 PM
Q1 2017 189 $946M +$176M -$52.1M +$123M AAPL, AMZN, SEB, GOOGL, IWF 13F-HR 4/25/2017, 09:38 AM
Q4 2016 181 $909M +$147M -$58.1M +$89.3M AAPL, SEB, NVDA, GOOGL, IWD 13F-HR 1/24/2017, 12:37 PM
Q3 2016 178 $908M +$113M -$15M +$97.6M IWD, AAPL, GOOGL, NVDA, AMZN 13F-HR 11/8/2016, 11:27 AM
Q2 2016 189 $883M +$117M -$40.3M +$77.1M IWD, AAPL, NVDA, XLP, HD 13F-HR 7/20/2016, 01:29 PM
Q1 2016 173 $877M +$149M -$19.9M +$129M IWD, AAPL, HD, XLP, SEB 13F-HR 4/21/2016, 09:43 AM
Q4 2015 194 $881M +$156M -$57.7M +$98.7M AAPL, HD, GOOGL, SEB, GILD 13F-HR 2/3/2016, 08:53 AM
Q3 2015 196 $859M +$164M -$46.2M +$118M AAPL, SEB, HD, XLU, GOOGL 13F-HR 10/21/2015, 09:28 AM
Q2 2015 204 $949M +$139M -$32.1M +$106M AAPL, SEB, DHR, JNJ, ETR 13F-HR 7/22/2015, 11:51 AM
Q1 2015 207 $991M +$155M -$30.7M +$125M SEB, AAPL, XLU, DHR, JNJ 13F-HR 4/28/2015, 10:48 AM
Q4 2014 207 $932M +$154M -$23.5M +$131M SEB, AAPL, XLU, ETR, LLY 13F-HR 1/29/2015, 09:05 AM
Q3 2014 199 $867M +$134M -$40.5M +$93.1M AAPL, SEB, XLU, IWD, LLY 13F-HR 10/28/2014, 12:13 PM
Q2 2014 204 $918M +$157M -$18.1M +$139M IWD, SEB, XLU, MCK, DHR 13F-HR 7/28/2014, 11:15 AM
Q1 2014 197 $829M +$154M -$18.3M +$136M AAPL, MCK, GOOGLXXXX, XLU, DHR 13F-HR 4/29/2014, 09:33 AM
Q4 2013 197 $808M IWD, XOM, GOOGLXXXX, DHR, MCK 13F-HR 1/31/2014, 10:05 AM