13F-HR filed by 17 CAPITAL PARTNERS, LLC
17 CAPITAL PARTNERS, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-28, with 134 holding rows worth $157,926,791.
- Accession
- 0001727407-25-000001
- Filer
- CIK 1727407
- Filed
- 2025-01-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 134 entries on the cover page, a total value of $157,926,791 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,926,791 with VALUE read as dollars as filed, 13F file number 028-21312. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 43,905 | $25,706,817 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 20,282 | $3,839,383 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,025 | $3,804,038 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 37,179 | $3,774,784 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 4,838 | $3,077,113 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 5,405 | $2,877,784 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,682 | $2,343,524 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 25,074 | $2,321,602 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,674 | $2,172,143 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,877 | $2,088,966 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 11,424 | $2,037,128 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 14,785 | $2,016,230 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 34,381 | $1,958,342 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 4,162 | $1,850,758 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 3,355 | $1,732,858 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,772 | $1,715,152 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 10,426 | $1,601,642 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 13,004 | $1,600,272 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,714 | $1,590,621 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 74,210 | $1,570,284 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 6,606 | $1,547,918 | dollars as filed | |
| FISERV INC | 337738108 | COM | 7,443 | $1,528,941 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 8,831 | $1,522,641 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 4,489 | $1,514,274 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 31,648 | $1,513,724 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,561 | $1,507,609 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 7,898 | $1,507,570 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,416 | $1,501,130 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 5,675 | $1,479,132 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 12,457 | $1,445,261 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 10,327 | $1,438,241 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 5,393 | $1,421,002 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 4,386 | $1,412,994 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 6,128 | $1,406,682 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 22,160 | $1,379,682 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 5,984 | $1,351,726 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 6,880 | $1,326,808 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 7,850 | $1,316,053 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 111,683 | $1,308,925 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 15,230 | $1,292,875 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,181 | $1,277,426 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 12,493 | $1,242,804 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 4,983 | $1,229,804 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 16,878 | $1,228,718 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 17,810 | $1,202,531 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 46,950 | $1,199,103 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 29,888 | $1,195,221 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 2,568 | $1,191,886 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 3,500 | $1,189,755 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,326 | $1,189,121 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 20,260 | $1,161,911 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 5,194 | $1,146,472 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,286 | $1,132,061 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 8,852 | $1,101,985 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 4,927 | $1,088,670 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,220 | $1,087,410 | dollars as filed | |
| CULLEN FROST BANKERS INC COM | 229899109 | Stock | 8,023 | $1,077,088 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 1,775 | $1,023,536 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 11,400 | $1,002,060 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,235 | $984,722 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,851 | $966,148 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 3,250 | $960,603 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 4,325 | $955,825 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 1,588 | $943,780 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,767 | $930,449 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 2,652 | $897,490 | dollars as filed | |
| EQUITY LIFESTYLE PROPERTIES COM | 29472R108 | REIT | 13,371 | $890,509 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,641 | $883,832 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 14,467 | $872,360 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 10,566 | $844,012 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 18,046 | $815,679 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,252 | $752,911 | dollars as filed | |
| OSHKOSH CORP COM | 688239201 | Stock | 7,903 | $751,338 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 6,156 | $726,839 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 3,235 | $693,649 | dollars as filed | |
| VGT | 92204A702 | SHS | 1,103 | $685,845 | dollars as filed | |
| COMMERCE BANCSHARES INC | 200525103 | COM | 10,954 | $682,544 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 2,534 | $653,848 | dollars as filed | |
| Vanguard Total World Bond ETF | 92206C565 | SHS | 9,561 | $651,965 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 12,189 | $613,350 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 5,767 | $611,533 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 8,941 | $606,915 | dollars as filed | |
| INVESCO INTERNATIONAL CORPORAT | 46138E636 | INTL CORP BD | 27,165 | $586,221 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,184 | $579,361 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,960 | $571,491 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 4,809 | $565,202 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 30,209 | $558,564 | dollars as filed | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 2,735 | $551,977 | dollars as filed | |
| HAGERTY INC A | 405166109 | COMMON STOCK | 55,000 | $530,750 | dollars as filed | |
| ARK ETF TR | 00214Q401 | NEXT GNRTN INTER | 4,890 | $528,022 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,495 | $511,529 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 11,020 | $509,785 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q779 | US MOMENTUM | 8,513 | $496,053 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 4,900 | $475,790 | dollars as filed | |
| BANK MONTREAL MEDIUM | 06368B504 | CMN | 8,248 | $473,105 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 4,250 | $469,413 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 4,052 | $466,709 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 739 | $464,462 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,299 | $453,843 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 8,465 | $442,042 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 10,742 | $436,877 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,275 | $426,169 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 12,633 | $419,542 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,923 | $416,032 | dollars as filed | |
| VTI | 922908769 | COM | 1,427 | $413,559 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,368 | $406,009 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 995 | $400,687 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 881 | $399,340 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,263 | $399,159 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,783 | $374,876 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,368 | $360,078 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 1,132 | $338,966 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 1,507 | $324,743 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,321 | $319,907 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,636 | $310,807 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 789 | $306,913 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,505 | $297,222 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 614 | $274,691 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,092 | $265,161 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 238 | $243,976 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,828 | $243,727 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,199 | $241,876 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 1,710 | $233,415 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,000 | $231,840 | dollars as filed | |
| PENUMBRA INC COM | 70975L107 | Stock | 966 | $229,406 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 2,600 | $222,716 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 3,469 | $217,333 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092386 | STOCK FOR INFL | 5,010 | $217,184 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 431 | $209,190 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 2,277 | $201,287 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 695 | $200,035 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 2,880 | $200,016 | dollars as filed | |
| BRANDYWINE RLTY TR | 105368203 | SH BEN INT NEW | 18,240 | $102,144 | dollars as filed | |
| BRIGHTCOVE INC | 10921T101 | COM | 14,081 | $61,252 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001727407-25-000001 | this filing | 2025-01-28 | acceptance time not in the bulk data set |