MC

Manchester Capital Management LLC

13F
Manchester Capital Management LLC
Last update 2025-05-09 1170 Stocks (58 new)
Value $814.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(13.05%)AAPL(7.08%)UPS(6.68%)TROW(3.05%)VOO(2.78%)
Summary Stock Picks Current Portfolio
Manchester Capital Management ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
190,021
106,295.6
-0.42%
13.050
-0.05%
0.020
+15.56%
+8.89%
654,583.2
 
AAPL
Apple Inc
259,381
57,616.3
+0.51%
7.080
+0.04%
0.000
+2.72%
-14.06%
3,206,721.8
Hardware
UPS
United Parcel Service Inc
494,620
54,403.3
+0.16%
6.680
+0.01%
0.060
+6.80%
-15.88%
87,118.6
Transportation
TROW
T. Rowe Price Group Inc
270,085
24,812.7
+0.09%
3.050
0%
0.120
+23.27%
-2.25%
23,697.2
Asset Management
VOO
Vanguard S&P 500 ETF
44,000
22,611.9
-1.19%
2.780
-0.03%
0.000
+15.60%
+8.96%
664,077.8
 
AMZN
Amazon.com Inc
109,725
20,876.3
+0.72%
2.560
+0.02%
0.000
+22.88%
+5.85%
2,465,435.5
Retail - Cyclical
DSI
iShares ESG MSCI KLD 400 ETF
167,092
17,111.9
+26.71%
2.100
+0.44%
0.400
+18.84%
+9.33%
4,797.4
 
VUG
Vanguard Growth ETF
45,329
16,809.0
-0.13%
2.060
0%
0.010
+20.27%
+10.46%
166,080.2
 
MSFT
Microsoft Corp
42,634
16,004.4
+2.49%
1.970
+0.05%
0.000
+31.02%
+22.05%
3,808,918.6
Software
VTV
Vanguard Value ETF
84,817
14,651.3
+7.61%
1.800
+0.13%
0.010
+9.79%
+7.46%
135,011.0
 

Manchester Capital Management LLC's Historical Top Holdings Breakdowns

Manchester Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.68%
●
663000 ($729331) 801950
$722,696.82
-0.91%
Add 350%
9
7
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-0.58%
●
542.38 ($602.71) 646.34
$687.13
14.01%
Reduce -64.53%
4,426
-8,053
VHT
Vanguard Health Care ETF
2025-03-31
Reduce
Reduce
-0.53%
●
254.06 ($266.4) 273.83
$251.50
-5.59%
Reduce -78.59%
4,921
-18,062
DSI
iShares ESG MSCI KLD 400 ETF
2025-03-31
Add
Add
+0.44%
●
101.98 ($109.1) 115.66
$119.94
9.94%
Add 26.71%
167,092
35,221
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.30%
●
554.06 ($590.51) 615.85
$638.27
8.09%
Reduce -53.97%
3,772
-4,422
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+0.21%
●
69.57 ($74.78) 78.65
$84.87
13.49%
New holding
22,914
22,914
IWV
iShares Russell 3000 ETF
2025-03-31
Reduce
Reduce
-0.19%
●
313.1 ($335.28) 349.83
$360.68
7.58%
Reduce -82.96%
1,000
-4,868
IWR
iShares Russell Mid-Cap ETF
2025-03-31
Add
Add
+0.14%
●
82.81 ($89.19) 92.93
$94.73
6.21%
Add 148.09%
22,058
13,167
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.13%
●
167.73 ($174.39) 179.21
$180.12
3.29%
Add 7.61%
84,817
5,995
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.12%
●
468.34 ($508.07) 539.52
$564.99
11.20%
Add 64.25%
5,417
2,119

Manchester Capital Management LLC Total Holding History ($B)

To

Manchester Capital Management LLC's Asset Allocation

To

Manchester Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Manchester Capital Management LLC's Hypothetical Growth since 2025-03-31

Manchester Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Manchester Capital Management LLC's Holdings Heat Map

Size field:

Manchester Capital Management LLC's Holdings Bubble Chart

Manchester Capital Management LLC News

  • 1

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