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
+2.02%
+1.49%
606,590.6
 
AAPL 		Apple Inc
259,381
57,616.3
+0.51%
7.080
+0.04%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
UPS 		United Parcel Service Inc
494,620
54,403.3
+0.16%
6.680
+0.01%
0.060
-17.27%
-20.80%
82,029.3
Transportation
TROW 		T. Rowe Price Group Inc
270,085
24,812.7
+0.09%
3.050
0%
0.120
-6.07%
-16.40%
20,542.3
Asset Management
VOO 		Vanguard S&P 500 ETF
44,000
22,611.9
-1.19%
2.780
-0.03%
0.000
+1.97%
+1.52%
611,010.4
 
AMZN 		Amazon.com Inc
109,725
20,876.3
+0.72%
2.560
+0.02%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
DSI 		iShares ESG MSCI KLD 400 ETF
167,092
17,111.9
+26.71%
2.100
+0.44%
0.400
+3.80%
+1.06%
4,506.3
 
VUG 		Vanguard Growth ETF
45,329
16,809.0
-0.13%
2.060
0%
0.010
+4.75%
+1.89%
152,020.0
 
MSFT 		Microsoft Corp
42,634
16,004.4
+2.49%
1.970
+0.05%
0.000
+16.84%
+11.38%
3,476,052.1
Software
VTV 		Vanguard Value ETF
84,817
14,651.3
+7.61%
1.800
+0.13%
0.010
-1.18%
+1.78%
129,534.4
 

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 Inc2025-03-31Add
+0.68%
●
663000 ($729331) 801950
$732,953.19
0.50%
Add 350%
9
7
VGT 		Vanguard Information Technology ETF2025-03-31Reduce
-0.58%
●
542.38 ($602.71) 646.34
$620.52
2.95%
Reduce -64.53%
4,426
-8,053
VHT 		Vanguard Health Care ETF2025-03-31Reduce
-0.53%
●
254.06 ($266.4) 273.83
$245.35
-7.90%
Reduce -78.59%
4,921
-18,062
DSI 		iShares ESG MSCI KLD 400 ETF2025-03-31Add
+0.44%
●
101.98 ($109.1) 115.66
$111.13
1.86%
Add 26.71%
167,092
35,221
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-0.30%
●
554.06 ($590.51) 615.85
$595.98
0.93%
Reduce -53.97%
3,772
-4,422
IEFA 		iShares Core MSCI EAFE ETF2025-03-31New Buy
+0.21%
●
69.57 ($74.78) 78.65
$83.17
11.22%
New holding
22,914
22,914
IWV 		iShares Russell 3000 ETF2025-03-31Reduce
-0.19%
●
313.1 ($335.28) 349.83
$337.27
0.59%
Reduce -82.96%
1,000
-4,868
IWR 		iShares Russell Mid-Cap ETF2025-03-31Add
+0.14%
●
82.81 ($89.19) 92.93
$89.48
0.33%
Add 148.09%
22,058
13,167
VTV 		Vanguard Value ETF2025-03-31Add
+0.13%
●
167.73 ($174.39) 179.21
$171.32
-1.76%
Add 7.61%
84,817
5,995
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.12%
●
468.34 ($508.07) 539.52
$524.79
3.29%
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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