Auxano Advisors, LLC
CIK:0001811491
Private Equity
$428M AUM
163 holdings
Bellevue, WA, USA
Auxano Advisors is a multi-generational private wealth management firm that helps clients integrate their goals and values with their wealth.
Top Buys
M
MSFTMICROSOFT CORP+$15.4M
A
AAPLAPPLE INC+$7.6M
A
AMZNAMAZON COM INC+$4.7M
J
JMSTJ P MORGAN EXCHANGE TRADED F+$3.2M
I
IWYISHARES TR+$2.4M
Top Sells
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$397.8K
S
SHYISHARES TR-$385.5K
U
UNHUNITEDHEALTH GROUP INC-$357.1K
N
NKENIKE INC-$305.7K
G
GISGENERAL MLS INC-$292.9K
Top Holdings
M
MSFTMICROSOFT CORP+14.0%$59.8M
A
AAPLAPPLE INC+9.2%$39.6M
A
AMZNAMAZON COM INC+8.4%$36.1M
C
COSTCOSTCO WHSL CORP NEW+6.5%$27.7M
P
PHYSSPROTT PHYSICAL GOLD TR+6.0%$25.5M
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.96% | $59.8M | 120,164 | $234.97 | $497.41 | +$15.4M |
A AAPL | APPLE INC | 9.24% | $39.6M | 192,943 | $170.44 | $205.17 | +$7.6M |
A AMZN | AMAZON COM INC | 8.43% | $36.1M | 164,497 | $124.93 | $219.39 | +$4.7M |
C COST | COSTCO WHSL CORP NEW | 6.47% | $27.7M | 27,984 | $431.23 | $989.94 | +$955.9K |
P PHYS | SPROTT PHYSICAL GOLD TR | 5.97% | $25.5M | 1,007,806 | $13.98 | $25.35 | +$992.0K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+15.1%
ELECTRONIC COMPUTERS
+9.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+8.4%
RETAIL-VARIETY STORES
+6.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+6.4%