Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 17, 2025 Q4 2024

Hedges Asset Management LLC

  • GBCI
  • GE
  • BA
  • LUV
  • SHEL
  • GLPI
  • PENN
Hedges Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 110
Filing on Jan 17, 2025 Q4 2024

Yeomans Consulting Group, Inc.

  • IAU
  • VUG
  • MTUM
  • QQQ
  • BIV
  • BDN
  • VXF
Yeomans Consulting Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 267 Billion
Stocks 97
Filing on Jan 17, 2025 Q4 2024

Lifestyle Asset Management, Inc.

  • SPY
  • BUFR
  • AVUV
  • AVLV
  • AGG
  • CWB
  • XOM
Lifestyle Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 184 Billion
Stocks 105
Filing on Jan 17, 2025 Q4 2024

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • DIHP
  • USMV
  • SCHO
High Probability Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 558 Billion
Stocks 55
Filing on Jan 17, 2025 Q4 2024

Apeiron Ria LLC

  • IVV
  • SPLG
  • IUSB
  • IVW
  • AVUV
  • DYNF
  • QUAL
Apeiron Ria LLC's Q4 2024 Portfolio
Portfolio Value 349 Million
Stocks 205
Filing on Jan 17, 2025 Q4 2024

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • MSFT
  • FDL
  • AMZN
  • SPY
  • FTCS
Key Client Fiduciary Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 203 Million
Stocks 196
Filing on Jan 17, 2025 Q4 2024

Spinnaker Investment Group, LLC

  • DFAU
  • DGRW
  • SCHD
  • DFAI
  • MSFT
  • STOT
  • DFCF
Spinnaker Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 93
Filing on Jan 17, 2025 Q4 2024

Verde Capital Management

  • ESGV
  • MOAT
  • QQQM
  • FNDF
  • IJH
  • HEFA
  • QQQ
Verde Capital Management's Q4 2024 Portfolio
Portfolio Value 340 Million
Stocks 64
Filing on Jan 17, 2025 Q4 2024

Secure Asset Management, LLC

  • VOO
  • AAPL
  • NVDA
  • XLK
  • IVV
  • MSFT
  • META
Secure Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 632 Million
Stocks 320
Filing on Jan 17, 2025 Q4 2024

Veracity Capital LLC

  • IUSG
  • IUSV
  • VO
  • AAPL
  • SPY
  • MSFT
  • AMZN
Veracity Capital LLC's Q4 2024 Portfolio
Portfolio Value 271 Million
Stocks 226
Filing on Jan 17, 2025 Q4 2024

Seros Financial, LLC

  • QQQ
  • IWY
  • IVE
  • BRK-B
  • RWK
  • XLG
  • FPE
Seros Financial, LLC's Q4 2024 Portfolio
Portfolio Value 111 Billion
Stocks 52
Filing on Jan 17, 2025 Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • IVV
  • JAVA
  • BRK-B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 2.63 Billion
Stocks 2583
Filing on Jan 17, 2025 Q4 2024

Whalen Wealth Management Inc.

  • SHV
  • FLOT
  • NVDA
  • AMZN
  • SLQD
  • JEPI
  • IBTJ
Whalen Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 144 Billion
Stocks 138
Filing on Jan 17, 2025 Q4 2024

Baron Silver Stevens Financial Advisors, LLC

  • IVV
  • IWF
  • VTV
  • VTI
  • AGG
  • VIG
  • IJH
Baron Silver Stevens Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 587 Million
Stocks 127
Filing on Jan 17, 2025 Q4 2024

Endeavor Private Wealth, Inc.

  • IUSB
  • AVUS
  • IVV
  • IVW
  • QUAL
  • DYNF
  • AVIG
Endeavor Private Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 189
Filing on Jan 17, 2025 Q4 2024

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • AAPL
  • MA
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 250
Filing on Jan 17, 2025 Q4 2024

Teamwork Financial Advisors, LLC

  • AAPL
  • AMZN
  • JEPI
  • MSFT
  • NVDA
  • TSLA
  • COWZ
Teamwork Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 731 Million
Stocks 176
Filing on Jan 17, 2025 Q4 2024

Peterson Wealth Advisors, LLC

  • SPLG
  • SPDW
  • JPST
  • SPMD
  • SPSM
  • VTI
  • JCPB
Peterson Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 482 Million
Stocks 83