Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 06, 2025 Q4 2024

Ridgeline Wealth, LLC

  • AVUS
  • SPLG
  • DFIC
  • DFUS
  • SGOV
  • QUAL
  • OEF
Ridgeline Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 123 Billion
Stocks 55
Filing on Jan 06, 2025 Q4 2024

Shanker Valleau Wealth Advisors, Inc.

  • DFAC
  • ORCL
  • DFAX
  • DFUV
  • VCSH
  • DFIV
  • AVRE
Shanker Valleau Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 291 Million
Stocks 35
Filing on Jan 06, 2025 Q4 2024

Canandaigua National Trust CO Of Florida

  • LLY
  • SPY
  • IUSV
  • MSFT
  • MDYV
  • FNDF
  • AAPL
Canandaigua National Trust CO Of Florida's Q4 2024 Portfolio
Portfolio Value 128 Billion
Stocks 110
Filing on Jan 06, 2025 Q3 2023

Union Heritage Capital, LLC

  • AAPL
  • CPRT
  • MSFT
  • ORCL
  • COP
  • APH
  • LLY
Union Heritage Capital, LLC's Q3 2023 Portfolio
Portfolio Value 176 Million
Stocks 51
Filing on Jan 06, 2025 Q4 2024

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • SPY
  • MSFT
  • AAPL
  • MDYV
  • FNDF
Canandaigua National Bank & Trust CO's Q4 2024 Portfolio
Portfolio Value 997 Million
Stocks 324
Filing on Jan 06, 2025 Q4 2024

Ables, Iannone, Moore & Associates, Inc.

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • TTD
  • V
  • MSFT
Ables, Iannone, Moore & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 162 Billion
Stocks 55
Filing on Jan 06, 2025 Q4 2024

Advance Capital Management, Inc.

  • SPLG
  • CGDV
  • JAAA
  • SCHG
  • SPY
  • SPGM
  • JEPI
Advance Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.68 Billion
Stocks 153
Filing on Jan 06, 2025 Q4 2024

Oliver Luxxe Assets LLC

  • CPRT
  • GLD
  • EPD
  • META
  • TSM
  • MS
  • GOOGL
Oliver Luxxe Assets LLC's Q4 2024 Portfolio
Portfolio Value 537 Million
Stocks 186
Filing on Jan 06, 2025 Q4 2024

Fortem Financial Group, LLC

  • AMLP
  • NVDA
  • TSLA
  • URA
  • AVGO
  • SHY
  • AAPL
Fortem Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 252 Million
Stocks 176
Filing on Jan 06, 2025 Q4 2024

Insight Wealth Strategies, LLC

  • USMV
  • CVX
  • LQD
  • MBB
  • QUAL
  • VIGI
  • GSIE
Insight Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 740 Million
Stocks 152
Filing on Jan 06, 2025 Q4 2024

Doliver Advisors, LP

  • XOM
  • IUSG
  • IVV
  • AMZN
  • GOOG
  • AAPL
  • NVDA
Doliver Advisors, LP's Q4 2024 Portfolio
Portfolio Value 340 Million
Stocks 157
Filing on Jan 06, 2025 Q4 2024

Kozak & Associates, Inc.

  • IETC
  • RWL
  • SPY
  • QQQ
  • SPYG
  • AAPL
  • MSFT
Kozak & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 430 Million
Stocks 439
Filing on Jan 06, 2025 Q4 2024

Stairway Partners, LLC

  • IWD
  • IEFA
  • AGG
  • IEMG
  • IWF
  • BND
  • IVV
Stairway Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 18
Filing on Jan 06, 2025 Q4 2024

Iowa State Bank

  • IEFA
  • IJH
  • AAPL
  • JPM
  • MSFT
  • IJR
  • PGX
Iowa State Bank's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 108
Filing on Jan 06, 2025 Q4 2024

Kings Path Partners LLC

  • VTI
  • GSLC
  • VEA
  • VGIT
  • VGSH
  • DFCF
  • GSIE
Kings Path Partners LLC's Q4 2024 Portfolio
Portfolio Value 234 Billion
Stocks 288
Filing on Jan 06, 2025 Q4 2024

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • WMT
  • HD
  • BRK-B
  • MCD
  • TY
Bard Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 209
Filing on Jan 06, 2025 Q4 2024

Capital Market Strategies LLC

  • AAPL
  • NVDA
  • FLOT
  • MSFT
  • FRBA
  • PLTR
  • PRF
Capital Market Strategies LLC's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 156
Filing on Jan 06, 2025 Q4 2024

O'Connor Financial Group LLC

  • LDUR
  • VOO
  • FIXD
  • VB
  • TPIF
  • SPDW
  • QQQ
O'Connor Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 191 Billion
Stocks 55