Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 19, 2025 Q4 2024

Three Cord True Wealth Management, LLC

  • SPYG
  • JAAA
  • RECS
  • AVLV
  • FNX
  • IOO
  • AVUV
Three Cord True Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 116 Billion
Stocks 27
Filing on Feb 19, 2025 Q4 2024

Warm Springs Advisors Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • IVV
Warm Springs Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 108 Billion
Stocks 50
Filing on Feb 19, 2025 Q4 2024

Formidable Asset Management, LLC

  • AAPL
  • PG
  • KONG
  • MSFT
  • NVDA
  • FORH
  • META
Formidable Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 587 Million
Stocks 377
Filing on Feb 19, 2025 Q4 2024

Richmond Investment Services, LLC

  • IWL
  • MOAT
  • QQQ
  • VNLA
  • SDVY
  • XLK
  • VTI
Richmond Investment Services, LLC's Q4 2024 Portfolio
Portfolio Value 178 Billion
Stocks 106
Filing on Feb 19, 2025 Q4 2024

Columbia River Financial Group, LLC

  • SPLG
  • VXF
  • HDV
  • VUG
  • SPAB
  • DWX
  • BSV
Columbia River Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 53
Filing on Feb 19, 2025 Q4 2024

North Star Asset Management Inc

  • AAPL
  • SCHB
  • MSFT
  • VTI
  • SPLG
  • V
  • AMZN
North Star Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 2.15 Billion
Stocks 417
Filing on Feb 19, 2025 Q4 2024

Centerstone Investors, LLC

  • RYAAY
  • TRP
  • GLD
  • FNV
  • ICL
  • ORLY
  • URTH
Centerstone Investors, LLC's Q4 2024 Portfolio
Portfolio Value 105 Million
Stocks 28
Filing on Feb 19, 2025 Q4 2024

Invst, LLC

  • IVV
  • IUSB
  • SCHG
  • MTUM
  • QUAL
  • IVW
  • BNDX
Invst, LLC's Q4 2024 Portfolio
Portfolio Value 823 Million
Stocks 252
Filing on Feb 19, 2025 Q4 2024

Retirement Planning Group, LLC / Ny

  • QQQ
  • JEPI
  • JCE
  • RWL
  • PAVE
  • RFDA
  • FBND
Retirement Planning Group, LLC / Ny's Q4 2024 Portfolio
Portfolio Value 90.9 Billion
Stocks 65
Filing on Feb 19, 2025 Q4 2024

Charles Schwab Trust Bank

  • SCHD
Charles Schwab Trust Bank's Q4 2024 Portfolio
Portfolio Value 137 Billion
Stocks 1
Filing on Feb 19, 2025 Q4 2024

Public Employees Retirement System Of Ohio

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • AVGO
Public Employees Retirement System Of Ohio's Q4 2024 Portfolio
Portfolio Value 28.2 Billion
Stocks 2390
Filing on Feb 19, 2025 Q4 2024

Wcg Wealth Advisors LLC

  • AAPL
  • NVDA
  • AVUS
  • SPHQ
  • HTRB
  • MSFT
  • IVV
Wcg Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.42 Billion
Stocks 293
Filing on Feb 19, 2025 Q4 2024

Parr Mcknight Wealth Management Group, LLC

  • IVV
  • AAPL
  • BND
  • MSFT
  • IUSB
  • VGSH
  • IEFA
Parr Mcknight Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 698 Billion
Stocks 229
Filing on Feb 19, 2025 Q4 2024

University Of Texas

  • IVV
  • BBRE
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
University Of Texas's Q4 2024 Portfolio
Portfolio Value 827 Million
Stocks 174
Filing on Feb 19, 2025 Q4 2024

Pinney & Scofield, Inc.

  • DFAS
  • DFIV
  • DFIP
  • DFUV
  • DFAT
  • LLY
  • DISV
Pinney & Scofield, Inc.'s Q4 2024 Portfolio
Portfolio Value 132 Billion
Stocks 225
Filing on Feb 19, 2025 Q4 2024

Ctc Alternative Strategies, Ltd.

  • LQD
  • CVNA
  • VCLT
  • SPY
  • XLV
  • XLE
  • XLRE
Ctc Alternative Strategies, Ltd.'s Q4 2024 Portfolio
Portfolio Value 83.3 Billion
Stocks 47
Filing on Feb 19, 2025 Q4 2024

Ctc LLC

  • SPY
  • SPY
  • QQQ
  • QQQ
  • IWM
  • NVDA
  • TSLA
Ctc LLC's Q4 2024 Portfolio
Portfolio Value 163 Billion
Stocks 282
Filing on Feb 19, 2025 Q4 2024

Twin Lakes Capital Management, LLC

  • AAPL
  • GILD
  • CPRI
  • NOW
  • CPF
  • FDX
  • SCHW
Twin Lakes Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 241