Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 28, 2025 Q4 2024

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMUB
  • AVUV
Opal Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 191
Filing on Jan 28, 2025 Q4 2024

Gunma Bank,Ltd.

  • VGIT
  • IEF
  • SHV
  • IEI
  • SHY
  • SCHI
  • IGIB
Gunma Bank,Ltd.'s Q4 2024 Portfolio
Portfolio Value 303 Million
Stocks 33
Filing on Jan 28, 2025 Q4 2024

Silicon Valley Capital Partners

  • SPY
  • QQQ
  • AAPL
  • VGT
  • SPGP
  • GOOGL
  • MSFT
Silicon Valley Capital Partners's Q4 2024 Portfolio
Portfolio Value 894 Million
Stocks 315
Filing on Jan 28, 2025 Q4 2024

Elser Financial Planning, Inc

  • MBIN
  • DFCF
  • DFAU
  • DFUS
  • DFIC
  • DFAS
  • DFUV
Elser Financial Planning, Inc's Q4 2024 Portfolio
Portfolio Value 1.67 Trillion
Stocks 110
Filing on Jan 28, 2025 Q4 2024

Xy Capital LTD

  • SONY
  • ZTO
  • BRK-B
  • BHP
  • MSFT
  • MNSO
  • TM
Xy Capital LTD's Q4 2024 Portfolio
Portfolio Value 208 Billion
Stocks 192
Filing on Jan 28, 2025 Q4 2024

Thomas Story & Son LLC

  • COST
  • V
  • WSM
  • TSCO
  • ORLY
  • AAPL
  • ACN
Thomas Story & Son LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 51
Filing on Jan 28, 2025 Q4 2024

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFSD
  • CORP
  • DFAR
  • DFAE
Ram Investment Partners, LLC's Q4 2024 Portfolio
Portfolio Value 407 Billion
Stocks 149
Filing on Jan 28, 2025 Q4 2024

Canvas Wealth Advisors, LLC

  • AAPL
  • MSFT
  • CTOS
  • ITOT
  • GOOGL
  • IUSG
  • AMZN
Canvas Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 177
Filing on Jan 28, 2025 Q4 2024

Liberty Capital Management, Inc.

  • VTI
  • AAPL
  • NVDA
  • COST
  • AMZN
  • INTU
  • GOOGL
Liberty Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 444 Million
Stocks 159
Filing on Jan 28, 2025 Q4 2024

Angeles Wealth Management, LLC

  • MGK
  • VT
  • SPYV
  • VOO
  • VXUS
  • SCHG
  • MUB
Angeles Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.21 Billion
Stocks 369
Filing on Jan 28, 2025 Q4 2024

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • TSLA
  • META
  • QQQ
Newbridge Financial Services Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 372 Million
Stocks 1136
Filing on Jan 28, 2025 Q4 2024

Omc Financial Services LTD

  • AAPL
  • NVDA
  • MA
  • V
  • MSFT
  • GLD
  • ABBV
Omc Financial Services LTD's Q4 2024 Portfolio
Portfolio Value 235 Million
Stocks 63
Filing on Jan 28, 2025 Q4 2024

Coronation Fund Managers Ltd.

  • CPNG
  • GRAB
  • MELI
  • SE
  • NU
  • MLCO
  • TME
Coronation Fund Managers Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 81
Filing on Jan 28, 2025 Q4 2024

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • IWM
  • ICF
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q4 2024 Portfolio
Portfolio Value 111 Million
Stocks 52
Filing on Jan 28, 2025 Q4 2024

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • DFSV
  • DFAS
Efficient Frontier Advisors LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 17
Filing on Jan 28, 2025 Q4 2024

V2 Financial Group LLC

  • SPY
  • TLT
  • DIS
  • TOTL
  • AAPL
  • VZ
  • T
V2 Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 81
Filing on Jan 28, 2025 Q4 2024

Activest Wealth Management

  • SPY
  • AAPL
  • RSP
  • MOAT
  • QQQ
  • AMZN
  • VOO
Activest Wealth Management's Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 1201
Filing on Jan 28, 2025 Q4 2024

A16z Perennial Management, L.P.

  • COIN
  • NU
  • ABNB
  • OKTA
  • CMF
  • VTEB
  • ABNB
A16z Perennial Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 872 Billion
Stocks 46