Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 14, 2025 Q4 2024

Adalta Capital Management LLC

  • MSFT
  • BX
  • JPM
  • HD
  • MRK
  • QCOM
  • GOOGL
Adalta Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 170 Million
Stocks 125
Filing on Feb 14, 2025 Q4 2024

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q4 2024 Portfolio
Portfolio Value 209 Million
Stocks 4
Filing on Feb 14, 2025 Q4 2024

Meketa Investment Group Inc /Adv

  • SPY
  • APO
  • BX
  • VIG
  • KKR
  • ARES
  • CG
Meketa Investment Group Inc /Adv's Q4 2024 Portfolio
Portfolio Value 44.6 Billion
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Alpha Q Advisors LLC

  • AGG
  • EPD
  • SPY
  • BIL
  • AMZN
  • XLK
  • GOOGL
Alpha Q Advisors LLC's Q4 2024 Portfolio
Portfolio Value 36.6 Billion
Stocks 29
Filing on Feb 14, 2025 Q4 2024

Orion Capital Management LLC

  • SGOV
  • IVV
  • AAPL
  • AVUS
  • DSTL
  • VIG
  • AMZN
Orion Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 220 Million
Stocks 478
Filing on Feb 14, 2025 Q4 2024

Pinnacle Investment Management LTD

  • AMZN
  • META
  • TSM
  • MSFT
  • GOOG
  • SNOW
  • TLT
Pinnacle Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 137 Billion
Stocks 19
Filing on Feb 14, 2025 Q4 2024

Dcm Advisors, LLC

  • AAPL
  • MSFT
  • META
  • DIS
  • ORCL
  • GS
  • AXP
Dcm Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 213 Million
Stocks 38
Filing on Feb 14, 2025 Q4 2024

49 Wealth Management, LLC

  • SPLG
  • DIVZ
  • QUAL
  • IEFA
  • BIL
  • SPSM
  • JAAA
49 Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 702 Billion
Stocks 173
Filing on Feb 14, 2025 Q4 2024

Harmony Asset Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • V
  • HD
Harmony Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 252 Billion
Stocks 158
Filing on Feb 14, 2025 Q4 2024

Poehling Capital Management, Inc.

  • BRK-B
  • FRFHF
  • MKL
  • AAPL
  • CNNE
  • SCHW
  • GOOG
Poehling Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 400 Million
Stocks 135
Filing on Feb 14, 2025 Q4 2024

Pinnacle Financial Group, LLC

  • PRF
  • DFIC
  • DTD
  • DFAC
  • DFEM
  • VYM
  • SPY
Pinnacle Financial Group, LLC 's Q4 2024 Portfolio
Portfolio Value 251 Million
Stocks 84
Filing on Feb 14, 2025 Q4 2024

Pinkerton Retirement Specialists, LLC

  • SPY
  • SCHX
  • IVW
  • DIA
  • IVE
  • IYR
  • BIV
Pinkerton Retirement Specialists, LLC's Q4 2024 Portfolio
Portfolio Value 689 Million
Stocks 129
Filing on Feb 14, 2025 Q4 2024

Patrick Mauro Investment Advisor, Inc.

  • CME
  • WSO
  • IXUS
  • VZ
  • LMT
  • PFE
  • MSFT
Patrick Mauro Investment Advisor, Inc.'s Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 42
Filing on Feb 14, 2025 Q4 2024

Rb Capital Management, LLC

  • AAPL
  • BRK-B
  • COST
  • NVDA
  • MSFT
  • GOOG
  • AMZN
Rb Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 416 Million
Stocks 190
Filing on Feb 14, 2025 Q4 2024

Mosaic Family Wealth Partners, LLC

  • VUG
  • DBEF
  • VBK
  • VTV
  • DFSV
  • DFEM
  • DFAT
Mosaic Family Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 693 Billion
Stocks 213
Filing on Feb 14, 2025 Q4 2024

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFUV
  • DFSD
  • DFAI
  • DFAX
Legacy Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 311 Billion
Stocks 85
Filing on Feb 14, 2025 Q4 2024

Drucker Wealth 3.0, LLC

  • VOO
  • VTI
  • VYM
  • AAPL
  • VEA
  • BND
  • VTC
Drucker Wealth 3.0, LLC's Q4 2024 Portfolio
Portfolio Value 416 Billion
Stocks 150
Filing on Feb 14, 2025 Q4 2024

Arbor Fi Advisors, LLC

  • IVV
  • SPYG
  • VYM
  • DFCF
  • DFAI
  • DUHP
  • DYNF
Arbor Fi Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 99.6 Billion
Stocks 45