Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 14, 2025 Q4 2024

Warburg Pincus LLC

  • SHC
  • BANC
  • VSAT
  • REI
  • LPI
Warburg Pincus LLC's Q4 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 6
Filing on Feb 14, 2025 Q4 2024

Kitching Partners, LLC

  • VIG
  • VUSB
  • SHYG
  • SDY
  • VEA
  • VOO
  • IAU
Kitching Partners, LLC's Q4 2024 Portfolio
Portfolio Value 78.2 Billion
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Talon Private Wealth, LLC

  • FTSM
  • FIXD
  • SPY
  • FEX
  • SDVY
  • BND
  • RDVY
Talon Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 270 Million
Stocks 968
Filing on Feb 14, 2025 Q4 2024

Waterford Advisors, LLC

  • BRK-A
  • IVV
  • VUG
  • VTV
  • VEA
  • SCHA
  • VWO
Waterford Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 399 Million
Stocks 46
Filing on Feb 14, 2025 Q4 2024

John Paulson

Paulson & Co. Inc.
  • MDGL
  • PPTA
  • BSIG
  • BHC
  • NG
  • THRY
  • AEM
John Paulson's Q4 2024 Portfolio
Portfolio Value 1.65 Billion
Stocks 13
Filing on Feb 14, 2025 Q4 2024

Navigoe, LLC

  • DFIV
  • DFUV
  • DFAT
  • DFAS
  • DFAU
  • DFSV
  • AVLV
Navigoe, LLC's Q4 2024 Portfolio
Portfolio Value 102 Million
Stocks 178
Filing on Feb 14, 2025 Q4 2024

Monashee Investment Management LLC

  • IVV
  • VOO
  • VEA
  • IEFA
  • VWO
  • IEMG
  • ITOT
Monashee Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 673 Million
Stocks 38
Filing on Feb 14, 2025 Q4 2024

Bison Wealth, LLC

  • IEF
  • AAPL
  • QQQ
  • NVDA
  • SCHD
  • MSFT
  • SPLG
Bison Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 383 Million
Stocks 320
Filing on Feb 14, 2025 Q4 2024

Westerly Capital Management, LLC

  • ASAN
  • VIAV
  • MTRX
  • FLR
  • CGNT
  • ADTN
  • KIND
Westerly Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 44
Filing on Feb 14, 2025 Q4 2024

Saudi Central Bank

  • META
  • XLE
  • SMH
  • QQQ
  • VTV
  • SPY
  • XLU
Saudi Central Bank's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 7
Filing on Feb 14, 2025 Q4 2024

Becker Capital Management Inc

  • AAPL
  • MSFT
  • JPM
  • VUG
  • VTI
  • WMT
  • IJR
Becker Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 2.98 Billion
Stocks 272
Filing on Feb 14, 2025 Q4 2024

Wealth Collab, LLC

  • VTI
  • VXUS
  • AVUV
  • IXUS
  • BND
  • SSRM
  • AVDV
Wealth Collab, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 956
Filing on Feb 14, 2025 Q4 2024

Gallo Partners, LP

  • PH
  • PKG
  • CTAS
  • CRH.L
  • RSG
  • MOD
  • MLI
Gallo Partners, LP's Q4 2024 Portfolio
Portfolio Value 136 Billion
Stocks 69
Filing on Feb 14, 2025 Q4 2024

Bridgewealth Advisory Group, LLC

  • BIL
  • JAAA
  • CGSD
  • FBND
  • SPTM
  • JSCP
  • UBFO
Bridgewealth Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 354 Billion
Stocks 116
Filing on Feb 14, 2025 Q4 2024

Fischer Investment Strategies, LLC

  • DFUS
  • DUHP
  • SPMO
  • QQQ
  • VO
  • DDEC
  • USFR
Fischer Investment Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 126 Billion
Stocks 26
Filing on Feb 14, 2025 Q4 2024

Palidye Holdings (Caymans) LTD

  • VST
  • META
Palidye Holdings (Caymans) LTD's Q4 2024 Portfolio
Portfolio Value 294 Billion
Stocks 2
Filing on Feb 14, 2025 Q4 2024

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • VTI
  • IVAL
  • IMOM
Valley Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 144 Billion
Stocks 59
Filing on Feb 14, 2025 Q4 2024

Comerica Bank

  • LLY
  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • SPY
Comerica Bank's Q4 2024 Portfolio
Portfolio Value 24.4 Billion
Stocks 6263