Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • QQQ
  • BSCP
  • GOOGL
Anchor Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.07 Trillion
Stocks 1024
Filing on Feb 13, 2025 Q4 2024

Jump Financial, LLC

  • SPY
  • IVV
  • TSLA
  • VOO
  • TLT
  • META
  • AMZN
Jump Financial, LLC's Q4 2024 Portfolio
Portfolio Value 4.3 Billion
Stocks 3547
Filing on Feb 13, 2025 Q4 2024

Tobias Financial Advisors, Inc.

  • SPAB
  • QQQM
  • IEF
  • IQLT
  • VUG
  • USFR
  • REZ
Tobias Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 483 Million
Stocks 110
Filing on Feb 13, 2025 Q4 2024

Regal Investment Advisors LLC

  • IVV
  • QQQ
  • AAPL
  • SPY
  • MSFT
  • LQD
  • FTCS
Regal Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.3 Billion
Stocks 465
Filing on Feb 13, 2025 Q4 2024

Ally Invest Advisors Inc.

  • IVV
  • VEA
  • BNDX
  • IEF
  • IJH
  • VWO
  • VMBS
Ally Invest Advisors Inc.'s Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 67
Filing on Feb 13, 2025 Q4 2024

Affinity Asset Advisors, LLC

  • XBI
  • XENE
  • ACLX
  • ALKS
  • TEVA
  • VRNA
  • MDGL
Affinity Asset Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 560 Million
Stocks 85
Filing on Feb 13, 2025 Q4 2024

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • SCHF
  • IJR
  • VOT
  • SPY
Operose Advisors LLC's Q4 2024 Portfolio
Portfolio Value 292 Million
Stocks 424
Filing on Feb 13, 2025 Q4 2024

Finward Bancorp

  • TQQQ
  • MSFT
  • CWB
  • VOO
  • VUG
  • AAPL
  • FNWD
Finward Bancorp's Q4 2024 Portfolio
Portfolio Value 115 Billion
Stocks 177
Filing on Feb 13, 2025 Q4 2024

Acorns Advisers, LLC

  • VOO
  • IXUS
  • AGG
  • IJH
  • ISTB
  • IJR
  • ESGU
Acorns Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 10.3 Billion
Stocks 70
Filing on Feb 13, 2025 Q4 2024

Evergreen Capital Management LLC

  • MSFT
  • AAPL
  • PCAR
  • IEI
  • AMZN
  • JAAA
  • GOOG
Evergreen Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 2.87 Billion
Stocks 1580
Filing on Feb 13, 2025 Q4 2024

Teca Partners, LP

  • GWRE
  • CCCS
  • LPLA
  • ROST
  • PANW
  • MSGS
  • FBHS
Teca Partners, LP's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Ally Financial Inc.

  • RSP
  • TLT
  • IJR
  • GOOGL
  • MSFT
  • FXI
  • VWO
Ally Financial Inc.'s Q4 2024 Portfolio
Portfolio Value 810 Million
Stocks 107
Filing on Feb 13, 2025 Q4 2024

Fairfield, Bush & Co.

  • MSFT
  • AMZN
  • ORCL
  • TSM
  • ADM
  • GOOG
  • AVGO
Fairfield, Bush & Co.'s Q4 2024 Portfolio
Portfolio Value 170 Billion
Stocks 110
Filing on Feb 13, 2025 Q4 2024

Dean Investment Associates, LLC

  • IUSV
  • WEC
  • JPM
  • CVX
  • MO
  • XEL
  • LNT
Dean Investment Associates, LLC's Q4 2024 Portfolio
Portfolio Value 688 Million
Stocks 215
Filing on Feb 13, 2025 Q4 2024

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 269 Million
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Champlain Investment Partners, LLC

  • PSTG
  • CFR
  • PEN
  • RE
  • NTNX
  • CFLT
  • ELF
Champlain Investment Partners, LLC's Q4 2024 Portfolio
Portfolio Value 15.1 Billion
Stocks 133
Filing on Feb 13, 2025 Q4 2024

Great West Life Assurance CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • TSLA
Great West Life Assurance CO 's Q4 2024 Portfolio
Portfolio Value 58 Billion
Stocks 2201
Filing on Feb 13, 2025 Q4 2024

Beck Mack & Oliver LLC

  • APO
  • BX
  • MSFT
  • GOOG
  • AJG
  • RDNT
  • CACC
Beck Mack & Oliver LLC's Q4 2024 Portfolio
Portfolio Value 4.7 Billion
Stocks 190