Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Elevatus Welath Management

  • VOO
  • MSFT
  • SPSM
  • NVDA
  • AMZN
  • META
  • GOOG
Elevatus Welath Management's Q4 2024 Portfolio
Portfolio Value 292 Billion
Stocks 107
Filing on Feb 13, 2025 Q4 2024

First Washington Corp

  • PCAR
  • AGG
  • ALK
  • MSFT
  • SPY
  • COST
  • AMZN
First Washington Corp's Q4 2024 Portfolio
Portfolio Value 262 Million
Stocks 53
Filing on Feb 13, 2025 Q4 2024

Mirabella Financial Services LLP

  • ADSE
  • MSFT
  • PLUS
  • NVDA
  • AMZN
  • GOOGL
  • AAPL
Mirabella Financial Services LLP's Q4 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 227
Filing on Feb 13, 2025 Q4 2024

Cramer Rosenthal Mcglynn LLC

  • FAF
  • SKY
  • ACVA
  • BOH
  • VNT
  • RRX
  • MASI
Cramer Rosenthal Mcglynn LLC's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 97
Filing on Feb 13, 2025 Q4 2024

Fiduciary Management Inc

  • BKNG
  • ARMK
  • G
  • SCHW
  • BRK-B
  • GOOGL
  • AVY
Fiduciary Management Inc 's Q4 2024 Portfolio
Portfolio Value 10.1 Billion
Stocks 70
Filing on Feb 13, 2025 Q4 2024

Chuck Akre

Akre Capital Management LLC
  • MA
  • KKR
  • MCO
  • ORLY
  • V
  • AMT
  • ROP
Chuck Akre's Q4 2024 Portfolio
Portfolio Value 10.5 Billion
Stocks 18
Filing on Feb 13, 2025 Q4 2024

Balanced Rock Investment Advisor

  • EUSB
  • USXF
  • EAGG
  • VTEB
  • DFSI
  • DMXF
  • VWOB
Balanced Rock Investment Advisor's Q4 2024 Portfolio
Portfolio Value 126 Billion
Stocks 90
Filing on Feb 13, 2025 Q4 2024

Power Wealth Management LLC

  • FBND
  • VMBS
  • VCIT
  • SPYV
  • SPYG
  • JEPI
  • CLTL
Power Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 239 Billion
Stocks 92
Filing on Feb 13, 2025 Q4 2024

Regimen Wealth, LLC

  • HDV
  • SCHD
  • FBND
  • MUB
  • USFR
  • AGG
  • COWZ
Regimen Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 306 Billion
Stocks 64
Filing on Feb 13, 2025 Q4 2024

Blue Water Life Science Advisors, LP

  • NTRA
  • GH
  • CDNA
  • ADPT
  • AKYA
  • PSNL
  • EXAS
Blue Water Life Science Advisors, LP's Q4 2024 Portfolio
Portfolio Value 110 Million
Stocks 9
Filing on Feb 13, 2025 Q4 2024

Arista Wealth Management, LLC

  • DFAU
  • VOOG
  • DFSV
  • VCIT
  • DFAI
  • VGSH
  • VGIT
Arista Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 417 Billion
Stocks 67
Filing on Feb 13, 2025 Q4 2024

Pgim Custom Harvest LLC

  • IYW
  • XLF
  • VGT
  • XLY
  • XLK
  • VOX
  • VHT
Pgim Custom Harvest LLC's Q4 2024 Portfolio
Portfolio Value 5.08 Billion
Stocks 259
Filing on Feb 13, 2025 Q4 2024

Nwk Group, Inc.

  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • COST
  • LLY
  • TSLA
Nwk Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 246 Million
Stocks 72
Filing on Feb 13, 2025 Q4 2024

Arvest Bank Trust Division

  • MDY
  • EFA
  • IVV
  • IWM
  • IVW
  • VEA
  • SPY
Arvest Bank Trust Division's Q4 2024 Portfolio
Portfolio Value 1.66 Trillion
Stocks 236
Filing on Feb 13, 2025 Q4 2024

Stifel Financial Corp

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • V
  • AVGO
Stifel Financial Corp's Q4 2024 Portfolio
Portfolio Value 93.7 Billion
Stocks 9210
Filing on Feb 13, 2025 Q4 2024

Resolute Capital Asset Partners LLC

  • AMZN
  • ASND
  • AER
  • LNTH
  • EQIX
  • GOOG
  • EQT
Resolute Capital Asset Partners LLC's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 32
Filing on Feb 13, 2025 Q4 2024

Kelly Lawrence W & Associates Inc

  • AAPL
  • GOOGL
  • COST
  • AMD
  • BR
  • GNRC
  • COF
Kelly Lawrence W & Associates Inc's Q4 2024 Portfolio
Portfolio Value 413 Million
Stocks 238
Filing on Feb 13, 2025 Q4 2024

Mesirow Financial Investment Management Equity & Fixed Income

  • VOO
  • JNK
  • HYG
  • VEA
  • VONV
  • VO
  • IVOO
Mesirow Financial Investment Management Equity & Fixed Income's Q4 2024 Portfolio
Portfolio Value 95.5 Million
Stocks 14