Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Harbert Fund Advisors, Inc.

  • SPY
  • PENN
  • AMZN
  • MSFT
  • XLV
  • IWM
  • INFU
Harbert Fund Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 192 Billion
Stocks 95
Filing on Feb 13, 2025 Q4 2024

Creative One Wealth, LLC

  • IUSB
  • VUG
  • VTV
  • AAPL
  • VEA
  • IVW
  • SPY
Creative One Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 3 Billion
Stocks 1666
Filing on Feb 13, 2025 Q4 2024

Hanlon Investment Management, Inc.

  • GLPI
  • SGOV
  • VUG
  • VTV
  • VEA
  • VB
  • DRI
Hanlon Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 363 Million
Stocks 180
Filing on Feb 13, 2025 Q4 2024

Belpointe Asset Management LLC

  • AAPL
  • SPY
  • QQQ
  • NVDA
  • BMI
  • MSFT
  • AMZN
Belpointe Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 1.51 Billion
Stocks 849
Filing on Feb 13, 2025 Q4 2024

Icon Advisers Inc

  • LPLA
  • AWI
  • TRN
  • NFG
  • CC
  • SCHN
  • GTLS
Icon Advisers Inc's Q4 2024 Portfolio
Portfolio Value 426 Million
Stocks 175
Filing on Feb 13, 2025 Q4 2024

Harber Asset Management LLC

  • TSM
  • BABA
  • MCHP
  • SCHW
  • DLTR
  • PEGA
  • TFII
Harber Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 34
Filing on Feb 13, 2025 Q4 2024

Brightline Capital Management, LLC

  • SOI
  • FLR
  • REVG
  • TPC
  • HSC
  • EOSE
  • CSTM
Brightline Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 146 Billion
Stocks 13
Filing on Feb 13, 2025 Q4 2024

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • GOOGL
  • VRT
  • ABBV
Philadelphia Trust CO's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 244
Filing on Feb 13, 2025 Q4 2024

Cito Capital Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • V
  • AMZN
  • HD
  • MS
Cito Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 272 Million
Stocks 178
Filing on Feb 13, 2025 Q4 2024

Grandeur Peak Global Advisors, LLC

  • LULU
  • GLOB
  • FROG
  • CYBR
  • ESTC
  • MPWR
  • LFUS
Grandeur Peak Global Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 126
Filing on Feb 13, 2025 Q4 2024

Qtron Investments LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • INDA
  • META
  • TSLA
Qtron Investments LLC's Q4 2024 Portfolio
Portfolio Value 693 Million
Stocks 410
Filing on Feb 13, 2025 Q4 2024

Solano Wealth Investment Advisors LLC

  • QQQM
  • BUFR
  • ITOT
  • SDVY
  • SPTM
  • RDVY
  • QQQ
Solano Wealth Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 166 Billion
Stocks 34
Filing on Feb 13, 2025 Q4 2024

Water Island Capital LLC

  • AMED
  • HES
  • K
  • HCP
  • EDR
  • ANSS
  • EVRI
Water Island Capital LLC's Q4 2024 Portfolio
Portfolio Value 746 Million
Stocks 78
Filing on Feb 13, 2025 Q4 2024

Manhattan West Asset Management, LLC

  • CMF
  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • GOOGL
  • MLN
Manhattan West Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 365 Million
Stocks 132
Filing on Feb 13, 2025 Q4 2024

Black Cypress Capital Management, LLC

  • WCC
  • USB
  • WFC
  • JCI
  • META
  • SLB
  • HAL
Black Cypress Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 115 Billion
Stocks 28
Filing on Feb 13, 2025 Q4 2024

One William Street Capital Management, L.P.

  • IWM
  • IYR
  • BKLN
  • NFE
One William Street Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 213 Billion
Stocks 8
Filing on Feb 13, 2025 Q4 2024

Rockefeller Capital Management L.P.

  • SPY
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
  • VOO
Rockefeller Capital Management L.P.'s Q4 2024 Portfolio
Portfolio Value 36 Billion
Stocks 3248
Filing on Feb 13, 2025 Q4 2024

Evr Research LP

  • BASE
  • JAMF
  • KMX
  • BLBD
  • ALIT
  • INT
  • GPN
Evr Research LP's Q4 2024 Portfolio
Portfolio Value 285 Million
Stocks 38