Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Carmignac Gestion

  • AMZN
  • MSFT
  • NVDA
  • CNC
  • SLB
  • GOOGL
  • MCK
Carmignac Gestion's Q4 2024 Portfolio
Portfolio Value 6.18 Billion
Stocks 151
Filing on Feb 13, 2025 Q4 2024

Stephen J. Garry & Associates, LLC

  • VUG
  • BND
  • VOO
  • IAU
  • BIV
  • SPY
  • VTV
Stephen J. Garry & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 108 Billion
Stocks 44
Filing on Feb 13, 2025 Q4 2024

Blue Investment Partners LLC

  • AAPL
  • AMZN
  • SPY
  • SCHB
  • USFR
  • NVDA
  • IDEV
Blue Investment Partners LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 52
Filing on Feb 13, 2025 Q4 2024

Sands Capital Management, LLC

  • NVDA
  • AMZN
  • NOW
  • SHOP
  • V
  • NFLX
  • ASML
Sands Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 31.6 Billion
Stocks 71
Filing on Feb 13, 2025 Q4 2024

Estabrook Capital Management

  • MSFT
  • AAPL
  • JPM
  • COST
  • HON
  • IBM
  • UNP
Estabrook Capital Management's Q4 2024 Portfolio
Portfolio Value 649 Billion
Stocks 348
Filing on Feb 13, 2025 Q4 2024

Fortune 45 LLC

  • VOO
  • QQQ
  • SPIB
  • IGLB
  • VCIT
  • AAPL
  • DIA
Fortune 45 LLC's Q4 2024 Portfolio
Portfolio Value 153 Million
Stocks 25
Filing on Feb 13, 2025 Q4 2024

One Degree Advisors Inc

  • DFAC
  • VTI
  • VEA
  • DFIC
  • DFSD
  • SGOV
  • DFCF
One Degree Advisors Inc's Q4 2024 Portfolio
Portfolio Value 246 Million
Stocks 61
Filing on Feb 13, 2025 Q4 2024

Maxwell Wealth Strategies Inc.

  • IVV
  • MSFT
  • IVW
  • AAPL
  • JPM
  • AVGO
  • ETN
Maxwell Wealth Strategies Inc.'s Q4 2024 Portfolio
Portfolio Value 245 Billion
Stocks 110
Filing on Feb 13, 2025 Q4 2024

Jones Road Capital Management, L.P.

  • META
  • MU
  • ORCL
  • ETN
  • BKLN
  • HPE
  • LQD
Jones Road Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 169 Million
Stocks 36
Filing on Feb 13, 2025 Q4 2024

Quadrature Capital LTD

  • META
  • NVDA
  • TSLA
  • RACE
  • GOOG
  • ELV
  • UNH
Quadrature Capital LTD's Q4 2024 Portfolio
Portfolio Value 4.99 Trillion
Stocks 984
Filing on Feb 13, 2025 Q4 2024

Cloverfields Capital Group, LP

  • OTIS
  • PM
  • ADP
  • AMZN
  • META
  • GOOG
  • NFLX
Cloverfields Capital Group, LP's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 94
Filing on Feb 13, 2025 Q4 2024

Merriman Wealth Management, LLC

  • AVUV
  • DUHP
  • QUAL
  • DISV
  • OEF
  • AVLV
  • DIHP
Merriman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 211
Filing on Feb 13, 2025 Q4 2024

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VIG
  • MSFT
  • VYM
Spreng Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 75
Filing on Feb 13, 2025 Q4 2024

Crux Wealth Advisors

  • NVDA
  • DGRW
  • MSFT
  • AMZN
  • AAPL
  • VOO
  • SUSA
Crux Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 180 Billion
Stocks 150
Filing on Feb 13, 2025 Q4 2024

Distillate Capital Partners LLC

  • UNH
  • ABBV
  • JNJ
  • TMUS
  • PG
  • CSCO
  • CMCSA
Distillate Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 1.99 Billion
Stocks 118
Filing on Feb 13, 2025 Q4 2024

Legacy Wealth Managment, Llc/Id

  • NEOV
  • BITO
  • BIL
  • DVN
  • ECC
  • SVOL
  • ICSH
Legacy Wealth Managment, Llc/Id's Q4 2024 Portfolio
Portfolio Value 139 Million
Stocks 795
Filing on Feb 13, 2025 Q4 2024

Ctf Capital Management, LP

  • AXS
  • HLT
  • ALLE
  • AVGO
  • LII
  • RCL
  • APH
Ctf Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 135 Million
Stocks 14
Filing on Feb 13, 2025 Q4 2024

Marsico Capital Management LLC

  • AMZN
  • MSFT
  • AAPL
  • NVDA
  • META
  • TSM
  • TSLA
Marsico Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 3.45 Billion
Stocks 66