Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Colonial Trust Advisors

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • LLY
  • NVDA
  • JPM
Colonial Trust Advisors's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 678
Filing on Feb 13, 2025 Q4 2024

Clean Energy Transition LLP

  • EMR
  • FSLR
  • NVT
  • SWK
  • FTV
  • ETN
  • WMB
Clean Energy Transition LLP's Q4 2024 Portfolio
Portfolio Value 821 Million
Stocks 16
Filing on Feb 13, 2025 Q4 2024

Next Century Growth Investors LLC

  • PAY
  • PAR
  • GDYN
  • VCEL
  • ACVA
  • SAIA
  • UTI
Next Century Growth Investors LLC's Q4 2024 Portfolio
Portfolio Value 1.21 Billion
Stocks 130
Filing on Feb 13, 2025 Q4 2024

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • AAPL
  • SPY
  • MSFT
  • IVW
Nicolet Bankshares Inc's Q4 2024 Portfolio
Portfolio Value 502 Million
Stocks 200
Filing on Feb 13, 2025 Q4 2024

Locust Wood Capital Advisers, LLC

  • TSM
  • PCG
  • AMZN
  • GOOGL
  • AXTA
  • MSFT
  • WM
Locust Wood Capital Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 2.45 Billion
Stocks 46
Filing on Feb 13, 2025 Q4 2024

Titan Global Capital Management Usa LLC

  • AMZN
  • IVV
  • SQ
  • NVDA
  • MSFT
  • TDG
  • GOOG
Titan Global Capital Management Usa LLC's Q4 2024 Portfolio
Portfolio Value 584 Million
Stocks 62
Filing on Feb 13, 2025 Q4 2024

M3 F, Inc.

  • WLFC
  • PBFS
  • SNFCA
  • PVBC
  • SWKH
  • EBC
  • RBKB
M3 F, Inc.'s Q4 2024 Portfolio
Portfolio Value 346 Million
Stocks 29
Filing on Feb 13, 2025 Q4 2024

River Wealth Advisors LLC

  • IWM
  • AAPL
  • IWR
  • MSFT
  • IVV
  • NVDA
  • GOOGL
River Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 734 Million
Stocks 207
Filing on Feb 13, 2025 Q4 2024

Stilwell Value LLC

  • KFS
  • PVBC
  • IROQ
  • NECB
  • LSBK
  • HFBL
  • MGYR
Stilwell Value LLC's Q4 2024 Portfolio
Portfolio Value 90.5 Million
Stocks 32
Filing on Feb 13, 2025 Q4 2024

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • TELA
  • EYPT
  • MNOV
  • RVNC
Essex Woodlands Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 7
Filing on Feb 13, 2025 Q4 2024

North Peak Capital Management, LLC

  • HGV
  • SCHW
  • WDAY
  • DRVN
  • META
  • ELV
  • CVNA
North Peak Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 756 Million
Stocks 7
Filing on Feb 13, 2025 Q4 2024

Petiole Usa LTD

  • FCNCA
  • CBAN
  • WAL
  • FBMS
  • CARE
  • BANC
  • CBFV
Petiole Usa LTD's Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 39
Filing on Feb 13, 2025 Q4 2024

Landing Point Financial Group, LLC

  • IVV
  • FDVV
  • IJH
  • AAPL
  • VOO
  • IJR
  • GOVT
Landing Point Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 69
Filing on Feb 13, 2025 Q4 2024

Rossmore Private Capital

  • XOM
  • AAPL
  • IVV
  • MSFT
  • CVX
  • JPM
  • AMZN
Rossmore Private Capital's Q4 2024 Portfolio
Portfolio Value 798 Million
Stocks 233
Filing on Feb 13, 2025 Q4 2024

Pine Harbor Wealth Management, LLC

  • DFUS
  • PULS
  • DFIC
  • QQQ
  • VTI
  • AVUV
  • MEAR
Pine Harbor Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 248 Billion
Stocks 99
Filing on Feb 13, 2025 Q4 2024

Tortoise Capital Advisors, L.L.C.

  • TRGP
  • ET
  • MPLX
  • LNG
  • WMB
  • OKE
  • EPD
Tortoise Capital Advisors, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 7.75 Billion
Stocks 51
Filing on Feb 13, 2025 Q4 2024

Paulson Wealth Management Inc.

  • IWF
  • IWD
  • EFA
  • IWM
  • AAPL
  • VCSH
  • SPY
Paulson Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 138
Filing on Feb 13, 2025 Q4 2024

Tradition Wealth Management, LLC

  • SCHG
  • BUFR
  • JCPB
  • AAPL
  • SCHV
  • DBEF
  • SCHD
Tradition Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 423