Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 12, 2025 Q4 2024

Delta Asset Management LLC

  • MSFT
  • SPGI
  • LOW
  • GS
  • ETN
  • WMT
  • HON
Delta Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 619
Filing on Feb 12, 2025 Q4 2024

Adventist Health System

  • VOO
  • IVV
  • IEMG
  • VONV
  • VEA
  • VTIP
  • VOT
Adventist Health System's Q4 2024 Portfolio
Portfolio Value 648 Million
Stocks 8
Filing on Feb 12, 2025 Q4 2024

Orion Portfolio Solutions, LLC

  • SECT
  • ELV
  • APD
  • IVV
  • VTI
  • NVDA
  • SPYG
Orion Portfolio Solutions, LLC's Q4 2024 Portfolio
Portfolio Value 9.52 Billion
Stocks 1817
Filing on Feb 12, 2025 Q4 2024

Vertex Planning Partners, LLC

  • SPLG
  • JQUA
  • USFR
  • AAPL
  • SPY
  • SPYG
  • TFLO
Vertex Planning Partners, LLC's Q4 2024 Portfolio
Portfolio Value 453 Billion
Stocks 181
Filing on Feb 12, 2025 Q4 2024

Nbz Investment Advisors LLC

  • SPLG
  • JAAA
  • DIVO
  • OMFL
  • SPGP
  • BALT
  • XMHQ
Nbz Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 179 Billion
Stocks 69
Filing on Feb 12, 2025 Q4 2024

Loomis Sayles & CO L P

  • NVDA
  • TSLA
  • META
  • AMZN
  • NFLX
  • GOOGL
  • V
Loomis Sayles & CO L P's Q4 2024 Portfolio
Portfolio Value 79.2 Billion
Stocks 1079
Filing on Feb 12, 2025 Q4 2024

Sagil Capital LLP

  • GLD
  • EEM
  • VALE
  • BVN
  • VALE
  • BBD
  • IFS
Sagil Capital LLP's Q4 2024 Portfolio
Portfolio Value 204 Million
Stocks 20
Filing on Feb 12, 2025 Q4 2024

Howe & Rusling Inc

  • JPM
  • AVGO
  • VTI
  • VCIT
  • AAPL
  • GVI
  • IUSG
Howe & Rusling Inc's Q4 2024 Portfolio
Portfolio Value 1.16 Billion
Stocks 463
Filing on Feb 12, 2025 Q4 2024

Nomura Asset Management CO LTD

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • GOOGL
  • META
Nomura Asset Management CO LTD's Q4 2024 Portfolio
Portfolio Value 32.3 Billion
Stocks 2326
Filing on Feb 12, 2025 Q4 2024

Agur Provident & Training Funds Management LTD

  • SPLG
  • IVV
  • VOO
  • ITB
  • NVDA
  • MA
  • AMZN
Agur Provident & Training Funds Management LTD's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 20
Filing on Feb 12, 2025 Q4 2024

Frazier Financial Advisors, LLC

  • VIG
  • SPY
  • VTI
  • DDWM
  • ACN
  • DON
  • VB
Frazier Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 126 Billion
Stocks 651
Filing on Feb 12, 2025 Q4 2024

Duff & Phelps Investment Management CO

  • EQIX
  • WELL
  • PLD
  • DLR
  • AVB
  • SRE
  • VTR
Duff & Phelps Investment Management CO's Q4 2024 Portfolio
Portfolio Value 8.21 Billion
Stocks 156
Filing on Feb 12, 2025 Q4 2024

Boussard & Gavaudan Investment Management LLP

  • MSFT
  • AAPL
  • NVDA
  • LLY
  • GOOGL
  • HES
  • ANSS
Boussard & Gavaudan Investment Management LLP's Q4 2024 Portfolio
Portfolio Value 639 Million
Stocks 92
Filing on Feb 12, 2025 Q4 2024

Norges Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AVGO
Norges Bank's Q4 2024 Portfolio
Portfolio Value 736 Billion
Stocks 1845
Filing on Feb 12, 2025 Q4 2024

Caisse Des Depots Et Consignations

  • UBS
  • ALC
  • TT
  • AAPL
  • NVDA
  • V
  • MSFT
Caisse Des Depots Et Consignations's Q4 2024 Portfolio
Portfolio Value 2.04 Trillion
Stocks 222
Filing on Feb 12, 2025 Q4 2024

Blair William & CO

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • V
  • GOOG
  • JPM
Blair William & CO's Q4 2024 Portfolio
Portfolio Value 33.5 Billion
Stocks 1816
Filing on Feb 12, 2025 Q4 2024

Iq Eq Fund Management (Ireland) LTD

  • MSFT
  • TSM
  • GOOGL
  • JPM
  • AAPL
  • MRK
  • JNJ
Iq Eq Fund Management (Ireland) LTD's Q4 2024 Portfolio
Portfolio Value 831 Million
Stocks 298
Filing on Feb 12, 2025 Q4 2024

Rockbridge Investment Management, Lcc

  • SCHZ
  • DFAC
  • SPTM
  • BND
  • VCSH
  • IEFA
  • DFIC
Rockbridge Investment Management, Lcc's Q4 2024 Portfolio
Portfolio Value 780 Billion
Stocks 132