Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 16, 2025 Q4 2024

Sky Investment Group LLC

  • NVDA
  • MSFT
  • GOOGL
  • AXP
  • MA
  • ABT
  • PEP
Sky Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 528 Million
Stocks 137
Filing on Jan 16, 2025 Q4 2024

Mountain Pacific Investment Advisers Inc

  • APH
  • AME
  • FISV
  • AJG
  • IEX
  • DHR
  • VRSK
Mountain Pacific Investment Advisers Inc's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 136
Filing on Jan 16, 2025 Q4 2024

Aurora Investment Managers, Llc.

  • BIL
  • MDB
  • AAPL
  • MSFT
  • JD
  • BABA
  • QQQ
Aurora Investment Managers, Llc.'s Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 46
Filing on Jan 16, 2025 Q4 2024

Prairiewood Capital, LLC

  • FNDA
  • FNDX
  • FNDF
  • GNR
  • SCHP
  • AVRE
  • SCHO
Prairiewood Capital, LLC's Q4 2024 Portfolio
Portfolio Value 233 Million
Stocks 78
Filing on Jan 16, 2025 Q4 2024

Amplius Wealth Advisors, LLC

  • IOO
  • PVAL
  • TMFC
  • RECS
  • QQQ
  • BUFR
  • GSST
Amplius Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 851 Million
Stocks 177
Filing on Jan 16, 2025 Q4 2024

Wealthquest Corp

  • VV
  • VONG
  • BALT
  • IEFA
  • SPTM
  • AFG
  • IJH
Wealthquest Corp's Q4 2024 Portfolio
Portfolio Value 948 Million
Stocks 128
Filing on Jan 16, 2025 Q4 2024

Union Savings Bank

  • SPHQ
  • BRK-A
  • SPY
  • IJH
  • MSFT
  • VYM
  • AAPL
Union Savings Bank's Q4 2024 Portfolio
Portfolio Value 203 Billion
Stocks 384
Filing on Jan 16, 2025 Q4 2024

Overbrook Management Corp

  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • ARES
  • AVGO
  • TMUS
Overbrook Management Corp's Q4 2024 Portfolio
Portfolio Value 464 Million
Stocks 51
Filing on Jan 16, 2025 Q4 2024

Zhang Financial LLC

  • DFUS
  • VOO
  • VTI
  • DFAC
  • ITOT
  • VXUS
  • VT
Zhang Financial LLC's Q4 2024 Portfolio
Portfolio Value 1.73 Billion
Stocks 295
Filing on Jan 16, 2025 Q4 2024

Mitchell Mcleod Pugh & Williams Inc

  • VOO
  • AAPL
  • VUG
  • VTV
  • VO
  • MSFT
  • NVDA
Mitchell Mcleod Pugh & Williams Inc's Q4 2024 Portfolio
Portfolio Value 473 Million
Stocks 302
Filing on Jan 16, 2025 Q4 2024

Cove Private Wealth, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • GOOG
  • JPM
Cove Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 166 Billion
Stocks 107
Filing on Jan 16, 2025 Q4 2024

Lionsbridge Wealth Management LLC

  • AGG
  • JPIE
  • JCPB
  • JEPI
  • BIL
  • HEQT
  • LQD
Lionsbridge Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 61
Filing on Jan 16, 2025 Q4 2024

Bricktown Capital, LLC

  • IVV
  • USHY
  • VXUS
  • BND
  • ACWI
  • AGG
  • SPLG
Bricktown Capital, LLC's Q4 2024 Portfolio
Portfolio Value 479 Billion
Stocks 24
Filing on Jan 16, 2025 Q4 2024

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • EES
  • IMTM
  • FNDA
  • DUHP
Shore Point Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 64
Filing on Jan 16, 2025 Q4 2024

Guinness Atkinson Asset Management Inc

  • TSM
  • NVDA
  • MA
  • MSFT
  • AMZN
  • APH
  • AME
Guinness Atkinson Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 189 Million
Stocks 85
Filing on Jan 16, 2025 Q4 2024

Corundum Group, Inc.

  • IWF
  • IWD
  • SPY
  • MMM
  • EFA
  • IWO
  • SUSA
Corundum Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 266 Million
Stocks 100
Filing on Jan 16, 2025 Q4 2024

Guinness Asset Management LTD

  • AVGO
  • CSCO
  • AFL
  • CME
  • EMR
  • AJG
  • MSFT
Guinness Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 5.02 Billion
Stocks 106
Filing on Jan 16, 2025 Q4 2024

Massmutual Trust CO Fsb

  • AAPL
  • MSFT
  • NVDA
  • VO
  • AMZN
  • JPM
  • DFAS
Massmutual Trust CO Fsb's Q4 2024 Portfolio
Portfolio Value 3.51 Billion
Stocks 2334