Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 11, 2025 Q4 2024

Northwestern Mutual Wealth Management CO

  • IVV
  • BND
  • IJH
  • SCHF
  • IJR
  • RSP
  • FBND
Northwestern Mutual Wealth Management CO's Q4 2024 Portfolio
Portfolio Value 118 Billion
Stocks 3588
Filing on Feb 11, 2025 Q4 2024

Goldman Sachs Group Inc

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
Goldman Sachs Group Inc's Q4 2024 Portfolio
Portfolio Value 613 Billion
Stocks 12623
Filing on Feb 11, 2025 Q4 2024

Victory Financial Group, LLC

  • IWY
  • SCHD
  • IMCG
  • FVD
  • VOO
  • XLK
  • MDY
Victory Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 381 Billion
Stocks 138
Filing on Feb 11, 2025 Q4 2024

Vanguard Group Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • TSLA
Vanguard Group Inc's Q4 2024 Portfolio
Portfolio Value 5.57 Trillion
Stocks 14455
Filing on Feb 11, 2025 Q4 2024

Northwestern Mutual Investment Management Company, LLC

  • EFA
  • IJR
  • IVV
  • IJH
  • VOO
  • LQD
  • AAPL
Northwestern Mutual Investment Management Company, LLC's Q4 2024 Portfolio
Portfolio Value 4.48 Billion
Stocks 875
Filing on Feb 11, 2025 Q4 2024

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • IDHQ
  • ESGV
  • XLG
  • PM
  • SPGP
Cedar Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 276 Million
Stocks 193
Filing on Feb 11, 2025 Q4 2024

Kontiki Capital Management (Hk) Ltd.

  • SE
  • HDB
  • NU
  • CPNG
  • TCOM
Kontiki Capital Management (Hk) Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 9
Filing on Feb 11, 2025 Q4 2024

Haverford Financial Services, Inc.

  • AAPL
  • MSFT
  • MA
  • JPM
  • ORCL
  • COST
  • HON
Haverford Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 314 Million
Stocks 43
Filing on Feb 11, 2025 Q4 2024

Meridian Wealth Partners, LLC

  • DFAC
  • DFAU
  • AGG
  • SCHX
  • DFAX
  • MUB
  • MBB
Meridian Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 657 Million
Stocks 106
Filing on Feb 11, 2025 Q4 2024

Heron Bay Capital Management

  • LPLA
  • VNT
  • CCSI
  • MSFT
  • GOOGL
  • SSNC
  • SCHW
Heron Bay Capital Management's Q4 2024 Portfolio
Portfolio Value 459 Million
Stocks 112
Filing on Feb 11, 2025 Q4 2024

Richwood Investment Advisors, LLC

  • IVV
  • IJR
  • IJH
  • NOW
  • LLY
  • V
  • AAPL
Richwood Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 120 Million
Stocks 100
Filing on Feb 11, 2025 Q4 2024

Samalin Investment Counsel, LLC

  • AAPL
  • SPY
  • OUNZ
  • MSFT
  • NVDA
  • DFAC
  • BRK-B
Samalin Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 223 Million
Stocks 293
Filing on Feb 11, 2025 Q4 2024

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • AAPL
  • AFL
  • SCHD
  • JPST
  • NVDA
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 131
Filing on Feb 11, 2025 Q4 2024

Avant Capital LLC

  • SCHD
  • DGRW
  • USMV
  • VTV
  • QUAL
  • MTUM
  • FNDX
Avant Capital LLC's Q4 2024 Portfolio
Portfolio Value 119 Million
Stocks 65
Filing on Feb 11, 2025 Q4 2024

Police & Firemen'S Retirement System Of New Jersey

  • AAPL
  • INDA
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
Police & Firemen'S Retirement System Of New Jersey's Q4 2024 Portfolio
Portfolio Value 10.3 Trillion
Stocks 3015
Filing on Feb 11, 2025 Q4 2024

Running Point Capital Advisors, LLC

  • BIL
  • QQQ
  • IEMG
  • QQQM
  • VOO
  • QUAL
  • FDLO
Running Point Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 290 Million
Stocks 163
Filing on Feb 11, 2025 Q4 2024

Horizon Family Wealth, Inc.

  • GSLC
  • VUG
  • GSIE
  • IVW
  • BILS
  • VO
  • BRK-B
Horizon Family Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 111
Filing on Feb 11, 2025 Q4 2024

Moneta Group Investment Advisors LLC

  • SCHX
  • VUG
  • IEMG
  • VTV
  • IVV
  • VV
  • VOO
Moneta Group Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 7.05 Billion
Stocks 665