Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 11, 2025 Q4 2024

Fi3 Financial Advisors, LLC

  • IVV
  • IJR
  • VEA
  • SPY
  • LLY
  • AAPL
  • HI
Fi3 Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 266 Million
Stocks 123
Filing on Feb 11, 2025 Q4 2024

Lakeshore Financial Planning, Inc.

  • IVV
  • PULS
  • XLF
  • VOO
  • SCHD
  • DFAT
  • MSFT
Lakeshore Financial Planning, Inc.'s Q4 2024 Portfolio
Portfolio Value 234 Billion
Stocks 79
Filing on Feb 11, 2025 Q4 2024

Zega Investments, LLC

  • SPY
  • AAPL
  • SPY
  • SRLN
  • SJNK
  • AMZN
  • ZHDG
Zega Investments, LLC's Q4 2024 Portfolio
Portfolio Value 398 Billion
Stocks 136
Filing on Feb 11, 2025 Q4 2024

Sciencast Management LP

  • MRK
  • RTX
  • PEP
  • GM
  • UPS
  • TJX
  • ELV
Sciencast Management LP's Q4 2024 Portfolio
Portfolio Value 344 Million
Stocks 244
Filing on Feb 11, 2025 Q4 2024

Beddow Capital Management Inc

  • IBM
  • MSB
  • CPRN
  • ALV
  • SIEGY
  • LNG
  • JNJ
Beddow Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 243 Million
Stocks 58
Filing on Feb 11, 2025 Q4 2024

Comprehensive Wealth Management, LLC

  • EMLP
  • PFXF
  • SPTI
  • XLK
  • HSCZ
  • IAGG
  • MSFT
Comprehensive Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 131 Million
Stocks 30
Filing on Feb 11, 2025 Q4 2024

Oxford Financial Group LTD

  • VTI
  • LLY
  • INFL
  • ISRG
  • MUB
  • DSTL
  • AVUV
Oxford Financial Group LTD's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 300
Filing on Feb 11, 2025 Q4 2024

Ciovacco Capital Management LLC

  • VOO
  • SPY
  • SCHG
  • IYW
  • XLK
  • SMH
  • QQQ
Ciovacco Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 175 Million
Stocks 20
Filing on Feb 11, 2025 Q4 2024

Bruce & Co., Inc.

  • ALL
  • ABBV
  • DUK
  • CMS
  • T
  • ABT
  • AER
Bruce & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 41
Filing on Feb 11, 2025 Q4 2024

Truepoint, Inc.

  • BSV
  • DFCF
  • VTI
  • IVV
  • VEA
  • VOT
  • AVUV
Truepoint, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.66 Billion
Stocks 132
Filing on Feb 11, 2025 Q4 2024

Yiheng Capital Management, L.P.

  • JD
  • BILI
  • BILI
  • NOAH
  • JD
  • HTHT
  • EDU
Yiheng Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 2.46 Billion
Stocks 23
Filing on Feb 11, 2025 Q4 2024

Kiker Wealth Management, LLC

  • IWM
  • OUNZ
  • NLR
  • IGSB
  • FTXL
  • CIBR
  • TLT
Kiker Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 123 Billion
Stocks 172
Filing on Feb 11, 2025 Q4 2024

Dcf Advisers, LLC

  • MU
  • ARGX
  • GOOG
  • ITCI
  • AMZN
  • REGN
  • ORCL
Dcf Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 177 Million
Stocks 87
Filing on Feb 11, 2025 Q4 2024

Spark Investment Management LLC

  • AMZN
  • SPOT
  • NVDA
  • TSLA
  • MNDY
  • SQ
  • TWLO
Spark Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 20.6 Million
Stocks 8
Filing on Feb 11, 2025 Q4 2024

Corbin Capital Partners, L.P.

  • EDR
  • HYG
  • BKLN
  • ABUS
  • EVLV
  • NVTS
  • ROIV
Corbin Capital Partners, L.P.'s Q4 2024 Portfolio
Portfolio Value 54.5 Million
Stocks 27
Filing on Feb 11, 2025 Q4 2024

Lowe Brockenbrough & CO Inc

  • IVV
  • AAPL
  • MSFT
  • IJH
  • IXUS
  • JPM
  • VEA
Lowe Brockenbrough & CO Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 263
Filing on Feb 11, 2025 Q4 2024

Aikya Investment Management LTD

  • HDB
  • RDY
  • INFY
Aikya Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 240 Billion
Stocks 3
Filing on Feb 11, 2025 Q4 2024

Semanteon Capital Management, LP

  • REAL
  • DK
  • CYBR
  • COKE
  • AMZN
  • LEA
  • BCRX
Semanteon Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 186 Billion
Stocks 227