Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 10, 2025 Q4 2024

Wrenne Financial Planning LLC

  • VTI
  • VEU
  • SLYV
  • VNQ
  • BND
  • VXUS
  • VWO
Wrenne Financial Planning LLC's Q4 2024 Portfolio
Portfolio Value 176 Billion
Stocks 41
Filing on Feb 10, 2025 Q4 2024

Tocqueville Asset Management L.P.

  • HD
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • GOOG
Tocqueville Asset Management L.P.'s Q4 2024 Portfolio
Portfolio Value 6.27 Billion
Stocks 538
Filing on Feb 10, 2025 Q4 2024

Wealth Architects, LLC

  • IVV
  • TDTF
  • IJR
  • VEA
  • VIG
  • AAPL
  • GII
Wealth Architects, LLC's Q4 2024 Portfolio
Portfolio Value 827 Million
Stocks 215
Filing on Feb 10, 2025 Q4 2024

Curio Wealth, LLC

  • DFAU
  • DFSD
  • AVDE
  • DFAI
  • DFAS
  • DFAE
  • DFAR
Curio Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 186 Billion
Stocks 304
Filing on Feb 10, 2025 Q4 2024

Kimelman & Baird, LLC

  • AAPL
  • CPRT
  • AMZN
  • JPM
  • COST
  • BX
  • GOOGL
Kimelman & Baird, LLC's Q4 2024 Portfolio
Portfolio Value 1.26 Trillion
Stocks 355
Filing on Feb 10, 2025 Q4 2024

Horizon Kinetics Asset Management LLC

  • TPL
  • GBTC
  • WPM
  • CACI
  • ICE
  • FNV
  • LNG
Horizon Kinetics Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 7.14 Billion
Stocks 349
Filing on Feb 10, 2025 Q4 2024

Periscope Capital Inc.

  • LQD
  • PLAO
  • RENE
  • VMCA
  • HCVI
  • IVCA
  • CITEW
Periscope Capital Inc.'s Q4 2024 Portfolio
Portfolio Value 46.2 Million
Stocks 200
Filing on Feb 10, 2025 Q4 2024

Cassady Schiller Wealth Management, LLC

  • VTV
  • VUG
  • VOO
  • PG
  • VOE
  • DFAE
  • AAPL
Cassady Schiller Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 268 Million
Stocks 1149
Filing on Feb 10, 2025 Q4 2024

Hcc Manager LLC

  • NARI
Hcc Manager LLC's Q4 2024 Portfolio
Portfolio Value 158 Billion
Stocks 2
Filing on Feb 10, 2025 Q4 2024

Bios Capital Management, LP

  • CGTX
  • LTRN
  • OCUP
  • INAB
Bios Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 95.9 Billion
Stocks 9
Filing on Feb 10, 2025 Q4 2024

Clearwater Capital Advisors, LLC

  • NEAR
  • DGRW
  • LRGF
  • SCHO
  • IGSB
  • INTF
  • SPDW
Clearwater Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 967 Million
Stocks 172
Filing on Feb 10, 2025 Q4 2024

South State Corp

  • MSFT
  • AAPL
  • AVGO
  • BRK-B
  • V
  • PHYS
  • AMZN
South State Corp's Q4 2024 Portfolio
Portfolio Value 1.52 Billion
Stocks 973
Filing on Feb 10, 2025 Q4 2024

Polen Capital

Polen Capital Management LLC
  • AMZN
  • MSFT
  • GOOG
  • V
  • MA
  • SHOP
  • ORCL
Polen Capital's Q4 2024 Portfolio
Portfolio Value 37 Billion
Stocks 124
Filing on Feb 10, 2025 Q4 2024

Cibc World Markets Corp

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • GOOGL
  • META
Cibc World Markets Corp's Q4 2024 Portfolio
Portfolio Value 16.6 Billion
Stocks 1328
Filing on Feb 10, 2025 Q4 2024

Nvp Associates, LLC

  • TALK
  • UDMY
  • OPEN
Nvp Associates, LLC's Q4 2024 Portfolio
Portfolio Value 187 Billion
Stocks 7
Filing on Feb 10, 2025 Q4 2024

Twin Tree Management, LP

  • SPY
  • GLD
  • QQQ
  • IAU
  • SPY
  • XLK
  • AAPL
Twin Tree Management, LP's Q4 2024 Portfolio
Portfolio Value 54.5 Billion
Stocks 1543
Filing on Feb 10, 2025 Q4 2024

Visa Foundation

  • ESGV
  • MQ
Visa Foundation's Q4 2024 Portfolio
Portfolio Value 218 Million
Stocks 2
Filing on Feb 10, 2025 Q4 2024

Strategic Value Partners, LLC

  • SPY
Strategic Value Partners, LLC's Q4 2024 Portfolio
Portfolio Value 64.5 Million
Stocks 2