Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 10, 2025 Q4 2024

South Street Advisors LLC

  • NVDA
  • AAPL
  • MSFT
  • NOW
  • APH
  • TPG
  • GOOGL
South Street Advisors LLC's Q4 2024 Portfolio
Portfolio Value 652 Million
Stocks 69
Filing on Feb 10, 2025 Q4 2024

Primecap Management CO

  • LLY
  • MSFT
  • FDX
  • AMGN
  • BSX
  • KLAC
  • GOOGL
Primecap Management CO's Q4 2024 Portfolio
Portfolio Value 127 Billion
Stocks 329
Filing on Feb 10, 2025 Q4 2024

Mirova Us LLC

  • NVDA
  • MSFT
  • MA
  • LLY
  • ECL
  • EBAY
  • TMO
Mirova Us LLC's Q4 2024 Portfolio
Portfolio Value 7.92 Billion
Stocks 34
Filing on Feb 10, 2025 Q4 2024

Generali Asset Management Spa Sgr

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • TSLA
  • ARCC
  • AMZN
Generali Asset Management Spa Sgr's Q4 2024 Portfolio
Portfolio Value 3.91 Trillion
Stocks 479
Filing on Feb 10, 2025 Q4 2024

Robinson Smith Wealth Advisors LLC

  • SCHB
  • IUSV
  • JNJ
  • CGMU
  • TFLO
  • QUAL
  • DFAU
Robinson Smith Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 118 Billion
Stocks 80
Filing on Feb 10, 2025 Q4 2024

Advisors Asset Management, Inc.

  • AMZN
  • AAPL
  • MSFT
  • GOOGL
  • META
  • WMT
  • V
Advisors Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 5.23 Billion
Stocks 1472
Filing on Feb 10, 2025 Q4 2024

Horizon Investments, LLC

  • SPYG
  • SPYV
  • EEM
  • SPDW
  • QUAL
  • SPEM
  • RSP
Horizon Investments, LLC's Q4 2024 Portfolio
Portfolio Value 3.8 Billion
Stocks 889
Filing on Feb 10, 2025 Q4 2024

Entrewealth, LLC

  • BIL
  • DFAC
  • BILS
  • DFNM
  • DFAU
  • SPYC
  • SPTS
Entrewealth, LLC's Q4 2024 Portfolio
Portfolio Value 108 Billion
Stocks 58
Filing on Feb 10, 2025 Q4 2024

Evoke Wealth, LLC

  • IVV
  • GLDM
  • RPAR
  • VTI
  • OEF
  • SCHP
  • GUNR
Evoke Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 3.59 Trillion
Stocks 434
Filing on Feb 10, 2025 Q4 2024

Carlson Capital Management

  • DSTL
  • VCSH
  • BSV
  • DIHP
  • COWZ
  • AVUV
  • DFEM
Carlson Capital Management's Q4 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 112
Filing on Feb 10, 2025 Q4 2024

Long Road Investment Counsel, LLC

  • ORLY
  • ADP
  • SYK
  • ORCL
  • ITW
  • GOOGL
  • GOOG
Long Road Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 245 Million
Stocks 71
Filing on Feb 10, 2025 Q4 2024

Thrivent Financial For Lutherans

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • META
  • IVV
Thrivent Financial For Lutherans's Q4 2024 Portfolio
Portfolio Value 51.6 Billion
Stocks 4533
Filing on Feb 10, 2025 Q4 2024

Atlanta Consulting Group Advisors, LLC

  • IVV
  • ARLP
  • IJR
  • IJH
  • JPM
  • MSFT
  • AVUV
Atlanta Consulting Group Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 270 Billion
Stocks 123
Filing on Feb 10, 2025 Q4 2024

Eaton Financial Holdings Company, LLC

  • JEPI
  • TSPA
  • SPYV
  • FTEC
  • IUSV
  • DGRW
  • IVV
Eaton Financial Holdings Company, LLC's Q4 2024 Portfolio
Portfolio Value 260 Billion
Stocks 63
Filing on Feb 10, 2025 Q4 2024

Rockport Wealth LLC

  • FDL
  • ISRG
  • XLP
  • RDVY
  • MSFT
  • XLV
  • JEPI
Rockport Wealth LLC's Q4 2024 Portfolio
Portfolio Value 225 Billion
Stocks 67
Filing on Feb 10, 2025 Q4 2024

Nfc Investments, LLC

  • APO
  • MTG
  • WEST
  • GOOG
  • ESGR
  • PGR
  • AZO
Nfc Investments, LLC's Q4 2024 Portfolio
Portfolio Value 362 Million
Stocks 37
Filing on Feb 10, 2025 Q4 2024

Clayton Partners LLC

  • VTOL
  • TAC
  • CRC
  • BRK-B
  • FLEX
  • TWLO
  • WFC
Clayton Partners LLC's Q4 2024 Portfolio
Portfolio Value 127 Million
Stocks 39
Filing on Feb 10, 2025 Q4 2024

Eldridge Investment Advisors, Inc.

  • ITOT
  • IVV
  • SPLG
  • QQQ
  • JEPQ
  • BBJP
  • FPE
Eldridge Investment Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 430 Million
Stocks 150