Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 06, 2025 Q4 2024

Bbr Partners, LLC

  • SPY
  • IVV
  • UPS
  • HAYW
  • AAPL
  • KKR
  • MSFT
Bbr Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.41 Billion
Stocks 250
Filing on Feb 06, 2025 Q4 2024

Nordwand Advisors, LLC

  • BRK-A
  • JNJ
  • NVCR
  • MSFT
  • JPIE
  • OSEA
  • GRAB
Nordwand Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 243 Billion
Stocks 120
Filing on Feb 06, 2025 Q4 2024

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • COST
  • MSFT
  • QCOM
  • ABBV
Marco Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 223
Filing on Feb 06, 2025 Q4 2024

Magnolia Wealth Management, LLC

  • VTI
  • IXUS
  • VGT
  • VNQ
  • IJR
  • MSFT
  • AAPL
Magnolia Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 98.4 Million
Stocks 13
Filing on Feb 06, 2025 Q4 2024

Novus Advisors, LLC

  • SPY
  • MSFT
  • BND
  • IVV
  • VTI
  • NVDA
  • XLSR
Novus Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 100 Billion
Stocks 112
Filing on Feb 06, 2025 Q4 2024

Haven Private, LLC

  • MUST
  • BIZD
  • IFRA
  • GBTC
  • AVEM
  • QQQ
  • AMLP
Haven Private, LLC's Q4 2024 Portfolio
Portfolio Value 179 Billion
Stocks 136
Filing on Feb 06, 2025 Q4 2024

Berkshire Asset Management LLC

  • JPM
  • MSFT
  • ABBV
  • AAPL
  • CVX
  • WMT
  • BAC
Berkshire Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 2 Billion
Stocks 280
Filing on Feb 06, 2025 Q4 2024

Efg Asset Management (Americas) Corp.

  • MSFT
  • IJR
  • AMZN
  • AAPL
  • NVDA
  • MA
  • JPM
Efg Asset Management (Americas) Corp.'s Q4 2024 Portfolio
Portfolio Value 508 Million
Stocks 121
Filing on Feb 06, 2025 Q4 2024

Beam Wealth Advisors, Inc.

  • IVV
  • SHY
  • RAAX
  • EMXC
  • NVDA
  • AAPL
  • IUSV
Beam Wealth Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 306 Million
Stocks 104
Filing on Feb 06, 2025 Q4 2024

Mesirow Financial Investment Management, Inc.

  • BRK-B
  • MOAT
  • AAPL
  • IJR
  • IVV
  • MSFT
  • ITOT
Mesirow Financial Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 4.79 Billion
Stocks 596
Filing on Feb 06, 2025 Q4 2024

Leverage Partners Absolute Return Fund Spc

  • GOOG
  • COST
  • DEO
  • TSLA
  • NVDA
  • HOOD
  • MTN
Leverage Partners Absolute Return Fund Spc's Q4 2024 Portfolio
Portfolio Value 54 Million
Stocks 39
Filing on Feb 06, 2025 Q4 2024

Candriam S.C.A.

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • LLY
  • MA
Candriam S.C.A.'s Q4 2024 Portfolio
Portfolio Value 16.9 Billion
Stocks 791
Filing on Feb 06, 2025 Q4 2024

Aull & Monroe Investment Management Corp

  • CAT
  • LLY
  • SO
  • DE
  • ADP
  • PG
  • HD
Aull & Monroe Investment Management Corp's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 124
Filing on Feb 06, 2025 Q4 2024

E Fund Management Co., Ltd.

  • PDD
  • MSFT
  • AAPL
  • NVDA
  • BEKE
  • TSM
  • YMM
E Fund Management Co., Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.97 Billion
Stocks 395
Filing on Feb 06, 2025 Q4 2024

Eagle Claw Capital Managment, LLC

  • TPL
  • NVDA
  • GBTC
  • NKE
  • AAPL
  • HD
  • ETN
Eagle Claw Capital Managment, LLC's Q4 2024 Portfolio
Portfolio Value 598 Million
Stocks 139
Filing on Feb 06, 2025 Q4 2024

Elevation Capital Advisory, LLC

  • BIL
  • MFUL
  • QQQ
  • MGK
  • TMFC
  • ONEQ
  • MTUM
Elevation Capital Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 233 Billion
Stocks 51
Filing on Feb 06, 2025 Q4 2024

Callan Family Office, LLC

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • IEFA
  • AMZN
  • GOOG
Callan Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 1.57 Trillion
Stocks 627
Filing on Feb 06, 2025 Q4 2024

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHG
  • SCHD
  • SPY
  • VYM
  • SCHX
  • CGGR
Strategic Family Wealth Counselors, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 293 Million
Stocks 137