Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 05, 2025 Q4 2024

University Of Chicago

  • BND
  • VT
  • VOO
  • PYXS
University Of Chicago's Q4 2024 Portfolio
Portfolio Value 107 Billion
Stocks 5
Filing on Feb 05, 2025 Q4 2024

Awm Capital, LLC

  • SGOV
  • DFAC
  • DFIC
  • AVUS
  • DFEM
  • DFAU
  • IWD
Awm Capital, LLC's Q4 2024 Portfolio
Portfolio Value 597 Million
Stocks 94
Filing on Feb 05, 2025 Q4 2024

Otter Creek Advisors, LLC

  • FLEX
  • NDAQ
  • AJG
  • GOOGL
  • BRP
  • WRB
  • AMZN
Otter Creek Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 35
Filing on Feb 05, 2025 Q4 2024

Wafra Inc.

  • CMTG
Wafra Inc.'s Q4 2024 Portfolio
Portfolio Value 11.8 Million
Stocks 2
Filing on Feb 05, 2025 Q4 2024

Ia Venture Strategies Fund Ii, LP

  • OB
  • DOCN
Ia Venture Strategies Fund Ii, LP's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 3
Filing on Feb 05, 2025 Q4 2024

Gulf International Bank (Uk) LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Gulf International Bank (Uk) LTD's Q4 2024 Portfolio
Portfolio Value 3.96 Billion
Stocks 640
Filing on Feb 05, 2025 Q4 2024

Central Asset Investments & Management Holdings (Hk) LTD

  • NVDA
  • AMZN
  • TSM
  • VST
  • TSLA
  • RSP
  • IWM
Central Asset Investments & Management Holdings (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 76
Filing on Feb 04, 2025 Q4 2024

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • VB
  • TIP
Brightwater Advisory LLC's Q4 2024 Portfolio
Portfolio Value 128 Billion
Stocks 58
Filing on Feb 04, 2025 Q4 2024

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FRME
  • EVBN
  • HBNC
  • FNB
  • FISI
Pl Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 29
Filing on Feb 04, 2025 Q4 2024

Carlson Capital L P

  • SWKH
  • HES
  • BAC
  • HYG
  • K
  • HCP
  • DFS
Carlson Capital L P's Q4 2024 Portfolio
Portfolio Value 168 Million
Stocks 33
Filing on Feb 04, 2025 Q4 2024

Miller Wealth Advisors, LLC

  • AMZN
  • AAPL
  • XOM
  • GOOG
  • MSFT
  • NVDA
  • PLTR
Miller Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 91
Filing on Feb 04, 2025 Q4 2024

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • GOOGL
  • META
  • SPY
  • BX
  • AVGO
New Edge Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 5.59 Billion
Stocks 918
Filing on Feb 04, 2025 Q4 2024

Srn Advisors, LLC

  • V
  • MA
  • AVGO
  • COST
  • NVDA
  • MSFT
  • ACN
Srn Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 112 Billion
Stocks 102
Filing on Feb 04, 2025 Q4 2024

Apriem Advisors

  • SCHX
  • AAPL
  • BND
  • VEA
  • AMZN
  • SCHF
  • GOOGL
Apriem Advisors's Q4 2024 Portfolio
Portfolio Value 855 Million
Stocks 184
Filing on Feb 04, 2025 Q4 2024

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • LAD
  • AAPL
Harfst & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 473 Million
Stocks 93
Filing on Feb 04, 2025 Q4 2024

Schnieders Capital Management LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • QQQ
  • GOOG
  • JPM
Schnieders Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 499 Million
Stocks 206
Filing on Feb 04, 2025 Q4 2024

New York Life Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • ESGB
  • IQSU
  • IQSI
New York Life Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 9.66 Billion
Stocks 819
Filing on Feb 04, 2025 Q4 2024

Schneider Downs Wealth Management Advisors, LP

  • VO
  • SPDW
  • SCHG
  • MMIT
  • SCHX
  • MUB
  • IJT
Schneider Downs Wealth Management Advisors, LP's Q4 2024 Portfolio
Portfolio Value 517 Million
Stocks 145