Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 05, 2025 Q4 2024

Smartleaf Asset Management LLC

  • AAPL
  • MSFT
  • NVDA
  • MGV
  • AMZN
  • META
  • GOOGL
Smartleaf Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 981 Billion
Stocks 2917
Filing on Feb 05, 2025 Q4 2024

Maia Wealth LLC

  • SPLG
  • FSK
  • EFV
  • QUAL
  • IVW
  • EFG
  • IVV
Maia Wealth LLC's Q4 2024 Portfolio
Portfolio Value 465 Billion
Stocks 325
Filing on Feb 05, 2025 Q4 2024

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • MSFT
  • SCHM
  • AMZN
  • SCHD
Cape Investment Advisory, Inc.'s Q4 2024 Portfolio
Portfolio Value 256 Billion
Stocks 1140
Filing on Feb 05, 2025 Q4 2024

Wilmar Advisors LLC

  • QQQ
  • AAPL
  • SPY
  • AMZN
  • META
  • MDY
  • GOOGL
Wilmar Advisors LLC's Q4 2024 Portfolio
Portfolio Value 108 Billion
Stocks 16
Filing on Feb 05, 2025 Q4 2024

Srs Capital Advisors, Inc.

  • VUG
  • VTV
  • VO
  • RDVY
  • IGSB
  • QQQ
  • SCHP
Srs Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.5 Billion
Stocks 2415
Filing on Feb 05, 2025 Q4 2024

Alta Partners Management Company, L.P.

  • TYRA
  • VIR
  • ALLK
Alta Partners Management Company, L.P.'s Q4 2024 Portfolio
Portfolio Value 63.4 Billion
Stocks 3
Filing on Feb 05, 2025 Q4 2024

Mma Asset Management LLC

  • IVE
  • SPYG
  • IVV
  • EFV
  • VCIT
  • SPLG
  • EFG
Mma Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 128
Filing on Feb 05, 2025 Q4 2024

Plante Moran Financial Advisors, LLC

  • VOO
  • VXF
  • VEA
  • VV
  • MUB
  • AAPL
  • SPY
Plante Moran Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.2 Billion
Stocks 911
Filing on Feb 05, 2025 Q4 2024

Mitchell Capital Management CO

  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • AVGO
  • META
Mitchell Capital Management CO's Q4 2024 Portfolio
Portfolio Value 545 Million
Stocks 107
Filing on Feb 05, 2025 Q4 2024

Pcg Asset Management, LLC

  • SPY
  • BSV
  • AAPL
  • SHY
  • BIV
  • XLY
  • QQQ
Pcg Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 114 Billion
Stocks 78
Filing on Feb 05, 2025 Q4 2024

Keynote Financial Services LLC

  • AAPL
  • ABBV
  • MSFT
  • RTX
  • BRK-B
  • ABT
  • GOOGL
Keynote Financial Services LLC's Q4 2024 Portfolio
Portfolio Value 130 Billion
Stocks 152
Filing on Feb 05, 2025 Q4 2024

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • C
  • BK
  • JNJ
  • OI
  • CAT
Levin Capital Strategies, L.P.'s Q4 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 219
Filing on Feb 05, 2025 Q4 2024

Morgan Dempsey Capital Management LLC

  • ETR
  • C
  • T
  • XOM
  • CSCO
  • IBM
  • WEC
Morgan Dempsey Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 243 Million
Stocks 125
Filing on Feb 05, 2025 Q4 2024

Capital Wealth Planning, LLC

  • V
  • GS
  • MSFT
  • JPM
  • HON
  • UNH
  • CME
Capital Wealth Planning, LLC's Q4 2024 Portfolio
Portfolio Value 10.6 Billion
Stocks 164
Filing on Feb 05, 2025 Q4 2024

William Von Mueffling

Cantillon Capital Management LLC
  • AVGO
  • SPGI
  • GOOGL
  • V
  • CBRE
  • IBKR
  • TSM
William Von Mueffling's Q4 2024 Portfolio
Portfolio Value 14.8 Billion
Stocks 72
Filing on Feb 05, 2025 Q4 2024

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q4 2024 Portfolio
Portfolio Value 262 Billion
Stocks 1
Filing on Feb 05, 2025 Q4 2024

Chase Investment Counsel Corp

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • GOOGL
  • AVGO
Chase Investment Counsel Corp's Q4 2024 Portfolio
Portfolio Value 299 Million
Stocks 134
Filing on Feb 05, 2025 Q4 2024

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • SYK
  • IYR
  • IEMG
  • GUNR
Connable Office Inc's Q4 2024 Portfolio
Portfolio Value 957 Million
Stocks 227