Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 03, 2025 Q4 2024

Marshall Investment Management, LLC

  • SPYV
  • BRK-B
  • MSFT
  • RDVY
  • AIRR
  • SPY
  • XMMO
Marshall Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 170 Billion
Stocks 135
Filing on Feb 03, 2025 Q4 2024

Your Advocates Ltd., LLP

  • DFIC
  • DFEM
  • BOND
  • SCHR
  • DFAS
  • FNDX
  • BSV
Your Advocates Ltd., LLP's Q4 2024 Portfolio
Portfolio Value 189 Million
Stocks 209
Filing on Feb 03, 2025 Q4 2024

Aozora Bank, Ltd.

  • VCIT
  • LQD
Aozora Bank, Ltd.'s Q4 2024 Portfolio
Portfolio Value 93.9 Million
Stocks 2
Filing on Feb 03, 2025 Q4 2024

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q4 2024 Portfolio
Portfolio Value 1.24 Billion
Stocks 92
Filing on Feb 03, 2025 Q4 2024

Nan Fung Trinity (Hk) LTD

  • BIDU
  • EWY
  • EMLC
  • AMCR
  • T
  • BZ
  • Z
Nan Fung Trinity (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 492 Million
Stocks 30
Filing on Feb 03, 2025 Q4 2024

Wealthspire Advisors, LLC

  • IVV
  • VOO
  • VEA
  • IJH
  • SCHD
  • SPY
  • VTI
Wealthspire Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 9.93 Billion
Stocks 792
Filing on Feb 03, 2025 Q4 2024

Valliance Asset Management LTD

  • CRDO
  • CFLT
  • DDOG
  • NOW
  • LITE
  • CRM
  • HOOD
Valliance Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 26.9 Million
Stocks 18
Filing on Feb 03, 2025 Q4 2024

Matthew 25 Management Corp

  • NVDA
  • AMZN
  • TSLA
  • MELI
  • JPM
  • GS
  • AAPL
Matthew 25 Management Corp's Q4 2024 Portfolio
Portfolio Value 295 Million
Stocks 19
Filing on Feb 03, 2025 Q4 2024

Panview Capital LTD

  • APP
  • DECK
  • GOOG
  • GDXJ
  • GDX
  • EDU
  • PDD
Panview Capital LTD's Q4 2024 Portfolio
Portfolio Value 469 Billion
Stocks 10
Filing on Feb 03, 2025 Q4 2024

Howard Capital Management Inc.

  • QQQ
  • QLD
  • MGK
  • TQQQ
  • QQH
  • SPXL
  • LGH
Howard Capital Management Inc.'s Q4 2024 Portfolio
Portfolio Value 7.52 Billion
Stocks 407
Filing on Feb 03, 2025 Q4 2024

Benningfield Financial Advisors, LLC

  • DFUV
  • VTIP
  • PLTR
  • IEF
  • VTI
  • DFIV
  • VGIT
Benningfield Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 102 Billion
Stocks 14
Filing on Feb 03, 2025 Q4 2024

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • VOO
  • AGG
  • SCHB
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 4.21 Billion
Stocks 419
Filing on Feb 03, 2025 Q4 2024

Dorchester Wealth Management CO

  • AAPL
  • BMO
  • GOOG
  • TD
  • RY
  • ENB
  • WMT
Dorchester Wealth Management CO's Q4 2024 Portfolio
Portfolio Value 495 Million
Stocks 146
Filing on Feb 03, 2025 Q4 2024

Moneco Advisors, LLC

  • SGOV
  • AAPL
  • VUG
  • SPYV
  • IWY
  • COWZ
  • MSFT
Moneco Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 912 Million
Stocks 464
Filing on Feb 03, 2025 Q4 2024

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • GOOGL
  • RLJ
  • WBD
Alexander Randolph Advisory, Inc.'s Q4 2024 Portfolio
Portfolio Value 108 Billion
Stocks 52
Filing on Feb 03, 2025 Q4 2024

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • DOV
  • VOO
  • SHW
  • CB
  • AAPL
Thompson Davis & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 153 Million
Stocks 131
Filing on Feb 03, 2025 Q4 2024

Carl P. Sherr & Co., LLC

  • IGIB
  • IVW
  • IUSV
  • AAPL
  • MSFT
  • IXUS
  • HD
Carl P. Sherr & Co., LLC's Q4 2024 Portfolio
Portfolio Value 188 Million
Stocks 118
Filing on Feb 03, 2025 Q4 2024

Wealth Management Nebraska

  • SPIB
  • AVSC
  • HYMB
  • DFIV
  • DFUS
  • DFAS
  • AVLV
Wealth Management Nebraska's Q4 2024 Portfolio
Portfolio Value 615 Billion
Stocks 71