Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 06, 2025 Q4 2024

Bard Associates Inc

  • ENSG
  • FIP
  • AMPG
  • WLDN
  • AROC
  • ODC
  • LEGH
Bard Associates Inc's Q4 2024 Portfolio
Portfolio Value 250 Million
Stocks 180
Filing on Feb 06, 2025 Q4 2024

Ariston Services Group

  • VIG
  • VYM
  • VWO
  • IAU
  • VNQ
  • VIGI
  • VYMI
Ariston Services Group's Q4 2024 Portfolio
Portfolio Value 115 Billion
Stocks 69
Filing on Feb 06, 2025 Q4 2024

Sws Partners

  • IVV
  • IJH
  • SCHR
  • SPYD
  • NTRA
  • NVDA
  • PCT
Sws Partners's Q4 2024 Portfolio
Portfolio Value 315 Million
Stocks 118
Filing on Feb 06, 2025 Q4 2024

Signify Wealth

  • IYW
  • VGSH
  • SPY
  • NETZ
  • TSLA
  • AMZN
  • AAPL
Signify Wealth's Q4 2024 Portfolio
Portfolio Value 84.6 Million
Stocks 26
Filing on Feb 06, 2025 Q4 2024

Amj Financial Wealth Management

  • EAT
  • AVGO
  • SJNK
  • BSCP
  • META
  • TJX
  • ETN
Amj Financial Wealth Management's Q4 2024 Portfolio
Portfolio Value 358 Million
Stocks 84
Filing on Feb 06, 2025 Q4 2024

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • RSP
  • AMZN
  • VBR
  • GOOG
Exencial Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 2.66 Billion
Stocks 500
Filing on Feb 06, 2025 Q4 2024

Igp Investments (G.P.L.P), LP

  • VLN
Igp Investments (G.P.L.P), LP's Q4 2024 Portfolio
Portfolio Value 9 Billion
Stocks 1
Filing on Feb 06, 2025 Q4 2024

Bahl & Gaynor Inc

  • AVGO
  • PG
  • MSFT
  • LLY
  • ABBV
  • HD
  • JPM
Bahl & Gaynor Inc's Q4 2024 Portfolio
Portfolio Value 18.8 Billion
Stocks 336
Filing on Feb 06, 2025 Q4 2024

Adventist Health System Sunbelt Healthcare Corp

  • IVV
  • EMB
  • JPMB
  • SPHY
  • XLF
  • XHYT
  • XHYI
Adventist Health System Sunbelt Healthcare Corp's Q4 2024 Portfolio
Portfolio Value 3.12 Billion
Stocks 20
Filing on Feb 06, 2025 Q4 2024

Patten Group, Inc.

  • NVDA
  • AAPL
  • MSFT
  • V
  • KO
  • IWF
  • AVGO
Patten Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 441 Million
Stocks 249
Filing on Feb 06, 2025 Q4 2024

Charles Schwab Investment Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • FNDX
  • META
  • AVGO
Charles Schwab Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 527 Billion
Stocks 3634
Filing on Feb 06, 2025 Q4 2024

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • JPUS
  • VIG
  • IJR
  • VUG
Planning Alternatives LTD 's Q4 2024 Portfolio
Portfolio Value 646 Million
Stocks 61
Filing on Feb 06, 2025 Q4 2024

Ddfg, Inc

  • IEI
  • IUSG
  • IDEV
  • IUSV
  • IVE
  • LQD
  • VIG
Ddfg, Inc's Q4 2024 Portfolio
Portfolio Value 346 Billion
Stocks 78
Filing on Feb 06, 2025 Q4 2024

Nj State Employees Deferred Compensation Plan

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Nj State Employees Deferred Compensation Plan's Q4 2024 Portfolio
Portfolio Value 800 Million
Stocks 462
Filing on Feb 06, 2025 Q4 2024

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • QUAL
  • BIP
  • IEMG
Tacita Capital Inc's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 205
Filing on Feb 06, 2025 Q4 2024

Reaves W H & CO Inc

  • VST
  • CEG
  • ETR
  • NI
  • PNM
  • PPL
  • NEE
Reaves W H & CO Inc's Q4 2024 Portfolio
Portfolio Value 3.79 Billion
Stocks 89
Filing on Feb 06, 2025 Q4 2024

Nbw Capital LLC

  • GOOGL
  • AAPL
  • MSFT
  • ET
  • LNG
  • SPY
  • MRVL
Nbw Capital LLC's Q4 2024 Portfolio
Portfolio Value 517 Million
Stocks 88
Filing on Feb 06, 2025 Q4 2024

Hfr Wealth Management, LLC

  • BRK-A
  • AAPL
  • AMZN
  • CTAS
  • COST
  • TJX
  • APH
Hfr Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 606 Million
Stocks 52