Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Feb 06, 2025 Q4 2024

Tiff Advisory Services Inc

  • NVDA
  • XLF
  • VT
  • AAPL
  • VFH
  • XLK
  • XLV
Tiff Advisory Services Inc's Q4 2024 Portfolio
Portfolio Value 307 Million
Stocks 20
Filing on Feb 06, 2025 Q4 2024

Steward Partners Investment Advisory, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • VOO
  • IVV
  • GOOGL
Steward Partners Investment Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 11 Billion
Stocks 3968
Filing on Feb 06, 2025 Q4 2024

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • DY
  • VTI
  • MSFT
  • SPY
  • META
Gryphon Financial Partners LLC's Q4 2024 Portfolio
Portfolio Value 696 Million
Stocks 518
Filing on Feb 06, 2025 Q4 2024

Meridian Wealth Management, LLC

  • NVDA
  • AAPL
  • QQQ
  • XOM
  • MSFT
  • AMZN
  • SPY
Meridian Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 625
Filing on Feb 06, 2025 Q4 2024

Gentry Private Wealth, LLC

  • FTSM
  • AFLG
  • VOO
  • QQQ
  • OBIL
  • MODL
  • JCPB
Gentry Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 24 Billion
Stocks 33
Filing on Feb 06, 2025 Q4 2024

Idg Technology Venture Investment Iv, LLC

  • COIN
Idg Technology Venture Investment Iv, LLC's Q4 2024 Portfolio
Portfolio Value 82.7 Million
Stocks 1
Filing on Feb 06, 2025 Q4 2024

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q4 2024 Portfolio
Portfolio Value 130 Million
Stocks 1
Filing on Feb 06, 2025 Q4 2024

Fourth Sail Capital LP

  • VALE
  • DAVA
  • GGAL
  • CAAP
  • BIOX
  • CPA
  • BBAR
Fourth Sail Capital LP's Q4 2024 Portfolio
Portfolio Value 336 Billion
Stocks 21