Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 30, 2025 Q4 2024

Wbh Advisory Inc

  • VGT
  • VTI
  • SCHB
  • XLK
  • VXUS
  • MSFT
  • FBND
Wbh Advisory Inc's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 322
Filing on Jan 30, 2025 Q4 2024

Opes Wealth Management LLC

  • AAPL
  • FNDF
  • CMF
  • IUSB
  • GILD
  • FNDB
  • SCHB
Opes Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 486 Million
Stocks 137
Filing on Jan 30, 2025 Q4 2024

Meixler Investment Management, Ltd.

  • PHYS
  • DMLP
  • BRK-B
  • SU
  • CNQ
  • TYG
  • NRP
Meixler Investment Management, Ltd.'s Q4 2024 Portfolio
Portfolio Value 134 Million
Stocks 115
Filing on Jan 30, 2025 Q4 2024

Quantum Private Wealth, LLC

  • AAPL
  • AMZN
  • META
  • MSFT
  • NVDA
  • GOOG
  • AVGO
Quantum Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 301 Million
Stocks 180
Filing on Jan 30, 2025 Q4 2024

Mountain Lake Investment Management LLC

  • SGOL
  • ALGT
  • PHYS
  • CAR
  • BLDR
  • AN
  • AR
Mountain Lake Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 66.4 Million
Stocks 29
Filing on Jan 30, 2025 Q4 2024

Waypoint Wealth Partners Inc.

  • AVUS
  • DFAC
  • AVDE
  • AVEM
  • DFIC
  • UPS
  • ESGU
Waypoint Wealth Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 354 Million
Stocks 68
Filing on Jan 30, 2025 Q4 2024

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • IVW
  • DFAC
  • DYNF
  • QUAL
  • AMZN
Copperleaf Capital, LLC's Q4 2024 Portfolio
Portfolio Value 123 Million
Stocks 91
Filing on Jan 30, 2025 Q4 2024

Game Plan Financial Advisors, LLC

  • BRK-A
  • AAPL
  • GOOG
  • NVDA
  • AMZN
  • SCHV
  • MSFT
Game Plan Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 311 Million
Stocks 389
Filing on Jan 30, 2025 Q4 2024

Nyl Investors LLC

  • IGSB
  • HYG
  • LQD
  • VCLT
  • SPLB
  • IGLB
  • IAGG
Nyl Investors LLC's Q4 2024 Portfolio
Portfolio Value 1.09 Billion
Stocks 38
Filing on Jan 30, 2025 Q4 2024

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • BRK-B
  • IVW
  • AAPL
  • EMLP
Lee Financial CO's Q4 2024 Portfolio
Portfolio Value 706 Million
Stocks 273
Filing on Jan 30, 2025 Q4 2024

New York Life Insurance CO

  • VOO
  • SPY
New York Life Insurance CO's Q4 2024 Portfolio
Portfolio Value 498 Million
Stocks 4
Filing on Jan 30, 2025 Q4 2024

River & Mercantile LLC

  • VTI
  • SCHB
  • VCLT
  • IGLB
  • CORP
  • VEA
  • VYM
River & Mercantile LLC's Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 25
Filing on Jan 30, 2025 Q4 2024

Nkcfo LLC

  • AMZN
  • AEM
  • MSFT
  • AAPL
  • KMI
  • IAU
  • VTIP
Nkcfo LLC's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 105
Filing on Jan 30, 2025 Q4 2024

J.P. Marvel Investment Advisors, LLC

  • NVDA
  • AAPL
  • LLY
  • GOOGL
  • AMZN
  • JPM
  • MS
J.P. Marvel Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 589 Million
Stocks 68
Filing on Jan 30, 2025 Q4 2024

Kuhn & CO Investment Counsel

  • AAPL
  • NVDA
  • FNDF
  • CGGR
  • VUG
  • VTV
  • WFC
Kuhn & CO Investment Counsel's Q4 2024 Portfolio
Portfolio Value 118 Billion
Stocks 128
Filing on Jan 30, 2025 Q4 2024

Vera Bank, N.A.

  • QDF
  • VIGI
  • DFAU
  • IVV
  • AAPL
  • VUG
  • AVEM
Vera Bank, N.A.'s Q4 2024 Portfolio
Portfolio Value 339 Million
Stocks 226
Filing on Jan 30, 2025 Q4 2024

Sheaff Brock Investment Advisors, LLC

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AMZN
  • IPDP
  • ORCL
Sheaff Brock Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 452
Filing on Jan 30, 2025 Q4 2024

B Long Financial, LLC

  • AAPL
  • NVDA
  • LLY
  • IWP
  • MOAT
  • MSFT
  • META
B Long Financial, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 78