Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 03, 2025 Q4 2024

Clayton, Dubilier & Rice, LLC

  • AGL
  • BECN
  • FTDR
Clayton, Dubilier & Rice, LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 3
Filing on Feb 03, 2025 Q4 2024

Leuthold Group, LLC

  • MSFT
  • META
  • IGIB
  • SPDN
  • IGOV
  • SPIB
  • NFLX
Leuthold Group, LLC's Q4 2024 Portfolio
Portfolio Value 799 Million
Stocks 191
Filing on Feb 03, 2025 Q4 2024

Ar Asset Management Inc

  • AAPL
  • CVX
  • JPM
  • IRM
  • PM
  • MRK
  • PG
Ar Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 441 Million
Stocks 111
Filing on Feb 03, 2025 Q4 2024

Passumpsic Savings Bank

  • SPLB
  • AXON
  • DECK
  • GE
  • TSM
  • AMZN
  • VCIT
Passumpsic Savings Bank's Q4 2024 Portfolio
Portfolio Value 160 Billion
Stocks 81
Filing on Feb 03, 2025 Q4 2024

Eubel Brady & Suttman Asset Management Inc

  • BRK-B
  • PYPL
  • DIS
  • IFF
  • MDT
  • KMX
  • ZBH
Eubel Brady & Suttman Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 758 Million
Stocks 90
Filing on Feb 03, 2025 Q4 2024

Sja Financial Advisory, LLC

  • IEFA
  • IVV
  • IVE
  • IVW
  • BND
  • IJK
  • IEMG
Sja Financial Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 139 Million
Stocks 41
Filing on Feb 03, 2025 Q4 2024

O'Neil Global Advisors, Inc.

  • TSLA
  • NVDA
  • META
  • AVGO
  • PLTR
  • GOOGL
  • AMZN
O'Neil Global Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 37
Filing on Feb 03, 2025 Q4 2024

Isomer Partners LP

  • PANW
  • UBER
  • SPY
  • QQQ
  • TLT
Isomer Partners LP's Q4 2024 Portfolio
Portfolio Value 73.6 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

Bradley Foster & Sargent Inc

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • AMZN
  • DHR
  • COST
Bradley Foster & Sargent Inc's Q4 2024 Portfolio
Portfolio Value 5.77 Billion
Stocks 460
Filing on Feb 03, 2025 Q4 2024

Wp Advisors, LLC

  • AAPL
  • BRK-B
  • META
  • GOOG
  • PFE
  • EPD
  • VBK
Wp Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 300 Million
Stocks 104
Filing on Feb 03, 2025 Q4 2024

Cordatus Wealth Management LLC

  • SPYG
  • AAPL
  • MSFT
  • IWF
  • AVGO
  • NVDA
  • JPM
Cordatus Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 379 Million
Stocks 143
Filing on Feb 03, 2025 Q4 2024

Ardent Capital Management, Inc.

  • BRK-B
  • AAPL
  • JNJ
  • GOOG
  • META
  • SYK
  • PYPL
Ardent Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 42
Filing on Feb 03, 2025 Q4 2024

Bray Capital Advisors

  • NVDA
  • VCSH
  • AMZN
  • GOOGL
  • IGSB
  • AAPL
  • MSFT
Bray Capital Advisors's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 256
Filing on Feb 03, 2025 Q4 2024

Nicholson Wealth Management Group, LLC

  • VOO
  • VTI
  • UBSI
  • MSFT
  • AAPL
  • PG
  • PEP
Nicholson Wealth Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 99
Filing on Feb 03, 2025 Q4 2024

Rps Advisory Solutions LLC

  • AAPL
  • BIL
  • NVDA
  • DIA
  • IVW
  • IDU
  • XLG
Rps Advisory Solutions LLC's Q4 2024 Portfolio
Portfolio Value 161 Billion
Stocks 99
Filing on Feb 03, 2025 Q4 2024

Legacy Capital Group California, Inc.

  • AAPL
  • JPST
  • NVDA
  • BIL
  • SPTM
  • JAAA
  • SPLG
Legacy Capital Group California, Inc.'s Q4 2024 Portfolio
Portfolio Value 328 Billion
Stocks 331
Filing on Feb 03, 2025 Q4 2024

M Financial Asset Management, Inc.

  • DFUV
  • VEU
  • DFIV
  • DFAS
  • VDE
  • VAW
  • GUNR
M Financial Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 20.7 Million
Stocks 9
Filing on Feb 03, 2025 Q4 2024

Trinity Legacy Partners, LLC

  • NSP
  • JEPI
  • SCHX
  • JCPB
  • NVDA
  • SCHM
  • MAIN
Trinity Legacy Partners, LLC's Q4 2024 Portfolio
Portfolio Value 379 Million
Stocks 94