Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2025 Q4 2024

Professional Financial Advisors, LLC

  • SPTM
  • AGG
  • NTSX
  • VXUS
  • VOO
  • VTI
  • NTSI
Professional Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 382 Million
Stocks 106
Filing on Jan 13, 2025 Q4 2024

Shira Ridge Wealth Management

  • SUSA
  • DFAU
  • IXN
  • YLDE
  • ESGD
  • DFSD
  • DFAI
Shira Ridge Wealth Management's Q4 2024 Portfolio
Portfolio Value 204 Billion
Stocks 77
Filing on Jan 13, 2025 Q4 2024

Ayrshire Capital Management LLC

  • MSFT
  • APH
  • AAPL
  • AMZN
  • AIG
  • COST
  • AJG
Ayrshire Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 49
Filing on Jan 13, 2025 Q4 2024

Arbor Wealth Advisors LLC

  • VTV
  • VXUS
  • VB
  • VBR
  • VTI
  • DFAC
  • BWA
Arbor Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 112 Billion
Stocks 52
Filing on Jan 13, 2025 Q4 2024

Shotwell Rutter Baer Inc

  • VTI
  • AVLV
  • VCIT
  • AVUV
  • VEA
  • VGIT
  • AVEM
Shotwell Rutter Baer Inc's Q4 2024 Portfolio
Portfolio Value 119 Billion
Stocks 34
Filing on Jan 13, 2025 Q4 2024

Hart & Patterson Financial Group LLC

  • VEA
  • SCHX
  • BNDX
  • VTIP
  • SEIM
  • VWO
  • SEIV
Hart & Patterson Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 206 Billion
Stocks 72
Filing on Jan 13, 2025 Q4 2024

Signal Advisors Wealth, LLC

  • SPY
  • SPLG
  • DIVB
  • MOAT
  • QQQM
  • PSFF
  • VEA
Signal Advisors Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 884 Billion
Stocks 424
Filing on Jan 13, 2025 Q4 2024

Global Financial Private Client, LLC

  • AAPL
  • SPY
  • BRK-A
  • SCHD
  • VOO
  • MSFT
  • VIG
Global Financial Private Client, LLC's Q4 2024 Portfolio
Portfolio Value 267 Billion
Stocks 1661
Filing on Jan 13, 2025 Q4 2024

William Marsh Rice University

  • BSM
  • NU
William Marsh Rice University's Q4 2024 Portfolio
Portfolio Value 83.3 Million
Stocks 2
Filing on Jan 13, 2025 Q4 2024

Horizon Bancorp Inc /In/

  • BND
  • GVI
  • VTV
  • VUG
  • HBNC
  • TDTT
  • EFA
Horizon Bancorp Inc /In/'s Q4 2024 Portfolio
Portfolio Value 212 Million
Stocks 193
Filing on Jan 13, 2025 Q4 2024

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • BNDX
  • SCHD
  • NVDA
  • IDV
  • DGRO
Johnson & White Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 98
Filing on Jan 13, 2025 Q4 2024

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • SCHA
  • VWO
  • IJH
  • VB
Marcum Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 407
Filing on Jan 13, 2025 Q4 2024

Tpg Financial Advisors, LLC

  • JPIE
  • IGIB
  • SPYV
  • SPTI
  • IEF
  • SPYG
  • SPSM
Tpg Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 62
Filing on Jan 13, 2025 Q4 2024

Ellenbecker Investment Group

  • IVV
  • VB
  • IWF
  • AGG
  • VEA
  • VWO
  • IWD
Ellenbecker Investment Group's Q4 2024 Portfolio
Portfolio Value 541 Million
Stocks 112
Filing on Jan 13, 2025 Q4 2024

Wela Strategies, Inc.

  • SPTI
  • IVV
  • LQD
  • IEFA
  • VRTX
  • QQQ
  • DE
Wela Strategies, Inc.'s Q4 2024 Portfolio
Portfolio Value 241 Million
Stocks 53
Filing on Jan 13, 2025 Q4 2024

First Financial Corp

  • THFF
  • VOO
  • VGT
  • MSFT
  • VEA
  • AAPL
  • VB
First Financial Corp 's Q4 2024 Portfolio
Portfolio Value 214 Million
Stocks 522
Filing on Jan 13, 2025 Q4 2024

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • IJR
  • BOTZ
  • EEM
  • JHPI
  • EWJ
Granite Bay Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 270 Million
Stocks 73
Filing on Jan 13, 2025 Q4 2024

Advisor Net Financial, Inc

  • IVV
  • AAPL
  • AGG
  • MSFT
  • VTI
  • DFIC
  • SCHD
Advisor Net Financial, Inc's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 1977