Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2025 Q4 2024

Moseley Investment Management Inc

  • AAPL
  • IBTF
  • NVDA
  • AMZN
  • AVGO
  • MSFT
  • BRK-B
Moseley Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 250 Million
Stocks 149
Filing on Jan 14, 2025 Q4 2024

Cox Capital Mgt LLC

  • AMZN
  • GOOGL
  • SAP
  • MSFT
  • V
  • ASML
  • JAAA
Cox Capital Mgt LLC's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 67
Filing on Jan 14, 2025 Q4 2024

Radnor Capital Management, LLC

  • MRK
  • AAPL
  • AZO
  • XOM
  • JPM
  • IBM
  • AXP
Radnor Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 598 Million
Stocks 311
Filing on Jan 14, 2025 Q4 2024

Marquette Asset Management, LLC

  • SCHG
  • DFAI
  • SCHD
  • IWF
  • AVUV
  • AGG
  • VO
Marquette Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 611 Million
Stocks 190
Filing on Jan 14, 2025 Q4 2024

Foundation Resource Management Inc

  • XOM
  • BRK-B
  • TECK
  • CVX
  • CCJ
  • COP
  • NEM
Foundation Resource Management Inc's Q4 2024 Portfolio
Portfolio Value 600 Million
Stocks 52
Filing on Jan 14, 2025 Q4 2024

Covea Finance

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • AVGO
  • WMT
  • DIS
Covea Finance's Q4 2024 Portfolio
Portfolio Value 2.21 Billion
Stocks 106
Filing on Jan 14, 2025 Q4 2024

Richard P Slaughter Associates Inc

  • QUAL
  • XCEM
  • JIRE
  • IWY
  • IQLT
  • IYW
  • GSSC
Richard P Slaughter Associates Inc's Q4 2024 Portfolio
Portfolio Value 351 Million
Stocks 145
Filing on Jan 14, 2025 Q4 2024

First Community Trust Na

  • AAPL
  • DE
  • MSFT
  • SUB
  • AMAT
  • NVDA
  • META
First Community Trust Na's Q4 2024 Portfolio
Portfolio Value 139 Million
Stocks 319
Filing on Jan 14, 2025 Q4 2024

Key Colony Management, LLC

  • OMF
  • MGM
  • EVLV
  • CZR
  • ASTS
  • T
  • EVLVW
Key Colony Management, LLC's Q4 2024 Portfolio
Portfolio Value 67 Million
Stocks 7
Filing on Jan 14, 2025 Q4 2024

Ayalon Insurance Comp Ltd.

  • XLK
  • ACWI
  • XLV
  • XLC
  • XLF
  • SPY
  • XLY
Ayalon Insurance Comp Ltd.'s Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 62
Filing on Jan 14, 2025 Q4 2024

Park Avenue Securities LLC

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • EFV
  • EFG
Park Avenue Securities LLC's Q4 2024 Portfolio
Portfolio Value 9.72 Billion
Stocks 1460
Filing on Jan 14, 2025 Q4 2024

Thurston, Springer, Miller, Herd & Titak, Inc.

  • NVDA
  • MSFT
  • OUSA
  • AAPL
  • SPY
  • LLY
  • AMZN
Thurston, Springer, Miller, Herd & Titak, Inc.'s Q4 2024 Portfolio
Portfolio Value 475 Million
Stocks 171505
Filing on Jan 14, 2025 Q4 2024

Kathmere Capital Management, LLC

  • VLUE
  • VEA
  • VV
  • VGIT
  • QUAL
  • MTUM
  • JEPI
Kathmere Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 419
Filing on Jan 14, 2025 Q4 2024

San Luis Wealth Advisors LLC

  • AAPL
  • JPST
  • SCHI
  • VTEB
  • NVDA
  • IGLB
  • AMZN
San Luis Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 528 Million
Stocks 143
Filing on Jan 14, 2025 Q4 2024

Assenagon Asset Management S.A.

  • MSFT
  • AMZN
  • AAPL
  • TSLA
  • BRK-B
  • NVDA
  • AMD
Assenagon Asset Management S.A.'s Q4 2024 Portfolio
Portfolio Value 54.1 Billion
Stocks 1306
Filing on Jan 14, 2025 Q4 2024

Snow Phipps Group, LLC

  • VEL
  • LAUR
Snow Phipps Group, LLC's Q4 2024 Portfolio
Portfolio Value 289 Million
Stocks 2
Filing on Jan 14, 2025 Q4 2024

Ss&H Financial Advisors, Inc.

  • JPM
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • PG
  • ABBV
Ss&H Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 275 Million
Stocks 122
Filing on Jan 14, 2025 Q4 2024

Clarus Wealth Advisors

  • SPY
  • MGK
  • AAPL
  • COWZ
  • XLK
  • SPLG
  • IJH
Clarus Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 119