Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 29, 2025 Q4 2024

Manchester Financial Inc

  • SCHB
  • BSCR
  • RSP
  • SCHX
  • SCHM
  • SYLD
  • FTSM
Manchester Financial Inc's Q4 2024 Portfolio
Portfolio Value 427 Million
Stocks 113
Filing on Jan 29, 2025 Q4 2024

Pathway Financial Advisers, LLC

  • AVGO
  • EPD
  • JPM
  • DUK
  • OKE
  • AAPL
  • ABBV
Pathway Financial Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 292 Million
Stocks 435
Filing on Jan 29, 2025 Q4 2024

Mycio Wealth Partners, LLC

  • CB
  • IVV
  • IEFA
  • SPY
  • AAPL
  • EFA
  • VIG
Mycio Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 417 Million
Stocks 49
Filing on Jan 29, 2025 Q4 2024

Northern Financial Advisors Inc

  • SPY
  • AAPL
  • DIA
  • WMT
  • NFLX
  • AVGO
  • NVR
Northern Financial Advisors Inc's Q4 2024 Portfolio
Portfolio Value 125 Billion
Stocks 107
Filing on Jan 29, 2025 Q4 2024

Sfe Investment Counsel

  • AAPL
  • NVDA
  • JPM
  • AVGO
  • AMZN
  • OKE
  • QCOM
Sfe Investment Counsel's Q4 2024 Portfolio
Portfolio Value 451 Million
Stocks 114
Filing on Jan 29, 2025 Q4 2024

Sunburst Financial Group, LLC

  • FBND
  • SCHB
  • SCHD
  • ACIO
  • VCSH
  • SPYG
  • IWF
Sunburst Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 109
Filing on Jan 29, 2025 Q4 2024

Beach Point Capital Management LP

  • CVNA
  • VEL
  • XLF
  • SOFI
  • SPY
  • ARCC
  • HYG
Beach Point Capital Management LP's Q4 2024 Portfolio
Portfolio Value 814 Million
Stocks 31
Filing on Jan 29, 2025 Q4 2024

Windward Private Wealth Management Inc.

  • BSV
  • VEA
  • VONG
  • VONV
  • BIV
  • VMBS
  • VWO
Windward Private Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 256 Million
Stocks 46
Filing on Jan 29, 2025 Q4 2024

Kickstand Ventures, Llc.

  • VOO
  • SPLG
  • VONE
  • JCPB
  • BSCP
  • SCHF
  • FBND
Kickstand Ventures, Llc.'s Q4 2024 Portfolio
Portfolio Value 392 Billion
Stocks 94
Filing on Jan 29, 2025 Q4 2024

Avestar Capital, LLC

  • NVDA
  • GOOG
  • AAPL
  • AMZN
  • META
  • MSFT
  • ULST
Avestar Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.12 Billion
Stocks 519
Filing on Jan 29, 2025 Q4 2024

Amtrust Financial Services, Inc.

  • IVV
  • VOO
  • IGSB
  • VV
  • AGG
  • SPIB
  • SPAB
Amtrust Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 208 Million
Stocks 15
Filing on Jan 29, 2025 Q4 2024

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • AVGO
  • XSD
  • NVDA
  • AAPL
Mgb Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 322 Billion
Stocks 286
Filing on Jan 29, 2025 Q4 2024

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • LLY
  • IGM
  • MA
Aft, Forsyth & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 126
Filing on Jan 29, 2025 Q4 2024

Prairieview Wealth Partners, LLC

  • IVV
  • AGG
  • IWR
  • VTV
  • VTWO
  • SPYG
  • VTEB
Prairieview Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 92.5 Billion
Stocks 20
Filing on Jan 29, 2025 Q4 2024

Castellan Group

  • APP
  • MSFT
  • TGTX
  • FTNT
  • NCLH
  • BLBD
  • VSCO
Castellan Group's Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 61
Filing on Jan 29, 2025 Q4 2024

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVUV
Prairie View Partners, LLC's Q4 2024 Portfolio
Portfolio Value 957 Million
Stocks 392
Filing on Jan 29, 2025 Q4 2024

Hms Capital Management, LLC

  • SPY
  • QQQ
  • LQD
  • NVDA
  • AVGO
  • IWD
  • XHB
Hms Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 204 Million
Stocks 107
Filing on Jan 29, 2025 Q4 2024

Hemington Wealth Management

  • VTI
  • AAPL
  • DFCF
  • DFAU
  • VXUS
  • VTV
  • DFAC
Hemington Wealth Management's Q4 2024 Portfolio
Portfolio Value 398 Million
Stocks 1793