Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 29, 2025 Q4 2024

Two Point Capital Management, Inc.

  • MSFT
  • DHI
  • GOOGL
  • AAPL
  • ACN
  • ETN
  • ORCL
Two Point Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 280 Billion
Stocks 26
Filing on Jan 29, 2025 Q4 2024

Ingalls & Snyder LLC

  • CORT
  • AAPL
  • MSFT
  • XOM
  • BRK-B
  • CNQ
  • WMB
Ingalls & Snyder LLC's Q4 2024 Portfolio
Portfolio Value 2.55 Billion
Stocks 448
Filing on Jan 29, 2025 Q4 2024

R. W. Roge & Company, Inc.

  • VOO
  • VUG
  • VTV
  • SPTL
  • SCHX
  • GLDM
  • IUSB
R. W. Roge & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 185 Million
Stocks 49
Filing on Jan 29, 2025 Q4 2024

Mc Clarren Financial Advisors, Inc.

  • VUSB
  • ISTB
  • SPTM
  • ESGU
  • VGT
  • CATH
  • GOOGL
Mc Clarren Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 35.6 Million
Stocks 193
Filing on Jan 29, 2025 Q4 2024

Raab & Moskowitz Asset Management LLC

  • AAPL
  • VTI
  • MGK
  • MSFT
  • COST
  • TJX
  • BRK-B
Raab & Moskowitz Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 405 Million
Stocks 172
Filing on Jan 29, 2025 Q4 2024

Three Bridge Wealth Advisors, LLC

  • ACWI
  • VOO
  • SPY
  • COIN
  • VT
  • IWR
  • QQQ
Three Bridge Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 283 Million
Stocks 93
Filing on Jan 29, 2025 Q4 2024

Fiera Capital Corp

  • TSM
  • MSFT
  • GOOGL
  • MCO
  • AZO
  • MA
  • TJX
Fiera Capital Corp's Q4 2024 Portfolio
Portfolio Value 30.3 Billion
Stocks 684
Filing on Jan 29, 2025 Q4 2024

Van Eck Associates Corp

  • NVDA
  • TSM
  • AVGO
  • NEM
  • AEM
  • AMD
  • TXN
Van Eck Associates Corp's Q4 2024 Portfolio
Portfolio Value 78.1 Billion
Stocks 1856
Filing on Jan 29, 2025 Q4 2024

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • SPY
Bcr Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 214 Million
Stocks 26
Filing on Jan 29, 2025 Q4 2024

Evolution Advisers, Inc.

  • VUG
  • VEA
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q4 2024 Portfolio
Portfolio Value 183 Million
Stocks 184
Filing on Jan 29, 2025 Q4 2024

Legato Capital Management LLC

  • AGX
  • AGYS
  • UFPT
  • SNEX
  • IESC
  • LYTS
  • AAPL
Legato Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 718 Million
Stocks 566
Filing on Jan 29, 2025 Q4 2024

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • VTI
  • SPYV
Keener Financial Planning LLC's Q4 2024 Portfolio
Portfolio Value 169 Million
Stocks 184
Filing on Jan 29, 2025 Q4 2024

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VYM
  • VBR
Avion Wealth's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 969
Filing on Jan 29, 2025 Q4 2024

Lester Murray Antman Dba Simply Rich

  • AAPL
  • GOOG
  • USMV
  • EEMV
  • EFAV
  • GOOGL
  • MSFT
Lester Murray Antman Dba Simply Rich's Q4 2024 Portfolio
Portfolio Value 350 Million
Stocks 216
Filing on Jan 29, 2025 Q4 2024

Financial Connections Group, Inc.

  • DFAU
  • JCPB
  • ESGV
  • VUG
  • CMF
  • USXF
  • DFIV
Financial Connections Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 208 Million
Stocks 235
Filing on Jan 29, 2025 Q4 2024

Tfb Advisors LLC

  • VOO
  • MGK
  • MGV
  • NVDA
  • IVV
  • AAPL
  • HYG
Tfb Advisors LLC's Q4 2024 Portfolio
Portfolio Value 345 Million
Stocks 320
Filing on Jan 29, 2025 Q4 2024

Indiana Trust & Investment Management CO

  • NVDA
  • SPY
  • AAPL
  • LLY
  • AMZN
  • GOOGL
  • IWB
Indiana Trust & Investment Management CO's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 490
Filing on Jan 29, 2025 Q4 2024

Camden Capital, LLC

  • C
  • GE
  • AAPL
  • IVV
  • NVDA
  • OMF
  • MS
Camden Capital, LLC's Q4 2024 Portfolio
Portfolio Value 887 Million
Stocks 383