Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 06, 2025 Q4 2024

Stairway Partners, LLC

  • IWD
  • IEFA
  • AGG
  • IEMG
  • IWF
  • BND
  • IVV
Stairway Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.59 Billion
Stocks 18
Filing on Jan 06, 2025 Q4 2024

Iowa State Bank

  • IEFA
  • IJH
  • AAPL
  • JPM
  • MSFT
  • IJR
  • PGX
Iowa State Bank's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 108
Filing on Jan 06, 2025 Q4 2024

Kings Path Partners LLC

  • VTI
  • GSLC
  • VEA
  • VGIT
  • VGSH
  • DFCF
  • GSIE
Kings Path Partners LLC's Q4 2024 Portfolio
Portfolio Value 234 Billion
Stocks 288
Filing on Jan 06, 2025 Q4 2024

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • WMT
  • HD
  • BRK-B
  • MCD
  • TY
Bard Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 209
Filing on Jan 06, 2025 Q4 2024

Capital Market Strategies LLC

  • AAPL
  • NVDA
  • FLOT
  • MSFT
  • FRBA
  • PLTR
  • PRF
Capital Market Strategies LLC's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 156
Filing on Jan 06, 2025 Q4 2024

O'Connor Financial Group LLC

  • LDUR
  • VOO
  • FIXD
  • VB
  • TPIF
  • SPDW
  • QQQ
O'Connor Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 191 Billion
Stocks 55
Filing on Jan 06, 2025 Q4 2024

Silverleafe Capital Partners, LLC

  • WEST
  • QQQ
  • FDX
  • BRK-A
  • IVV
  • AAPL
  • BIL
Silverleafe Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 302 Million
Stocks 101
Filing on Jan 06, 2025 Q4 2024

Neville Rodie & Shaw Inc

  • AAPL
  • MSFT
  • GOOGL
  • PWR
  • TMO
  • V
  • JPM
Neville Rodie & Shaw Inc's Q4 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 347
Filing on Jan 06, 2025 Q4 2024

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • DBEF
  • VEA
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 245 Billion
Stocks 223
Filing on Jan 06, 2025 Q4 2024

Hiley Hunt Wealth Management

  • VTV
  • VUG
  • DFCF
  • VCSH
  • VEA
  • DFIC
  • IJH
Hiley Hunt Wealth Management's Q4 2024 Portfolio
Portfolio Value 180 Billion
Stocks 39
Filing on Jan 06, 2025 Q4 2024

Boltwood Capital Management

  • SCHF
  • TDTT
  • HYGV
  • MBB
  • IEI
  • SPDW
  • MBSD
Boltwood Capital Management's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 170
Filing on Jan 06, 2025 Q4 2024

Cwa Asset Management Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • BIL
  • AMZN
  • COST
  • BRK-B
Cwa Asset Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.95 Billion
Stocks 559
Filing on Jan 06, 2025 Q4 2024

Pensionfund Sabic

  • AAPL
  • MSFT
  • META
  • PLD
  • JPM
  • O
  • GOOGL
Pensionfund Sabic's Q4 2024 Portfolio
Portfolio Value 381 Million
Stocks 215
Filing on Jan 06, 2025 Q4 2024

Pensionfund Dsm Netherlands

  • PLD
  • EQIX
  • DLR
  • SPG
  • O
  • PSA
  • WELL
Pensionfund Dsm Netherlands's Q4 2024 Portfolio
Portfolio Value 161 Million
Stocks 69
Filing on Jan 06, 2025 Q4 2024

Legacy Wealth Management, LLC / Ms

  • SPY
  • MSFT
  • AAPL
  • SPLG
  • PANW
  • V
  • GOOGL
Legacy Wealth Management, LLC / Ms's Q4 2024 Portfolio
Portfolio Value 252 Billion
Stocks 88
Filing on Jan 06, 2025 Q4 2024

Nordea Investment Management Ab

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • GOOG
  • MA
Nordea Investment Management Ab's Q4 2024 Portfolio
Portfolio Value 92.4 Billion
Stocks 2486
Filing on Jan 03, 2025 Q4 2024

Rk Asset Management, LLC

  • BKE
  • ALGT
  • FIZZ
  • REGN
  • UHALB
  • KHC
  • BRK-B
Rk Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Million
Stocks 23
Filing on Jan 03, 2025 Q4 2024

Beacon Wealthcare LLC

  • VTI
  • IEF
  • SCHR
  • VEU
  • SCHB
  • SHY
  • VTEB
Beacon Wealthcare LLC's Q4 2024 Portfolio
Portfolio Value 246 Million
Stocks 25