Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2025 Q4 2024

Ignite Planners, LLC

  • SCHG
  • BUFR
  • AAPL
  • NVDA
  • MSFT
  • PULS
  • SKYY
Ignite Planners, LLC's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 302
Filing on Jan 13, 2025 Q4 2024

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • FBND
  • SCHR
  • VTV
  • SPTS
Crane Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 565 Million
Stocks 44
Filing on Jan 13, 2025 Q4 2024

Biltmore Wealth Management, LLC

  • XLI
  • XLK
  • XLY
  • XLV
  • SMMU
  • XLP
  • XLU
Biltmore Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 55
Filing on Jan 13, 2025 Q4 2024

Quantum Financial Advisors, LLC

  • AVUS
  • OEF
  • DFAU
  • AVDE
  • AAPL
  • DFAI
  • DFAT
Quantum Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 486 Million
Stocks 189
Filing on Jan 13, 2025 Q4 2024

Quad Cities Investment Group, LLC

  • AAPL
  • JAAA
  • FPE
  • RSP
  • IJH
  • AMZN
  • DGRO
Quad Cities Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 200 Million
Stocks 179
Filing on Jan 13, 2025 Q4 2024

Sharper & Granite LLC

  • USFR
  • XLP
  • XLI
  • VTI
  • VHT
  • DXJ
  • VTV
Sharper & Granite LLC's Q4 2024 Portfolio
Portfolio Value 227 Billion
Stocks 102
Filing on Jan 13, 2025 Q4 2024

Bond & Devick Financial Network, Inc.

  • EQWL
  • IEI
  • ESGD
  • NDSN
  • ACN
  • JCPB
  • SCHZ
Bond & Devick Financial Network, Inc.'s Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 157
Filing on Jan 13, 2025 Q4 2024

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • SCHK
  • MCBS
  • HD
  • TSLA
Sherrill & Hutchins Financial Advisory, Inc's Q4 2024 Portfolio
Portfolio Value 113 Billion
Stocks 11
Filing on Jan 13, 2025 Q4 2024

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • NVDA
  • CVX
  • QCOM
  • RTX
  • FAST
Oak Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 270 Million
Stocks 102
Filing on Jan 13, 2025 Q4 2024

Integrated Capital Management, Inc.

  • AVLV
  • VIG
  • PDBC
  • SPDW
  • SPTS
  • EFV
  • SPTM
Integrated Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 120 Million
Stocks 73
Filing on Jan 13, 2025 Q4 2024

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SLYV
Kwb Wealth's Q4 2024 Portfolio
Portfolio Value 789 Million
Stocks 141
Filing on Jan 13, 2025 Q4 2024

Affinity Capital Advisors, LLC

  • VUG
  • IVV
  • IUSB
  • AAPL
  • VTV
  • ESGU
  • EMXC
Affinity Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 529 Million
Stocks 150
Filing on Jan 13, 2025 Q4 2024

Mayfair Advisory Group, LLC

  • SCHD
  • VUG
  • VTV
  • JEPI
  • AAPL
  • FBND
  • SCHG
Mayfair Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 164 Million
Stocks 158
Filing on Jan 13, 2025 Q4 2024

Pacifica Partners Inc.

  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • BRK-B
  • V
  • CCJ
Pacifica Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 507
Filing on Jan 13, 2025 Q4 2024

Guo Line Advisory Pte LTD

  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • MA
  • V
  • TMO
Guo Line Advisory Pte LTD's Q4 2024 Portfolio
Portfolio Value 969 Billion
Stocks 21
Filing on Jan 13, 2025 Q4 2024

Fiduciary Financial Group, LLC

  • AAPL
  • SCHO
  • SGOV
  • DFAC
  • MOAT
  • DFAI
  • DFIV
Fiduciary Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 460 Billion
Stocks 276
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