Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2025 Q4 2024

Salem Investment Counselors Inc

  • LOW
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOG
Salem Investment Counselors Inc's Q4 2024 Portfolio
Portfolio Value 2.99 Billion
Stocks 1204
Filing on Jan 13, 2025 Q4 2024

Qv Investors Inc.

  • SLF
  • ENB
  • GIB
  • CNI
  • FTS
  • TD
  • TFII
Qv Investors Inc.'s Q4 2024 Portfolio
Portfolio Value 970 Million
Stocks 63
Filing on Jan 13, 2025 Q4 2024

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • SCHD
  • IWY
  • TSPA
  • COWZ
  • PG
Future Financial Wealth Managment LLC's Q4 2024 Portfolio
Portfolio Value 135 Million
Stocks 449
Filing on Jan 13, 2025 Q4 2024

Cooper Financial Group

  • AAPL
  • QQQ
  • SCHV
  • COWZ
  • BIV
  • JPST
  • AMZN
Cooper Financial Group's Q4 2024 Portfolio
Portfolio Value 808 Million
Stocks 386
Filing on Jan 13, 2025 Q4 2024

Moody National Bank Trust Division

  • NVDA
  • AAPL
  • MSFT
  • VOO
  • IVV
  • AMZN
  • VXF
Moody National Bank Trust Division's Q4 2024 Portfolio
Portfolio Value 935 Million
Stocks 806
Filing on Jan 13, 2025 Q4 2024

Cadent Capital Advisors, LLC

  • RSP
  • ITA
  • VIS
  • RWL
  • VTWO
  • KYN
  • AAPL
Cadent Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 275 Million
Stocks 172
Filing on Jan 13, 2025 Q4 2024

Reinhart Partners, Inc.

  • FCNCA
  • LNTH
  • FTDR
  • NSP
  • AGO
  • AL
  • WTM
Reinhart Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.52 Billion
Stocks 78
Filing on Jan 13, 2025 Q4 2024

Wedmont Private Capital

  • VEA
  • VWO
  • VTI
  • VOO
  • IEFA
  • VTC
  • GOVT
Wedmont Private Capital's Q4 2024 Portfolio
Portfolio Value 1.88 Billion
Stocks 701
Filing on Jan 13, 2025 Q4 2024

Talbot Financial, LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOG
  • NVDA
  • GS
  • JPM
Talbot Financial, LLC's Q4 2024 Portfolio
Portfolio Value 841 Billion
Stocks 65
Filing on Jan 13, 2025 Q4 2024

Agate Pass Investment Management, LLC

  • VB
  • AAPL
  • ABBV
  • MSFT
  • GOOGL
  • VUG
  • ABT
Agate Pass Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 215 Million
Stocks 107
Filing on Jan 13, 2025 Q4 2024

Founders Capital Management

  • QQQ
  • MSFT
  • AAPL
  • JPM
  • SPYG
  • GLW
  • RTX
Founders Capital Management's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 368
Filing on Jan 13, 2025 Q4 2024

Envision Financial LLC

  • VOO
  • FNDX
  • SCHX
  • SCHF
  • USFR
  • VO
  • UITB
Envision Financial LLC's Q4 2024 Portfolio
Portfolio Value 125 Billion
Stocks 38
Filing on Jan 13, 2025 Q4 2024

Hfg Wealth Management, LLC

  • IAPR
  • MRSK
  • FTGC
  • IGLD
  • PMAR
  • BUFR
  • DFAU
Hfg Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 154 Billion
Stocks 41
Filing on Jan 13, 2025 Q4 2024

Mid American Wealth Advisory Group, Inc.

  • HYS
  • IBHE
  • TUA
  • NVBW
  • IBHF
  • LTPZ
  • ZROZ
Mid American Wealth Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 170 Billion
Stocks 43
Filing on Jan 13, 2025 Q4 2024

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • VYM
  • IVV
  • JAAA
  • VUG
Asset Allocation & Management Company, LLC's Q4 2024 Portfolio
Portfolio Value 183 Million
Stocks 83
Filing on Jan 13, 2025 Q4 2024

Eagle Bay Advisors LLC

  • AAPL
  • TSLA
  • VEA
  • VWO
  • MSFT
  • DVY
  • IVV
Eagle Bay Advisors LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 1002
Filing on Jan 13, 2025 Q4 2024

Chicago Trust CO Na

  • AAPL
  • MSFT
  • NVDA
  • ABT
  • ABBV
  • AMZN
  • JPM
Chicago Trust CO Na's Q4 2024 Portfolio
Portfolio Value 454 Million
Stocks 631
Filing on Jan 13, 2025 Q4 2024

Jtc Employer Solutions Trustee LTD

  • MSFT
  • GOOGL
  • JPM
  • UNP
  • GLD
  • COST
  • AAPL
Jtc Employer Solutions Trustee LTD's Q4 2024 Portfolio
Portfolio Value 1.41 Billion
Stocks 323