Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 28, 2025 Q4 2024

Mwa Asset Management

  • AVGO
  • AAPL
  • NVDA
  • AMZN
  • META
  • MSFT
  • GOOG
Mwa Asset Management's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 125
Filing on Jan 28, 2025 Q4 2024

Tfg Advisers LLC

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • COST
  • AMZN
  • ADP
Tfg Advisers LLC's Q4 2024 Portfolio
Portfolio Value 274 Million
Stocks 207
Filing on Jan 28, 2025 Q4 2024

Beaumont Asset Management, L.L.C.

  • IVV
  • MOAT
  • IBDQ
  • MSFT
  • GOOGL
  • VTV
  • SPHQ
Beaumont Asset Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 168 Million
Stocks 63
Filing on Jan 28, 2025 Q4 2024

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFCF
  • DFAE
Sterling Wealth Advisors Inc's Q4 2024 Portfolio
Portfolio Value 127 Billion
Stocks 18
Filing on Jan 28, 2025 Q4 2024

Nat West Group PLC

  • AAPL
  • NVDA
  • NFLX
  • JPM
  • META
  • GOOGL
  • CME
Nat West Group PLC's Q4 2024 Portfolio
Portfolio Value 338 Million
Stocks 60
Filing on Jan 28, 2025 Q4 2024

Advisors Preferred, LLC

  • SPY
  • VFH
  • XLK
  • QQQM
  • SHY
  • SCHD
  • SGOV
Advisors Preferred, LLC's Q4 2024 Portfolio
Portfolio Value 602 Million
Stocks 194
Filing on Jan 28, 2025 Q4 2024

Arcataur Capital Management LLC

  • IVV
  • IJR
  • IJH
  • VEA
  • VWO
  • QQQ
  • SCHX
Arcataur Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 297 Billion
Stocks 96
Filing on Jan 28, 2025 Q4 2024

Close Asset Management LTD

  • AMZN
  • GOOGL
  • BKNG
  • FISV
  • MSFT
  • AMP
  • MMC
Close Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 3.55 Billion
Stocks 270
Filing on Jan 28, 2025 Q4 2024

Bright Financial Advisors, Inc.

  • AGG
  • RSP
  • GLD
  • IVV
  • IJR
  • GAL
  • SYK
Bright Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 159 Billion
Stocks 55
Filing on Jan 28, 2025 Q4 2024

Landmark Wealth Management, Inc.

  • GTO
  • SPY
  • DSTL
  • XLSR
  • DFAI
  • SPEM
  • SMLF
Landmark Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 205 Billion
Stocks 66
Filing on Jan 28, 2025 Q4 2024

Solutions 4 Wealth, LTD

  • VVR
  • PUTW
  • QYLD
  • AAPL
  • XLK
  • FNX
  • DFSD
Solutions 4 Wealth, LTD's Q4 2024 Portfolio
Portfolio Value 55.2 Billion
Stocks 51
Filing on Jan 28, 2025 Q4 2024

Keystone Financial Group, Inc.

  • DFAU
  • SGOV
  • SCHD
  • VIGI
  • VIG
  • SHV
  • VTIP
Keystone Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 124 Billion
Stocks 160
Filing on Jan 28, 2025 Q4 2024

5th Street Advisors, LLC

  • VEU
  • JSCP
  • VTI
  • LQD
  • VEA
  • VTV
  • TDTT
5th Street Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 31
Filing on Jan 28, 2025 Q4 2024

William Allan, LLC

  • AAPL
  • MA
  • AMAT
  • WMT
  • COST
  • GOOGL
  • ADP
William Allan, LLC's Q4 2024 Portfolio
Portfolio Value 156 Million
Stocks 53
Filing on Jan 28, 2025 Q4 2024

Darrow Company, Inc.

  • QQQ
  • MOAT
  • BIV
  • USMV
  • SPGP
  • BND
  • VYM
Darrow Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 171 Million
Stocks 48
Filing on Jan 28, 2025 Q4 2024

Bsn Capital Partners LTD

  • AAPL
  • BRK-B
  • AMZN
  • TSLA
  • NVDA
  • NFLX
  • ELV
Bsn Capital Partners LTD's Q4 2024 Portfolio
Portfolio Value 2.5 Trillion
Stocks 34
Filing on Jan 27, 2025 Q4 2024

American Financial & Tax Strategies Inc

  • BNDX
  • VONG
  • SPYG
  • XSOE
  • SPYV
  • SPLV
  • MGK
American Financial & Tax Strategies Inc's Q4 2024 Portfolio
Portfolio Value 188 Million
Stocks 90
Filing on Jan 27, 2025 Q4 2024

Tandem Financial, LLC

  • VGLT
  • GDX
  • IWF
  • IWD
  • KNG
  • IMCG
  • SPY
Tandem Financial, LLC's Q4 2024 Portfolio
Portfolio Value 94.5 Billion
Stocks 84