Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 27, 2025 Q4 2024

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • SPLV
  • MSFT
Jackson, Grant Investment Advisers, Inc.'s Q4 2024 Portfolio
Portfolio Value 257 Million
Stocks 396
Filing on Jan 27, 2025 Q4 2024

Syntegra Private Wealth Group, LLC

  • SPYG
  • SPTM
  • LGLV
  • XMHQ
  • ICOW
  • JMEE
  • JPIE
Syntegra Private Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 885 Billion
Stocks 157
Filing on Jan 27, 2025 Q4 2024

Foguth Wealth Management, Llc.

  • SPY
  • DIVB
  • MOAT
  • QQQM
  • JEPI
  • DIVO
  • SPYV
Foguth Wealth Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 382 Billion
Stocks 148
Filing on Jan 27, 2025 Q4 2024

Private Management Group Inc

  • BRK-B
  • SPNT
  • WBD
  • JEF
  • VLO
  • BK
  • TDS
Private Management Group Inc's Q4 2024 Portfolio
Portfolio Value 2.49 Billion
Stocks 211
Filing on Jan 27, 2025 Q4 2024

Choreo, LLC

  • VUG
  • VTV
  • IWF
  • AAPL
  • VBR
  • VBK
  • VWO
Choreo, LLC's Q4 2024 Portfolio
Portfolio Value 6.88 Billion
Stocks 1609
Filing on Jan 27, 2025 Q4 2024

Chandler Asset Management, Inc.

  • BND
  • IVV
  • IJH
  • VB
  • VEA
  • VNQ
  • VTI
Chandler Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 523 Million
Stocks 26
Filing on Jan 27, 2025 Q4 2024

Nvwm, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • NVDA
  • IEF
  • META
Nvwm, LLC's Q4 2024 Portfolio
Portfolio Value 380 Million
Stocks 846
Filing on Jan 27, 2025 Q4 2024

Y.D. More Investments LTD

  • ESLT
  • ICL
  • NVMI
  • TSEM
  • CAMT
  • ORA
  • NYAX
Y.D. More Investments LTD's Q4 2024 Portfolio
Portfolio Value 1.11 Trillion
Stocks 572
Filing on Jan 27, 2025 Q4 2024

Lockheed Martin Investment Management CO

  • AAPL
  • MSFT
  • NVDA
  • VOO
  • IVOO
  • IEFA
  • JPM
Lockheed Martin Investment Management CO's Q4 2024 Portfolio
Portfolio Value 2.51 Billion
Stocks 102
Filing on Jan 27, 2025 Q4 2024

Mkp Capital Management, L.L.C.

  • IVV
  • ACWI
  • NVDA
  • FXI
Mkp Capital Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 2.03 Billion
Stocks 4
Filing on Jan 27, 2025 Q4 2024

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • AAPL
  • NVR
  • DE
  • COP
Montgomery Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 242 Million
Stocks 89
Filing on Jan 27, 2025 Q4 2024

Summit Wealth Partners, LLC

  • QUAL
  • AGG
  • BRO
  • IWF
  • QQQ
  • USMV
  • JPST
Summit Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 487 Billion
Stocks 199
Filing on Jan 27, 2025 Q4 2024

Guidance Capital, Inc

  • SPY
  • SHV
  • IJR
  • GSY
  • BIL
  • ICSH
  • GBIL
Guidance Capital, Inc's Q4 2024 Portfolio
Portfolio Value 327 Billion
Stocks 192
Filing on Jan 27, 2025 Q4 2024

Sargent Investment Group, LLC

  • BILS
  • AAPL
  • PLTR
  • MSFT
  • SPYG
  • CG
  • SPYV
Sargent Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 616 Million
Stocks 236
Filing on Jan 27, 2025 Q4 2024

Mas Advisors LLC

  • IVV
  • BND
  • IEI
  • VMBS
  • VEA
  • SPMO
  • JEPI
Mas Advisors LLC's Q4 2024 Portfolio
Portfolio Value 58.4 Million
Stocks 72
Filing on Jan 27, 2025 Q4 2024

Windward Capital Management CO

  • AAPL
  • AMZN
  • COST
  • CRM
  • GOOG
  • GOOGL
  • ACN
Windward Capital Management CO 's Q4 2024 Portfolio
Portfolio Value 1.21 Billion
Stocks 84
Filing on Jan 27, 2025 Q4 2024

Avitas Wealth Management LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • COST
  • JPM
Avitas Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 708 Million
Stocks 190
Filing on Jan 27, 2025 Q4 2024

Bay Harbor Wealth Management, LLC

  • IVV
  • IUSB
  • DFAU
  • VUG
  • VEA
  • VTV
  • BNDX
Bay Harbor Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 303 Million
Stocks 181