Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 24, 2025 Q4 2024

Eagle Bluffs Wealth Management LLC

  • BBN
  • IDV
  • EMXC
  • NBB
  • NVDA
  • JEPI
  • NAD
Eagle Bluffs Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 74
Filing on Jan 24, 2025 Q4 2024

Compass Advisory Group LLC

  • SCHB
  • BALT
  • VTI
  • SCHM
  • CALF
  • VGLT
  • MOAT
Compass Advisory Group LLC's Q4 2024 Portfolio
Portfolio Value 210 Million
Stocks 73
Filing on Jan 24, 2025 Q4 2024

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • ESGU
  • PEP
  • TLT
Journey Strategic Wealth LLC's Q4 2024 Portfolio
Portfolio Value 2.65 Billion
Stocks 1656
Filing on Jan 24, 2025 Q4 2024

Richardson Financial Services Inc.

  • SPLG
  • AAPL
  • VTV
  • VUG
  • NVDA
  • SPEM
  • VOO
Richardson Financial Services Inc.'s Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 1208
Filing on Jan 24, 2025 Q4 2024

Sym Financial Corp

  • DFAI
  • NTSI
  • VOE
  • GOVT
  • VTI
  • DOW
  • SCHB
Sym Financial Corp's Q4 2024 Portfolio
Portfolio Value 769 Million
Stocks 333
Filing on Jan 24, 2025 Q4 2024

Inlet Private Wealth, LLC

  • AAPL
  • MSFT
  • BRK-B
  • MCK
  • JPM
  • CSCO
  • GOOG
Inlet Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 357 Million
Stocks 125
Filing on Jan 24, 2025 Q4 2024

Costello Asset Management, Inc

  • MSFT
  • AMZN
  • BRK-B
  • BSX
  • GOOGL
  • JNJ
  • LLY
Costello Asset Management, Inc's Q4 2024 Portfolio
Portfolio Value 151 Million
Stocks 188
Filing on Jan 24, 2025 Q4 2024

Empower Harvest Management Services, Inc.

  • YMM
Empower Harvest Management Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 97.1 Billion
Stocks 1
Filing on Jan 24, 2025 Q4 2024

Cibc Capital Markets (Europe) S.A.

  • TSLA
  • NFLX
  • AMZN
  • NOW
  • ISRG
  • BRK-B
  • NVDA
Cibc Capital Markets (Europe) S.A.'s Q4 2024 Portfolio
Portfolio Value 72.9 Million
Stocks 10
Filing on Jan 24, 2025 Q4 2024

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • AAPL
  • AVGO
  • MSFT
  • HD
  • ETN
  • WMT
Comprehensive Financial Consultants Institutional, Inc.'s Q4 2024 Portfolio
Portfolio Value 254 Million
Stocks 166
Filing on Jan 24, 2025 Q4 2024

Tokio Marine Asset Management CO LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • GOOG
  • V
Tokio Marine Asset Management CO LTD's Q4 2024 Portfolio
Portfolio Value 2.73 Billion
Stocks 572
Filing on Jan 24, 2025 Q4 2024

Brio Consultants, LLC

  • SCHG
  • VOO
  • BND
  • GTO
  • COWZ
  • SPDW
  • GSIE
Brio Consultants, LLC's Q4 2024 Portfolio
Portfolio Value 636 Million
Stocks 115
Filing on Jan 23, 2025 Q4 2024

Aj Advisors, LLC

  • VOO
  • QQQ
  • IGRO
  • VO
  • VB
  • STIP
  • VTV
Aj Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 193 Billion
Stocks 32
Filing on Jan 23, 2025 Q4 2024

N.E.W. Advisory Services LLC

  • VTI
  • SPYV
  • SPLG
  • SPAB
  • IAGG
  • JPST
  • VIOV
N.E.W. Advisory Services LLC's Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 189
Filing on Jan 23, 2025 Q4 2024

Gagnon Securities LLC

  • AL
  • ISRG
  • CDNA
  • ENSG
  • PSIX
  • EPD
  • CARG
Gagnon Securities LLC's Q4 2024 Portfolio
Portfolio Value 463 Million
Stocks 91
Filing on Jan 23, 2025 Q4 2024

Everett Harris & CO

  • AAPL
  • BRK-A
  • COST
  • MSFT
  • NVO
  • GOOG
  • BRK-B
Everett Harris & CO 's Q4 2024 Portfolio
Portfolio Value 7.85 Billion
Stocks 283
Filing on Jan 23, 2025 Q4 2024

Gagnon Advisors, LLC

  • PSIX
  • EPD
  • AL
  • CDNA
  • NVGS
  • FRSH
  • BLFS
Gagnon Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 138 Million
Stocks 26
Filing on Jan 23, 2025 Q4 2024

Waldron Private Wealth LLC

  • IWF
  • VTV
  • VUG
  • IXUS
  • IWD
  • VTEB
  • OMFL
Waldron Private Wealth LLC's Q4 2024 Portfolio
Portfolio Value 2.47 Billion
Stocks 991