Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 23, 2025 Q4 2024

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • BRK-B
  • NVDA
  • DFUS
  • ET
  • AAPL
Chicago Partners Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 2.81 Billion
Stocks 845
Filing on Jan 23, 2025 Q4 2024

Verus Financial Partners, Inc.

  • VTI
  • BND
  • AVSF
  • VXUS
  • VBR
  • AVIG
  • MGC
Verus Financial Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 896 Million
Stocks 97
Filing on Jan 23, 2025 Q4 2024

Evermay Wealth Management LLC

  • SCHX
  • VOO
  • IJH
  • SPY
  • SPTI
  • IVV
  • AAPL
Evermay Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 654 Million
Stocks 573
Filing on Jan 23, 2025 Q4 2024

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • ICSH
  • PTLC
  • SPY
  • SLQD
Ofc Financial Planning, LLC's Q4 2024 Portfolio
Portfolio Value 94.8 Billion
Stocks 52
Filing on Jan 23, 2025 Q4 2024

Custom Index Systems, LLC

  • AAPL
  • NVDA
  • IWF
  • IVW
  • MSFT
  • IWD
  • AMZN
Custom Index Systems, LLC's Q4 2024 Portfolio
Portfolio Value 186 Billion
Stocks 251
Filing on Jan 23, 2025 Q4 2024

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJR
Stephenson & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 149 Billion
Stocks 36
Filing on Jan 23, 2025 Q4 2024

Austin Private Wealth, LLC

  • SPLG
  • QUAL
  • VONE
  • IVW
  • EFG
  • DYNF
  • EFV
Austin Private Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 288
Filing on Jan 23, 2025 Q4 2024

Tria Gen Wealth Management LLC

  • AAPL
  • NVDA
  • VO
  • SCHG
  • MGC
  • DGRO
  • VB
Tria Gen Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 277 Million
Stocks 169
Filing on Jan 23, 2025 Q4 2024

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • SPY
  • NVDA
Oxler Private Wealth LLC's Q4 2024 Portfolio
Portfolio Value 275 Million
Stocks 85
Filing on Jan 23, 2025 Q4 2024

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • RSP
  • QUAL
  • IJR
  • IEFA
  • SCHD
Heck Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.47 Trillion
Stocks 772
Filing on Jan 23, 2025 Q4 2024

Caprock Group, Inc.

  • VTI
  • AAPL
  • VOO
  • MSFT
  • NVDA
  • AMZN
  • LLY
Caprock Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 3 Billion
Stocks 996
Filing on Jan 23, 2025 Q4 2024

Great Diamond Partners, LLC

  • IWV
  • VTI
  • IEFA
  • VUG
  • VXF
  • MSFT
  • SPY
Great Diamond Partners, LLC's Q4 2024 Portfolio
Portfolio Value 377 Million
Stocks 185
Filing on Jan 23, 2025 Q4 2024

Zimmermann Investment Management & Planning LLC

  • QQQ
  • BX
  • IWY
  • RWL
  • NVDA
  • OEF
  • AAPL
Zimmermann Investment Management & Planning LLC's Q4 2024 Portfolio
Portfolio Value 2.27 Billion
Stocks 7
Filing on Jan 23, 2025 Q4 2024

Hamilton Point Investment Advisors, LLC

  • BRK-A
  • AAPL
  • MSFT
  • EME
  • AXP
  • GOOG
  • RTX
Hamilton Point Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 556 Million
Stocks 161
Filing on Jan 23, 2025 Q4 2024

Arcadia Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • GOVT
  • SPLG
  • VWO
  • BNDX
Arcadia Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 198 Billion
Stocks 62
Filing on Jan 23, 2025 Q4 2024

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • AMZN
  • NVDA
  • SPY
  • GOOGL
  • MSFT
Coastwise Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 124 Million
Stocks 122
Filing on Jan 23, 2025 Q4 2024

White & CO Financial Planning Inc

  • SCHX
  • SCHA
  • SCHM
  • SCHF
  • SCHC
  • SCHI
  • SPLB
White & CO Financial Planning Inc's Q4 2024 Portfolio
Portfolio Value 118 Billion
Stocks 19