Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 23, 2025 Q4 2024

Oak Harvest Investment Services

  • VGSH
  • VOO
  • AAPL
  • VYM
  • JPM
  • AVGO
  • WMT
Oak Harvest Investment Services's Q4 2024 Portfolio
Portfolio Value 714 Million
Stocks 201
Filing on Jan 23, 2025 Q4 2024

Fsa Advisors, Inc.

  • VOO
  • AAPL
  • BJUL
  • NVDA
  • MSFT
  • PJAN
  • PSEP
Fsa Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 81.8 Billion
Stocks 139
Filing on Jan 23, 2025 Q4 2024

Ridgepath Capital Management LLC

  • SGOV
  • SSO
  • JPST
  • TQQQ
  • QLD
  • BRK-B
  • SPD
Ridgepath Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 217 Billion
Stocks 46
Filing on Jan 23, 2025 Q4 2024

Cibc World Market Inc.

  • RY
  • TD
  • BNS
  • BMO
  • ENB
  • SHOP
  • AAPL
Cibc World Market Inc.'s Q4 2024 Portfolio
Portfolio Value 47.7 Billion
Stocks 1352
Filing on Jan 23, 2025 Q4 2024

Cypress Capital Management LLC (Wy)

  • AAPL
  • COST
  • FIBK
  • IJT
  • AMLP
  • PM
  • GDX
Cypress Capital Management LLC (Wy)'s Q4 2024 Portfolio
Portfolio Value 87.3 Million
Stocks 150
Filing on Jan 23, 2025 Q4 2024

Clarity Financial LLC

  • IEF
  • IEI
  • SHY
  • ABBV
  • AAPL
  • COST
  • XLK
Clarity Financial LLC's Q4 2024 Portfolio
Portfolio Value 837 Billion
Stocks 121
Filing on Jan 23, 2025 Q4 2024

Evernest Financial Advisors, LLC

  • AAPL
  • BRK-B
  • MSFT
  • GLDM
  • IVV
  • IJH
  • VOO
Evernest Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 363 Million
Stocks 163
Filing on Jan 23, 2025 Q4 2024

Heritage Financial Services, LLC

  • DFAC
  • VGIT
  • JPIE
  • DFEM
  • USRT
  • ITOT
  • JPST
Heritage Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 733 Million
Stocks 117
Filing on Jan 23, 2025 Q4 2024

Granite Harbor Advisors, Inc.

  • QQQ
  • DFAS
  • IVV
  • AGG
  • MUB
  • AAPL
  • NVDA
Granite Harbor Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 181 Billion
Stocks 86
Filing on Jan 23, 2025 Q4 2024

Rule One Partners, LLC

  • NFLX
  • SFM
  • OXY
  • GOOGL
  • NKE
  • GDX
  • LULU
Rule One Partners, LLC's Q4 2024 Portfolio
Portfolio Value 259 Billion
Stocks 14
Filing on Jan 23, 2025 Q4 2024

Quantum Financial Planning Services, Inc.

  • VCSH
  • VUG
  • SPLG
  • BND
  • DFAT
  • COST
  • AAPL
Quantum Financial Planning Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 180 Billion
Stocks 34
Filing on Jan 23, 2025 Q4 2024

Calton & Associates, Inc.

  • QQQ
  • AAPL
  • SPY
  • VUG
  • FLRN
  • MGC
  • USFR
Calton & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 211 Million
Stocks 193
Filing on Jan 23, 2025 Q4 2024

Koa Wealth Management, LLC

  • BRK-B
  • AAPL
  • GOOGL
  • SGOV
  • SHY
  • HALO
  • AMZN
Koa Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 122 Billion
Stocks 49
Filing on Jan 23, 2025 Q4 2024

Mediolanum International Funds LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Mediolanum International Funds LTD's Q4 2024 Portfolio
Portfolio Value 7.71 Trillion
Stocks 428
Filing on Jan 23, 2025 Q4 2024

Emc Capital Management

  • VOO
  • QQQ
  • GOOG
  • AMZN
  • VUG
  • NVDA
  • SFM
Emc Capital Management's Q4 2024 Portfolio
Portfolio Value 178 Million
Stocks 287
Filing on Jan 23, 2025 Q4 2024

Gilbert & Cook, Inc.

  • IVV
  • IWL
  • VEA
  • BND
  • JHMM
  • IWR
  • ARCC
Gilbert & Cook, Inc.'s Q4 2024 Portfolio
Portfolio Value 697 Million
Stocks 200
Filing on Jan 23, 2025 Q4 2024

M Wealth Management, LLC

  • DFAU
  • PULS
  • TOTL
  • USFR
  • VXUS
  • DFAC
  • SCHP
M Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 110 Billion
Stocks 44
Filing on Jan 23, 2025 Q4 2024

Colton Groome Financial Advisors, LLC

  • IVV
  • EFA
  • AGG
  • EEM
  • IJH
  • AAPL
  • QLTA
Colton Groome Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 260 Million
Stocks 119