Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 23, 2025 Q4 2024

Stordahl Capital Management, Inc.

  • VOO
  • DFAS
  • VOOV
  • DFIC
  • BND
  • DFSV
  • STIP
Stordahl Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 422 Million
Stocks 61
Filing on Jan 23, 2025 Q4 2024

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • AAPL
Abel Hall, LLC's Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 166
Filing on Jan 23, 2025 Q4 2024

Busey Wealth Management

  • AAPL
  • MSFT
  • IGSB
  • AMZN
  • NVDA
  • GOOG
  • META
Busey Wealth Management's Q4 2024 Portfolio
Portfolio Value 2.99 Billion
Stocks 586
Filing on Jan 23, 2025 Q4 2024

Baron Wealth Management LLC

  • QUAL
  • IJR
  • SNA
  • AAPL
  • RIVN
  • SPY
  • MSFT
Baron Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 212 Billion
Stocks 193
Filing on Jan 23, 2025 Q4 2024

Gries Financial LLC

  • IVV
  • QUAL
  • DYNF
  • ITW
  • SPY
  • IYW
  • BXSL
Gries Financial LLC's Q4 2024 Portfolio
Portfolio Value 494 Million
Stocks 276
Filing on Jan 23, 2025 Q4 2024

Us Advisors Wealth Management, LLC

  • QQQ
  • SPMO
  • SCHV
  • SCHG
  • FBND
  • COWZ
  • AVUV
Us Advisors Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 308 Million
Stocks 139
Filing on Jan 23, 2025 Q4 2024

Kaufman Rossin Wealth, LLC

  • ITOT
  • AVDV
  • DFEM
  • DFAC
  • DUHP
  • IDEV
  • DIHP
Kaufman Rossin Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 97.2 Billion
Stocks 37
Filing on Jan 23, 2025 Q4 2024

Baader Bank Aktiengesellschaft

  • TSLA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • NVDA
  • AAPL
Baader Bank Aktiengesellschaft's Q4 2024 Portfolio
Portfolio Value 1.45 Billion
Stocks 382
Filing on Jan 23, 2025 Q4 2024

Foster & Motley Inc

  • FNDF
  • AAPL
  • SCHF
  • RODM
  • JMBS
  • FNDE
  • SCHR
Foster & Motley Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 373
Filing on Jan 23, 2025 Q4 2024

Kearns & Associates LLC

  • VOO
  • VTI
  • VEA
  • VB
  • SPY
  • AAPL
  • VWO
Kearns & Associates LLC's Q4 2024 Portfolio
Portfolio Value 155 Million
Stocks 43
Filing on Jan 23, 2025 Q4 2024

Vander Pol Investments L.L.C.

  • SPY
  • SCHX
  • SCHZ
  • BCD
  • SCMB
  • BNDX
  • IDEV
Vander Pol Investments L.L.C.'s Q4 2024 Portfolio
Portfolio Value 45.7 Billion
Stocks 53
Filing on Jan 23, 2025 Q4 2024

Swedbank Ab

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • AMZN
  • META
  • GOOG
Swedbank Ab's Q4 2024 Portfolio
Portfolio Value 79.2 Billion
Stocks 897
Filing on Jan 23, 2025 Q4 2024

Diversified Investment Strategies, LLC

  • XOM
  • GDDY
  • CALM
  • JOE
  • DKS
  • MLR
  • WMT
Diversified Investment Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 149 Million
Stocks 50
Filing on Jan 23, 2025 Q4 2024

Oldfield Partners LLP

  • DIS
  • CB
  • MIDD
  • SSNC
  • ARW
  • LUV
  • ERJ
Oldfield Partners LLP's Q4 2024 Portfolio
Portfolio Value 346 Million
Stocks 29
Filing on Jan 23, 2025 Q4 2024

Parkwoods Wealth Partners, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAS
  • MSFT
  • DFAC
Parkwoods Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 126 Billion
Stocks 33
Filing on Jan 23, 2025 Q4 2024

Hantz Financial Services, Inc.

  • TLT
  • AMZN
  • IVV
  • MSFT
  • AAPL
  • IEFA
  • FLCO
Hantz Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 5.74 Billion
Stocks 1185
Filing on Jan 23, 2025 Q4 2024

Forsta Ap Fonden

  • AAPL
  • NVDA
  • MSFT
  • SPOT
  • AMZN
  • META
  • TSLA
Forsta Ap Fonden's Q4 2024 Portfolio
Portfolio Value 13.7 Billion
Stocks 566
Filing on Jan 22, 2025 Q4 2024

Bwm Planning, LLC

  • VTI
  • DFAI
  • AAPL
  • DFAT
  • IVV
  • DFAE
  • AVDE
Bwm Planning, LLC's Q4 2024 Portfolio
Portfolio Value 230 Billion
Stocks 76