Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 22, 2025 Q4 2024

Wade Financial Advisory, Inc

  • VTI
  • VV
  • QUAL
  • VEA
  • VGIT
  • LRGF
  • ITOT
Wade Financial Advisory, Inc's Q4 2024 Portfolio
Portfolio Value 295 Million
Stocks 80
Filing on Jan 22, 2025 Q4 2024

North Star Asset Management LLC /Nj/

  • GSLC
  • IUSG
  • NVDA
  • VOT
  • AAPL
  • VEA
  • ILCV
North Star Asset Management LLC /Nj/'s Q4 2024 Portfolio
Portfolio Value 157 Billion
Stocks 85
Filing on Jan 22, 2025 Q4 2024

Southern Style Financial, Inc.

  • IVV
  • FBND
  • SLQD
  • IAU
  • COST
  • IJR
  • MSFT
Southern Style Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 124 Billion
Stocks 28
Filing on Jan 22, 2025 Q4 2024

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • SPY
  • AAPL
  • CMF
  • IXUS
Williams & Novak, LLC's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 125
Filing on Jan 22, 2025 Q4 2024

Signature Wealth Management Partners, LLC

  • AAPL
  • IVE
  • JEPI
  • IYW
  • IVW
  • JAAA
  • AME
Signature Wealth Management Partners, LLC's Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 102
Filing on Jan 22, 2025 Q4 2024

Capital Investment Counsel, LLC

  • AVGO
  • BSCT
  • BSCV
  • AAPL
  • MSFT
  • COST
  • FTSL
Capital Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 599 Billion
Stocks 118
Filing on Jan 22, 2025 Q4 2024

R Squared LTD

  • FE
  • ETN
  • ED
  • VZ
  • EDR
  • MDT
  • C
R Squared LTD's Q4 2024 Portfolio
Portfolio Value 103 Billion
Stocks 1571
Filing on Jan 22, 2025 Q4 2024

Tamar Securities, LLC

  • GOOG
  • AMZN
  • IBOC
  • MSFT
  • AAPL
  • QCOM
  • TSLA
Tamar Securities, LLC's Q4 2024 Portfolio
Portfolio Value 722 Million
Stocks 77
Filing on Jan 22, 2025 Q4 2024

Orca Wealth Management, LLC

  • AAPL
  • ORI
  • QCOM
  • CSCO
  • AZN
  • AVGO
  • RTX
Orca Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 111 Billion
Stocks 90
Filing on Jan 22, 2025 Q4 2024

Axiom Financial Strategies, LLC

  • IVV
  • VO
  • VGT
  • VXUS
  • VB
  • VFH
  • VWO
Axiom Financial Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 179 Million
Stocks 42
Filing on Jan 22, 2025 Q4 2024

Vci Wealth Management LLC

  • IAU
  • MSFT
  • AAPL
  • JPST
  • VEA
  • NVDA
  • AMZN
Vci Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 236 Billion
Stocks 86
Filing on Jan 22, 2025 Q4 2024

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • SHV
  • ITOT
  • IEMG
  • IJH
Kfa Private Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 90
Filing on Jan 22, 2025 Q4 2024

W Advisors, LLC

  • IVW
  • AAPL
  • IVV
  • MRK
  • SUSL
  • MSFT
  • OEF
W Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 203
Filing on Jan 22, 2025 Q4 2024

Wealth Forward, LLC

  • RSP
  • FNDA
  • OEF
  • VEA
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 30
Filing on Jan 22, 2025 Q4 2024

Joseph P. Lucia & Associates, LLC

  • AAPL
  • SMH
  • SCHB
  • NOBL
  • AMZN
  • NVDA
  • SCHG
Joseph P. Lucia & Associates, LLC's Q4 2024 Portfolio
Portfolio Value 192 Million
Stocks 146
Filing on Jan 22, 2025 Q4 2024

Diamant Asset Management, Inc.

  • AAPL
  • MSFT
  • V
  • GOOGL
  • COST
  • PGR
  • LDOS
Diamant Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 155 Million
Stocks 74
Filing on Jan 22, 2025 Q4 2024

Spectrum Strategic Capital Management, LLC

  • ITOT
  • IVV
  • GOVT
  • QQQ
  • SPY
  • COWZ
  • AAPL
Spectrum Strategic Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 30
Filing on Jan 22, 2025 Q4 2024

Legacy Bridge, LLC

  • NVDA
  • AVGO
  • WTBA
  • PLTR
  • AMZN
  • MSFT
  • BRK-B
Legacy Bridge, LLC's Q4 2024 Portfolio
Portfolio Value 175 Million
Stocks 298