Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 21, 2025 Q4 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • AAPL
  • NVDA
  • MSFT
  • META
  • SPTS
Dgs Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 384 Million
Stocks 306
Filing on Jan 21, 2025 Q4 2024

Am Investment Strategies LLC

  • BRK-B
  • AAPL
  • AMZN
  • GOOG
  • META
  • USB
  • TSLA
Am Investment Strategies LLC's Q4 2024 Portfolio
Portfolio Value 866 Million
Stocks 100
Filing on Jan 21, 2025 Q4 2024

Pcg Wealth Advisors, LLC

  • SPY
  • SIL
  • GDX
  • AVLV
  • FVD
  • GLD
  • SPLG
Pcg Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 257 Million
Stocks 126
Filing on Jan 21, 2025 Q4 2024

Euro Pacific Asset Management, LLC

  • AEM
  • GOLD
  • PAAS
  • FNV
  • BTI
  • OR
  • WPM
Euro Pacific Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 464 Million
Stocks 71
Filing on Jan 21, 2025 Q4 2024

Presima Inc.

  • EQIX
  • PLD
  • GLPI
  • BRX
  • VTR
  • INVH
  • UDR
Presima Inc.'s Q4 2024 Portfolio
Portfolio Value 396 Million
Stocks 51
Filing on Jan 21, 2025 Q4 2024

Encompass More Asset Management

  • USFR
  • BUYW
  • SECT
  • GLDM
  • AGOX
  • SGOL
  • UOCT
Encompass More Asset Management's Q4 2024 Portfolio
Portfolio Value 303 Billion
Stocks 189
Filing on Jan 21, 2025 Q4 2024

Impact Partnership Wealth, LLC

  • BIL
  • QQQ
  • VGK
  • SPMD
  • SPEM
  • VTV
  • SGOV
Impact Partnership Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 495 Billion
Stocks 289
Filing on Jan 21, 2025 Q4 2024

Zweig Di Menna Associates LLC

  • QQQ
  • AVGO
  • NVDA
  • AMZN
  • MSFT
  • META
  • NTRA
Zweig Di Menna Associates LLC's Q4 2024 Portfolio
Portfolio Value 1.25 Billion
Stocks 89
Filing on Jan 21, 2025 Q4 2024

Lindsell Train LTD

  • FICO
  • MDLZ
  • DIS
  • INTU
  • PEP
  • PYPL
  • EBAY
Lindsell Train LTD's Q4 2024 Portfolio
Portfolio Value 3.32 Billion
Stocks 28
Filing on Jan 21, 2025 Q4 2024

Oliver Luxxe Assets LLC

  • CPRT
  • GLD
  • META
  • EPD
  • AVGO
  • TSM
  • MS
Oliver Luxxe Assets LLC's Q4 2024 Portfolio
Portfolio Value 524 Million
Stocks 182
Filing on Jan 21, 2025 Q4 2024

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • OSW
  • META
  • GOOGL
One Wealth Management Investment & Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 63.1 Billion
Stocks 47
Filing on Jan 21, 2025 Q4 2024

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

  • SPY
  • XLK
  • VOO
  • XLF
  • TEVA
  • XLC
  • XLV
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)'s Q4 2024 Portfolio
Portfolio Value 609 Million
Stocks 59
Filing on Jan 17, 2025 Q4 2024

Sustainable Insight Capital Management, LLC

  • AAPL
  • AVGO
  • PANW
  • AMZN
  • CMG
  • T
  • TMUS
Sustainable Insight Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 221 Million
Stocks 73
Filing on Jan 17, 2025 Q4 2024

Yeomans Consulting Group, Inc.

  • IAU
  • VUG
  • MTUM
  • QQQ
  • BIV
  • BDN
  • VXF
Yeomans Consulting Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 267 Billion
Stocks 97
Filing on Jan 17, 2025 Q4 2024

Apeiron Ria LLC

  • IVV
  • SPLG
  • IUSB
  • IVW
  • AVUV
  • DYNF
  • QUAL
Apeiron Ria LLC's Q4 2024 Portfolio
Portfolio Value 349 Million
Stocks 205
Filing on Jan 17, 2025 Q4 2024

Baron Silver Stevens Financial Advisors, LLC

  • IVV
  • IWF
  • VTV
  • VTI
  • AGG
  • VIG
  • IJH
Baron Silver Stevens Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 587 Million
Stocks 127
Filing on Jan 17, 2025 Q4 2024

Endeavor Private Wealth, Inc.

  • IUSB
  • AVUS
  • IVV
  • IVW
  • QUAL
  • DYNF
  • AVIG
Endeavor Private Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 105 Billion
Stocks 189
Filing on Jan 17, 2025 Q4 2024

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • AAPL
  • MA
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 250