Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 17, 2025 Q4 2024

Bill Few Associates, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • GOOG
  • ORCL
  • TJX
Bill Few Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 280 Million
Stocks 174
Filing on Jan 17, 2025 Q4 2024

Fcg Investment CO

  • AAPL
  • MSFT
  • SPY
  • NVDA
  • AMZN
  • GOOGL
  • AVGO
Fcg Investment CO's Q4 2024 Portfolio
Portfolio Value 164 Billion
Stocks 85
Filing on Jan 17, 2025 Q4 2024

Donoghue Forlines LLC

  • SPHY
  • JPST
  • SPTL
  • SRLN
  • CSCO
  • GILD
  • T
Donoghue Forlines LLC's Q4 2024 Portfolio
Portfolio Value 294 Million
Stocks 99
Filing on Jan 17, 2025 Q4 2024

Galvin, Gaustad & Stein, LLC

  • IEFA
  • LULU
  • AMZN
  • JPM
  • UNH
  • MSFT
  • AAPL
Galvin, Gaustad & Stein, LLC's Q4 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 182
Filing on Jan 17, 2025 Q4 2024

Capital Planning Advisors, LLC

  • USFR
  • SPHQ
  • XMHQ
  • GLDM
  • IWF
  • AAPL
  • GOVT
Capital Planning Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 622 Million
Stocks 137
Filing on Jan 17, 2025 Q4 2024

Fiduciary Family Office, LLC

  • RSP
  • GDX
  • XLU
  • TLT
  • HGER
  • EMXC
  • XLF
Fiduciary Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 340 Billion
Stocks 75
Filing on Jan 17, 2025 Q4 2024

Inspire Investing, LLC

  • USFR
  • ISRG
  • CAT
  • WWJD
  • PGR
  • IBD
  • APH
Inspire Investing, LLC's Q4 2024 Portfolio
Portfolio Value 858 Million
Stocks 824
Filing on Jan 17, 2025 Q4 2024

Cedar Point Capital Partners, LLC

  • JCPB
  • MGK
  • FNDX
  • DFUS
  • VFQY
  • DFAS
  • FLDR
Cedar Point Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 148 Billion
Stocks 63
Filing on Jan 17, 2025 Q4 2024

New Harbor Financial Group, LLC

  • RSP
  • GDX
  • XLU
  • TLT
  • HGER
  • EMXC
  • XLF
New Harbor Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 338 Million
Stocks 75
Filing on Jan 17, 2025 Q4 2024

Mustard Seed Financial, LLC

  • BSV
  • BIV
  • VCSH
  • VUG
  • VTV
  • VXUS
  • WMT
Mustard Seed Financial, LLC's Q4 2024 Portfolio
Portfolio Value 123 Billion
Stocks 81
Filing on Jan 17, 2025 Q4 2024

D.B. Root & Company, LLC

  • JCPB
  • SCHX
  • VIG
  • SCHB
  • AAPL
  • DFAI
  • SCHG
D.B. Root & Company, LLC's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 184
Filing on Jan 17, 2025 Q4 2024

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • MA
  • BKNG
  • BRK-B
  • MCO
  • SPGI
  • DE
Rothschild & CO Wealth Management Uk LTD's Q4 2024 Portfolio
Portfolio Value 5.33 Billion
Stocks 31
Filing on Jan 17, 2025 Q4 2024

True North Advisors, LLC

  • LII
  • BRK-B
  • AAPL
  • MSFT
  • COST
  • AVGO
  • AMZN
True North Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 420 Million
Stocks 185
Filing on Jan 17, 2025 Q4 2024

Traynor Capital Management, Inc.

  • NVDA
  • AAPL
  • AMZN
  • NVDA
  • NFLX
  • GOOGL
  • AMZN
Traynor Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 294
Filing on Jan 17, 2025 Q4 2024

Evolution Wealth Advisors, LLC

  • SPY
  • XLK
  • PAVE
  • XLF
  • AMZN
  • QQQ
  • GLD
Evolution Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 580 Million
Stocks 143
Filing on Jan 17, 2025 Q4 2024

Wall Street Access Asset Management, LLC

  • IVV
  • BRK-A
  • MSFT
  • AAPL
  • BRK-B
  • AMZN
  • GOOG
Wall Street Access Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 263 Million
Stocks 114
Filing on Jan 17, 2025 Q4 2024

Luts & Greenleigh Group, Inc

  • XOM
  • COST
  • AAPL
  • MSFT
  • NVDA
  • ABBV
  • IWF
Luts & Greenleigh Group, Inc's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 78
Filing on Jan 17, 2025 Q4 2024

Phoenix Wealth Advisors

  • JPST
  • JMST
  • MSFT
  • AAPL
  • ISCF
  • DIVO
  • IUSG
Phoenix Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 229 Million
Stocks 120