Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 16, 2025 Q4 2024

Focus Wealth Advisors, LLC

  • FMAY
  • IVV
  • BND
  • DIA
  • ITM
  • FTLS
  • BUFR
Focus Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 171 Million
Stocks 57
Filing on Jan 16, 2025 Q4 2024

Wooster Corthell Wealth Management, Inc.

  • MGC
  • VTI
  • ITOT
  • SCHF
  • VGIT
  • VO
  • SCHP
Wooster Corthell Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 459 Million
Stocks 53
Filing on Jan 16, 2025 Q4 2024

Willner & Heller, LLC

  • NVDA
  • AAPL
  • IWF
  • MSFT
  • RDVY
  • AMZN
  • BRK-B
Willner & Heller, LLC's Q4 2024 Portfolio
Portfolio Value 110 Million
Stocks 154
Filing on Jan 16, 2025 Q4 2024

Diversify Advisory Services, LLC

  • SPY
  • NVDA
  • QQQ
  • BKLN
  • AAPL
  • GLD
  • SPHY
Diversify Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 1.81 Trillion
Stocks 612
Filing on Jan 16, 2025 Q4 2024

Lincoln Capital LLC

  • BRK-B
  • BRK-A
  • COST
  • MA
  • GOOGL
  • MKL
  • AMZN
Lincoln Capital LLC's Q4 2024 Portfolio
Portfolio Value 461 Million
Stocks 116
Filing on Jan 16, 2025 Q4 2024

Ellsworth Advisors, LLC

  • GLD
  • FTSM
  • NVDA
  • AAPL
  • PKG
  • BX
  • META
Ellsworth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 375 Million
Stocks 164
Filing on Jan 16, 2025 Q4 2024

Mandatum Life Insurance CO LTD

  • IVV
  • META
  • VOO
  • GOOGL
  • MSFT
  • JPM
  • CSCO
Mandatum Life Insurance CO LTD's Q4 2024 Portfolio
Portfolio Value 336 Million
Stocks 81
Filing on Jan 16, 2025 Q4 2024

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • NVDA
  • SYK
  • VTI
  • PG
  • GOOG
Hall Laurie J Trustee's Q4 2024 Portfolio
Portfolio Value 305 Million
Stocks 469
Filing on Jan 16, 2025 Q4 2024

Renaissance Investment Group LLC

  • AVGO
  • COST
  • AAPL
  • MSFT
  • GOOGL
  • TJX
  • ISRG
Renaissance Investment Group LLC's Q4 2024 Portfolio
Portfolio Value 451 Million
Stocks 78
Filing on Jan 16, 2025 Q4 2024

Maiden Cove Capital, LLC

  • VTI
  • IVV
  • IUSB
  • AAPL
  • DGRO
  • EFV
  • MSFT
Maiden Cove Capital, LLC's Q4 2024 Portfolio
Portfolio Value 55.4 Billion
Stocks 53
Filing on Jan 16, 2025 Q4 2024

Cascade Investment Group, Inc.

  • VTI
  • AAPL
  • SPTM
  • CIBR
  • AMZN
  • ABR
  • SKYY
Cascade Investment Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 140 Billion
Stocks 136
Filing on Jan 16, 2025 Q4 2024

Client 1 St Advisory Group, LLC

  • DFAC
  • SPLG
  • DFCF
  • DFSD
  • DFIC
  • ESGU
  • IUSB
Client 1 St Advisory Group, LLC's Q4 2024 Portfolio
Portfolio Value 256 Million
Stocks 130
Filing on Jan 16, 2025 Q4 2024

Ballast, Inc.

  • VB
  • VO
  • SPHQ
  • COWZ
  • VEU
  • VYM
  • RSP
Ballast, Inc.'s Q4 2024 Portfolio
Portfolio Value 350 Million
Stocks 119
Filing on Jan 16, 2025 Q4 2024

Sea Town Holdings Pte. Ltd.

  • AMZN
  • NVDA
  • HLT
  • WMT
  • MSFT
  • SPGI
  • LLY
Sea Town Holdings Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 143 Million
Stocks 17
Filing on Jan 15, 2025 Q4 2024

Oak Ridge Investments LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOG
Oak Ridge Investments LLC's Q4 2024 Portfolio
Portfolio Value 1.25 Billion
Stocks 167
Filing on Jan 15, 2025 Q4 2024

Sandy Cove Advisors, LLC

  • IVV
  • VOO
  • AAPL
  • AGG
  • VO
  • VTI
  • VIG
Sandy Cove Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 253 Million
Stocks 125
Filing on Jan 15, 2025 Q4 2024

Avalon Advisory Group

  • VTI
  • IEF
  • VEU
  • ITOT
  • SCHB
  • SCHF
  • VXUS
Avalon Advisory Group's Q4 2024 Portfolio
Portfolio Value 219 Million
Stocks 16
Filing on Jan 15, 2025 Q4 2024

Hanseatic Management Services Inc

  • ICSH
  • QQQM
  • SCHX
  • NVDA
  • VRT
  • SMH
  • SCHA
Hanseatic Management Services Inc's Q4 2024 Portfolio
Portfolio Value 72.5 Million
Stocks 117