Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jan 02, 2025
Q4 2024
Filing on Dec 12, 2024
Q3 2024
Brass Tax Wealth Management, Inc
- VOO
- VTI
- VB
- IVE
- DGRO
- AAPL
- BUFD
Filing on Dec 11, 2024
Q3 2024
Alternative Investment Advisors, Llc.
- IVV
- DGRO
- IVE
- QUAL
- EFV
- MBB
- TLT
Filing on Dec 09, 2024
Q3 2024
Copley Financial Group, Inc.
- SPAB
- SECT
- GLDM
- COWZ
- MOAT
- ULST
- GSY
Filing on Dec 03, 2024
Q3 2024
Filing on Dec 02, 2024
Q3 2024
Filing on Nov 21, 2024
Q3 2024
Fulcrum Equity Management
- ITOT
- URTH
- OKE
- SPY
- XLK
- BRK-B
- XLF
Filing on Nov 21, 2024
Q3 2024
Sky View Investment Advisors, LLC
- GSLC
- IVV
- MBB
- DGRW
- GSIE
- IEI
- IAU
Filing on Nov 21, 2024
Q3 2024
Tri Ri Asset Management Corp
- NVO
- PLTR
- META
- ABNB
- AMZN
- VRTX
- VRSN
Filing on Nov 18, 2024
Q3 2024
Asset Allocation Strategies LLC
- SCHD
- QQQ
- IOO
- IJR
- PHDG
- VYM
- XLG
Filing on Nov 15, 2024
Q3 2024
Titan Capital Management, LLC
- BIL
- SHV
- SGOV
- USFR
- CLTL
Filing on Nov 15, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Brophy Wealth Management, LLC
- MGK
- MGV
- AAPL
- MSFT
- GOVT
- VOE
- VBR
Filing on Nov 14, 2024
Q3 2024
Semmax Financial Advisors Inc.
- SCHI
- FLOT
- VUG
- VOO
- IEF
- JPM
- NEAR
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2024
Q3 2024
Talisman Wealth Advisors LLC
- VYM
- DGRO
- IWF
- SCHD
- SGOV
- AAPL
- MSFT
Filing on Nov 14, 2024
Q3 2024