Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Mar 06, 2025
Q4 2024
Filing on Feb 26, 2025
Q4 2024
Carolinas Wealth Consulting LLC
- VONG
- VOO
- BIV
- QQQ
- IWF
- VONV
- SCHD
Filing on Feb 25, 2025
Q4 2024
National Asset Management, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- IVV
- VUG
- VTV
Filing on Feb 24, 2025
Q4 2024
Cypress Asset Management Inc
- AAPL
- NVDA
- MSFT
- LLY
- AVGO
- AMZN
- JPM
Filing on Feb 20, 2025
Q4 2024
Montchanin Asset Management, LLC
- AAPL
- MSFT
- KMI
- GOOG
- JPM
- CTAS
- HD
Filing on Feb 20, 2025
Q4 2024
Filing on Feb 20, 2025
Q4 2024
Peak Retirement Planning, Inc.
- SGOV
- VOO
- QQQ
- XLF
- XLP
- XLC
- VNQ
Filing on Feb 19, 2025
Q4 2024
Warm Springs Advisors Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- GOOGL
- AVGO
- IVV
Filing on Feb 18, 2025
Q4 2024
Cape Cod Five Cents Savings Bank
- IVV
- IJH
- VCIT
- IEFA
- SPTS
- AAPL
- IJR
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 18, 2025
Q4 2024
Vise Technologies, Inc.
- AAPL
- NVDA
- MSFT
- AMZN
- VCIT
- META
- GOOGL
Filing on Feb 18, 2025
Q4 2024
Northwest Bank & Trust CO
- AAPL
- NVDA
- GII
- MSFT
- META
- AMZN
- JPM
Filing on Feb 18, 2025
Q4 2024
Blue Fin Capital, Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- META
- GOOGL
- IGSB
Filing on Feb 18, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Kolinsky Wealth Management, LLC
- SCHX
- MSFT
- AAPL
- SPY
- AMZN
- LVHI
- COWZ
Filing on Feb 14, 2025
Q4 2024
Lantern Wealth Advisors, LLC
- AAPL
- AVUS
- RSP
- BX
- AVUV
- BND
- AMZN
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
B. Riley Financial, Inc.
- BW
- DDI
- CDZI
- LSEA
- TACT
- EGHT
- RGF