Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 14, 2025 Q4 2024

Gg Group Ventures, LLC

  • JAAA
  • QDPL
  • JBBB
  • NVDA
  • TNA
  • MSFT
  • XMHQ
Gg Group Ventures, LLC's Q4 2024 Portfolio
Portfolio Value 75.8 Billion
Stocks 53
Filing on Feb 14, 2025 Q4 2024

Schwallier Wealth Management LLC

  • SPHQ
  • JPST
  • VTV
  • XMHQ
  • AGGY
  • FTSM
  • BND
Schwallier Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 131 Billion
Stocks 35
Filing on Feb 14, 2025 Q4 2024

Caxton Associates LP

  • TSLA
  • AMZN
  • AMD
  • ADBE
  • CDNS
  • CNC
  • BSX
Caxton Associates LP's Q4 2024 Portfolio
Portfolio Value 3.12 Billion
Stocks 477
Filing on Feb 14, 2025 Q4 2024

Ggv Capital LLC

  • BZ
  • HCP
  • OPEN
  • API
  • BIGC
Ggv Capital LLC's Q4 2024 Portfolio
Portfolio Value 66.3 Million
Stocks 8
Filing on Feb 14, 2025 Q4 2024

Nextech Invest Ag

  • RVMD
  • TYRA
  • ORIC
  • ARVN
  • MRSN
  • TNGX
  • RLAY
Nextech Invest Ag's Q4 2024 Portfolio
Portfolio Value 536 Million
Stocks 15
Filing on Feb 14, 2025 Q4 2024

Wellington Wealth Strategies, Llc.

  • JPST
  • BKLN
  • NVDA
  • MSFT
  • GOOGL
  • TFLO
  • ICSH
Wellington Wealth Strategies, Llc.'s Q4 2024 Portfolio
Portfolio Value 110 Billion
Stocks 68
Filing on Feb 14, 2025 Q4 2024

Phase 2 Partners, LLC

  • ECPG
  • MCY
  • KMPR
  • WLFC
  • HCI
  • DESP
  • DFIN
Phase 2 Partners, LLC's Q4 2024 Portfolio
Portfolio Value 116 Million
Stocks 26
Filing on Feb 14, 2025 Q4 2024

Global Frontier Investments LLC

  • JPM
  • AXP
  • PGR
  • MA
  • BRK-A
  • USB
  • WAL
Global Frontier Investments LLC's Q4 2024 Portfolio
Portfolio Value 389 Million
Stocks 20
Filing on Feb 14, 2025 Q4 2024

Satter Management Co., L.P.

  • ANNX
  • AKBA
  • VRNA
  • AADI
Satter Management Co., L.P.'s Q4 2024 Portfolio
Portfolio Value 52.8 Million
Stocks 5
Filing on Feb 14, 2025 Q4 2024

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPSM
Financial Gravity Companies, Inc.'s Q4 2024 Portfolio
Portfolio Value 438 Billion
Stocks 1006
Filing on Feb 14, 2025 Q4 2024

Geller Advisors LLC

  • VOO
  • DBEF
  • SPY
  • IWD
  • IWM
  • AGG
  • PRF
Geller Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.51 Billion
Stocks 253
Filing on Feb 14, 2025 Q4 2024

Ae Industrial Partners, LP

  • RDW
  • BBAI
  • CTSH
  • RDWWS
  • VSEC
Ae Industrial Partners, LP's Q4 2024 Portfolio
Portfolio Value 1.03 Trillion
Stocks 5
Filing on Feb 14, 2025 Q4 2024

Meketa Capital, LLC

  • SPY
  • APO
  • BX
  • VIG
  • KKR
  • ARES
  • CG
Meketa Capital, LLC's Q4 2024 Portfolio
Portfolio Value 44.6 Billion
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Willow Creek Wealth Management Inc.

  • DFAT
  • BSV
  • SPAB
  • DFUS
  • DFUV
  • VTEB
  • SUB
Willow Creek Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 945 Million
Stocks 153
Filing on Feb 14, 2025 Q4 2024

Kgh LTD

  • TSLA
  • RRC
  • CRK
  • CHK
  • X
  • HCC
  • MT
Kgh LTD's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 26
Filing on Feb 14, 2025 Q4 2024

Wills Financial Group, Inc.

  • BRK-B
  • AAPL
  • MSFT
  • LMT
  • DHR
  • PANW
  • PG
Wills Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 214 Million
Stocks 65
Filing on Feb 14, 2025 Q4 2024

Susquehanna Financial Group, Lllp

  • EWZ
  • VALE
Susquehanna Financial Group, Lllp's Q4 2024 Portfolio
Portfolio Value 10.9 Billion
Stocks 2
Filing on Feb 14, 2025 Q4 2024

Sterling Wealth Management, Inc.

  • VTI
  • DFAT
  • VEA
  • DFUV
  • DUHP
  • DFAS
  • DFAE
Sterling Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 271 Billion
Stocks 108