Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 12, 2025 Q4 2024

Private Portfolio Partners LLC

  • VUG
  • VTV
  • VBK
  • IEF
  • VWO
  • BIL
  • VTEB
Private Portfolio Partners LLC's Q4 2024 Portfolio
Portfolio Value 538 Million
Stocks 299
Filing on Feb 12, 2025 Q4 2024

Kiely Wealth Advisory Group, Inc.

  • USFR
  • RSP
  • VO
  • TFLO
  • SHYG
  • VOO
  • BSV
Kiely Wealth Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 155 Billion
Stocks 315
Filing on Feb 12, 2025 Q4 2024

Treynor Bancshares, Inc.

  • FLRN
  • VTI
  • SPTM
  • XLV
  • SPIB
  • DFAX
  • VXUS
Treynor Bancshares, Inc.'s Q4 2024 Portfolio
Portfolio Value 87.8 Million
Stocks 51
Filing on Feb 12, 2025 Q4 2024

Sanctuary Wealth Management, L.L.C.

  • IVV
  • VTI
  • QQQM
  • VONG
  • BND
  • VOO
  • QQQ
Sanctuary Wealth Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 272
Filing on Feb 12, 2025 Q4 2024

Riggs Capital Management LLC

  • JQUA
  • ITOT
  • SHY
  • HDV
  • IAU
  • DSTL
  • JPST
Riggs Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 102 Billion
Stocks 105
Filing on Feb 12, 2025 Q4 2024

Tucker Asset Management LLC

  • SPY
  • FTSM
  • QQQ
  • RSP
  • NVDA
  • BIL
  • GVI
Tucker Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 939 Billion
Stocks 1601
Filing on Feb 12, 2025 Q4 2024

Chartist Inc

  • DIA
  • SHW
  • IWB
  • IWM
  • MDYG
  • XHB
  • AMZN
Chartist Inc 's Q4 2024 Portfolio
Portfolio Value 128 Million
Stocks 25
Filing on Feb 11, 2025 Q4 2024

Dechtman Wealth Management, LLC

  • IVV
  • VOO
  • SCHG
  • CGDV
  • VO
  • MGV
  • IJR
Dechtman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 65
Filing on Feb 11, 2025 Q4 2024

Zions Bancorporation, N.A.

  • IWS
  • IVV
  • VTI
  • IWP
  • VWO
  • AGG
  • NVDA
Zions Bancorporation, N.A.'s Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 911
Filing on Feb 11, 2025 Q4 2024

Hershey Financial Advisers, LLC

  • BIL
  • BILS
  • MINT
  • AGZD
  • TFLO
  • USFR
  • CWB
Hershey Financial Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 114 Billion
Stocks 63
Filing on Feb 11, 2025 Q4 2024

First National Bank Of Omaha

  • MSFT
  • AAPL
  • DFAI
  • JPM
  • AMZN
  • NVDA
  • VOO
First National Bank Of Omaha's Q4 2024 Portfolio
Portfolio Value 1.43 Billion
Stocks 493
Filing on Feb 11, 2025 Q4 2024

Mosley Wealth Management

  • IVV
  • JEPI
  • XLSR
  • IUSB
  • IVW
  • EFV
  • EFG
Mosley Wealth Management's Q4 2024 Portfolio
Portfolio Value 161 Billion
Stocks 114
Filing on Feb 11, 2025 Q4 2024

Corbin Capital Partners, L.P.

  • EDR
  • HYG
  • BKLN
  • ABUS
  • EVLV
  • NVTS
  • ROIV
Corbin Capital Partners, L.P.'s Q4 2024 Portfolio
Portfolio Value 54.5 Million
Stocks 27
Filing on Feb 11, 2025 Q4 2024

Tap Consulting, LLC

  • NEAR
  • MOAT
  • SPY
  • QQQ
  • TLT
  • LMBS
  • VTI
Tap Consulting, LLC's Q4 2024 Portfolio
Portfolio Value 469 Million
Stocks 153
Filing on Feb 10, 2025 Q4 2024

Chesapeake Capital Corp /Il/

  • SUB
  • STIP
  • VCSH
  • TIP
  • JNK
  • MUB
  • SHYG
Chesapeake Capital Corp /Il/'s Q4 2024 Portfolio
Portfolio Value 98.5 Billion
Stocks 165
Filing on Feb 10, 2025 Q4 2024

Counterpoint Mutual Funds LLC

  • USHY
  • BKLN
  • IVV
  • SRLN
  • HYG
  • JNK
  • PHYL
Counterpoint Mutual Funds LLC's Q4 2024 Portfolio
Portfolio Value 753 Million
Stocks 274
Filing on Feb 10, 2025 Q4 2024

Cassady Schiller Wealth Management, LLC

  • VTV
  • VUG
  • VOO
  • PG
  • VOE
  • DFAE
  • AAPL
Cassady Schiller Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 268 Million
Stocks 1149
Filing on Feb 10, 2025 Q4 2024

Carlson Capital Management

  • DSTL
  • VCSH
  • BSV
  • DIHP
  • COWZ
  • AVUV
  • DFEM
Carlson Capital Management's Q4 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 112