Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Feb 10, 2025
Q4 2024
Gray Wealth Management Inc.
- VIG
- VUG
- IVV
- VB
- AAPL
- VO
- MGC
Filing on Feb 10, 2025
Q4 2024
Criterion Capital Advisors, LLC
- DFIC
- GIGB
- DFAC
- AAPL
- DFAS
- BRK-B
- ORCL
Filing on Feb 10, 2025
Q4 2024
Madison Investment Advisors, LLC
- ACGL
- GOOG
- PCAR
- CPRT
- IT
- ROST
- BRO
Filing on Feb 10, 2025
Q4 2024
Wintrust Investments LLC
- IJH
- AAPL
- IVV
- IWM
- BRK-B
- RSP
- TFLO
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Lepercq Multi Asset Fund
- SPY
- EFA
- QQQ
- ACWI
- LNDC
- SQFT
- CLAR
Filing on Feb 07, 2025
Q4 2024
Quantitative Strategies, Inc.
- IVW
- IVE
- LQD
- TLH
- IJR
- XLK
- IGIB
Filing on Feb 07, 2025
Q4 2024
Coordinated Financial Services, Inc.
- IVV
- SPY
- VTI
- GOVT
- VB
- SCHD
- AAPL
Filing on Feb 07, 2025
Q4 2024
Park Avenue Institutional Advisers LLC
- MBB
- BKLN
- SRLN
Filing on Feb 07, 2025
Q4 2024
River & Mercantile Asset Management LLP
- MSFT
- GOOGL
- TSM
- AVGO
- FIX
- MA
- COST
Filing on Feb 06, 2025
Q4 2024
Leverage Partners Absolute Return Fund Spc
- GOOG
- COST
- DEO
- TSLA
- NVDA
- HOOD
- MTN
Filing on Feb 06, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Wr Wealth Planners, LLC
- SPY
- GBIL
- COWZ
- AVDE
- AVUS
- QQQ
- AVSF
Filing on Feb 05, 2025
Q4 2024
Private Capital Management LLC
- DFUS
- DFAI
- JCPB
- SPHQ
- UITB
- VTV
- VONE
Filing on Feb 04, 2025
Q4 2024
Daner Wealth Management, LLC
- DFAC
- OMFL
- VV
- DFCF
- VO
- DFAS
- IEFA
Filing on Feb 04, 2025
Q4 2024
Lake Street Advisors Group, LLC
- SPY
- SGOV
- VOO
- VWO
- VEA
- VTI
- IWB
Filing on Feb 04, 2025
Q4 2024
Tull Financial Group, Inc.
- SPY
- JQUA
- IEFA
- SPLG
- VOOV
- VYMI
- SCHD