Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 04, 2025 Q4 2024

Fairhaven Wealth Management, LLC

  • IVV
  • IEFA
  • IJH
  • AAPL
  • IJR
  • IEMG
  • MSFT
Fairhaven Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 319 Million
Stocks 116
Filing on Feb 04, 2025 Q4 2024

Pine Valley Investments LTD Liability CO

  • SPY
  • SPY
  • AAPL
  • FIXD
  • MSFT
  • NVDA
  • AGO
Pine Valley Investments LTD Liability CO's Q4 2024 Portfolio
Portfolio Value 1.67 Trillion
Stocks 518
Filing on Feb 04, 2025 Q4 2024

Edge Capital Group, LLC

  • VYM
  • VOO
  • XPEL
  • IEFA
  • FFIV
  • VEA
  • VONG
Edge Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.9 Billion
Stocks 332
Filing on Feb 04, 2025 Q4 2024

Access Investment Management LLC

  • APO
  • URI
  • JBL
  • SF
  • DFIN
  • WHR
  • EWBC
Access Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 327 Million
Stocks 99
Filing on Feb 04, 2025 Q4 2024

Edbi Pte LTD

  • JOBY
  • SNOW
  • GRAB
  • AVPT
  • CXM
  • PL
  • NUVB
Edbi Pte LTD's Q4 2024 Portfolio
Portfolio Value 94.4 Million
Stocks 14
Filing on Feb 03, 2025 Q4 2024

Dorchester Wealth Management CO

  • AAPL
  • BMO
  • GOOG
  • TD
  • RY
  • ENB
  • WMT
Dorchester Wealth Management CO's Q4 2024 Portfolio
Portfolio Value 495 Million
Stocks 146
Filing on Feb 03, 2025 Q4 2024

Passumpsic Savings Bank

  • SPLB
  • AXON
  • DECK
  • GE
  • TSM
  • AMZN
  • VCIT
Passumpsic Savings Bank's Q4 2024 Portfolio
Portfolio Value 160 Billion
Stocks 81
Filing on Feb 03, 2025 Q4 2024

Isomer Partners LP

  • PANW
  • UBER
  • SPY
  • QQQ
  • TLT
Isomer Partners LP's Q4 2024 Portfolio
Portfolio Value 73.6 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

Bray Capital Advisors

  • NVDA
  • VCSH
  • AMZN
  • GOOGL
  • IGSB
  • AAPL
  • MSFT
Bray Capital Advisors's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 256
Filing on Feb 03, 2025 Q4 2024

M Financial Asset Management, Inc.

  • DFUV
  • VEU
  • DFIV
  • DFAS
  • VDE
  • VAW
  • GUNR
M Financial Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 20.7 Million
Stocks 9
Filing on Feb 03, 2025 Q4 2024

Truxt Investmentos Ltda.

  • XP
  • STNE
  • MELI
  • NVDA
  • META
  • MSFT
  • ALK
Truxt Investmentos Ltda.'s Q4 2024 Portfolio
Portfolio Value 56.2 Million
Stocks 22
Filing on Feb 03, 2025 Q4 2024

Boston Financial Mangement LLC

  • AAPL
  • WSO
  • MSFT
  • FICO
  • CPRT
  • BR
  • V
Boston Financial Mangement LLC's Q4 2024 Portfolio
Portfolio Value 3.18 Billion
Stocks 337
Filing on Feb 03, 2025 Q4 2024

Unionview, LLC

  • MSFT
  • IJH
  • IWF
  • JAVA
  • FVD
  • MDY
  • AAPL
Unionview, LLC's Q4 2024 Portfolio
Portfolio Value 136 Million
Stocks 91
Filing on Jan 31, 2025 Q4 2024

Keene & Associates, Inc.

  • WMT
  • KMI
  • CSCO
  • MSFT
  • INGR
  • FDX
  • ORCL
Keene & Associates, Inc.'s Q4 2024 Portfolio
Portfolio Value 119 Million
Stocks 76
Filing on Jan 31, 2025 Q4 2024

Global Retirement Partners, LLC

  • SPLG
  • AJG
  • AAPL
  • IVV
  • QQQ
  • NVDA
  • MSFT
Global Retirement Partners, LLC's Q4 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 3652
Filing on Jan 31, 2025 Q4 2024

Buckingham Capital Management, Inc.

  • SPIB
  • AAPL
  • SPSB
  • IEI
  • SCHB
  • VEU
  • SCHM
Buckingham Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 844 Million
Stocks 131
Filing on Jan 31, 2025 Q4 2024

Sanctuary Advisors, LLC

  • MSFT
  • NVDA
  • IVV
  • VUG
  • SPY
  • VTV
  • VOO
Sanctuary Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 15.8 Trillion
Stocks 2390
Filing on Jan 31, 2025 Q4 2024

Alpha Centric Advisors LLC

  • LLY
  • UNH
  • JNJ
  • SHY
  • ABBV
  • MRK
  • TMO
Alpha Centric Advisors LLC's Q4 2024 Portfolio
Portfolio Value 97.4 Million
Stocks 212