Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 30, 2025 Q4 2024

River & Mercantile LLC

  • VTI
  • SCHB
  • VCLT
  • IGLB
  • CORP
  • VEA
  • VYM
River & Mercantile LLC's Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 25
Filing on Jan 30, 2025 Q4 2024

Campbell Wealth Management

  • SCHX
  • AGG
  • SCHI
  • VUG
  • DIA
  • BSV
  • XLI
Campbell Wealth Management's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 97
Filing on Jan 29, 2025 Q4 2024

Ims Capital Management

  • AAPL
  • IWF
  • AMZN
  • NVDA
  • MSFT
  • JELD
  • GOOG
Ims Capital Management's Q4 2024 Portfolio
Portfolio Value 212 Million
Stocks 135
Filing on Jan 29, 2025 Q4 2024

Two Point Capital Management, Inc.

  • MSFT
  • DHI
  • GOOGL
  • AAPL
  • ACN
  • ETN
  • ORCL
Two Point Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 280 Billion
Stocks 26
Filing on Jan 29, 2025 Q4 2024

Longitude (Cayman) Ltd.

  • SOFI
  • TSLA
  • AMD
  • PLTR
  • MU
  • NVDA
  • META
Longitude (Cayman) Ltd.'s Q4 2024 Portfolio
Portfolio Value 69.8 Million
Stocks 43
Filing on Jan 28, 2025 Q4 2024

Htlf Bank

  • VUG
  • VTV
  • HTLF
  • ITM
  • EFV
  • EFG
  • SHM
Htlf Bank's Q4 2024 Portfolio
Portfolio Value 885 Billion
Stocks 345
Filing on Jan 28, 2025 Q4 2024

Origin Asset Management LLP

  • IBN
  • TCOM
  • TME
  • BABA
  • PDD
  • INFY
  • NMRK
Origin Asset Management LLP's Q4 2024 Portfolio
Portfolio Value 43.5 Million
Stocks 7
Filing on Jan 27, 2025 Q4 2024

Eagle Ridge Investment Management

  • AVGO
  • VGSH
  • MSFT
  • META
  • GOOGL
  • ORLY
  • UNH
Eagle Ridge Investment Management's Q4 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 148
Filing on Jan 27, 2025 Q4 2024

Elemental Capital Partners LLC

  • CRDO
  • BE
  • INDI
  • NVDA
Elemental Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 97.8 Million
Stocks 6
Filing on Jan 27, 2025 Q4 2024

Avitas Wealth Management LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • COST
  • JPM
Avitas Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 708 Million
Stocks 190
Filing on Jan 24, 2025 Q4 2024

Renaissance Capital LLC

  • CRDO
  • CRBG
  • TPG
  • MBLY
  • BLCO
  • KKS.F
Renaissance Capital LLC's Q4 2024 Portfolio
Portfolio Value 28 Million
Stocks 25
Filing on Jan 24, 2025 Q4 2024

Vinland Capital Management Gestora De Recursos Ltda.

  • SPY
  • TIP
  • TIP
  • TIP
  • EWZ
  • ASHR
  • EWZ
Vinland Capital Management Gestora De Recursos Ltda.'s Q4 2024 Portfolio
Portfolio Value 23.1 Billion
Stocks 42
Filing on Jan 23, 2025 Q4 2024

Zimmermann Investment Management & Planning LLC

  • QQQ
  • BX
  • IWY
  • RWL
  • NVDA
  • OEF
  • AAPL
Zimmermann Investment Management & Planning LLC's Q4 2024 Portfolio
Portfolio Value 2.27 Billion
Stocks 7
Filing on Jan 22, 2025 Q4 2024

Southern Style Financial, Inc.

  • IVV
  • FBND
  • SLQD
  • IAU
  • COST
  • IJR
  • MSFT
Southern Style Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 124 Billion
Stocks 28
Filing on Jan 21, 2025 Q4 2024

Team Hewins, LLC

  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • AVEM
  • IWO
  • SPY
Team Hewins, LLC's Q4 2024 Portfolio
Portfolio Value 231 Billion
Stocks 26
Filing on Jan 21, 2025 Q4 2024

Alpha Mark Advisors, LLC

  • IVV
  • XLK
  • XLV
  • SPY
  • PG
  • DBEF
  • FNDE
Alpha Mark Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 642
Filing on Jan 21, 2025 Q4 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • AAPL
  • NVDA
  • MSFT
  • META
  • SPTS
Dgs Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 384 Million
Stocks 306
Filing on Jan 16, 2025 Q4 2024

Hbc Financial Services, Pllc

  • IWB
  • IJH
  • MUB
  • AGG
  • MSFT
  • SBUX
  • VB
Hbc Financial Services, Pllc's Q4 2024 Portfolio
Portfolio Value 163 Million
Stocks 202