Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2025 Q4 2024

Signal Point Asset Management, LLC

  • ORLY
  • AAPL
  • VOO
  • VEA
  • VTI
  • WMT
  • MSFT
Signal Point Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 376 Million
Stocks 253
Filing on Jan 13, 2025 Q4 2024

Hart & Patterson Financial Group LLC

  • VEA
  • SCHX
  • BNDX
  • VTIP
  • SEIM
  • VWO
  • SEIV
Hart & Patterson Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 206 Billion
Stocks 72
Filing on Jan 13, 2025 Q4 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q4 2024 Portfolio
Portfolio Value 195 Billion
Stocks 108
Filing on Jan 10, 2025 Q4 2024

Sugarloaf Wealth Management, LLC

  • DRSK
  • GPC
  • ACIO
  • SPLG
  • VIGI
  • OSCV
  • RSP
Sugarloaf Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 480 Million
Stocks 686
Filing on Jan 10, 2025 Q4 2024

Agincourt Capital Management, LLC

  • VT
  • IAGG
  • AGG
Agincourt Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 99.9 Million
Stocks 3
Filing on Dec 11, 2024 Q3 2024

Alternative Investment Advisors, Llc.

  • IVV
  • DGRO
  • IVE
  • QUAL
  • EFV
  • MBB
  • TLT
Alternative Investment Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 190 Billion
Stocks 50
Filing on Dec 03, 2024 Q3 2024

Dantai Capital LTD

  • AAPL
  • TSM
  • AMZN
  • NVDA
  • COST
  • META
  • LLY
Dantai Capital LTD's Q3 2024 Portfolio
Portfolio Value 78.8 Billion
Stocks 27
Filing on Dec 02, 2024 Q3 2024

Cornell University

  • SHY
  • XOM
  • TMP
Cornell University's Q3 2024 Portfolio
Portfolio Value 3.44 Billion
Stocks 3
Filing on Nov 21, 2024 Q3 2024

Tri Ri Asset Management Corp

  • NVO
  • PLTR
  • META
  • ABNB
  • AMZN
  • VRTX
  • VRSN
Tri Ri Asset Management Corp's Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 29
Filing on Nov 15, 2024 Q3 2024

Titan Capital Management, LLC

  • BIL
  • SHV
  • SGOV
  • USFR
  • CLTL
Titan Capital Management, LLC 's Q3 2024 Portfolio
Portfolio Value 51.1 Million
Stocks 5
Filing on Nov 14, 2024 Q3 2024

Brophy Wealth Management, LLC

  • MGK
  • MGV
  • AAPL
  • MSFT
  • GOVT
  • VOE
  • VBR
Brophy Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 279 Billion
Stocks 389
Filing on Nov 14, 2024 Q3 2024

Baker Hughes Holdings LLC

  • AI
Baker Hughes Holdings LLC's Q3 2024 Portfolio
Portfolio Value 43.6 Million
Stocks 2
Filing on Nov 14, 2024 Q3 2024

Dsc Advisors, L.P.

  • EHTH
  • KRNT
  • META
  • MSFT
  • GOOGL
  • MA
  • V
Dsc Advisors, L.P.'s Q3 2024 Portfolio
Portfolio Value 9.66 Million
Stocks 19
Filing on Nov 14, 2024 Q3 2024

Riverwood Capital Management Ltd.

  • VTEX
  • SOFI
Riverwood Capital Management Ltd.'s Q3 2024 Portfolio
Portfolio Value 39.9 Million
Stocks 3
Filing on Nov 14, 2024 Q3 2024

Gateway Advisory, LLC

  • SHV
  • BRK-B
  • IBDX
  • IBDW
  • IBDV
  • IBDU
  • IBDT
Gateway Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 558 Million
Stocks 131
Filing on Nov 14, 2024 Q3 2024

Sc Israel Iv Genpar, Ltd.

  • CTV
Sc Israel Iv Genpar, Ltd.'s Q3 2024 Portfolio
Portfolio Value 17.5 Million
Stocks 1
Filing on Nov 14, 2024 Q3 2024

Northpond Ventures, LLC

  • VIGL
  • CADL
Northpond Ventures, LLC's Q3 2024 Portfolio
Portfolio Value 27.7 Million
Stocks 3
Filing on Nov 14, 2024 Q3 2024

Susquehanna International Securities, Ltd.

  • STLA
  • STLA
  • STLA
  • ALC
  • RACE
  • RACE
  • DB
Susquehanna International Securities, Ltd.'s Q3 2024 Portfolio
Portfolio Value 389 Million
Stocks 50