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
Filing on Feb 12, 2025
Q4 2024
Kiely Wealth Advisory Group, Inc.
- USFR
- RSP
- VO
- TFLO
- SHYG
- VOO
- BSV
Filing on Feb 12, 2025
Q4 2024
Treynor Bancshares, Inc.
- FLRN
- VTI
- SPTM
- XLV
- SPIB
- DFAX
- VXUS
Filing on Feb 12, 2025
Q4 2024
Sanctuary Wealth Management, L.L.C.
- IVV
- VTI
- QQQM
- VONG
- BND
- VOO
- QQQ
Filing on Feb 12, 2025
Q4 2024
Riggs Capital Management LLC
- JQUA
- ITOT
- SHY
- HDV
- IAU
- DSTL
- JPST
Filing on Feb 11, 2025
Q4 2024
Dechtman Wealth Management, LLC
- IVV
- VOO
- SCHG
- CGDV
- VO
- MGV
- IJR
Filing on Feb 11, 2025
Q4 2024
Zions Bancorporation, N.A.
- IWS
- IVV
- VTI
- IWP
- VWO
- AGG
- NVDA
Filing on Feb 11, 2025
Q4 2024
Mosley Wealth Management
- IVV
- JEPI
- XLSR
- IUSB
- IVW
- EFV
- EFG
Filing on Feb 11, 2025
Q4 2024
Corbin Capital Partners, L.P.
- EDR
- HYG
- BKLN
- ABUS
- EVLV
- NVTS
- ROIV
Filing on Feb 11, 2025
Q4 2024
Filing on Feb 10, 2025
Q4 2024
Cassady Schiller Wealth Management, LLC
- VTV
- VUG
- VOO
- PG
- VOE
- DFAE
- AAPL
Filing on Feb 10, 2025
Q4 2024
Carlson Capital Management
- DSTL
- VCSH
- BSV
- DIHP
- COWZ
- AVUV
- DFEM
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
Lepercq Multi Asset Fund
- SPY
- EFA
- QQQ
- ACWI
- LNDC
- SQFT
- CLAR