Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2024 Q1 2024

Global Financial Private Client, LLC

  • AAPL
  • SPY
  • BRK-A
  • SCHD
  • VOO
  • MSFT
  • VIG
Global Financial Private Client, LLC's Q1 2024 Portfolio
Portfolio Value 233 Billion
Stocks 714
Filing on May 15, 2024 Q1 2024

Sugar Maple Asset Management, LLC

  • TFLO
  • ABBV
  • IVV
  • ABT
  • GLD
  • MOAT
  • SHY
Sugar Maple Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 104 Billion
Stocks 51
Filing on May 16, 2024 Q1 2024

California State Teachers Retirement System

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
California State Teachers Retirement System's Q1 2024 Portfolio
Portfolio Value 78.1 Billion
Stocks 3045
Filing on May 15, 2024 Q1 2024

Redwood Investment Management, LLC

  • SQEW
  • LSAF
  • LSAT
  • SLYV
  • ACTV
  • SPYV
  • SLYG
Redwood Investment Management, LLC's Q1 2024 Portfolio
Portfolio Value 1.05 Billion
Stocks 310
Filing on May 15, 2024 Q1 2024

Jane Street Group, LLC

  • QQQ
  • SPY
  • IEMG
  • TLT
  • SMH
  • FXI
  • VWO
Jane Street Group, LLC's Q1 2024 Portfolio
Portfolio Value 72.9 Billion
Stocks 14073
Filing on May 15, 2024 Q1 2024

Innealta Capital, LLC

  • XLK
  • XLF
  • SPTL
  • XLY
  • FLJP
  • VGIT
  • XLV
Innealta Capital, LLC's Q1 2024 Portfolio
Portfolio Value 237 Million
Stocks 108
Filing on May 15, 2024 Q1 2024

Consultiva Wealth Management, Corp.

  • VOO
  • VYM
  • VXUS
  • VB
  • QAI
  • SPHD
  • VYMI
Consultiva Wealth Management, Corp.'s Q1 2024 Portfolio
Portfolio Value 10.7 Billion
Stocks 21
Filing on May 16, 2024 Q1 2024

Motley Fool Asset Management LLC

  • MSFT
  • AMZN
  • AAPL
  • GOOG
  • NVDA
  • META
  • AXON
Motley Fool Asset Management LLC's Q1 2024 Portfolio
Portfolio Value 1.44 Billion
Stocks 220
Filing on May 15, 2024 Q1 2024

Wiser Advisor Group LLC

  • VOO
  • AAPL
  • FMB
  • BND
  • VB
  • HFXI
  • AMZN
Wiser Advisor Group LLC's Q1 2024 Portfolio
Portfolio Value 63.8 Billion
Stocks 3197
Filing on May 15, 2024 Q1 2024

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BIL
  • BUFQ
  • IVV
  • QQQ
  • SCHD
Creekmur Asset Management LLC's Q1 2024 Portfolio
Portfolio Value 292 Billion
Stocks 1563
Filing on May 15, 2024 Q1 2024

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • META
  • DIS
  • AIG
  • MPC
  • NFLX
Dcm Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 238 Million
Stocks 76
Filing on May 15, 2024 Q1 2024

Clear Point Advisors Inc.

  • SCHG
  • CAPE
  • QQQ
  • SCHB
  • PJUN
  • SPY
  • MDY
Clear Point Advisors Inc.'s Q1 2024 Portfolio
Portfolio Value 122 Billion
Stocks 577
Filing on May 15, 2024 Q1 2024

Toroso Investments, LLC

  • MSFT
  • NVDA
  • AAPL
  • VTI
  • AMZN
  • IVV
  • GLDM
Toroso Investments, LLC's Q1 2024 Portfolio
Portfolio Value 5.6 Billion
Stocks 2195
Filing on May 15, 2024 Q1 2024

Castleark Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • NOW
Castleark Management LLC's Q1 2024 Portfolio
Portfolio Value 2.37 Billion
Stocks 278
Filing on May 15, 2024 Q1 2024

Coppell Advisory Solutions Corp.

  • FIXD
  • FTSM
  • KNG
  • JPM
  • NVDA
  • META
  • BUFR
Coppell Advisory Solutions Corp.'s Q1 2024 Portfolio
Portfolio Value 531 Billion
Stocks 267
Filing on May 15, 2024 Q1 2024

Alethea Capital Management, LLC

  • AXSM
  • BIL
  • RNA
  • KURA
  • TLT
  • VBK
  • CDTX
Alethea Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 122 Million
Stocks 32
Filing on May 15, 2024 Q1 2024

Empirical Capital Management, LLC

  • AMZN
  • COST
  • WMT
  • ROKU
  • TJX
  • META
  • PINS
Empirical Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 123 Million
Stocks 17
Filing on May 15, 2024 Q1 2024

Connective Capital Management, LLC

  • HGBL
  • MSFT
  • IWM
  • AAPL
  • QLD
  • CCJ
  • ASML
Connective Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 65.5 Billion
Stocks 25