Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 04, 2025 Q4 2024

Hendley & CO Inc

  • BRK-B
  • V
  • MSFT
  • AAPL
  • ABT
  • EOG
  • APH
Hendley & CO Inc's Q4 2024 Portfolio
Portfolio Value 285 Million
Stocks 57
Filing on Feb 04, 2025 Q4 2024

Lincluden Management LTD

  • RY
  • TD
  • TRP
  • BNS
  • BCE
  • CNI
  • MFC
Lincluden Management LTD's Q4 2024 Portfolio
Portfolio Value 826 Million
Stocks 73
Filing on Feb 04, 2025 Q4 2024

Sentry Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • TSLA
  • GOOGL
Sentry Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 210 Million
Stocks 450
Filing on Feb 04, 2025 Q4 2024

Ironwood Wealth Management, Llc.

  • IEFA
  • VGLT
  • IEF
  • IVV
  • IEMG
  • BSCP
  • IJH
Ironwood Wealth Management, Llc.'s Q4 2024 Portfolio
Portfolio Value 323 Million
Stocks 45
Filing on Feb 04, 2025 Q4 2024

Bhk Investment Advisors, LLC

  • MGK
  • MGV
  • BND
  • VBK
  • VOT
  • VBR
  • VOE
Bhk Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 266 Million
Stocks 59
Filing on Feb 04, 2025 Q4 2024

Stack Financial Management, Inc

  • MSFT
  • WMT
  • PWR
  • BRK-B
  • ACN
  • CVX
  • LHX
Stack Financial Management, Inc's Q4 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 50
Filing on Feb 04, 2025 Q4 2024

Addison Advisors LLC

  • VGIT
  • VIG
  • VUG
  • VTIP
  • VLUE
  • DFUV
  • AGG
Addison Advisors LLC's Q4 2024 Portfolio
Portfolio Value 336 Million
Stocks 1045
Filing on Feb 04, 2025 Q4 2024

Pring Turner Capital Group Inc

  • SCHM
  • ORCL
  • BAC
  • SCHW
  • CMI
  • HD
  • PSA
Pring Turner Capital Group Inc's Q4 2024 Portfolio
Portfolio Value 149 Million
Stocks 66
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

Millington Financial Advisors, LLC

  • SPYG
  • SPYV
  • SPDW
  • XBAP
  • SPMD
  • SPY
  • SPEM
Millington Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 172 Billion
Stocks 84
Filing on Feb 04, 2025 Q4 2024

Tenret CO LLC

  • VEA
  • VUG
  • VTV
  • SCHZ
  • BNDX
  • VTEB
  • VWO
Tenret CO LLC's Q4 2024 Portfolio
Portfolio Value 159 Million
Stocks 34
Filing on Feb 04, 2025 Q4 2024

Prasad Wealth Partners, LLC

  • ONEQ
  • ITOT
  • JAAA
  • BUFF
  • HEFA
  • RYT
  • UCON
Prasad Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 309 Billion
Stocks 113
Filing on Feb 04, 2025 Q4 2024

Bank Plus Trust Department

  • IVV
  • MSFT
  • AAPL
  • NVDA
  • JHMM
  • LLY
  • PGR
Bank Plus Trust Department's Q4 2024 Portfolio
Portfolio Value 305 Billion
Stocks 511
Filing on Feb 04, 2025 Q4 2024

Millburn Ridgefield Corp

  • IWB
  • IJH
  • IWM
  • USMV
  • VWO
  • SPY
  • IJR
Millburn Ridgefield Corp's Q4 2024 Portfolio
Portfolio Value 4 Billion
Stocks 46
Filing on Feb 04, 2025 Q4 2024

Portland Financial Advisors Inc

  • USFR
  • STIP
  • SPY
  • VO
  • OHI
  • ACWV
  • VYM
Portland Financial Advisors Inc's Q4 2024 Portfolio
Portfolio Value 37.2 Billion
Stocks 64
Filing on Feb 04, 2025 Q4 2024

Impax Asset Management Group PLC

  • MSFT
  • NVDA
  • XYL
  • AWK
  • PNR
  • RNR
  • MA
Impax Asset Management Group PLC's Q4 2024 Portfolio
Portfolio Value 19.8 Billion
Stocks 312
Filing on Feb 04, 2025 Q4 2024

Skylands Capital, LLC

  • UNP
  • AAPL
  • GOOGL
  • GM
  • ARCH
  • CCI
  • BECN
Skylands Capital, LLC's Q4 2024 Portfolio
Portfolio Value 660 Million
Stocks 150
Filing on Feb 04, 2025 Q4 2024

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • AMZN
  • FBND
  • GOOG
  • ITOT
W.G. Shaheen & Associates Dba Whitney & CO's Q4 2024 Portfolio
Portfolio Value 910 Million
Stocks 132