Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2024 Q1 2024

Josh Arnold Investment Consultant, LLC

  • AAPL
  • AMZN
  • DFIN
  • EVH
  • EXPE
  • SQ
  • MSFT
Josh Arnold Investment Consultant, LLC's Q1 2024 Portfolio
Portfolio Value 95.1 Million
Stocks 10
Filing on May 15, 2024 Q1 2024

Rockbridge Investment Management, Lcc

  • SCHZ
  • SPTM
  • BND
  • VCSH
  • IEFA
  • DFAC
  • SCHC
Rockbridge Investment Management, Lcc's Q1 2024 Portfolio
Portfolio Value 682 Billion
Stocks 118
Filing on May 15, 2024 Q1 2024

Redmile Group, LLC

  • KRYS
  • FOLD
  • IMNM
  • SRRK
  • FATE
  • RGNX
  • DCPH
Redmile Group, LLC's Q1 2024 Portfolio
Portfolio Value 2.54 Billion
Stocks 77
Filing on May 15, 2024 Q1 2024

Waterford Advisors, LLC

  • IVV
  • VTV
  • VUG
  • VEA
  • FNDF
  • SCHA
  • BNDX
Waterford Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 236 Million
Stocks 55
Filing on May 15, 2024 Q1 2024

Berkley W R Corp

  • EPD
  • KMI
  • ET
  • INTC
  • ORI
  • MRK
  • MRK
Berkley W R Corp's Q1 2024 Portfolio
Portfolio Value 1.63 Billion
Stocks 155
Filing on May 15, 2024 Q1 2024

Caxton Associates LP

  • TSLA
  • C
  • AMZN
  • ALV
  • MSFT
  • AVGO
  • TECK
Caxton Associates LP's Q1 2024 Portfolio
Portfolio Value 1.78 Billion
Stocks 448
Filing on May 15, 2024 Q1 2024

Ashford Capital Management Inc

  • CPRT
  • CSGP
  • AXON
  • HQY
  • SUPN
  • TYL
  • CVCO
Ashford Capital Management Inc's Q1 2024 Portfolio
Portfolio Value 678 Million
Stocks 91
Filing on May 15, 2024 Q1 2024

Zurich Insurance Group LTD

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • META
  • JPM
Zurich Insurance Group LTD's Q1 2024 Portfolio
Portfolio Value 10.6 Billion
Stocks 240
Filing on May 15, 2024 Q1 2024

Captrust Financial Advisors

  • MSFT
  • AAPL
  • VTV
  • VEA
  • AVGO
  • BIL
  • NVDA
Captrust Financial Advisors's Q1 2024 Portfolio
Portfolio Value 30 Billion
Stocks 2135
Filing on May 15, 2024 Q1 2024

Progeny 3, Inc.

  • CCJ
  • BTU
  • APG
  • STER
  • VOO
  • ARLP
  • PAR
Progeny 3, Inc.'s Q1 2024 Portfolio
Portfolio Value 920 Million
Stocks 26
Filing on May 15, 2024 Q1 2024

Silvercrest Asset Management Group LLC

  • MSFT
  • AVGO
  • MTDR
  • ORCL
  • GOOG
  • CADE
  • AMP
Silvercrest Asset Management Group LLC's Q1 2024 Portfolio
Portfolio Value 14.1 Billion
Stocks 1037
Filing on May 15, 2024 Q1 2024

Kinloch Capital, LLC

  • VGT
  • FTSM
  • FPE
  • VOO
  • IBM
  • VFH
  • CAH
Kinloch Capital, LLC's Q1 2024 Portfolio
Portfolio Value 189 Million
Stocks 74
Filing on May 15, 2024 Q1 2024

Schusterman Interests, LLC

  • CVNA
  • SPY
  • TSLA
  • CPNG
  • NOW
  • PACK
  • SNOW
Schusterman Interests, LLC's Q1 2024 Portfolio
Portfolio Value 114 Million
Stocks 12
Filing on May 15, 2024 Q1 2024

Mount Yale Investment Advisors, LLC

  • AAPL
  • SPYV
  • SPYG
  • IVV
  • QUS
  • COWZ
  • MSFT
Mount Yale Investment Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 1.28 Billion
Stocks 532
Filing on May 15, 2024 Q1 2024

Nea Management Company, LLC

  • ACLX
  • COUR
  • RYTM
  • SVRA
  • CRSP
  • VRNA
  • GLUE
Nea Management Company, LLC's Q1 2024 Portfolio
Portfolio Value 1.43 Billion
Stocks 44
Filing on May 15, 2024 Q1 2024

Sandia Investment Management LP

  • SCRM
  • CNDA
  • BFAC
  • GPAC
  • PEGR
  • CVII
  • ACAB
Sandia Investment Management LP's Q1 2024 Portfolio
Portfolio Value 41 Million
Stocks 133
Filing on May 15, 2024 Q1 2024

Inclusive Capital Partners, L.P.

  • STRA
  • NGVT
Inclusive Capital Partners, L.P.'s Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 3
Filing on May 15, 2024 Q1 2024

Flow Traders U.S. LLC

  • TQQQ
  • DIA
  • DBEU
  • SPY
  • GSY
  • ACWX
  • EWU
Flow Traders U.S. LLC's Q1 2024 Portfolio
Portfolio Value 1.87 Billion
Stocks 813