Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 03, 2025 Q4 2024

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • DOV
  • VOO
  • SHW
  • CB
  • AAPL
Thompson Davis & Co., Inc.'s Q4 2024 Portfolio
Portfolio Value 153 Million
Stocks 131
Filing on Feb 03, 2025 Q4 2024

Carl P. Sherr & Co., LLC

  • IGIB
  • IVW
  • IUSV
  • AAPL
  • MSFT
  • IXUS
  • HD
Carl P. Sherr & Co., LLC's Q4 2024 Portfolio
Portfolio Value 188 Million
Stocks 118
Filing on Feb 03, 2025 Q4 2024

Ampfield Management, L.P.

  • TDG
  • FIVE
  • ESQ
  • ROST
Ampfield Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 96.1 Million
Stocks 4
Filing on Feb 03, 2025 Q4 2024

Wealth Management Nebraska

  • SPIB
  • AVSC
  • HYMB
  • DFIV
  • DFUS
  • DFAS
  • AVLV
Wealth Management Nebraska's Q4 2024 Portfolio
Portfolio Value 615 Billion
Stocks 71
Filing on Feb 03, 2025 Q4 2024

Navellier & Associates Inc

  • NVDA
  • EME
  • COST
  • LLY
  • PWR
  • COKE
  • XOM
Navellier & Associates Inc's Q4 2024 Portfolio
Portfolio Value 792 Million
Stocks 329
Filing on Feb 03, 2025 Q4 2024

Trellis Wealth Advisors LLC

  • DFAX
  • DFAC
  • VTI
  • AVUS
  • AVDE
  • BSV
  • BND
Trellis Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 199 Billion
Stocks 33
Filing on Feb 03, 2025 Q4 2024

Element Wealth, LLC

  • IVV
  • DIVO
  • TFLO
  • ITOT
  • SCHX
  • IJR
  • AGG
Element Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 187 Million
Stocks 292
Filing on Feb 03, 2025 Q4 2024

Winebrenner Capital Management LLC

  • BRK-B
  • AAPL
  • FTHY
  • NVDA
  • DFCF
  • CVX
  • USFR
Winebrenner Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 130 Billion
Stocks 121
Filing on Feb 03, 2025 Q4 2024

Pinnacle Financial Partners Inc

  • MSFT
  • AAPL
  • SPY
  • AMZN
  • VOO
  • GOOGL
  • JPM
Pinnacle Financial Partners Inc's Q4 2024 Portfolio
Portfolio Value 4.89 Billion
Stocks 1064
Filing on Feb 03, 2025 Q4 2024

Keebeck Alpha, LP

  • HTLF
  • CHX
  • K
  • DFS
  • ALTR
  • ALE
  • HES
Keebeck Alpha, LP's Q4 2024 Portfolio
Portfolio Value 92.4 Million
Stocks 239
Filing on Feb 03, 2025 Q4 2024

First Horizon Advisors, Inc.

  • SPY
  • IVV
  • AAPL
  • MSFT
  • IJH
  • AVGO
  • JPM
First Horizon Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.55 Billion
Stocks 1840
Filing on Feb 03, 2025 Q4 2024

Verger Capital Management LLC

  • AGG
  • SPY
  • ACWI
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 14
Filing on Feb 03, 2025 Q4 2024

Sigma Planning Corp

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • MSFT
  • SPY
Sigma Planning Corp's Q4 2024 Portfolio
Portfolio Value 3.07 Billion
Stocks 1162
Filing on Feb 03, 2025 Q4 2024

Cowa, LLC

  • AVUV
  • DFIV
  • AAPL
  • IBDR
  • SPYD
  • IBHF
  • IDV
Cowa, LLC's Q4 2024 Portfolio
Portfolio Value 217 Billion
Stocks 122
Filing on Feb 03, 2025 Q4 2024

Capital City Trust CO

  • KO
  • AAPL
  • AVGO
  • MSFT
  • VOO
  • NVDA
  • GOOGL
Capital City Trust CO's Q4 2024 Portfolio
Portfolio Value 374 Million
Stocks 196
Filing on Feb 03, 2025 Q4 2024

Ldr Capital Management LLC

  • EQIX
  • STWD
  • KRG
  • AMT
  • VICI
  • UMH
  • UE
Ldr Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 46.2 Million
Stocks 32
Filing on Feb 03, 2025 Q4 2024

Lipe & Dalton

  • AAPL
  • GOOG
  • GS
  • OKE
  • SNA
  • CM
  • EMR
Lipe & Dalton's Q4 2024 Portfolio
Portfolio Value 189 Million
Stocks 94
Filing on Feb 03, 2025 Q4 2024

Callan Capital, LLC

  • SCHB
  • META
  • FNDX
  • SCHF
  • FNDF
  • PRF
  • VTEB
Callan Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 351