Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 15, 2025 Q4 2024

Financial & Tax Architects, LLC

  • BIL
  • SPY
  • IEF
  • USRT
  • AGG
  • NOBL
  • FBND
Financial & Tax Architects, LLC's Q4 2024 Portfolio
Portfolio Value 393 Billion
Stocks 103
Filing on Jan 15, 2025 Q4 2024

Wallington Asset Management, LLC

  • VEA
  • MSFT
  • TJX
  • AAPL
  • IJR
  • V
  • WRB
Wallington Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 692 Million
Stocks 95
Filing on Jan 15, 2025 Q4 2024

Kck Ltd.

  • NPCE
  • SGHT
Kck Ltd.'s Q4 2024 Portfolio
Portfolio Value 74.9 Million
Stocks 3
Filing on Jan 15, 2025 Q4 2024

Hb Wealth Management, LLC

  • VTI
  • VIG
  • JPST
  • SPYG
  • MINT
  • VXUS
  • AAPL
Hb Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 9.75 Billion
Stocks 1076
Filing on Jan 15, 2025 Q4 2024

Value Holdings Management Co. LLC

  • EME
  • WAB
  • ROL
  • MTDR
  • TTEK
  • PRIM
  • XOM
Value Holdings Management Co. LLC's Q4 2024 Portfolio
Portfolio Value 572 Million
Stocks 34
Filing on Jan 15, 2025 Q4 2024

Gill Capital Partners, LLC

  • VUG
  • SCHG
  • KR
  • BSCT
  • VTV
  • VEA
  • SCHV
Gill Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 259 Million
Stocks 135
Filing on Jan 15, 2025 Q4 2024

Sib LLC

  • TXRH
  • ODFL
  • LULU
  • KNX
  • JBHT
  • RYAAY
  • URBN
Sib LLC's Q4 2024 Portfolio
Portfolio Value 168 Million
Stocks 19
Filing on Jan 15, 2025 Q4 2024

Stonekeep Investments, LLC

  • USFR
  • SCHB
  • SGOV
  • VTI
  • VWO
  • TSLA
  • SCHF
Stonekeep Investments, LLC's Q4 2024 Portfolio
Portfolio Value 134 Billion
Stocks 58
Filing on Jan 15, 2025 Q4 2024

Lummis Asset Management, LP

  • MTDR
  • AAPL
  • MSFT
  • ORCL
  • GOOG
  • GS
  • AIG
Lummis Asset Management, LP's Q4 2024 Portfolio
Portfolio Value 78.9 Billion
Stocks 148
Filing on Jan 15, 2025 Q4 2024

Arkadios Wealth Advisors

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • IVV
  • OMFL
  • EUSA
Arkadios Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 940
Filing on Jan 15, 2025 Q4 2024

Dominguez Wealth Management Solutions, Inc.

  • VUG
  • AAPL
  • SGOV
  • FIXD
  • SPLV
  • BALT
  • PG
Dominguez Wealth Management Solutions, Inc.'s Q4 2024 Portfolio
Portfolio Value 137 Billion
Stocks 59
Filing on Jan 15, 2025 Q4 2024

Skopos Labs, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • TSLA
  • GOOGL
  • AVGO
Skopos Labs, Inc.'s Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 1943
Filing on Jan 15, 2025 Q4 2024

Carderock Capital Management Inc

  • AAPL
  • MA
  • MSFT
  • GOOGL
  • APH
  • ISRG
  • PH
Carderock Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 383 Million
Stocks 73
Filing on Jan 15, 2025 Q4 2024

Sax Wealth Advisors, LLC

  • DFUS
  • QUAL
  • QQQM
  • DFAC
  • FBND
  • DFAT
  • IJH
Sax Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.26 Billion
Stocks 328
Filing on Jan 15, 2025 Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • FSK
  • AMLP
  • AAPL
  • COST
  • AMZN
  • NVDA
  • SPTM
Householder Group Estate & Retirement Specialist, LLC's Q4 2024 Portfolio
Portfolio Value 134 Million
Stocks 601
Filing on Jan 15, 2025 Q4 2024

Ff Advisors,Llc

  • QQQ
  • VEA
  • VWO
  • VTV
  • SPMD
  • BSJP
  • VUG
Ff Advisors,Llc's Q4 2024 Portfolio
Portfolio Value 148 Billion
Stocks 88
Filing on Jan 15, 2025 Q4 2024

Foresight Group LTD Liability Partnership

  • PEAK
  • AMT
  • DLR
  • EQIX
  • DEA
  • CCI
  • CWEN
Foresight Group LTD Liability Partnership's Q4 2024 Portfolio
Portfolio Value 645 Billion
Stocks 35
Filing on Jan 15, 2025 Q4 2024

Empirical Asset Management, LLC

  • NOW
  • BKNG
  • MSFT
  • AAPL
  • META
  • QQQ
  • NVDA
Empirical Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.46 Billion
Stocks 458