Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2025 Q4 2024

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • SPIB
  • SPSB
  • MSFT
  • IWF
  • BNDC
Occidental Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 637 Million
Stocks 219
Filing on Jan 14, 2025 Q4 2024

Dixon Mitchell Investment Counsel Inc.

  • GOOGL
  • V
  • ICE
  • BRK-B
  • RY
  • MSFT
  • TD
Dixon Mitchell Investment Counsel Inc.'s Q4 2024 Portfolio
Portfolio Value 2.16 Trillion
Stocks 115
Filing on Jan 14, 2025 Q4 2024

Bernzott Capital Advisors

  • HCI
  • NFG
  • SLGN
  • COOP
  • JBI
  • GDEN
  • LANC
Bernzott Capital Advisors's Q4 2024 Portfolio
Portfolio Value 194 Million
Stocks 42
Filing on Jan 14, 2025 Q4 2024

Tallon Kerry Patrick

  • IVV
  • IWV
  • QQQ
  • DMRC
  • BNL
  • VIG
  • IJR
Tallon Kerry Patrick's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 106
Filing on Jan 14, 2025 Q4 2024

Carnegie Capital Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • GOOGL
  • BRK-B
Carnegie Capital Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.38 Billion
Stocks 456
Filing on Jan 14, 2025 Q4 2024

Certified Advisory Corp

  • VUG
  • COWZ
  • QQQ
  • VTV
  • IVV
  • SCHD
  • AAPL
Certified Advisory Corp's Q4 2024 Portfolio
Portfolio Value 910 Million
Stocks 297
Filing on Jan 14, 2025 Q4 2024

Stonebridge Capital Management Inc

  • AAPL
  • MSFT
  • ORCL
  • SYK
  • INTU
  • GD
  • PEP
Stonebridge Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 244 Million
Stocks 84
Filing on Jan 14, 2025 Q4 2024

Signal Point Asset Management, LLC

  • ORLY
  • AAPL
  • VOO
  • VEA
  • VTI
  • WMT
  • MSFT
Signal Point Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 376 Million
Stocks 253
Filing on Jan 14, 2025 Q4 2024

New View Capital Partners I, LLC

  • UDMY
  • ME
New View Capital Partners I, LLC's Q4 2024 Portfolio
Portfolio Value 36.1 Million
Stocks 2
Filing on Jan 14, 2025 Q4 2024

Paradigm, Strategies In Wealth Management, LLC

  • SCHF
  • SCHG
  • SCHD
  • IJR
  • JPST
  • PG
  • AAPL
Paradigm, Strategies In Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 144 Million
Stocks 50
Filing on Jan 14, 2025 Q4 2024

Strong Box Wealth, LLC

  • JPST
  • SHY
  • QUAL
  • VGIT
  • MSFT
  • JEPI
  • IJH
Strong Box Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 228 Million
Stocks 89
Filing on Jan 14, 2025 Q4 2024

Alaska Permanent Fund Corp

  • IVV
  • IWD
  • USMV
  • SPLV
  • VOO
  • ONEV
  • ONEY
Alaska Permanent Fund Corp's Q4 2024 Portfolio
Portfolio Value 6.7 Billion
Stocks 787
Filing on Jan 14, 2025 Q4 2024

Winch Advisory Services, LLC

  • SPTM
  • AAPL
  • NVDA
  • VCIT
  • AMZN
  • VGSH
  • MSFT
Winch Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 364 Million
Stocks 556
Filing on Jan 14, 2025 Q4 2024

Argent Capital Management LLC

  • AMZN
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • URI
  • CG
Argent Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 3.47 Billion
Stocks 159
Filing on Jan 14, 2025 Q4 2024

Palliser Capital (Uk) LTD

  • RIO
  • EDR
  • LBRDK
  • MTCH
  • X
  • CUK
Palliser Capital (Uk) LTD's Q4 2024 Portfolio
Portfolio Value 125 Million
Stocks 6
Filing on Jan 14, 2025 Q4 2024

Keeler & Nadler Financial Planning & Wealth Management

  • QUAL
  • SCHG
  • VUG
  • FNDF
  • SPLG
  • SCHV
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q4 2024 Portfolio
Portfolio Value 213 Billion
Stocks 70
Filing on Jan 14, 2025 Q4 2024

Blue Path Capital Management, LLC

  • TSLA
  • AFL
  • HD
  • MSFT
  • AAPL
  • NVDA
  • AMZN
Blue Path Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 186 Billion
Stocks 115
Filing on Jan 14, 2025 Q4 2024

Roble, Belko & Company, Inc

  • VTI
  • VXUS
  • BND
  • VEA
  • VYM
  • VEU
  • SPY
Roble, Belko & Company, Inc's Q4 2024 Portfolio
Portfolio Value 629 Million
Stocks 420