Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2025 Q4 2024

Burney CO

  • AAPL
  • VGIT
  • MSFT
  • GOOGL
  • META
  • AVGO
  • NVDA
Burney CO's Q4 2024 Portfolio
Portfolio Value 2.49 Billion
Stocks 632
Filing on Jan 14, 2025 Q4 2024

Caldwell Investment Management Ltd.

  • KKR
  • CBOE
  • BAC
  • ICE
  • AEM
  • MFC
  • CLS
Caldwell Investment Management Ltd.'s Q4 2024 Portfolio
Portfolio Value 139 Million
Stocks 34
Filing on Jan 14, 2025 Q4 2024

Ccla Investment Management LTD

  • MSFT
  • AMZN
  • GOOG
  • V
  • AVGO
  • SPGI
  • KO
Ccla Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 6.31 Billion
Stocks 59
Filing on Jan 13, 2025 Q4 2024

Oak Thistle LLC

  • EPAM
  • MSFT
  • OKTA
  • WYNN
  • TSLA
  • MCK
  • ORLY
Oak Thistle LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 392
Filing on Jan 13, 2025 Q4 2024

Pca Investment Advisory Services Inc.

  • IVV
  • IUSV
  • IUSG
  • DFAS
  • VTV
  • VUG
  • IJH
Pca Investment Advisory Services Inc.'s Q4 2024 Portfolio
Portfolio Value 212 Million
Stocks 145
Filing on Jan 13, 2025 Q4 2024

Gsg Advisors LLC

  • VTI
  • VYM
  • AAPL
  • SCHB
  • SCHD
  • QUAL
  • RDVY
Gsg Advisors LLC's Q4 2024 Portfolio
Portfolio Value 317 Billion
Stocks 110
Filing on Jan 13, 2025 Q4 2024

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • LRGF
  • VEU
  • MUB
  • DFAX
Cardinal Point Capital Management, Ulc's Q4 2024 Portfolio
Portfolio Value 630 Billion
Stocks 84
Filing on Jan 13, 2025 Q4 2024

Tlwm

  • SPY
  • IWV
  • ACWX
  • BSCQ
  • BSCS
  • BSCU
  • BSCP
Tlwm's Q4 2024 Portfolio
Portfolio Value 503 Million
Stocks 73
Filing on Jan 13, 2025 Q4 2024

Ignite Planners, LLC

  • SCHG
  • BUFR
  • AAPL
  • NVDA
  • MSFT
  • PULS
  • SKYY
Ignite Planners, LLC's Q4 2024 Portfolio
Portfolio Value 433 Million
Stocks 302
Filing on Jan 13, 2025 Q4 2024

Hart & Patterson Financial Group LLC

  • VEA
  • SCHX
  • BNDX
  • VTIP
  • SEIM
  • VWO
  • SEIV
Hart & Patterson Financial Group LLC's Q4 2024 Portfolio
Portfolio Value 206 Billion
Stocks 72
Filing on Jan 13, 2025 Q4 2024

Heritage Wealth Partners, LLC

  • IVV
  • QQQ
  • NVDA
  • DIA
  • AAPL
  • QQQM
  • MSFT
Heritage Wealth Partners, LLC's Q4 2024 Portfolio
Portfolio Value 79.7 Billion
Stocks 67
Filing on Jan 13, 2025 Q4 2024

Vigilare Wealth Management

  • SGOV
  • SPLV
  • SPHQ
  • BIL
  • AAPL
  • GLD
  • VIG
Vigilare Wealth Management's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 90
Filing on Jan 13, 2025 Q4 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q4 2024 Portfolio
Portfolio Value 195 Billion
Stocks 108
Filing on Jan 13, 2025 Q4 2024

Eastern Bank

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • GVI
Eastern Bank's Q4 2024 Portfolio
Portfolio Value 5.25 Billion
Stocks 1361
Filing on Jan 13, 2025 Q4 2024

Claro Advisors LLC

  • AAPL
  • VOO
  • IWF
  • SPY
  • MSFT
  • AMZN
  • NVDA
Claro Advisors LLC's Q4 2024 Portfolio
Portfolio Value 662 Million
Stocks 487
Filing on Jan 13, 2025 Q4 2024

Cooper Financial Group

  • AAPL
  • QQQ
  • SCHV
  • COWZ
  • BIV
  • JPST
  • AMZN
Cooper Financial Group's Q4 2024 Portfolio
Portfolio Value 808 Million
Stocks 386
Filing on Jan 13, 2025 Q4 2024

Eagle Bay Advisors LLC

  • AAPL
  • TSLA
  • VEA
  • VWO
  • MSFT
  • DVY
  • IVV
Eagle Bay Advisors LLC's Q4 2024 Portfolio
Portfolio Value 157 Million
Stocks 1002
Filing on Jan 13, 2025 Q4 2024

Actiam N.V.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • TSLA
  • GOOG
  • GOOGL
Actiam N.V.'s Q4 2024 Portfolio
Portfolio Value 6.48 Billion
Stocks 23