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Institutional Holdings Dashboard

Last Updated: 16 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Recent Holdings Disclosures - All Funds

Fund File Date
West Oak Capital, LLC yesterday
1623 Capital LLC yesterday
RMR Wealth Builders yesterday
LYNCH & ASSOCIATES|IN yesterday
Graypoint LLC yesterday
TILIA FIDUCIARY PARTNERS, INC. yesterday
Trinity Financial Advisors LLC yesterday
Lowe Wealth Advisors, LLC yesterday
Bruce G. Allen Investments, LLC yesterday
Atlas Brown,Inc. yesterday
Sugarloaf Wealth Management, LLC yesterday
HBW ADVISORY SERVICES LLC yesterday
Praetorian Wealth Management, Inc. yesterday
JACOBS & CO|CA yesterday
Heartwood Wealth Advisors LLC yesterday
HIGHLINE WEALTH PARTNERS LLC yesterday
Sage Capital Advisors,llc yesterday
LVM CAPITAL MANAGEMENT LTD|MI yesterday
ORG Wealth Partners, LLC yesterday
FRANKLIN STREET ADVISORS INC |NC yesterday
Ridgewood Investments LLC yesterday
HARBOR CAPITAL ADVISORS, INC. yesterday
CCM INVESTMENT ADVISERS LLC yesterday
Hilltop National Bank yesterday
A. D. Beadell Investment Counsel, Inc. yesterday
ST GERMAIN D J CO INC yesterday
NorthCrest Asset Manangement, LLC yesterday
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC yesterday
WEYBOSSET RESEARCH & MANAGEMENT LLC yesterday
Avondale Wealth Management yesterday
ORG Partners LLC yesterday
BAKER TILLY WEALTH MANAGEMENT, LLC yesterday
Marotta Asset Management yesterday
AGINCOURT CAPITAL MANAGEMENT, LLC yesterday
CALEDONIA INVESTMENTS PLC yesterday
First International Bank & Trust yesterday
CJM Wealth Advisers, Ltd. Jan. 9, 2025
Fortitude Family Office, LLC Jan. 9, 2025
Watts Gwilliam & Co., LLC Jan. 8, 2025
HUDSON VALLEY INVESTMENT ADVISORS INC |ADV Jan. 8, 2025
Wealth Group Ltd Jan. 8, 2025
CUMBERLAND ADVISORS INC Jan. 8, 2025
FIRST HAWAIIAN BANK Jan. 8, 2025
Michael S. Ryan, Inc. Jan. 8, 2025
Partnership Wealth Management, LLC Jan. 8, 2025
Legacy Private Trust Co. Jan. 8, 2025
FARMERS TRUST CO Jan. 8, 2025
Douglas Lane & Associates, LLC Jan. 8, 2025
Shearwater Capital LLC Jan. 8, 2025
InvesTrust Jan. 8, 2025
PRIVATE CLIENT SERVICES, LLC Jan. 8, 2025
SL ADVISORS, LLC Jan. 8, 2025
Worth Asset Management, LLC Jan. 8, 2025
FULTON BANK, N.A. Jan. 8, 2025
HILLTOP WEALTH ADVISORS, LLC Jan. 8, 2025
Oriental Harbor Investment Fund Jan. 8, 2025
COLLECTIVE FAMILY OFFICE LLC Jan. 8, 2025
Rempart Asset Management Inc. Jan. 8, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Jan. 8, 2025
PARK NATIONAL CORP |OH| Jan. 8, 2025
Northcape Capital Pty Ltd Jan. 8, 2025
Weaver Consulting Group Jan. 7, 2025
Sterneck Capital Management, LLC Jan. 7, 2025
Peoples Bank|KS Jan. 7, 2025
Innova Wealth Partners Jan. 7, 2025
SANDER CAPITAL ADVISORS INC Jan. 7, 2025
Legend Financial Advisors, Inc. Jan. 7, 2025
Range Financial Group LLC Jan. 7, 2025
McAlister, Sweet & Associates, Inc. Jan. 7, 2025
ONE WEALTH CAPITAL MANAGEMENT, LLC Jan. 7, 2025
Westwind Capital Jan. 7, 2025
Benchmark Wealth Management, LLC Jan. 7, 2025
CHICKASAW CAPITAL MANAGEMENT LLC Jan. 7, 2025
Norway Savings Bank Jan. 7, 2025
Strathmore Capital Advisors, Inc. Jan. 7, 2025
First County Bank |CT| Jan. 7, 2025
Birch Capital Management, LLC Jan. 7, 2025
Spartan Planning & Wealth Management Jan. 7, 2025
Rise Advisors, LLC Jan. 7, 2025
Bath Savings Trust Co Jan. 7, 2025
Regent Peak Wealth Advisors LLC Jan. 7, 2025
Stonehearth Capital Management, LLC Jan. 7, 2025
GP Brinson Investments LLC Jan. 7, 2025
Bank & Trust Co Jan. 7, 2025
FC Advisory LLC Jan. 7, 2025
Diversified Trust Co Jan. 7, 2025
MOLLER WEALTH PARTNERS Jan. 7, 2025
CVA Family Office, LLC Jan. 7, 2025
Bank of New Hampshire Jan. 7, 2025
Bangor Savings Bank Jan. 7, 2025
Stephens Group, LLC Jan. 7, 2025
APEIRON CAPITAL Ltd Jan. 7, 2025
Norman Fields, Gottscho Capital Management, LLC Jan. 7, 2025
LBJ Family Wealth Advisors, Ltd. Jan. 6, 2025
Horizons Wealth Management Jan. 6, 2025
Ridgeline Wealth, LLC Jan. 6, 2025
ShankerValleau Wealth Advisors, Inc. Jan. 6, 2025
Canandaigua National Trust Co of Florida Jan. 6, 2025
CANANDAIGUA NATIONAL BANK & TRUST CO Jan. 6, 2025
ABLES, IANNONE, MOORE & ASSOCIATES, INC. Jan. 6, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Sep 30, 2024

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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