Latest 13F Filing Updates - Track Recent Institutional Investment Changes

All Superinvestors

Stay current with the latest portfolio changes and investment decisions from top money managers.

Notable Investors

All Investors

Crista Dumais@Paulson Wealth Management Inc.
137 holdings
$426.713M
2mo 3d ago
Assets growth rate -1.43%
Recent Buy
SNX
COST
DIS
VOO
SPTM
+56
Recent Sell
AAPL
CMC
SCHX
VTV
SPY
+58
Christopher Moore@Paralel Advisors Llc
107 holdings
$2.406B
2mo 3d ago
Assets growth rate -6.54%
Recent Buy
SMA
QXO
DOC
Recent Sell
GFL
DLR
SWK
FR
EXR
+3
Lesley Oberstadt@Palisades Hudson Asset Management, L.p.
108 holdings
$256.556M
2mo 3d ago
Assets growth rate -0.52%
Recent Buy
BWZ
GOOG
IWN
EWA
IWO
+25
Recent Sell
EWJ
IVV
IJR
VTI
ur-9⤦
+16
Charles Dabrowski@Palatine Hill Wealth Management, Llc
48 holdings
$114.872M
2mo 3d ago
Assets growth rate -7.37%
Recent Buy
SPYG
XOM
WMT
ACWX
XRSFX
+11
Recent Sell
VWO
IBM
TSLA
SPLG
ANET
+22
Robert Summers, CFA@Private Management Group Inc
310 holdings
$3.473B
2mo 3d ago
Assets growth rate 1.12%
Recent Buy
BMY
ABBV
QCOM
SCHG
VYM
+85
Recent Sell
OKE
ET
LMT
PK
NICE
+137
Joseph Cajigal@Princeton Capital Management Llc
139 holdings
$366.606M
2mo 3d ago
Assets growth rate -5.41%
Recent Buy
CRWD
ABBV
VRTX
MLM
CSCO
+70
Recent Sell
NVO
CP
TFC
IVV
ENTG
+47
Gregory H. Kozich@Pnc Financial Services Group, Inc.
5160 holdings
$173.208B
2mo 3d ago
Assets growth rate -5.4%
Recent Buy
FNWD
MATW
CLOV
VIGI
VGIT
+2650
Recent Sell
GABC
RBCAA
MVST
LLY
HLN
+2001
Prakash Simha@Piar Llc
80 holdings
$128.451M
2mo 3d ago
Assets growth rate -8.95%
Recent Buy
AMD
ENPH
GOOG
OKLO
IREN
+27
Recent Sell
MSFT
MA
META
GOOGL
AVGO
+49
Lindsay Marie Rider@Perspective Wealth Advisors Llc
55 holdings
$154.181M
2mo 3d ago
Assets growth rate 9.8%
Recent Buy
RWJ
IWY
FLRN
IVV
UTRE
+36
Recent Sell
SPLG
UTWO
OBIL
VEA
DIVI
+8
Edward R Tedeschi@Pb Investment Partners, L.p.
10 holdings
$127.06M
2mo 3d ago
Assets growth rate -19.29%
Recent Buy
WLTH
NICE
BLK
APO
HGV
+1
Recent Sell
PGR
BAC
OMF
COF