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

Nathaniel Holden@Core Wealth Partners Llc
176 holdings
$215.073M
2mo 3d ago
Assets growth rate -3.17%
Recent Buy
GE
KO
IBB
XPCQX
AIQ
+67
Recent Sell
AMZN
BAC
TLH
IEF
JPM
+57
Daniel Hays@Comprehensive Financial Consultants Institutional, Inc.
193 holdings
$336.586M
2mo 3d ago
Assets growth rate 1.61%
Recent Buy
AMD
UNP
CAT
DRI
EMR
+80
Recent Sell
ABBV
AAPL
TSLA
PEP
RSPN
+73
Greg Johnson@Compass Financial Group, Inc. (ohio)
45 holdings
$136.64M
2mo 3d ago
Assets growth rate 0.01%
Recent Buy
IJH
BSV
IEI
VUG
SPY
+14
Recent Sell
IJJ
IYW
VTV
MBB
VCIT
+20
Samuel Lyman@Coastwise Capital Group, Llc
128 holdings
$180.09M
2mo 3d ago
Assets growth rate -10.03%
Recent Buy
RSP
NSC
ABBV
VEA
PFE
+59
Recent Sell
SCHD
SWISX
SWPPX
IWM
XLV
+154
Terrianne Patnode@Clayton, Dubilier & Rice, Llc
2 holdings
$536.486M
2mo 3d ago
Assets growth rate -99.9%
Recent Buy
AGL
Recent Sell
AGL
David W. Young III@Clarion Wealth Managment Partners, Llc
84 holdings
$110.374M
2mo 3d ago
Assets growth rate 2.14%
Recent Buy
GOOGL
GOOG
IGSB
V
TPR
+33
Recent Sell
VONV
VSS
NVDA
PG
D
+30
Jared Calvert@Christian Investment Advisors, Inc.
12 holdings
$158.247M
2mo 3d ago
Assets growth rate 28.26%
Recent Buy
BOND
MINT
TPLC
PTL
TPSC
+1
Recent Sell
XOM
USFR
TPIF
ISMD
TPHD
+1
Khanthaly Dacanay@Chico Wealth Ria
37 holdings
$163.706M
2mo 3d ago
Assets growth rate 6.66%
Recent Buy
CAT
SPY
DFAX
KLAC
VEA
+19
Recent Sell
MSFT
BSV
GOOGL
AJG
BF.B
+4
Jeffrey McGrath@Cetera Trust Company, N.a
351 holdings
$176.889M
2mo 3d ago
Assets growth rate -5.38%
Recent Buy
SPY
CMCSA
AIG
DOC
ELV
+22
Recent Sell
DIS
MCHP
AMH
MTZ
CW
+96
Stephen Yip@Central Asset Investments & Management Holdings (hk) Ltd
24 holdings
$107.575M
2mo 3d ago
Assets growth rate -30.06%
Recent Buy
IBN
LNG
VG
VLO
WULF
+6
Recent Sell
WDC
MU
TSM
RIOT
SNDK
+30