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

Eddie Wilcox@Rollins Financial Advisors, Llc
158 holdings
$632.364M
2mo 11d ago
Assets growth rate -7.19%
Recent Buy
MCD
PM
DUK
V
XLK
+66
Recent Sell
NVDA
BAC
SSO
QTEC
IYF
+66
Tom David@Rockport Wealth Llc
101 holdings
$549.261M
2mo 11d ago
Assets growth rate 6.84%
Recent Buy
MUNI
PM
MDIV
HBAN
NEE
+46
Recent Sell
QYLD
IGHG
VOO
CCL
AMAX
+35
Charles W. Robinson III CFA@Robinson Value Management, Ltd.
73 holdings
$179.652M
2mo 11d ago
Assets growth rate -2.86%
Recent Buy
ADBE
QCOM
IWD
IEF
SHY
+7
Recent Sell
DIS
DHI
SPTL
WFC
CLX
+53
Scott W. Simons@Ridgeline Wealth Planning, Llc
51 holdings
$136.926M
2mo 11d ago
Assets growth rate -2.29%
Recent Buy
NOC
QQQ
SPLG
VTI
DIVI
+22
Recent Sell
SCHD
FLQM
SRLN
JPST
BAI
+13
Arthur Mallet@Regency Capital Management Inc. De
60 holdings
$223.504M
2mo 11d ago
Assets growth rate -7.02%
Recent Buy
HUBB
IVV
ITOT
SGOV
IAU
+23
Recent Sell
TSLA
AME
MKL
FAST
VTI
+38
Charles Raburn West JR@Rayburn West Financial Services Llc
82 holdings
$169.799M
2mo 11d ago
Assets growth rate 5.54%
Recent Buy
MA
KHC
SYY
GD
C
+30
Recent Sell
WFC
TGT
JNJ
PG
BAC
+18
Kristi Shields@Rogco, Lp
205 holdings
$299.522M
2mo 11d ago
Assets growth rate -0.81%
Recent Buy
JNJ
QCOM
IEMG
IEFA
CAT
+48
Recent Sell
PNC
SYK
META
UBER
BAC
+74
Dean R. Larabee III@Rfg - Bristol Wealth Advisors, Llc
180 holdings
$370.623M
2mo 11d ago
Assets growth rate 3.24%
Recent Buy
FITB
ADI
DE
T
PG
+86
Recent Sell
PFE
BRK.B
GE
AXP
ABBV
+76
Anne Marie Pierno@Reik & Co., Llc
56 holdings
$362.507M
2mo 11d ago
Assets growth rate -0.28%
Recent Buy
KO
MSFT
UPRXX
UTPXX
NFLX
+5
Recent Sell
CHD
MKC
SHEL
WSM
CTAS
+6
Timothy Farish@Regions Financial Corp
860 holdings
$15.401B
2mo 11d ago
Assets growth rate -1.41%
Recent Buy
AEE
VFC
FTNT
IJR
SSB
+292
Recent Sell
META
GBDC
OKE
ADM
KR
+527