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

Blair C Shein@Compass Financial Group, Inc.
47 holdings
$221.767M
2mo 21d ago
Assets growth rate -2.12%
Recent Buy
SPYG
MINT
LDUR
VUSB
XLU
+3
Recent Sell
SPTM
MBB
XLE
USIG
BCI
+27
Sandra Stickney@Collaborative Wealth Managment Inc.
160 holdings
$217.837M
2mo 21d ago
Assets growth rate -23.22%
Recent Buy
SPEM
SPMD
PPA
XLV
HYLS
+33
Recent Sell
FLMI
RWR
BND
VONV
CVLC
+182
Ian Armstrong@Clear Harbor Asset Management, Llc
438 holdings
$1.45B
2mo 21d ago
Assets growth rate -1.91%
Recent Buy
CPK
TROW
QUS
NOBL
VEA
+216
Recent Sell
SPDW
GLDM
HEDJ
SPY
LIQT
+197
Jane Bortnem@Cherry Tree Wealth Management, Llc
582 holdings
$472.723M
2mo 21d ago
Assets growth rate -0.18%
Recent Buy
SCHF
LLY
MSFT
TGT
DFAX
+93
Recent Sell
STPZ
IBDU
VTEB
VUG
IEFA
+127
Carrie Breen@Centerbook Partners Lp
628 holdings
$1.861B
2mo 21d ago
Assets growth rate -9.05%
Recent Buy
AAPL
BRK.B
MO
LAR
ALRM
+421
Recent Sell
SHC
CNI
IONS
MEOH
NSSC
+382
Ryan Hitt@Capwealth Advisors, Llc
118 holdings
$1.347B
2mo 21d ago
Assets growth rate -7.79%
Recent Buy
CEG
NEE
IBM
ur-1⤦
ur-2⤦
+31
Recent Sell
PEP
DUK
ORCL
KO
GOOGL
+61
Michelle McCarthy@Cannon Wealth Management Services, Llc
85 holdings
$147.835M
2mo 21d ago
Assets growth rate 4.36%
Recent Buy
PM
QQQ
ODFL
URI
NRG
+50
Recent Sell
WM
JNJ
NFLX
IVV
HEFA
+26
Coolidge E. Rhodes, Jr.@Cullen Frost Bankers, Inc.
1393 holdings
$8.805B
2mo 21d ago
Assets growth rate -3.13%
Recent Buy
MAIN
PFF
ETN
TSCO
AAPL
+718
Recent Sell
DHI
FE
UGI
XEL
TOL
+646
Pintip Perdun@Correct Capital Wealth Management
109 holdings
$535.685M
2mo 21d ago
Assets growth rate 0.34%
Recent Buy
ORI
UBER
CVX
PG
LOW
+51
Recent Sell
BAC
UNP
ABBV
HYDB
MCO
+40
Kevin Burkett@Burkett Asset Management Ltd
61 holdings
$101.455M
2mo 21d ago
Assets growth rate 2.54%
Recent Buy
MFC
TJX
AAPL
PG
META
+29
Recent Sell
ALC
ON
TD
GOOGL
GIB
+21