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

Eric Myers@Souders Financial Advisors
216 holdings
$876.434M
2mo 22d ago
Assets growth rate 0.37%
Recent Buy
HLT
VXUS
KO
SCHD
LCNB
+137
Recent Sell
QQQ
FFBC
LHX
CTAS
JPM
+76
Andrew D. Kilbarger@Sigma Planning Corp
1303 holdings
$3.6B
2mo 22d ago
Assets growth rate -0.61%
Recent Buy
DSI
INFL
JFR
UITB
LDSF
+708
Recent Sell
PSL
FNY
IWF
WSM
EFA
+679
Margaret M. Baer@Savant Capital, Llc
1498 holdings
$20.695B
2mo 22d ago
Assets growth rate 17.71%
Recent Buy
EUSB
MPLX
EEMV
AVES
XNEAX
+1124
Recent Sell
DMXF
IWD
ELV
MSI
SUB
+396
Karen Stout@State Of Michigan Retirement System
941 holdings
$18.933B
2mo 22d ago
Assets growth rate -7.93%
Recent Buy
BA
SMCI
PINS
MU
CSCO
+414
Recent Sell
F
JCI
DAL
BRK.B
NKE
+428
Rosemarie Ranzie@Stage Harbor Financial, Llc
61 holdings
$150.813M
2mo 22d ago
Assets growth rate 1.66%
Recent Buy
VUG
VTV
VBR
IWF
MUB
+19
Recent Sell
VTEB
FNDX
EFV
VOE
ACWX
+15
Tom Sawyer@Sfam, Llc
269 holdings
$107.82M
2mo 22d ago
Assets growth rate -1.42%
Recent Buy
AAPL
MCD
ABT
CVX
AVGO
+24
Recent Sell
DGRO
SPYG
VV
VUG
SPY
+14
James Joseph@Sentinel Wealth Management, Inc.
39 holdings
$125.009M
2mo 22d ago
Assets growth rate 3.67%
Recent Buy
VONV
XSOE
IJR
DFAS
AGG
+5
Recent Sell
VNQ
IWN
DFSD
IWB
DFAE
+2
George P. Schwartz@Schwartz Investment Counsel Inc
129 holdings
$2.815B
2mo 22d ago
Assets growth rate -1.61%
Recent Buy
SBS
BAM
ATR
AOS
BN
+32
Recent Sell
ETN
SNPS
XOM
CPRT
LOW
+50
Samuel Lyman@Ruedi Wealth Management, Inc.
58 holdings
$388.278M
2mo 22d ago
Assets growth rate 1.76%
Recent Buy
DFSV
AVUS
MSFT
HD
DFAU
+18
Recent Sell
BSV
DFUV
AAPL
AVLV
AVDE
+19
Gerardo Martinez@Riverpoint Wealth Management Holdings, Llc
62 holdings
$470.003M
2mo 22d ago
Assets growth rate 0.94%
Recent Buy
IHI
LPLA
IWF
AAPL
SCHX
+35
Recent Sell
VV
ACN
VNQ
VEA
SCHF
+9