ASIO CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

Asio Capital is a large advisory firm with 252 clients and discretionary assets under management (AUM) of $499,551,795 (Form ADV from 2024-03-21). Their last reported 13F filing for Q4 …


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$499551795
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ASIO CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Asio Capital is a large advisory firm with 252 clients and discretionary assets under management (AUM) of $499,551,795 (Form ADV from 2024-03-21). Their last reported 13F filing for Q4 …

whalewisdom.com

$529
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Asio Capital, LLC - 13F

2 weeks from now

Asio Capital, LLC reported 104 holdings with total value $529 M as of Q4 2024. Top holdings included IVV, JMUB, MUB, NVDA, and IJR. Asio Capital, LLC 13F Portfolio Filings Most …

13f.info

$529
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$529Million Asio Capital, LLC Q4 2024 13F Holdings Report, Stock ...

2 weeks from now

Asio Capital, LLC reported 104 stock holdings with total value $529M as of Q4 2024. Top holdings included IVV, JMUB, MUB, NVDA, and IJR. Open main menu. PortfolioSavvy Stocks. ... Asio …

portfoliosavvy.com

$527
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Asio Capital, LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Oct 10, 2024  · Asio Capital, LLC reported 106 holdings with total value $527 M as of Q3 2024. Top holdings included IVV, IJR, JMUB, MUB, and NVDA. Asio Capital, LLC ... Num holdings …

13f.info

$527
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$527Million Asio Capital, LLC Q3 2024 13F Holdings Report, Stock ...

2 weeks from now

Asio Capital, LLC reported 106 stock holdings with total value $527M as of Q3 2024. Top holdings included IVV, IJR, JMUB, MUB, and NVDA. Open main menu. PortfolioSavvy Stocks. Browse …

portfoliosavvy.com

$489
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$489Million Asio Capital, LLC Q2 2024 13F Holdings Report, Stock ...

2 weeks from now

Asio Capital, LLC reported 96 stock holdings with total value $489M as of Q2 2024. Top holdings included IVV, IJR, MUB, NVDA, and JMUB. Open main menu. PortfolioSavvy Stocks. Browse …

portfoliosavvy.com

$526.78
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Asio Capital, Llc 13F Filings - Sensamarket.com

2 weeks from now

Asio Capital, Llc reported 106 holdings with total value $526.78M as of Q3 2024. Top holdings included IVV, IJR, JMUB, MUB

sensamarket.com

$408
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Asio Capital, LLC Q2 2023 13F Top Portfolio Holdings

2 weeks from now

Asio Capital, LLC reported 113 holdings with total value $408 M as of Q2 2023. Top holdings included MUB, AAPL, IJR, VCSH, and JMUB. Asio Capital, LLC Q2 2023 13F Holdings …

13f.info

71%
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Asio Capital 13F Filings And Top Holdings And Stakes - Stockzoa

2 weeks from now

Add alert Latest statistics and disclosures from Asio Capital's latest quarterly 13F-HR filing: . Top 5 stock holdings are IVV, IJR, JMUB, MUB, NVDA, and represent 24.71% of Asio Capital's …

stockzoa.com

$134874483
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FJELL CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Dec 31, 2024  · Fjell Capital is based out of Fargo. Fjell Capital is a large advisory firm with 198 clients and discretionary assets under management (AUM) of $134,874,483 (Form ADV from …

whalewisdom.com

$118655311
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AXIS WEALTH PARTNERS, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Axis Wealth Partners is based out of East Providence. Their last reported 13F filing for Q4 2024 included $118,655,311 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$347
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Asio Capital, LLC Q4 2022 13F Top Portfolio Holdings

2 weeks from now

Asio Capital, LLC reported 116 holdings with total value $347 M as of Q4 2022. Top holdings included MUB, AAPL, IGIB, IJR, and VCSH. Asio Capital, LLC ... Num holdings 116 Date filed …

13f.info

$315
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Asio Capital, LLC Q3 2022 13F Top Portfolio Holdings

2 weeks from now

Asio Capital, LLC reported 110 holdings with total value $315 M as of Q3 2022. Top holdings included AAPL, JPST, FLOT, IJR, and IGIB. Asio Capital, LLC Q3 2022 13F Holdings ...

13f.info

$321
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Asio Capital, LLC Q4 2021 13F Top Portfolio Holdings

2 weeks from now

Asio Capital, LLC reported 114 holdings with total value $321 M as of Q4 2021. Top holdings included AAPL, JPST, VCSH, IJR, and GOOG. Asio Capital, LLC Q4 2021 13F Holdings ...

13f.info

$15
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Home - Ascend Wellness Holdings

2 weeks from now

Jan 14, 2025  · Ascend Wellness Holdings Enters into Agency Agreement to Issue $15 Million of Senior Secured Notes NEW YORK , Jan. 10, 2025 /PRNewswire/ - Ascend Wellness …

awholdings.com

$160154274
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HAMILTON CAPITAL PARTNERS, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Hamilton Capital Partners is based out of Atlanta. Their last reported 13F filing for Q4 2024 included $160,154,274 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$158
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Asio Capital, LLC Q2 2020 13F Top Portfolio Holdings

2 weeks from now

Asio Capital, LLC reported 141 holdings with total value $158 M as of Q2 2020. Top holdings included GSST, VCSH, MSFT, IJR, and AAPL. Asio Capital, LLC ... Num holdings 141 Date …

13f.info

$103900196
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CUSHING CAPITAL PARTNERS, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Cushing Capital Partners is based out of Delafield. Their last reported 13F filing for Q4 2024 included $103,900,196 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$133501000
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WARBURTON CAPITAL MANAGEMENT, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Warburton Capital Management is based out of Tulsa. Their last reported 13F filing for Q4 2024 included $133,501,000 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$137213584
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GALLAGHER CAPITAL ADVISORS, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024  · Gallagher Capital Advisors is based out of Argyle. Their last reported 13F filing for Q4 2024 included $137,213,584 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$112784932
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WOLFSTICH CAPITAL, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Dec 31, 2024  · Wolfstich Capital is based out of Medfield. Their last reported 13F filing for Q4 2024 included $112,784,932 in managed 13F securities and a top 10 holdings concentration …

whalewisdom.com


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