CAPROCK GROUP, LLC Top 13F Holdings - WhaleWisdom.com
Caprock Group is a large advisory firm with 436 clients and discretionary assets under management (AUM) of $9,005,519,565 (Form ADV from 2024-10-07). Their last reported 13F …
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CAPROCK GROUP, LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Caprock Group is a large advisory firm with 436 clients and discretionary assets under management (AUM) of $9,005,519,565 (Form ADV from 2024-10-07). Their last reported 13F …
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Caprock Group, LLC Q4 2024 13F Top Portfolio Holdings
3 weeks from now
Nov 7, 2024 · Caprock Group, LLC reported 996 holdings with total value $3.06 B as of Q4 2024. Top holdings included VTI, AAPL, VOO, MSFT, and NVDA. Caprock Group, LLC ... Num …
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Caprock Group, LLC - 13F
3 weeks from now
Apr 26, 2023 · Caprock Group, LLC reported 859 holdings with total value $2.46 B as of Q2 2024. Top holdings included VTI, MSFT, AAPL, VOO, and NVDA. Caprock Group, LLC ... 13F-HR …
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Caprock Group, Current Portfolio, 13F Holdings (2024-11-07)
3 weeks from now
Past Performances and the history of Asset Under Management Caprock Group, LLC. Current Holdings: 902Stocks(121 new) Top holdings: VTI(8.34%) AAPL(3.75%) MSFT(3.60%) …
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Caprock Group LLC Has $3.24 Million Stock Holdings In
3 weeks from now
1 day ago · Caprock Group LLC increased its stake in shares of ConocoPhillips (NYSE:COP - Free Report) by 19.4% during the 4th quarter, according to the company in its most recent 13F …
marketbeat.com
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Caprock Group LLC Boosts Stock Position In S&P Global Inc
3 weeks from now
1 day ago · Caprock Group LLC raised its holdings in S&P Global Inc. (NYSE:SPGI - Free Report) by 5.9% during the fourth quarter, according to the company in its most recent Form 13F filing …
marketbeat.com
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Caprock Group LLC Portfolio | Caprock Group LLC 13F Holdings
3 weeks from now
Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; Caprock Group LLC: Caprock Group LLC: 4.50%: $2745690000: 902
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Caprock Group LLC Boosts Stake In McKesson Co. (NYSE:MCK)
3 weeks from now
1 day ago · Caprock Group LLC grew its stake in McKesson Co. (NYSE:MCK - Free Report) by 9.0% during the fourth quarter, according to its most recent 13F filing with the Securities and …
marketbeat.com
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CENTERPOINT ADVISORY GROUP Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Centerpoint Advisory Group is based out of Overland Park. Their last reported 13F filing for Q4 2024 included $103,391,632 in managed 13F securities and a top 10 holdings …
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Caprock Group LLC Invests $4.38 Million In MicroStrategy
3 weeks from now
1 day ago · Caprock Group LLC acquired a new stake in shares of MicroStrategy Incorporated (NASDAQ:MSTR - Free Report) in the fourth quarter, according to the company in its most …
marketbeat.com
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CATALINA CAPITAL GROUP, LLC Top 13F Holdings
3 weeks from now
Catalina Capital Group is based out of Torrance. Catalina Capital Group is a large advisory firm with 262 clients and discretionary assets under management (AUM) of $445,732,632 (Form …
whalewisdom.com
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Caprock Group LLC Grows Stock Holdings In Honeywell
3 weeks from now
1 day ago · Caprock Group LLC raised its holdings in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 10.5% during the fourth quarter, according to its most recent …
marketbeat.com
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Caprock Group LLC Boosts Stock Holdings In BlackRock, Inc
3 weeks from now
1 day ago · Caprock Group LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK - Free Report) by 9.1% in the fourth quarter, according to its most recent filing with the SEC. The …
marketbeat.com
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CITRINE CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Dec 31, 2024 · Their last reported 13F filing for Q4 2024 included $135,740,365 in managed 13F securities and a top 10 holdings concentration of 85.25%. Citrine Capital's largest holding is …
whalewisdom.com
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RIDGELINE WEALTH PLANNING, LLC Top 13F Holdings
3 weeks from now
Their last reported 13F filing for Q4 2024 included $104,483,357 in managed 13F securities and a top 10 holdings concentration of 85.1%. Ridgeline Wealth Planning's largest holding is SPDR …
whalewisdom.com
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CAPWEALTH ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Their last reported 13F filing for Q3 2024 included $919,516,960 in managed 13F securities and a top 10 holdings concentration of 36.44%. Capwealth Advisors's largest holding is Berkshire …
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WEALTHCARE CAPITAL PARTNERS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Their last reported 13F filing for Q4 2024 included $191,973,863 in managed 13F securities and a top 10 holdings concentration of 59.77%. Wealthcare Capital Partners's …
whalewisdom.com
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PUREFI WEALTH, LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Dec 31, 2024 · Purefi Wealth is based out of Boston. Their last reported 13F filing for Q4 2024 included $102,202,500 in managed 13F securities and a top 10 holdings concentration of …
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STONEBRIDGE FINANCIAL GROUP, LLC Top 13F Holdings
3 weeks from now
Stonebridge Financial Group is a large advisory firm with 1216 clients and discretionary assets under management (AUM) of $1,477,333,342 (Form ADV from 2024-11-13). Their last …
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MCHUGH GROUP, LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Dec 31, 2024 · Mchugh Group is based out of Bratenahl. Mchugh Group is a large advisory firm with 38 clients and discretionary assets under management (AUM) of $279,545,850 (Form …
whalewisdom.com
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STANICH GROUP LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Stanich Group is based out of Montauk. Their last reported 13F filing for Q4 2024 included $133,846,401 in managed 13F securities and a top 10 holdings concentration of 78.17%. …
whalewisdom.com
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