CITRINE CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
Dec 31, 2024 · Citrine Capital is based out of San Francisco. Citrine Capital is a large advisory firm with 126 clients and discretionary assets under management (AUM) of $194,553,309 …
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CITRINE CAPITAL LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Dec 31, 2024 · Citrine Capital is based out of San Francisco. Citrine Capital is a large advisory firm with 126 clients and discretionary assets under management (AUM) of $194,553,309 …
whalewisdom.com
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Citrine Capital Current Portfolio, 13F Holdings (2025-01-28)
3 weeks from now
Past Performances and the history of Asset Under Management Citrine Capital LLC. Current Holdings: 36Stocks Top holdings: DFSU(24.08%) NVDA(17.57%) DFCA(7.52%) DFSI(7.19%) …
gurufocus.com
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Citrine Capital LLC 13F Filings
3 weeks from now
Citrine Capital LLC reported 36 holdings with total value $136 M as of Q4 2024. Top holdings included DFSU, NVDA, DFCA, DFSI, and DFSE. Citrine Capital LLC 13F Portfolio Filings Most …
13f.info
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All Stocks Held By Citrine Capital LLC - Holdingschannel.com
3 weeks from now
Citrine Capital LLC Info: Size ($ in 1000's) At 12/31/2024: $135,738 At 09/30/2024: $0. Citrine Capital LLC AUM history. Citrine Capital LLC holdings changes, total fund size, and other …
holdingschannel.com
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WEALTHCARE CAPITAL PARTNERS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Wealthcare Capital Partners is a large advisory firm with 401 clients and discretionary assets under management (AUM) of $160,589,922 (Form ADV from 2024-12 …
whalewisdom.com
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ELEVATE CAPITAL ADVISORS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Elevate Capital Advisors is based out of Eagle. Their last reported 13F filing for Q4 2024 included $113,549,997 in managed 13F securities and a top 10 holdings concentration …
whalewisdom.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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CITADEL ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
3 weeks from now
Their last reported 13F filing for Q3 2024 included $518,299,567,529 in managed 13F securities and a top 10 holdings concentration of 29.53%. Citadel Advisors's largest holding is SPDR …
whalewisdom.com
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PANORAMIC CAPITAL PARTNERS, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Panoramic Capital Partners is a large advisory firm with 119 clients and discretionary assets under management (AUM) of $263,209,243 (Form ADV from 2024-09 …
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 …
whalewisdom.com
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GUIDED CAPITAL WEALTH MANAGEMENT, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Guided Capital Wealth Management is a large advisory firm with 89 clients and discretionary assets under management (AUM) of $111,597,786 (Form ADV from 2024-12 …
whalewisdom.com
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HESTIA CAPITAL MANAGEMENT, LLC Top 13F Holdings
3 weeks from now
Dec 31, 2024 · Hestia Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $96,775,527 (Form ADV from 2024-02-20). Their last reported …
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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