CWM, LLC Top 13F Holdings - WhaleWisdom.com

CWM, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

CWM, LLC. Cwm is based out of Omaha. Cwm is a large advisory firm with 39701 clients and discretionary assets under management (AUM) of $26,750,103,054 (Form ADV from 2024-07 …

whalewisdom.com

CIRCLE WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Circle Wealth Management is a large advisory firm with 319 clients and discretionary assets under management (AUM) of $5,235,569,956 (Form ADV from 2024-04-01). Their last reported 13F …

whalewisdom.com

CHRONOS WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Chronos Wealth Management is a large advisory firm with 527 clients and discretionary assets under management (AUM) of $210,281,976 (Form ADV from 2024-02-26). Their last reported …

whalewisdom.com

Cwm, LLC Q1 2024 13F Top Portfolio Holdings - 13f.info

1 week from now

Apr 5, 2024  · Cwm, LLC reported 4,766 holdings with total value $20.6 M as of Q1 2024. Top holdings included IVV, IUSB, QUAL, SPLG, and IVW. CWM, LLC Q1 2024 13F Holdings …

13f.info

CWM LLC Portfolio | CWM LLC 13F Holdings & Trades

1 week from now

Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; CWM LLC: CWM LLC: 4.51%: $23230843000: 5077

hedgefollow.com

CORMORANT ASSET MANAGEMENT, LP Top 13F Holdings

1 week from now

Their last reported 13F filing for Q3 2024 included $1,885,759,705 in managed 13F securities and a top 10 holdings concentration of 59.01%. Cormorant Asset Management's largest holding is …

whalewisdom.com

CANNON WEALTH MANAGEMENT SERVICES, LLC Top 13F …

1 week from now

Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $109,287,965 in managed 13F securities and a top 10 holdings concentration of 50.86%. Cannon Wealth Management …

whalewisdom.com

INTEGRATED CAPITAL MANAGEMENT, LLC Top 13F Holdings

1 week from now

Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $188,765,000 in managed 13F securities and a top 10 holdings concentration of 69.98%. Integrated Capital Management's …

whalewisdom.com

WIT, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

Wit is based out of District Of Columbia. Their last reported 13F filing for Q3 2024 included $3,465,535,972 in managed 13F securities and a top 10 holdings concentration of 97.96%. …

whalewisdom.com

CLEAR STREET DERIVATIVES LLC Top 13F Holdings

1 week from now

Sep 30, 2024  · Clear Street Derivatives is based out of New York. Their last reported 13F filing for Q3 2024 included $5,918,116,000 in managed 13F securities and a top 10 holdings …

whalewisdom.com

DIVERSIFIED ENTERPRISES, LLC Top 13F Holdings

1 week from now

Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $910,971,637 in managed 13F securities and a top 10 holdings concentration of 73.52%. Diversified Enterprises's largest …

whalewisdom.com

LEGACY WEALTH MANAGMENT, LLC Top 13F Holdings

1 week from now

Sep 30, 2024  · Legacy Wealth Managment is based out of Boise. Their last reported 13F filing for Q3 2024 included $171,503,312 in managed 13F securities and a top 10 holdings …

whalewisdom.com

PRUDENTIAL FINANCIAL INC Top 13F Holdings - WhaleWisdom.com

1 week from now

Prudential Financial is a large advisory firm Their last reported 13F filing for Q2 2024 included $66,606,645,637 in managed 13F securities and a top 10 holdings concentration of 29.27%. …

whalewisdom.com

PGIM, INC. Top 13F Holdings - WhaleWisdom.com

1 week from now

PGIM, INC. Pgim is based out of Newark. Pgim is a hedge fund with 672 clients and discretionary assets under management (AUM) of $1,010,455,663,027 (Form ADV from 2024-03-29). …

whalewisdom.com