GAGNON ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

GAGNON ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Gagnon Advisors is a hedge fund with 3 clients and discretionary assets under management (AUM) of $141,919,465 (Form ADV from 2024-03-28). Their last reported 13F filing for Q4 …

whalewisdom.com

GAGNON SECURITIES LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Gagnon Securities is based out of New York. Gagnon Securities is a large advisory firm with 1242 clients and discretionary assets under management (AUM) of $437,985,074 (Form ADV from …

whalewisdom.com

Gagnon Advisors, LLC Q4 2024 13F Top Portfolio Holdings

3 weeks from now

Gagnon Advisors, LLC reported 26 holdings with total value $156 M as of Q4 2024. Top holdings included WGS, PSIX, EPD, AL, and CDNA. Gagnon Advisors, LLC ... Num holdings 26 Date …

13f.info

Gagnon Advisors, LLC Q3 2024 13F Top Portfolio Holdings

3 weeks from now

Gagnon Advisors, LLC reported 27 holdings with total value $155 M as of Q3 2024. Top holdings included PSIX, CDNA, WGS, EPD, and AL. Gagnon Advisors, LLC ... Num holdings 27 Date …

13f.info

Gagnon Advisors LLC 13F Portfolio - HedgeFollow

3 weeks from now

Hedge Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; Gagnon Advisors LLC: Gagnon Advisors LLC: 20.74%: $154846000

hedgefollow.com

Gagnon Advisors LLC Reduces Holdings In DoubleVerify

3 weeks from now

23 hours ago  · Gagnon Advisors LLC trimmed its position in shares of DoubleVerify Holdings, Inc. (NYSE:DV - Free Report) by 50.0% in the fourth quarter, according to the company in its most …

marketbeat.com

GeneDx Holdings Corp. (NASDAQ:WGS) Shares Sold By Gagnon …

3 weeks from now

23 hours ago  · Gagnon Advisors LLC decreased its position in GeneDx Holdings Corp. (NASDAQ:WGS - Free Report) by 26.4% during the 4th quarter, according to the company in …

marketbeat.com

WEALTH ADVISORS NORTHWEST LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Wealth Advisors Northwest is a large advisory firm with 306 clients and discretionary assets under management (AUM) of $253,346,649 (Form ADV from 2025-01 …

whalewisdom.com

SERENUS WEALTH ADVISORS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Serenus Wealth Advisors is a large advisory firm with 110 clients and discretionary assets under management (AUM) of $904,356,779 (Form ADV from 2024-12-10). Their last …

whalewisdom.com

Gagnon Advisors, LLC Q1 2021 13F Top Portfolio Holdings

3 weeks from now

Gagnon Advisors, LLC top investments as of Q1 2021 based on public SEC filings. ... Q1 2021 13F Holdings Location New York, NY Holdings as of 3/31/2021 Value ($000) $473,621 Num …

13f.info

HIGH PROBABILITY ADVISORS, LLC Top 13F Holdings

3 weeks from now

High Probability Advisors is a large advisory firm with 296 clients and discretionary assets under management (AUM) of $641,235,426 (Form ADV from 2024-02-14). Their last reported 13F …

whalewisdom.com

Gagnon Advisors, LLC Q1 2024 13F Top Portfolio Holdings

3 weeks from now

Feb 14, 2024  · Gagnon Advisors, LLC reported 27 holdings with total value $115 M as of Q1 2024. Top holdings included AL, EPD, NVGS, BL, and FIVN. Gagnon Advisors, LLC Q1 2024 …

13f.info

GUIDED CAPITAL WEALTH MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Their last reported 13F filing for Q4 2024 included $109,114,613 in managed 13F securities and a top 10 holdings concentration of 77.1%. Guided Capital Wealth …

whalewisdom.com

W ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

W Advisors is based out of Germantown. W Advisors is a large advisory firm with 95 clients and discretionary assets under management (AUM) of $115,571,836 (Form ADV from 2024-03 …

whalewisdom.com

CAPWEALTH ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Capwealth Advisors is based out of Franklin. Capwealth Advisors is a large advisory firm with 834 clients and discretionary assets under management (AUM) of $1,333,916,736 (Form ADV …

whalewisdom.com

CENTERLINE WEALTH ADVISORS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Centerline Wealth Advisors is a large advisory firm with 282 clients and discretionary assets under management (AUM) of $258,490,120 (Form ADV from 2024-09 …

whalewisdom.com

PUFF WEALTH MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Puff Wealth Management is based out of Haddonfield. Their last reported 13F filing for Q4 2024 included $57,371,186 in managed 13F securities and a top 10 holdings …

whalewisdom.com

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

SOVRAN ADVISORS, LLC Top 13F Holdings - WhaleWisdom.com

3 weeks from now

Dec 31, 2024  · Sovran Advisors is based out of San Diego. Sovran Advisors is a large advisory firm with 2941 clients and discretionary assets under management (AUM) of $1,169,444,289 …

whalewisdom.com

ATLAS LEGACY ADVISORS, LLC Top 13F Holdings

3 weeks from now

Dec 31, 2024  · Atlas Legacy Advisors is based out of Los Angeles. Their last reported 13F filing for Q4 2024 included $412,754,922 in managed 13F securities and a top 10 holdings …

whalewisdom.com