Kcs Wealth Advisory 13F annual report (2024) | wallmine

As of 11th July 2023, Kcs Wealth Advisory’s top holding is 175,951 shares of Apple Inc currently worth over $34.1 billion and making up 12.0% of the portfolio value. Relative to the number of …


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Kcs Wealth Advisory 13F Annual Report (2024) | Wallmine

1 week from now

As of 11th July 2023, Kcs Wealth Advisory’s top holding is 175,951 shares of Apple Inc currently worth over $34.1 billion and making up 12.0% of the portfolio value. Relative to the number of …

wallmine.com

$285
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Kcs Wealth Advisory 13F Annual Report (2024) | Wallmine

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Kcs Wealth Advisory is an investment fund managing more than $285 billion ran by Kenneth Waltzer. There are currently 122 companies in Mr. Waltzer’s portfolio. The largest investments …

wallmine.com

$7.75
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Wealthspire Advisors 13F Annual Report (2024) | Wallmine

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$7.75 trillion Assets Under Management (AUM) As of 1st August 2024, Wealthspire Advisors’s top holding is 20,396,332 shares of Ishares Tr currently worth over $2.54 trillion and making up …

wallmine.com

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Calamos Advisors 13F Annual Report (2024) | Wallmine

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As of 18th July 2024, Calamos Advisors’s top holding is 2,472,882 shares of Microsoft currently worth over $1.11 trillion and making up 7.7% of the portfolio value. Relative to the number of …

wallmine.com

$286
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Security Advisor 13F Annual Report (2024) | Wallmine

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Security Advisor 13F annual report Security Advisor is an investment fund managing more than $286 billion ran by Kristy Dejarnette. There are currently 112 companies in Mrs. Dejarnette’s …

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Kanen Wealth Management 13F Annual Report (2024) | Wallmine IN

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As of 2nd September 2024, Kanen Wealth Management’s top holding is 2,478,147 shares of EZCorp currently worth over $25.9 billion and making up 16.1% of the portfolio value. Relative …

wallmine.com

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O'keefe Stevens Advisory 13F Annual Report (2024) | Wallmine

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As of 3rd July 2024, O'keefe Stevens Advisory’s top holding is 510,052 shares of NVIDIA Corp currently worth over $63 billion and making up 21.1% of the portfolio value. Relative to the …

wallmine.com

$604
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Gfs Advisors 13F Annual Report (2024) | Wallmine GB

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Gfs Advisors 13F annual report Gfs Advisors is an investment fund managing more than $604 billion ran by William Cathriner. There are currently 99 companies in Mr. Cathriner’s portfolio. …

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Watchtower Advisors, L.P. 13F Annual Report (2024) | Wallmine

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As of 7th August 2024, Watchtower Advisors, L.P.’s top holding is 27,720 shares of Broadcom Inc currently worth over $44.5 billion and making up 28.7% of the portfolio value. Relative to the …

wallmine.com

$14
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Wellington Wealth Strategies, 13F Annual Report (2024) - Wallmine

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Recent trades. In the most recent 13F filing, Wellington Wealth Strategies, revealed that it had opened a new position in Eli Lilly And Co and bought 18,315 shares worth $14.2 billion. The …

wallmine.com

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Clarity Wealth Advisors 13F Annual Report (2024) | Wallmine GB

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Clarity Wealth Advisors 13F annual report Clarity Wealth Advisors is an investment fund managing more than $244 billion ran by Parvin Manuchehri. There are currently 66 companies …

wallmine.com

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Walleye Capital 13F Annual Report (2024) | Wallmine GB

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Walleye Capital 13F annual report Walleye Capital is an investment fund managing more than $8.6 trillion ran by Thomas Wynn. There are currently 2084 companies in Mr. Wynn’s portfolio. …

wallmine.com

$286
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Vesa Equity Investment S.A. R.l 13F Annual Report (2024 ... - Wallmine

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$286 billion Assets Under Management (AUM) As of 2nd August 2024, Vesa Equity Investment S.A. R.l’s top holding is 11,468,571 shares of Foot Locker Inc currently worth over $286 billion …

wallmine.com

$86
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Covey Capital Advisors 13F Annual Report (2024) | Wallmine AU

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$86.7 billion Assets Under Management (AUM) As of 7th August 2024, Covey Capital Advisors’s top holding is 28,808 shares of Berkshire Hathaway currently worth over $11.7 billion and …

wallmine.com

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Capital Wealth Planning 13F Annual Report (2024) | Wallmine

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As of 2nd August 2024, Capital Wealth Planning’s top holding is 1,216,350 shares of Microsoft currently worth over $544 billion and making up 5.7% of the portfolio value. Relative to the …

wallmine.com

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Encompass Capital Advisors 13F Annual Report (2024) - Wallmine

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$1.08 billion Assets Under Management (AUM) As of 8th August 2022, Encompass Capital Advisors’s top holding is 2,411,996 shares of California Res Corp currently worth over $72.7 …

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Pallas Capital Advisors 13F Annual Report (2024) | Wallmine

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$2.4 trillion Assets Under Management (AUM) As of 15th July 2024, Pallas Capital Advisors’s top holding is 9,481,373 shares of Bruker Corp currently worth over $593 billion and making up …

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