O'keefe Stevens Advisory 13F annual report (2023) | wallmine GB

O'keefe Stevens Advisory 13F annual report O'keefe Stevens Advisory is an investment fund managing more than $233 billion ran by Carly Flanigan. There are currently 42 companies in …


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O'keefe Stevens Advisory 13F Annual Report (2023) | Wallmine GB

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O'keefe Stevens Advisory 13F annual report O'keefe Stevens Advisory is an investment fund managing more than $233 billion ran by Carly Flanigan. There are currently 42 companies in …

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

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

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O'keefe Stevens Advisory 13F annual report O'keefe Stevens Advisory is an investment fund managing more than $248 billion ran by Carly Flanigan. There are currently 45 companies in …

wallmine.com

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OKEEFE STEVENS ADVISORY, INC. Top 13F Holdings

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Okeefe Stevens Advisory is based out of Rochester. Okeefe Stevens Advisory is a large advisory firm with 293 clients and discretionary assets under management (AUM) of $323,144,360 …

whalewisdom.com

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OKeefe Stevens Advisory, Inc. | Form 13F - RADiENT

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SEC Form 13F for OKeefe Stevens Advisory, Inc., CIK: 1780565 as on 30 Jun 2023. Quarterly holdings report, AUM: $232,904,258.1

radientanalytics.com

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O'Keefe Stevens Advisory, Inc. Q1 2023 13F Top Portfolio Holdings

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Apr 11, 2023  · O'Keefe Stevens Advisory, Inc. reported 40 holdings with total value $202 M as of Q1 2023. Top holdings included NVDA, QCOM, AMGN, GLW, and L. O'Keefe Stevens …

13f.info

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O'keefe Stevens Advisory 13F Annual Report (2023) | Wallmine

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O'keefe Stevens Advisory 13F annual report O'keefe Stevens Advisory is an investment fund managing more than $233 billion ran by Carly Flanigan. There are currently 44 companies in …

wallmine.com

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Advisory 13F Annual Report (2023) | Wallmine GB

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Advisory 13F annual report Advisory is an investment fund managing more than $487 billion ran by Steven Rife. There are currently 66 companies in Mr. Rife’s portfolio. The largest …

wallmine.com

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OKeefe Stevens Advisory Inc 13F Portfolio - HedgeFollow

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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; OKeefe Stevens Advisory Inc: OKeefe Stevens Advisory Inc: 6.75%: $330510000

hedgefollow.com

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

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O'keefe Stevens Advisory is an investment fund managing more than $305 billion ran by Carly Flanigan. There are currently 66 companies in Mrs. Flanigan’s portfolio. The largest …

wallmine.com

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Professional Advisors 13F Annual Report (2024) | Wallmine

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Professional Advisors closed its position in Ishares Tr on 25th October 2023. It sold the previously owned 126,693 shares for $7.73 billion. Marc Werkmeister also disclosed a decreased stake …

wallmine.com

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Wallace Advisory 13F Annual Report (2024) - Wallmine

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As of 5th April 2024, Wallace Advisory’s top holding is 116,468 shares of Merck Co Inc currently worth over $12.7 billion and making up 9.6% of the portfolio value. In addition, the fund holds …

wallmine.com

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Sense Advisors 13F Annual Report (2023) | Wallmine GB

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Sense Advisors 13F annual report Sense Advisors is an investment fund managing more than $202 billion ran by James Puplava. There are currently 73 companies in Mr. Puplava’s …

wallmine.com

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

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Recent trades. In the most recent 13F filing, O'keefe Stevens Advisory revealed that it had opened a new position in Alibaba Group Hldg Ltd and bought 50,045 shares worth $3.6 billion. …

wallmine.com

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Coppell Advisory Solutions 13F Annual Report (2023) | Wallmine

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$297 billion Assets Under Management (AUM) As of 3rd May 2023, Coppell Advisory Solutions’s top holding is 986,445 shares of First Tr Exchange Traded Fd Iv First Tr Enh New Etf currently …

wallmine.com


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