VITALSTONE FINANCIAL, LLC Top 13F Holdings - WhaleWisdom.com
Sep 30, 2024 · Vitalstone Financial is based out of Shavano Park. Vitalstone Financial is a large advisory firm with 522 clients and discretionary assets under management (AUM) of …
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VitalStone Financial, LLC - 13F
1 week from now
Jan 30, 2023 · VitalStone Financial, LLC reported 496 holdings with total value $147 M as of Q3 2024. Top holdings included SGOV, QQQ, VUG, CLOI, and IVV. VitalStone Financial, LLC …
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LPL FINANCIAL LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Sep 30, 2024 · LPL Financial is based out of San Diego. LPL Financial is a large advisory firm with 1374922 clients and discretionary assets under management (AUM) of $462,816,589,215 …
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VitalStone Financial LLC 13F Portfolio - Hedgefollow.com
1 week from now
Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; VitalStone Financial LLC: VitalStone Financial LLC: 2.99%: $137947000
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MISSION HILLS FINANCIAL ADVISORY, LLC Top 13F Holdings
1 week from now
Mission Hills Financial Advisory is a large advisory firm with 308 clients and discretionary assets under management (AUM) of $157,472,510 (Form ADV from 2024-09-30). Their last reported …
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PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings
1 week from now
Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …
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WASHINGTON GROWTH STRATEGIES LLC Top 13F Holdings
1 week from now
Sep 30, 2024 · Washington Growth Strategies is based out of Washington. Their last reported 13F filing for Q3 2024 included $2,620,741,000 in managed 13F securities and a top 10 …
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PRUDENTIAL FINANCIAL INC Top 13F Holdings - WhaleWisdom.com
1 week from now
Prudential Financial is based out of Newark. Prudential Financial is a large advisory firm Their last reported 13F filing for Q3 2024 included $70,978,680,427 in managed 13F securities and a …
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GOLDSTONE FINANCIAL GROUP, LLC Top 13F Holdings
1 week from now
Sep 30, 2024 · Goldstone Financial Group is a large advisory firm with 1756 clients and discretionary assets under management (AUM) of $662,418,247 (Form ADV from 2024-10 …
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FOURTHSTONE LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Their last reported 13F filing for Q3 2024 included $448,759,260 in managed 13F securities and a top 10 holdings concentration of 64.99%. Fourthstone's largest holding is Orrstown Financial …
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FARTHER FINANCE ADVISORS, LLC Top 13F Holdings
1 week from now
Their last reported 13F filing for Q3 2024 included $2,666,032,080 in managed 13F securities and a top 10 holdings concentration of 28.17%. Farther Finance Advisors's largest holding is …
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PASSAIC PARTNERS LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Their last reported 13F filing for Q3 2024 included $668,222,509 in managed 13F securities and a top 10 holdings concentration of 96.89%. Passaic Partners's largest holding is SPDR S&P 500 …
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PGIM, INC. Top 13F Holdings - WhaleWisdom.com
1 week from now
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
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