• 13F History

&PARTNERS

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$8.34B
Signature - Title
Alyson Mencio Stevens - Compliance Officer - Advisory Services
Location
Nashville, TN
Summary
This page shows a list of all the recent 13F filings made by &PARTNERS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. &PARTNERS reported 1641 stock holdings with total value $8.34B as of Q4 2024. Top holdings included AAPL, MSFT, IVV, IJH, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,641 $8.34B +$3.29B -$79.3M +$3.21B AAPL, MSFT, IVV, IJH, AGG 13F-HR 2/14/2025, 08:00 AM
Q3 2024 1,389 $5.17B +$2.79B -$39.8M +$2.75B AAPL, MSFT, IVV, IJH, AGG 13F-HR 11/14/2024, 08:00 AM
Q2 2024 914 $2.28B +$1.58B -$12.7M +$1.56B AAPL, MSFT, IVV, IJH, NVDA 13F-HR 7/23/2024, 05:45 PM
Q1 2024 489 $725M +$336M -$39M +$297M VV, AAPL, IJH, IJR, IVV 13F-HR 4/11/2024, 10:30 AM
Q4 2023 293 $410M +$199M -$24.6M +$175M IVV, VV, IWB, AAPL, IJH 13F-HR 1/8/2024, 06:27 PM
Q3 2023 182 $214M +$8.99M -$5.79M +$3.19M IJH, IJR, CGDV, CGGR, AAPL 13F-HR 10/6/2023, 10:18 AM
Q2 2023 195 $223M +$10.5M -$1.85M +$8.68M IJH, IJR, CGDV, AAPL, CGGR 13F-HR 7/5/2023, 03:33 PM
Q1 2023 182 $208M +$5.7M -$2.46M +$3.24M IJH, IJR, CGDV, AAPL, CGGR 13F-HR 4/5/2023, 05:37 PM
Q4 2022 187 $201M +$24.1M -$6.53M +$17.5M IJR, IJH, CGDV, CGGR, AAPL 13F-HR 1/10/2023, 02:02 PM
Q3 2022 184 $172M +$17.7M -$2.04M +$15.6M IJH, IJR, AAPL, VWO, CGDV 13F-HR 10/11/2022, 06:16 AM
Q2 2022 188 $171M +$32.2M -$1.33M +$30.8M IJR, IJH, AAPL, VWO, VEU 13F-HR 7/5/2022, 06:57 PM
Q1 2022 189 $175M +$25.6M -$4.62M +$21M IJH, IJR, AAPL, VWO, VEU Restatement 4/25/2022, 06:07 PM
Q4 2021 179 $165M +$10.9M -$4.13M +$6.73M IJR, IJH, AAPL, VEU, VWO 13F-HR 1/12/2022, 01:51 PM
Q3 2021 180 $157M +$11.6M -$6.2M +$5.43M IJR, IJH, AAPL, VEU, VWO 13F-HR 10/7/2021, 11:30 AM
Q2 2021 178 $154M +$14.3M -$4.88M +$9.39M IJR, IJH, AAPL, VWO, VEU 13F-HR 7/12/2021, 01:56 PM
Q1 2021 156 $137M +$13.9M -$5M +$8.91M IJR, IJH, AAPL, VWO, VEU 13F-HR 4/9/2021, 02:21 PM
Q4 2020 142 $119M +$10.7M -$2.58M +$8.07M IJH, IJR, AAPL, VWO, VEU 13F-HR 1/11/2021, 10:38 AM
Q3 2020 132 $98.4M +$24.4M -$5.62M +$18.8M AAPL, IJH, IJR, VWO, VEU 13F-HR 10/5/2020, 01:53 PM
Q2 2020 127 $82.3M +$17.2M -$4.42M +$12.8M AAPL, IJH, IJR, IVV, VEU 13F-HR 7/7/2020, 01:52 PM
Q1 2020 143 $63.7M +$16M -$2.06M +$14M AAPL, IVV, IJH, IJR, VEU 13F-HR 4/3/2020, 01:09 PM
Q4 2019 159 $83.1M +$9.62M -$2.74M +$6.88M AAPL, V, CBRL, BX, ET 13F-HR 1/10/2020, 11:56 AM
Q3 2019 157 $76.7M +$11.8M -$3.52M +$8.26M AAPL, CBRL, V, NEWT, ET Restatement 10/10/2019, 03:13 PM
Q2 2019 151 $72M +$9.11M -$4.41M +$4.7M AAPL, CBRL, V, PCTY, NEWT 13F-HR 7/10/2019, 11:06 AM
Q1 2019 146 $69.4M +$7.2M -$4.26M +$2.93M AAPL, CBRL, V, RITM, PCTY 13F-HR 4/8/2019, 04:20 PM
Q4 2018 125 $56.3M AAPL, CBRL, OXLC, RITM, V 13F-HR 2/6/2019, 10:50 AM