OSAIC HOLDINGS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$36.9B
Signature - Title
Iryna Northrip - Senior Vice President
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by OSAIC HOLDINGS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OSAIC HOLDINGS, INC. reported 8058 stock holdings with total value $36.9B as of Q4 2024. Top holdings included AAPL, IVV, NVDA, MSFT, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 8,058 $36.9B +$789M -$7.13B -$6.34B AAPL, IVV, NVDA, MSFT, QQQ 13F-HR 2/7/2025, 12:20 PM
Q3 2024 7,152 $44.3B +$2.62B -$2.66B -$39.6M AAPL, IVV, NVDA, MSFT, QQQ 13F-HR 11/13/2024, 03:26 PM
Q2 2024 7,186 $42.3B +$3.31B -$5.62B -$2.31B AAPL, NVDA, IVV, MSFT, QQQ 13F-HR 8/13/2024, 10:16 AM
Q1 2024 6,849 $44.7B +$1.89B -$17.9B -$16B AAPL, QQQ, MSFT, IVV, NVDA 13F-HR 5/10/2024, 04:18 PM
Q4 2023 7,210 $57.1B +$18.2B -$13.1B +$5.09B IVV, AAPL, MSFT, QQQ, VOO 13F-HR 2/12/2024, 12:22 PM
Q3 2023 7,578 $47.7B +$11.5B -$1.91B +$9.57B MSFT, QQQ, VTI, IUSB, SPY 13F-HR 11/13/2023, 01:52 PM
Q2 2023 7,724 $53.4B +$3.34B -$3.39B -$50.8M IVV, AAPL, MSFT, VOO, IUSB Restatement 8/21/2023, 12:55 PM
Q1 2023 7,397 $51.1B +$4.86B -$3.44B +$1.42B IVV, AAPL, MSFT, BSV, VOO 13F-HR 5/12/2023, 03:48 PM
Q4 2022 5,876 $46.6B +$5.68B -$2.83B +$2.85B IVV, AAPL, BSV, MSFT, VOO 13F-HR 2/10/2023, 10:33 AM
Q3 2022 5,937 $41.2B +$3.71B -$2.33B +$1.38B IVV, AAPL, BSV, MSFT, VOO 13F-HR 11/14/2022, 10:12 AM
Q2 2022 6,028 $42.3B IVV, AAPL, ITOT, BSV, MSFT 13F-HR 8/10/2022, 04:12 PM
Q1 2022 3,859 $6.37B IVV, SPY, VTV, MDYV, MRK 13F-HR 5/4/2022, 12:32 PM
Q4 2021 6,331 $49.3B +$3.97B -$2.07B +$1.9B IVV, AAPL, VOO, MSFT, SPYG 13F-HR 2/3/2022, 02:55 PM
Q3 2021 6,640 $45.1B +$4.39B -$2.06B +$2.33B AAPL, IVV, VOO, MSFT, AMZN 13F-HR 11/5/2021, 01:19 PM
Q2 2021 6,443 $43.8B +$4.19B -$1.99B +$2.19B AAPL, IVV, VOO, MSFT, AMZN 13F-HR 8/2/2021, 04:30 PM
Q1 2021 6,258 $39.4B +$4.46B -$2B +$2.46B AAPL, IVV, IJR, VOO, MSFT 13F-HR 5/13/2021, 11:59 AM
Q4 2020 5,486 $34.7B +$3.42B -$2.74B +$680M AAPL, IVV, VOO, IJR, AMZN 13F-HR 2/10/2021, 09:12 AM
Q3 2020 4,846 $28.1B +$2.65B -$1.25B +$1.4B IVV, AMZN, VOO, MSFT, VEA 13F-HR 11/12/2020, 12:56 PM
Q2 2020 4,967 $27.6B AAPL, IVV, AMZN, MSFT, VOO 13F-HR 8/14/2020, 09:08 AM
Q1 2020 3,691 $4.33B IVE, BIL, NEAR, ISTB, ESGU 13F-HR 5/15/2020, 06:05 PM