Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 26, 2024 Q2 2024

Ti Trust, Inc

  • VTI
  • VEU
  • MSFT
  • MDY
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q2 2024 Portfolio
Portfolio Value 130 Million
Stocks 122
Filing on Jul 26, 2024 Q2 2024

Sprinkle Financial Consultants LLC

  • SCHX
  • IJR
  • DFUV
  • OKE
  • OGS
  • JGRO
  • JPSE
Sprinkle Financial Consultants LLC's Q2 2024 Portfolio
Portfolio Value 127 Billion
Stocks 67
Filing on Jul 26, 2024 Q2 2024

Able Financial Group, LLC

  • RDVY
  • FTCS
  • EFA
  • AVUV
  • BUFR
  • AAPL
  • AGG
Able Financial Group, LLC's Q2 2024 Portfolio
Portfolio Value 277 Billion
Stocks 172
Filing on Jul 26, 2024 Q2 2024

Richardson Capital Management LLC

  • SCHD
  • SCHX
  • SCHG
  • SCHM
  • IJH
  • SCHK
  • VYM
Richardson Capital Management LLC's Q2 2024 Portfolio
Portfolio Value 130 Billion
Stocks 185
Filing on Jul 26, 2024 Q2 2024

Wealth Shield Partners, LLC

  • IVV
  • SCHF
  • SCHG
  • IVW
  • IEMG
  • IUSB
  • AAPL
Wealth Shield Partners, LLC's Q2 2024 Portfolio
Portfolio Value 640 Million
Stocks 466
Filing on Jul 26, 2024 Q2 2024

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • IWB
  • IEFA
  • EFA
  • IEMG
Halbert Hargrove Global Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 104
Filing on Jul 26, 2024 Q2 2024

Breakwater Capital Group

  • AAPL
  • PRF
  • JQUA
  • RSP
  • VTV
  • IWF
  • IVV
Breakwater Capital Group's Q2 2024 Portfolio
Portfolio Value 441 Billion
Stocks 276
Filing on Jul 26, 2024 Q2 2024

Crosspoint Financial, LLC

  • XBAP
  • BRK-B
  • IHAK
  • OIH
  • FIVG
  • IAU
  • META
Crosspoint Financial, LLC's Q2 2024 Portfolio
Portfolio Value 24.5 Billion
Stocks 18
Filing on Jul 26, 2024 Q2 2024

Hall Capital Management CO Inc

  • MSFT
  • JAAA
  • VCIT
  • IGSB
  • VO
  • AAPL
  • JPM
Hall Capital Management CO Inc's Q2 2024 Portfolio
Portfolio Value 209 Million
Stocks 98
Filing on Jul 26, 2024 Q2 2024

Worth Financial Advisory Group, LLC

  • GSLC
  • MSFT
  • AMZN
  • AAPL
  • IUSB
  • QUAL
  • JEPI
Worth Financial Advisory Group, LLC's Q2 2024 Portfolio
Portfolio Value 152 Billion
Stocks 148
Filing on Jul 26, 2024 Q2 2024

Mwa Asset Management

  • AAPL
  • AVGO
  • MSFT
  • AMZN
  • NVDA
  • META
  • GOOG
Mwa Asset Management's Q2 2024 Portfolio
Portfolio Value 140 Billion
Stocks 121
Filing on Jul 26, 2024 Q2 2024

Financial Connections Group, Inc.

  • DFAU
  • JCPB
  • ESGV
  • CMF
  • VUG
  • DFAX
  • USXF
Financial Connections Group, Inc.'s Q2 2024 Portfolio
Portfolio Value 193 Million
Stocks 345
Filing on Jul 26, 2024 Q2 2024

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • FYX
  • IWS
  • VIG
  • VOT
  • VONE
Hapanowicz & Associates Financial Services, Inc's Q2 2024 Portfolio
Portfolio Value 175 Million
Stocks 30
Filing on Jul 26, 2024 Q2 2024

Checchi Capital Advisers, LLC

  • QQQ
  • SPY
  • VUG
  • AAPL
  • MSFT
  • EEM
  • NVDA
Checchi Capital Advisers, LLC's Q2 2024 Portfolio
Portfolio Value 1.91 Billion
Stocks 564
Filing on Jul 26, 2024 Q2 2024

K.J. Harrison & Partners Inc

  • AAPL
  • MSFT
  • AMZN
  • RY
  • META
  • CNQ
  • SPY
K.J. Harrison & Partners Inc's Q2 2024 Portfolio
Portfolio Value 570 Million
Stocks 186
Filing on Jul 26, 2024 Q2 2024

Tenon Financial LLC

  • VOO
  • VXF
  • BND
  • VXUS
  • VEA
  • VTI
  • ITOT
Tenon Financial LLC's Q2 2024 Portfolio
Portfolio Value 128 Billion
Stocks 41
Filing on Jul 26, 2024 Q2 2024

Argonautica Private Wealth Management, Inc

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • AMAT
  • AVGO
Argonautica Private Wealth Management, Inc's Q2 2024 Portfolio
Portfolio Value 292 Billion
Stocks 197
Filing on Jul 26, 2024 Q2 2024

Conning Inc.

  • SPY
  • IVV
  • AVGO
  • IJR
  • UNH
  • JPM
  • ABBV
Conning Inc.'s Q2 2024 Portfolio
Portfolio Value 2.67 Billion
Stocks 350