Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2024 Q3 2024

Mc Adam, LLC

  • SCHX
  • FNDX
  • SCHG
  • SCHF
  • SCHZ
  • SCHC
  • VOE
Mc Adam, LLC's Q3 2024 Portfolio
Portfolio Value 1.77 Billion
Stocks 333
Filing on Oct 22, 2024 Q3 2024

Mfa Wealth Advisors, LLC

  • BIV
  • SCHD
  • FNDF
  • BSCQ
  • FLRN
  • IGSB
  • AVUV
Mfa Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 371 Million
Stocks 519
Filing on Oct 22, 2024 Q3 2024

Monte Financial Group, LLC

  • CMCSA
  • TGT
  • HD
  • WFC
  • ABT
  • SWK
  • RTX
Monte Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 238 Million
Stocks 83
Filing on Oct 22, 2024 Q3 2024

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFAR
  • DFSD
  • CORP
  • DFAE
Ram Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 384 Billion
Stocks 90
Filing on Oct 22, 2024 Q3 2024

Wallington Asset Management, LLC

  • VEA
  • MSFT
  • TJX
  • IJR
  • AAPL
  • WRB
  • V
Wallington Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 718 Million
Stocks 100
Filing on Oct 22, 2024 Q3 2024

Fulcrum Capital LLC

  • VO
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • TT
Fulcrum Capital LLC's Q3 2024 Portfolio
Portfolio Value 451 Million
Stocks 109
Filing on Oct 22, 2024 Q3 2024

Eagle Bay Advisors LLC

  • AAPL
  • VEA
  • TSLA
  • VWO
  • MSFT
  • IVV
  • DVY
Eagle Bay Advisors LLC's Q3 2024 Portfolio
Portfolio Value 170 Million
Stocks 1368
Filing on Oct 22, 2024 Q3 2024

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • MSFT
  • RSP
  • IJJ
Courier Capital LLC's Q3 2024 Portfolio
Portfolio Value 1.44 Billion
Stocks 357
Filing on Oct 22, 2024 Q3 2024

Sprinkle Financial Consultants LLC

  • SCHX
  • IJR
  • DFUV
  • OKE
  • OGS
  • JGRO
  • JPSE
Sprinkle Financial Consultants LLC's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 70
Filing on Oct 22, 2024 Q3 2024

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • IVE
  • OEF
  • EFX
Detalus Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 287 Million
Stocks 155
Filing on Oct 22, 2024 Q3 2024

Ams Capital Ltda

  • IVV
  • QQQM
  • AMZN
  • META
  • MSFT
  • TSM
  • NU
Ams Capital Ltda's Q3 2024 Portfolio
Portfolio Value 574 Million
Stocks 17
Filing on Oct 22, 2024 Q3 2024

Iron Horse Wealth Management, LLC

  • VYM
  • VOOG
  • VCIT
  • LQD
  • SPY
  • VEA
  • SPDW
Iron Horse Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 270 Million
Stocks 507
Filing on Oct 22, 2024 Q3 2024

Foundry Financial Group, Inc.

  • IVV
  • AVIV
  • JHML
  • IEF
  • IEFA
  • AVLV
  • IUSV
Foundry Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 160 Billion
Stocks 60
Filing on Oct 22, 2024 Q3 2024

Simpli Fi, Inc.

  • LQD
  • AGGY
  • QEFA
  • IWM
  • SPY
  • BKLN
  • DSTL
Simpli Fi, Inc.'s Q3 2024 Portfolio
Portfolio Value 220 Million
Stocks 41
Filing on Oct 22, 2024 Q3 2024

Tanager Wealth Management LLP

  • VTI
  • XTEN
  • XHLF
  • VEA
  • MOAT
  • BKAG
  • VGK
Tanager Wealth Management LLP's Q3 2024 Portfolio
Portfolio Value 743 Billion
Stocks 109
Filing on Oct 22, 2024 Q3 2024

Brighton Jones LLC

  • AMZN
  • MSFT
  • AAPL
  • VTI
  • IWB
  • DFAC
  • DFIC
Brighton Jones LLC's Q3 2024 Portfolio
Portfolio Value 2.55 Billion
Stocks 579
Filing on Oct 22, 2024 Q3 2024

Better Wealth, LLC

  • DFAC
  • AAPL
  • DUHP
  • DFAX
  • DFSV
  • DFCF
  • DFEM
Better Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 330 Million
Stocks 63
Filing on Oct 22, 2024 Q3 2024

David Kennon Inc

  • VOO
  • VTI
  • ONEQ
  • VXUS
  • VB
  • VO
  • FIDI
David Kennon Inc's Q3 2024 Portfolio
Portfolio Value 231 Million
Stocks 34