Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Sep 13, 2024 Q2 2024

Lexington Partners L.P.

  • KDP
  • NABL
  • SWI
Lexington Partners L.P.'s Q2 2024 Portfolio
Portfolio Value 89 Million
Stocks 3
Filing on Sep 13, 2024 Q2 2024

Fidelis I M, LLC

  • BND
  • SCHX
  • VIG
  • VO
  • SCHA
  • VCSH
  • VXUS
Fidelis I M, LLC's Q2 2024 Portfolio
Portfolio Value 204 Million
Stocks 19
Filing on Sep 12, 2024 Q2 2024

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

  • META
  • GOLD
  • NVDA
  • WFC
  • BAC
  • FCX
  • AMAT
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group's Q2 2024 Portfolio
Portfolio Value 255 Billion
Stocks 94
Filing on Sep 12, 2024 Q2 2024

American Trust

  • VOO
  • SCHX
  • DGRO
  • BIV
  • VO
  • IJH
  • VB
American Trust's Q2 2024 Portfolio
Portfolio Value 1.16 Billion
Stocks 244
Filing on Sep 11, 2024 Q2 2024

Summit Wealth Partners, LLC

  • QUAL
  • AGG
  • BRO
  • IWF
  • QQQ
  • USMV
  • JPST
Summit Wealth Partners, LLC's Q2 2024 Portfolio
Portfolio Value 482 Billion
Stocks 223
Filing on Sep 11, 2024 Q2 2024

Bardin Hill Management Partners LP

  • NEXT
  • EDR
  • AMED
  • ACI
  • GSM
  • HES
  • AXNX
Bardin Hill Management Partners LP's Q2 2024 Portfolio
Portfolio Value 192 Million
Stocks 63
Filing on Sep 11, 2024 Q2 2024

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • TSLA
  • SMH
  • META
Newbridge Financial Services Group, Inc.'s Q2 2024 Portfolio
Portfolio Value 262 Million
Stocks 1093
Filing on Sep 10, 2024 Q2 2024

Bluefin Capital Management, LLC

  • X
  • HES
  • SPY
  • X
  • SPY
  • NVDA
  • CVX
Bluefin Capital Management, LLC's Q2 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 110
Filing on Sep 10, 2024 Q2 2024

Ss&H Financial Advisors, Inc.

  • JPM
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • PG
  • ABBV
Ss&H Financial Advisors, Inc.'s Q2 2024 Portfolio
Portfolio Value 256 Million
Stocks 119
Filing on Sep 10, 2024 Q2 2024

Darlington Partners Capital Management, LP

  • CRM
  • LNG
  • WMG
  • COLD
  • LPLA
  • BX
  • MLNK
Darlington Partners Capital Management, LP's Q2 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 11
Filing on Sep 10, 2024 Q2 2024

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • TIP
  • SCHB
Brightwater Advisory LLC's Q2 2024 Portfolio
Portfolio Value 129 Billion
Stocks 63
Filing on Sep 10, 2024 Q2 2024

Prio Wealth Limited Partnership

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • GOOG
  • AMZN
  • GOOGL
Prio Wealth Limited Partnership's Q2 2024 Portfolio
Portfolio Value 3.32 Billion
Stocks 258
Filing on Sep 10, 2024 Q2 2024

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q2 2024 Portfolio
Portfolio Value 524 Billion
Stocks 92
Filing on Sep 09, 2024 Q2 2024

Fund Evaluation Group, LLC

  • IVV
  • SCHG
  • GOVT
  • SCHF
  • SCHX
  • EFA
  • SPY
Fund Evaluation Group, LLC's Q2 2024 Portfolio
Portfolio Value 1.63 Billion
Stocks 32
Filing on Sep 09, 2024 Q2 2024

Heritage Wealth Management, Inc.

  • PG
  • MSFT
  • AAPL
  • USB
  • LLY
  • JPM
  • WMT
Heritage Wealth Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 298 Billion
Stocks 223
Filing on Sep 09, 2024 Q2 2024

Lazari Capital Management, Inc.

  • AAPL
  • META
  • AMZN
  • UBER
  • GOOGL
  • NVDA
  • MSFT
Lazari Capital Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 222 Billion
Stocks 144
Filing on Sep 06, 2024 Q2 2024

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IEMG
Koesten, Hirschmann & Crabtree, Inc.'s Q2 2024 Portfolio
Portfolio Value 156 Billion
Stocks 241
Filing on Sep 06, 2024 Q2 2024

Cim, LLC

  • NVDA
  • NVO
  • CMG
  • GOOGL
  • ISTB
  • SNPS
  • META
Cim, LLC's Q2 2024 Portfolio
Portfolio Value 676 Million
Stocks 158