Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2024 Q3 2024

Mark Sheptoff Financial Planning, LLC

  • MSFT
  • UNH
  • NEE
  • AAPL
  • PEP
  • JNJ
  • VEEV
Mark Sheptoff Financial Planning, LLC's Q3 2024 Portfolio
Portfolio Value 186 Million
Stocks 428
Filing on Nov 14, 2024 Q3 2024

B&L Asset Management LLC

  • AVGO
  • MSFT
  • NVO
  • MA
  • AZO
  • TJX
  • TMO
B&L Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 158 Billion
Stocks 164
Filing on Nov 14, 2024 Q3 2024

Lavaca Capital LLC

  • SPY
  • SYY
  • KKR
  • AAPL
  • XOM
  • SPY
  • MQ
Lavaca Capital LLC's Q3 2024 Portfolio
Portfolio Value 233 Million
Stocks 112
Filing on Nov 14, 2024 Q3 2024

Fsa Wealth Management LLC

  • IWF
  • IWD
  • VEA
  • IWP
  • IWS
  • IWO
  • IWN
Fsa Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 250 Million
Stocks 564
Filing on Nov 14, 2024 Q3 2024

Paradigm Capital Management, LLC

  • VIG
  • VYM
  • JPST
  • SCHD
  • BRK-B
  • VHT
  • JPM
Paradigm Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 104 Million
Stocks 58
Filing on Nov 14, 2024 Q3 2024

B. Riley Financial, Inc.

  • DDI
  • BW
  • LILM
  • TACT
  • EGHT
  • CDZI
  • RGF
B. Riley Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 138 Million
Stocks 15
Filing on Nov 14, 2024 Q3 2024

Nea Management Company, LLC

  • ACLX
  • VRNA
  • RYTM
  • SVRA
  • COUR
  • CRSP
  • NN
Nea Management Company, LLC's Q3 2024 Portfolio
Portfolio Value 1.31 Billion
Stocks 42
Filing on Nov 14, 2024 Q3 2024

Morton Community Bank

  • DGRO
  • SCHD
  • AVGO
  • XLU
  • MSFT
  • ETN
  • ORCL
Morton Community Bank's Q3 2024 Portfolio
Portfolio Value 383 Billion
Stocks 187
Filing on Nov 14, 2024 Q3 2024

Plotkin Financial Advisors, LLC

  • VTI
  • MOAT
  • RDVY
  • QQQ
  • SMH
  • VIG
  • CIBR
Plotkin Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 90
Filing on Nov 14, 2024 Q3 2024

Kore Advisors LP

  • X
  • CRGY
  • GEO
  • CHRD
  • C
  • AR
  • AL
Kore Advisors LP's Q3 2024 Portfolio
Portfolio Value 348 Billion
Stocks 19
Filing on Nov 14, 2024 Q3 2024

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • AVUV
  • DFAT
True Wealth Design, LLC's Q3 2024 Portfolio
Portfolio Value 256 Billion
Stocks 1274
Filing on Nov 14, 2024 Q3 2024

Socorro Asset Management LP

  • SRE
  • TECK
  • KO
  • TXN
  • CTRA
  • SLB
  • PLD
Socorro Asset Management LP's Q3 2024 Portfolio
Portfolio Value 240 Million
Stocks 32
Filing on Nov 14, 2024 Q3 2024

Tradition Wealth Management, LLC

  • SCHG
  • BUFR
  • JCPB
  • AAPL
  • RSP
  • FNDF
  • SCHV
Tradition Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 409
Filing on Nov 14, 2024 Q3 2024

En Cap Partners Gp, LLC

  • DVN
  • SWN
En Cap Partners Gp, LLC's Q3 2024 Portfolio
Portfolio Value 444 Billion
Stocks 2
Filing on Nov 14, 2024 Q3 2024

American Capital Management Inc

  • AVAV
  • CYBR
  • MANH
  • FTNT
  • MEDP
  • IDXX
  • CVLT
American Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 3.05 Billion
Stocks 61
Filing on Nov 14, 2024 Q3 2024

Cobblestone Capital Advisors LLC

  • IXUS
  • ITOT
  • GOVT
  • AAPL
  • DFAX
  • MSFT
  • AMZN
Cobblestone Capital Advisors LLC 's Q3 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 287
Filing on Nov 14, 2024 Q3 2024

B. Riley Asset Management, LLC

  • SQNS
  • APLD
  • FIVN
  • VPG
  • RPD
  • CDZI
  • THR
B. Riley Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 92.9 Million
Stocks 81
Filing on Nov 14, 2024 Q3 2024

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • IVAL
  • VTI
  • IMOM
Valley Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 143 Billion
Stocks 56