Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • DBEF
  • QQQM
  • SCHD
  • VBR
  • VBK
  • IWP
Whitaker Myers Wealth Managers, Ltd.'s Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 106
Filing on Oct 18, 2024 Q3 2024

West Hill Financial Advisors, Inc.

  • VOO
  • VONG
  • VONV
  • VEA
  • FBND
  • SCHR
  • VWO
West Hill Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 445 Million
Stocks 75
Filing on Oct 18, 2024 Q3 2024

Warren Street Wealth Advisors, LLC

  • VOO
  • XSOE
  • GLDM
  • GCC
  • GII
  • GNR
  • SPMD
Warren Street Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 234 Million
Stocks 108
Filing on Oct 18, 2024 Q3 2024

Cnb Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • UNP
  • CCNE
Cnb Bank's Q3 2024 Portfolio
Portfolio Value 215 Million
Stocks 572
Filing on Oct 18, 2024 Q3 2024

Werba Rubin Papier Wealth Management

  • AVUS
  • AVDE
  • AVUV
  • AAPL
  • AVDV
  • VUG
  • AVEM
Werba Rubin Papier Wealth Management's Q3 2024 Portfolio
Portfolio Value 426 Billion
Stocks 193
Filing on Oct 18, 2024 Q3 2024

Cadent Capital Advisors, LLC

  • SPY
  • RSP
  • ITA
  • VIS
  • RWL
  • TLT
  • XLE
Cadent Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 317 Million
Stocks 172
Filing on Oct 18, 2024 Q3 2024

Schaper Benz & Wise Investment Counsel Inc

  • AAPL
  • SYK
  • WAT
  • ADBE
  • AXP
  • GOOG
  • BRK-B
Schaper Benz & Wise Investment Counsel Inc's Q3 2024 Portfolio
Portfolio Value 1.21 Billion
Stocks 150
Filing on Oct 18, 2024 Q3 2024

Cedrus LLC

  • VUG
  • FIXD
  • RDVY
  • FTCS
  • RDVI
  • LDSF
  • MGV
Cedrus LLC's Q3 2024 Portfolio
Portfolio Value 270 Billion
Stocks 182
Filing on Oct 18, 2024 Q3 2024

Dmg Group, LLC

  • AAPL
  • AGG
  • MSFT
  • IGIB
  • META
  • AMZN
  • IGSB
Dmg Group, LLC's Q3 2024 Portfolio
Portfolio Value 121 Million
Stocks 132
Filing on Oct 18, 2024 Q3 2024

Means Investment Co., Inc.

  • AAPL
  • MGK
  • VOO
  • MGV
  • VEU
  • MSFT
  • AMZN
Means Investment Co., Inc.'s Q3 2024 Portfolio
Portfolio Value 882 Million
Stocks 205
Filing on Oct 18, 2024 Q3 2024

Cyndeo Wealth Partners, LLC

  • MSFT
  • AAPL
  • AMZN
  • ABBV
  • NVDA
  • AVGO
  • FBND
Cyndeo Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 1.4 Billion
Stocks 444
Filing on Oct 18, 2024 Q3 2024

Hardin Capital Partners, LLC

  • LOW
  • BAC
  • BRK-B
  • VTI
  • TFC
  • XLE
  • VOO
Hardin Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 118
Filing on Oct 18, 2024 Q3 2024

Pure Portfolios Holdings LLC

  • SCHX
  • SGOL
  • SCHF
  • SLYV
  • SCHE
  • SCHH
  • SCHR
Pure Portfolios Holdings LLC's Q3 2024 Portfolio
Portfolio Value 265 Billion
Stocks 105
Filing on Oct 18, 2024 Q3 2024

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • VBR
  • AAPL
  • VIG
  • VBK
Mainsail Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 135 Billion
Stocks 60
Filing on Oct 18, 2024 Q3 2024

Bernardo Wealth Planning LLC

  • IVV
  • MGK
  • MGV
  • VONV
  • CGCP
  • VONG
  • RSP
Bernardo Wealth Planning LLC's Q3 2024 Portfolio
Portfolio Value 412 Million
Stocks 114
Filing on Oct 18, 2024 Q3 2024

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • IEFA
  • AVUV
  • JMUB
Stephens Consulting, LLC's Q3 2024 Portfolio
Portfolio Value 392 Billion
Stocks 516
Filing on Oct 18, 2024 Q3 2024

Madison Park Capital Advisors, LLC

  • VXUS
  • VUG
  • MDY
  • MSFT
  • AAPL
  • IJR
  • AMLP
Madison Park Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 133 Billion
Stocks 75
Filing on Oct 18, 2024 Q3 2024

Old National Bancorp

  • LLY
  • VOO
  • AAPL
  • MSFT
  • SPY
  • SPYV
  • SPYG
Old National Bancorp 's Q3 2024 Portfolio
Portfolio Value 4.32 Billion
Stocks 1167