Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Essex LLC

  • VCIT
  • VCSH
  • SJNK
  • XLK
  • SCHX
  • FPEI
  • SCHM
Essex LLC's Q3 2024 Portfolio
Portfolio Value 482 Million
Stocks 169
Filing on Oct 18, 2024 Q3 2024

Atlas Wealth Partners, LLC

  • TPL
  • GBTC
  • INFL
  • FNV
  • MSFT
  • SCHD
  • COWZ
Atlas Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 65.6 Million
Stocks 48
Filing on Oct 18, 2024 Q3 2024

Gries Financial LLC

  • IVV
  • QUAL
  • DYNF
  • ITW
  • SPY
  • IYW
  • MSFT
Gries Financial LLC's Q3 2024 Portfolio
Portfolio Value 478 Million
Stocks 273
Filing on Oct 18, 2024 Q3 2024

Lam Group, Inc.

  • VXF
  • VEU
  • DFAS
  • AMPH
  • DFUV
  • VBR
  • DISV
Lam Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 126 Million
Stocks 133
Filing on Oct 18, 2024 Q3 2024

Compass Ion Advisors, LLC

  • VTI
  • SPLG
  • IXUS
  • IUSB
  • DGRO
  • FBND
  • ACIO
Compass Ion Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 759 Million
Stocks 261
Filing on Oct 18, 2024 Q3 2024

Allspring Global Investments Holdings, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • CBRE
  • TSM
Allspring Global Investments Holdings, LLC's Q3 2024 Portfolio
Portfolio Value 62.1 Billion
Stocks 4091
Filing on Oct 18, 2024 Q3 2024

Columbus Macro, LLC

  • IVV
  • SCHZ
  • SCHJ
  • VOO
  • HDEF
  • STIP
  • SCHR
Columbus Macro, LLC's Q3 2024 Portfolio
Portfolio Value 274 Million
Stocks 180
Filing on Oct 18, 2024 Q3 2024

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • DIVO
  • IXUS
  • GTO
  • SPGP
Financial Designs Corp's Q3 2024 Portfolio
Portfolio Value 155 Billion
Stocks 20
Filing on Oct 18, 2024 Q3 2024

Black Point Wealth Management

  • BRK-B
  • MSFT
  • PHYS
  • BRK-A
  • DFAC
  • DUHP
  • CALF
Black Point Wealth Management's Q3 2024 Portfolio
Portfolio Value 86.3 Billion
Stocks 43
Filing on Oct 18, 2024 Q3 2024

Stegent Equity Advisors, Inc.

  • RDVY
  • FIW
  • TPL
  • GLTR
  • FTLS
  • SPYG
  • URNM
Stegent Equity Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 77.8 Million
Stocks 88
Filing on Oct 18, 2024 Q3 2024

Wealthspring Capital LLC

  • RENE
  • VMCA
  • RENEW
  • FIACW
  • GLSTW
  • GLSTR
  • GHIXW
Wealthspring Capital LLC's Q3 2024 Portfolio
Portfolio Value 4.92 Million
Stocks 78
Filing on Oct 18, 2024 Q3 2024

Trinity Wealth Management, LLC

  • SPAB
  • QQQ
  • QUAL
  • MTUM
  • SIZE
  • IAGG
  • USMV
Trinity Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 218 Million
Stocks 55
Filing on Oct 18, 2024 Q3 2024

Nepsis Inc.

  • RNR
  • AMD
  • SHOP
  • CB
  • AIG
  • AMGN
  • RLI
Nepsis Inc.'s Q3 2024 Portfolio
Portfolio Value 404 Million
Stocks 29
Filing on Oct 18, 2024 Q3 2024

Buckley Wealth Management, LLC

  • AAPL
  • MSFT
  • BRK-B
  • CVX
  • AMZN
  • GOOGL
  • JPM
Buckley Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 319 Million
Stocks 97
Filing on Oct 18, 2024 Q3 2024

Petix & Botte CO

  • IUSG
  • IUSV
  • FVD
  • LMBS
  • BND
  • IJH
  • VCIT
Petix & Botte CO's Q3 2024 Portfolio
Portfolio Value 374 Million
Stocks 124
Filing on Oct 18, 2024 Q3 2024

Lee Johnson Capital Management, LLC

  • SGOV
  • JEPQ
  • JEPI
  • AAPL
  • NVDA
  • IJR
  • AMZN
Lee Johnson Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 194 Million
Stocks 33
Filing on Oct 18, 2024 Q3 2024

Eagle Capital Management, LLC

  • QQQ
  • SPY
  • SCHD
  • AVGO
  • AAPL
  • FHLC
  • MSFT
Eagle Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 240 Million
Stocks 39
Filing on Oct 18, 2024 Q3 2024

Capital Wealth Management, LLC

  • VUG
  • SPSB
  • VTV
  • SPEM
  • FBND
  • VBR
  • FNDF
Capital Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 233 Million
Stocks 40