Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Cboe Vest Financial, LLC

  • AFL
  • CB
  • XOM
  • NUE
  • IBM
  • SWK
  • CHRW
Cboe Vest Financial, LLC's Q3 2024 Portfolio
Portfolio Value 5.02 Billion
Stocks 377
Filing on Oct 18, 2024 Q3 2024

West Branch Capital LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • SPY
  • GOOGL
  • PG
West Branch Capital LLC's Q3 2024 Portfolio
Portfolio Value 274 Million
Stocks 627
Filing on Oct 18, 2024 Q3 2024

Rede Wealth, LLC

  • BRK-A
  • AAPL
  • ITOT
  • JNJ
  • IVV
  • AMZN
  • BRK-B
Rede Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 260 Million
Stocks 143
Filing on Oct 18, 2024 Q3 2024

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • AAPL
  • ICE
  • ACN
  • GOOGL
  • AMZN
Brown, Lisle/Cummings, Inc.'s Q3 2024 Portfolio
Portfolio Value 329 Billion
Stocks 619
Filing on Oct 18, 2024 Q3 2024

Midwest Heritage Bank, Fsb

  • DFAC
  • CGUS
  • CGCP
  • CGDV
  • FTA
  • DFAS
  • DFAI
Midwest Heritage Bank, Fsb's Q3 2024 Portfolio
Portfolio Value 212 Million
Stocks 58
Filing on Oct 18, 2024 Q3 2024

Godsey & Gibb Associates

  • AAPL
  • AVGO
  • ORCL
  • MSFT
  • COST
  • IBM
  • CTAS
Godsey & Gibb Associates's Q3 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 431
Filing on Oct 18, 2024 Q3 2024

Narus Financial Partners, LLC

  • WMT
  • GLD
  • VEA
  • XLK
  • VO
  • AAPL
  • BND
Narus Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 279 Billion
Stocks 149
Filing on Oct 18, 2024 Q3 2024

Carrhae Capital LLP

  • EGO
  • BABA
  • ERJ
  • TSM
  • PDD
  • CPA
  • EDU
Carrhae Capital LLP's Q3 2024 Portfolio
Portfolio Value 876 Billion
Stocks 22
Filing on Oct 18, 2024 Q3 2024

Mc Clarren Financial Advisors, Inc.

  • DSI
  • VEA
  • VUSB
  • VXUS
  • SPTM
  • ESGV
  • VIG
Mc Clarren Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 795 Million
Stocks 271
Filing on Oct 18, 2024 Q3 2024

Act Advisors, Llc.

  • SPMD
  • IVV
  • DGRW
  • DFAU
  • SPHQ
  • PGX
  • SPTL
Act Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 206 Million
Stocks 52
Filing on Oct 18, 2024 Q3 2024

Baker Boyer National Bank

  • VTEB
  • DFAC
  • DFAX
  • DFUV
  • FBND
  • DFIV
  • VGIT
Baker Boyer National Bank's Q3 2024 Portfolio
Portfolio Value 297 Million
Stocks 102
Filing on Oct 18, 2024 Q3 2024

Rps Advisory Solutions LLC

  • AAPL
  • BIL
  • NVDA
  • IYW
  • QQQ
  • SPY
  • IDU
Rps Advisory Solutions LLC's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 91
Filing on Oct 18, 2024 Q3 2024

Prairie View Partners, LLC

  • VTI
  • VTV
  • VCSH
  • BSV
  • AVDE
  • VGIT
  • BNDX
Prairie View Partners, LLC's Q3 2024 Portfolio
Portfolio Value 962 Million
Stocks 384
Filing on Oct 18, 2024 Q3 2024

Satovsky Asset Management LLC

  • IVV
  • VTIP
  • AVUV
  • DIHP
  • DUHP
  • BRK-B
  • VTI
Satovsky Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 443 Million
Stocks 55
Filing on Oct 18, 2024 Q3 2024

Great Point Wealth Advisors, LLC

  • AVUS
  • DFAI
  • JPST
  • DFAE
  • BFAM
  • AVUV
  • JAAA
Great Point Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 459 Million
Stocks 61
Filing on Oct 18, 2024 Q3 2024

Lester Murray Antman Dba Simply Rich

  • AAPL
  • USMV
  • GOOG
  • EEMV
  • EFAV
  • MSFT
  • GOOGL
Lester Murray Antman Dba Simply Rich's Q3 2024 Portfolio
Portfolio Value 359 Million
Stocks 221
Filing on Oct 18, 2024 Q3 2024

Penn Davis Mcfarland Inc

  • GOOG
  • NVDA
  • PYPL
  • AAPL
  • KMI
  • SFM
  • EPD
Penn Davis Mcfarland Inc's Q3 2024 Portfolio
Portfolio Value 849 Million
Stocks 77
Filing on Oct 18, 2024 Q3 2024

Violich Capital Management, Inc.

  • MSFT
  • GOOG
  • AAPL
  • GOOGL
  • COST
  • V
  • ORCL
Violich Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 769 Million
Stocks 111