Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Heritage Wealth Management, Inc. /Ca/

  • SPY
  • AVLV
  • SCHG
  • VGSH
  • AAPL
  • DFAC
  • SCHR
Heritage Wealth Management, Inc. /Ca/'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 126
Filing on Oct 18, 2024 Q3 2024

One Degree Advisors Inc

  • DFAC
  • VTI
  • VEA
  • SCHR
  • DFIC
  • DFSD
  • DFCF
One Degree Advisors Inc's Q3 2024 Portfolio
Portfolio Value 237 Million
Stocks 60
Filing on Oct 18, 2024 Q3 2024

Flaharty Asset Management, LLC

  • IWF
  • MINT
  • IWD
  • PFM
  • FTSL
  • JAAA
  • XLP
Flaharty Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 680 Million
Stocks 447
Filing on Oct 18, 2024 Q3 2024

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • SPDW
  • SPYV
Keener Financial Planning LLC's Q3 2024 Portfolio
Portfolio Value 153 Million
Stocks 182
Filing on Oct 18, 2024 Q3 2024

Farmers & Merchants Trust CO Of Chambersburg Pa

  • BIV
  • TLT
  • NVDA
  • VOE
  • VBR
  • VBK
  • EFV
Farmers & Merchants Trust CO Of Chambersburg Pa's Q3 2024 Portfolio
Portfolio Value 260 Million
Stocks 378
Filing on Oct 18, 2024 Q3 2024

Financial Connections Group, Inc.

  • DFAU
  • JCPB
  • ESGV
  • CMF
  • VUG
  • USXF
  • DFAX
Financial Connections Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 203 Million
Stocks 216
Filing on Oct 18, 2024 Q3 2024

Refined Wealth Management

  • BNDX
  • NULG
  • VSGX
  • SRLN
  • OSTK
  • COIN
  • TLT
Refined Wealth Management's Q3 2024 Portfolio
Portfolio Value 129 Million
Stocks 27
Filing on Oct 18, 2024 Q3 2024

Granite Fo LLC

  • SPY
  • VIG
  • BRK-A
  • VYM
  • BRK-B
  • GBDC
  • MDY
Granite Fo LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 637
Filing on Oct 18, 2024 Q3 2024

Columbia Advisory Partners LLC

  • COWZ
  • SCHD
  • VOE
  • XLG
  • XLI
  • BUFR
  • SCHG
Columbia Advisory Partners LLC's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 58
Filing on Oct 18, 2024 Q3 2024

Fny Investment Advisers, LLC

  • ITW
  • MO
  • FMC
  • IWM
  • MU
  • LLY
  • ENSG
Fny Investment Advisers, LLC's Q3 2024 Portfolio
Portfolio Value 208 Million
Stocks 755
Filing on Oct 18, 2024 Q3 2024

R.P. Boggs & Co.

  • ROAD
  • GLD
  • CDRE
  • TYL
  • REGN
  • SCI
  • WCN
R.P. Boggs & Co.'s Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 18
Filing on Oct 18, 2024 Q3 2024

Evolution Advisers, Inc.

  • VEA
  • VUG
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q3 2024 Portfolio
Portfolio Value 184 Million
Stocks 196
Filing on Oct 18, 2024 Q3 2024

Pom Investment Strategies, LLC

  • BUFR
  • MGK
  • QQQ
  • XLG
  • IWV
  • SCHH
  • RDVY
Pom Investment Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 313
Filing on Oct 18, 2024 Q3 2024

Householder Group Estate & Retirement Specialist, LLC

  • FSK
  • AMLP
  • AAPL
  • SPLV
  • SCHD
  • COST
  • NVDA
Householder Group Estate & Retirement Specialist, LLC's Q3 2024 Portfolio
Portfolio Value 343 Million
Stocks 1282
Filing on Oct 18, 2024 Q3 2024

Meredith Wealth Planning

  • AVUV
  • DUHP
  • AVDV
  • MTUM
  • AVES
  • DIHP
  • DFCF
Meredith Wealth Planning's Q3 2024 Portfolio
Portfolio Value 210 Billion
Stocks 50
Filing on Oct 18, 2024 Q3 2024

Pineridge Advisors LLC

  • ITOT
  • IEF
  • XFIV
  • SPEM
  • SPY
  • IBTI
  • XLU
Pineridge Advisors LLC's Q3 2024 Portfolio
Portfolio Value 264 Billion
Stocks 608
Filing on Oct 18, 2024 Q3 2024

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 212 Million
Stocks 24
Filing on Oct 18, 2024 Q3 2024

Burney CO

  • AAPL
  • MSFT
  • VGIT
  • TOL
  • GOOGL
  • META
  • ANET
Burney CO's Q3 2024 Portfolio
Portfolio Value 2.54 Billion
Stocks 660