Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Avion Wealth

  • VEA
  • VUSB
  • VOO
  • BNDX
  • VYM
  • VOE
  • VBR
Avion Wealth's Q3 2024 Portfolio
Portfolio Value 382 Million
Stocks 1315
Filing on Oct 18, 2024 Q3 2024

Svb Wealth LLC

  • IWY
  • AGG
  • IWX
  • IEFA
  • IWS
  • IEMG
  • MUB
Svb Wealth LLC's Q3 2024 Portfolio
Portfolio Value 117 Million
Stocks 1609
Filing on Oct 18, 2024 Q3 2024

Baker Chad R

  • AAPL
  • MSFT
  • GOOGL
  • CARR
  • MA
  • AMZN
  • ADI
Baker Chad R's Q3 2024 Portfolio
Portfolio Value 496 Million
Stocks 50
Filing on Oct 18, 2024 Q3 2024

Applied Capital LLC

  • DFAC
  • VOO
  • VTI
  • VEA
  • DFIC
  • VXF
  • DUHP
Applied Capital LLC's Q3 2024 Portfolio
Portfolio Value 185 Million
Stocks 46
Filing on Oct 18, 2024 Q3 2024

Range Financial Group LLC

  • PJAN
  • NVDA
  • SPLG
  • IBD
  • BLES
  • WWJD
  • MINT
Range Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 72.3 Million
Stocks 83
Filing on Oct 18, 2024 Q3 2024

Aurora Private Wealth, Inc.

  • AAPL
  • SPY
  • QQQ
  • BRK-B
  • TLT
  • FTSL
  • AMZN
Aurora Private Wealth, Inc.'s Q3 2024 Portfolio
Portfolio Value 127 Million
Stocks 154
Filing on Oct 18, 2024 Q3 2024

Truefg, LLC

  • SPDW
  • IJH
  • VTV
  • SPYG
  • SPAB
  • IJR
  • FREL
Truefg, LLC's Q3 2024 Portfolio
Portfolio Value 305 Million
Stocks 52
Filing on Oct 18, 2024 Q3 2024

All Season Financial Advisors, Inc.

  • BRK-B
  • BNDX
  • INDA
  • VNQ
  • VEA
  • IVV
  • IVE
All Season Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 94
Filing on Oct 18, 2024 Q3 2024

Raymond James Financial Services Advisors, Inc.

  • AAPL
  • MSFT
  • IVV
  • VOO
  • SPY
  • NVDA
  • QQQ
Raymond James Financial Services Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 73.5 Billion
Stocks 3437
Filing on Oct 18, 2024 Q3 2024

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • ABBV
  • PG
  • JNJ
Atlas Brown,Inc.'s Q3 2024 Portfolio
Portfolio Value 284 Million
Stocks 207
Filing on Oct 18, 2024 Q3 2024

Raymond James & Associates

  • VOO
  • AGG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • IEFA
Raymond James & Associates's Q3 2024 Portfolio
Portfolio Value 161 Billion
Stocks 3988
Filing on Oct 18, 2024 Q3 2024

Schubert & CO

  • FISV
  • AAPL
  • DFAC
  • DFIV
  • DFIC
  • DUHP
  • DFAT
Schubert & CO's Q3 2024 Portfolio
Portfolio Value 113 Million
Stocks 66
Filing on Oct 18, 2024 Q3 2024

Monument Group Wealth Advisors, LLC

  • DFAC
  • DFAI
  • VTI
  • VEA
  • DFAE
  • VTV
  • VB
Monument Group Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 50
Filing on Oct 18, 2024 Q3 2024

Cobblestone Asset Management LLC

  • BND
  • IVV
  • SPYG
  • JPST
  • JQUA
  • JEPI
  • DYNF
Cobblestone Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 45
Filing on Oct 18, 2024 Q3 2024

Slow Capital, Inc.

  • AVGO
  • NVDA
  • MELI
  • AMZN
  • TSLA
  • AAPL
  • NFLX
Slow Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 645 Million
Stocks 122
Filing on Oct 18, 2024 Q3 2024

St Germain D J CO Inc

  • JQUA
  • AAPL
  • SPBO
  • GOOGL
  • META
  • JPUS
  • BRK-B
St Germain D J CO Inc's Q3 2024 Portfolio
Portfolio Value 2.12 Billion
Stocks 776
Filing on Oct 18, 2024 Q3 2024

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • DGRW
  • DFCF
  • USFR
  • GLDM
  • XLC
Continuum Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 57
Filing on Oct 18, 2024 Q3 2024

Equitec Proprietary Markets, LLC

  • X
  • X
  • CPRI
  • K
  • CPRI
  • X
  • PARA
Equitec Proprietary Markets, LLC's Q3 2024 Portfolio
Portfolio Value 92.9 Million
Stocks 73