Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Pictet Bank & Trust LTD

  • AMZN
  • GOOG
  • SPY
  • PEP
  • GOOGL
  • ZTS
  • MSFT
Pictet Bank & Trust LTD's Q3 2024 Portfolio
Portfolio Value 98.8 Billion
Stocks 41
Filing on Oct 18, 2024 Q3 2024

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 114
Filing on Oct 18, 2024 Q3 2024

Commonwealth Equity Services, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • QQQ
  • SPY
  • AMZN
Commonwealth Equity Services, LLC's Q3 2024 Portfolio
Portfolio Value 66 Billion
Stocks 4055
Filing on Oct 18, 2024 Q3 2024

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 138 Billion
Stocks 27
Filing on Oct 18, 2024 Q3 2024

Alecta Tjanstepension Omsesidigt

  • MSFT
  • GOOGL
  • AMZN
  • TJX
  • V
  • APH
  • TMO
Alecta Tjanstepension Omsesidigt's Q3 2024 Portfolio
Portfolio Value 18.1 Billion
Stocks 40
Filing on Oct 18, 2024 Q3 2024

Legacy Financial Strategies, LLC

  • SCHG
  • SCHB
  • AGG
  • DGRO
  • AVLV
  • IGM
  • IJR
Legacy Financial Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 448 Million
Stocks 115
Filing on Oct 18, 2024 Q3 2024

Alpha Financial Advisors, LLC

  • DFIC
  • DFAU
  • DFSV
  • XT
  • OMFL
  • FIXD
  • DFUS
Alpha Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 226 Billion
Stocks 48
Filing on Oct 18, 2024 Q3 2024

Morling Financial Advisors, LLC

  • TOTL
  • UCON
  • VTI
  • DFAU
  • VGSH
  • DFAE
  • COIN
Morling Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 258 Million
Stocks 100
Filing on Oct 18, 2024 Q3 2024

Southern Farm Bureau Life Insurance

  • SPY
  • VOO
  • MOAT
  • RSP
  • IEMG
  • IEFA
  • VCIT
Southern Farm Bureau Life Insurance's Q3 2024 Portfolio
Portfolio Value 636 Million
Stocks 15
Filing on Oct 18, 2024 Q3 2024

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • BRK-B
  • MA
  • SPGI
  • MCO
  • BKNG
  • DE
Rothschild & CO Wealth Management Uk LTD's Q3 2024 Portfolio
Portfolio Value 5.86 Billion
Stocks 32
Filing on Oct 18, 2024 Q3 2024

Ping Capital Management, Inc.

  • YPF
  • GGAL
  • BMA
  • BBAR
  • QQQ
  • KWEB
  • FXI
Ping Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 356 Billion
Stocks 84
Filing on Oct 18, 2024 Q3 2024

Holland Advisory Services, Inc.

  • IVV
  • IJH
  • COWZ
  • CALF
  • PTLC
  • VTI
  • AAPL
Holland Advisory Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 76.4 Million
Stocks 44
Filing on Oct 18, 2024 Q3 2024

Rothschild Investment LLC

  • AAPL
  • NVDA
  • JPM
  • BX
  • GOOGL
  • MSFT
  • BRK-B
Rothschild Investment LLC's Q3 2024 Portfolio
Portfolio Value 1.53 Trillion
Stocks 2895
Filing on Oct 18, 2024 Q3 2024

Econ Financial Services Corp

  • JPST
  • BIL
  • SGOV
  • FTSM
  • JCPB
  • IJR
  • GUNR
Econ Financial Services Corp's Q3 2024 Portfolio
Portfolio Value 176 Million
Stocks 69
Filing on Oct 18, 2024 Q3 2024

Clio Asset Management LLC

  • ORLY
  • CDW
  • SHW
  • AZO
  • BRK-B
  • NOW
  • HLT
Clio Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 14
Filing on Oct 18, 2024 Q3 2024

Savior LLC

  • BIL
  • SPY
  • XLU
  • DBA
  • GLD
  • AGQ
  • EFA
Savior LLC's Q3 2024 Portfolio
Portfolio Value 18.1 Million
Stocks 17
Filing on Oct 18, 2024 Q3 2024

Brio Consultants, LLC

  • SCHG
  • VOO
  • BND
  • GTO
  • COWZ
  • SPDW
  • CMF
Brio Consultants, LLC's Q3 2024 Portfolio
Portfolio Value 624 Million
Stocks 106
Filing on Oct 18, 2024 Q3 2024

Berkshire Bank

  • SPY
  • JPST
  • IEFA
  • IEI
  • AAPL
  • MSFT
  • NVDA
Berkshire Bank's Q3 2024 Portfolio
Portfolio Value 425 Million
Stocks 252