Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 18, 2024 Q3 2024

Equinox Partners Investment Management LLC

  • GAU
  • KOS
  • EGO
  • BTG
  • ODV
  • PHYS
Equinox Partners Investment Management LLC's Q3 2024 Portfolio
Portfolio Value 112 Million
Stocks 9
Filing on Oct 18, 2024 Q3 2024

Jtc Employer Solutions Trustee LTD

  • MSFT
  • GOOGL
  • JPM
  • UNP
  • GLD
  • COST
  • AAPL
Jtc Employer Solutions Trustee LTD's Q3 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 334
Filing on Oct 17, 2024 Q3 2024

Legend Financial Advisors, Inc.

  • IAU
  • VO
  • QQQ
  • SOXX
  • COPX
  • FNDX
  • VIOV
Legend Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 145 Billion
Stocks 157
Filing on Oct 17, 2024 Q3 2024

Badgley Phelps Wealth Managers, LLC

  • MSFT
  • EFA
  • AAPL
  • NVDA
  • VB
  • AMZN
  • VWO
Badgley Phelps Wealth Managers, LLC's Q3 2024 Portfolio
Portfolio Value 4.25 Billion
Stocks 290
Filing on Oct 17, 2024 Q3 2024

Generate Investment Management LTD

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • VRT
  • WSC
Generate Investment Management LTD's Q3 2024 Portfolio
Portfolio Value 1.5 Trillion
Stocks 100
Filing on Oct 17, 2024 Q3 2024

Moss Adams Wealth Advisors LLC

  • VTI
  • IJR
  • JCPB
  • VGIT
  • XLU
  • BUG
  • PAVE
Moss Adams Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 913 Billion
Stocks 344
Filing on Oct 17, 2024 Q3 2024

West Oak Capital, LLC

  • UP
  • NVDA
  • AAPL
  • MSFT
  • SCHX
  • LLY
  • NEE
West Oak Capital, LLC's Q3 2024 Portfolio
Portfolio Value 5.38 Billion
Stocks 324
Filing on Oct 17, 2024 Q3 2024

Riverview Trust CO

  • IEFA
  • AAPL
  • VV
  • MSFT
  • AGG
  • VEA
  • NVDA
Riverview Trust CO's Q3 2024 Portfolio
Portfolio Value 112 Million
Stocks 861
Filing on Oct 17, 2024 Q3 2024

Raub Brock Capital Management LP

  • IEF
  • CMF
  • CARR
  • ORCL
  • SHW
  • DHI
  • TSM
Raub Brock Capital Management LP's Q3 2024 Portfolio
Portfolio Value 479 Million
Stocks 39
Filing on Oct 17, 2024 Q3 2024

Ifg Advisors, LLC

  • SPY
  • QQQ
  • EFA
  • VOO
  • CTAS
  • MDY
  • IJR
Ifg Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 461 Million
Stocks 139
Filing on Oct 17, 2024 Q3 2024

Mogy Joel R Investment Counsel Inc

  • NVDA
  • AAPL
  • MSFT
  • COST
  • AMZN
  • BRK-B
  • GOOG
Mogy Joel R Investment Counsel Inc's Q3 2024 Portfolio
Portfolio Value 1.63 Billion
Stocks 113
Filing on Oct 17, 2024 Q3 2024

Eliot Finkel Investment Counsel, LLC

  • ETN
  • DE
  • NSC
  • GD
  • AMGN
  • MRK
  • MCD
Eliot Finkel Investment Counsel, LLC's Q3 2024 Portfolio
Portfolio Value 163 Million
Stocks 31
Filing on Oct 17, 2024 Q3 2024

Aurora Investment Managers, Llc.

  • MDB
  • TSLA
  • AAPL
  • MSFT
  • JD
  • BABA
  • QQQ
Aurora Investment Managers, Llc.'s Q3 2024 Portfolio
Portfolio Value 156 Million
Stocks 45
Filing on Oct 17, 2024 Q3 2024

Aaron Wealth Advisors LLC

  • IEFA
  • AMGN
  • VONV
  • VONG
  • IEMG
  • MSFT
  • GUNR
Aaron Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 832 Million
Stocks 427
Filing on Oct 17, 2024 Q3 2024

Stonegate Investment Group, LLC

  • AAPL
  • MSFT
  • WMT
  • JPM
  • GOOGL
  • BRK-B
  • XOM
Stonegate Investment Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.67 Billion
Stocks 411
Filing on Oct 17, 2024 Q3 2024

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • SCHD
  • SCHA
  • IEF
  • GLD
Joule Financial, LLC's Q3 2024 Portfolio
Portfolio Value 273 Million
Stocks 107
Filing on Oct 17, 2024 Q3 2024

Sar Wealth Management Group, LLC

  • FV
  • FBND
  • RSP
  • VTI
  • SDY
  • SCHD
  • ITOT
Sar Wealth Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 151 Billion
Stocks 46
Filing on Oct 17, 2024 Q3 2024

Wela Strategies, Inc.

  • IVV
  • SPTI
  • LQD
  • IEFA
  • BND
  • VNQ
  • VWO
Wela Strategies, Inc.'s Q3 2024 Portfolio
Portfolio Value 229 Million
Stocks 52