Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2024 Q3 2024

Sloy Dahl & Holst, LLC

  • TSLA
  • AAPL
  • NVDA
  • COIN
  • AMZN
  • GBTC
  • XSOE
Sloy Dahl & Holst, LLC's Q3 2024 Portfolio
Portfolio Value 551 Million
Stocks 103
Filing on Oct 17, 2024 Q3 2024

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • IVV
  • AAPL
  • NVDA
M3 Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 152
Filing on Oct 17, 2024 Q3 2024

Sonoma Private Wealth LLC

  • IVV
  • MSFT
  • NVDA
  • VTV
  • IVE
  • COST
  • VPN
Sonoma Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 64.2 Billion
Stocks 90
Filing on Oct 17, 2024 Q3 2024

Erts Wealth Advisors, LLC

  • USHY
  • IEUR
  • SPYV
  • SPYG
  • SPIB
  • SPTL
  • VOE
Erts Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 534 Million
Stocks 87
Filing on Oct 17, 2024 Q3 2024

Harbor Island Capital LLC

  • AMAT
  • LRCX
  • AAPL
  • MSFT
  • WFC
  • EXP
  • GATX
Harbor Island Capital LLC's Q3 2024 Portfolio
Portfolio Value 211 Million
Stocks 15
Filing on Oct 17, 2024 Q3 2024

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VWO
  • VB
  • VEA
  • RWJ
  • IEMG
Fusion Family Wealth LLC's Q3 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 43
Filing on Oct 17, 2024 Q3 2024

V Square Quantitative Management LLC

  • NVDA
  • MSFT
  • GOOGL
  • GVI
  • LLY
  • GOOG
  • TSLA
V Square Quantitative Management LLC's Q3 2024 Portfolio
Portfolio Value 681 Billion
Stocks 690
Filing on Oct 17, 2024 Q3 2024

Exor N.V.

  • CLVT
Exor N.V.'s Q3 2024 Portfolio
Portfolio Value 478 Million
Stocks 2
Filing on Oct 17, 2024 Q3 2024

Omni Star Financial Group, Inc.

  • GLD
  • SPY
  • FBND
  • AAPL
  • VXUS
  • SIVR
  • KMB
Omni Star Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 126 Million
Stocks 123
Filing on Oct 17, 2024 Q3 2024

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 167 Billion
Stocks 40
Filing on Oct 17, 2024 Q3 2024

Well Done, LLC

  • BRK-A
  • IVV
  • VOXX
  • USMV
  • BRK-B
  • QUAL
  • DGRO
Well Done, LLC's Q3 2024 Portfolio
Portfolio Value 544 Million
Stocks 179
Filing on Oct 17, 2024 Q3 2024

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 260 Million
Stocks 88
Filing on Oct 17, 2024 Q3 2024

Inspire Advisors, LLC

  • WWJD
  • RISN
  • IBD
  • ISMD
  • USFR
  • BIBL
  • BKLN
Inspire Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 737 Million
Stocks 424
Filing on Oct 17, 2024 Q3 2024

Aspiriant, LLC

  • ACWV
  • IUSV
  • VTEB
  • IVV
  • VIG
  • VBR
  • VOO
Aspiriant, LLC's Q3 2024 Portfolio
Portfolio Value 2.61 Billion
Stocks 292
Filing on Oct 17, 2024 Q3 2024

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PWR
  • PFG
  • AAPL
  • MSFT
Trust Point Inc.'s Q3 2024 Portfolio
Portfolio Value 1.33 Trillion
Stocks 635
Filing on Oct 17, 2024 Q3 2024

Richard W. Paul & Associates, LLC

  • IUSV
  • IUSG
  • IJR
  • AGG
  • TLT
  • JPIE
  • QQQ
Richard W. Paul & Associates, LLC's Q3 2024 Portfolio
Portfolio Value 278 Billion
Stocks 506
Filing on Oct 17, 2024 Q3 2024

Laurus Investment Counsel Inc.

  • PTC
  • SPGI
  • ASGN
  • CRL
  • GWRE
  • TRU
  • JKHY
Laurus Investment Counsel Inc.'s Q3 2024 Portfolio
Portfolio Value 183 Million
Stocks 42
Filing on Oct 17, 2024 Q3 2024

Strategic Advocates LLC

  • BIV
  • KOMP
  • QQQ
  • RPV
  • SPLB
  • IEMG
  • VIOG
Strategic Advocates LLC's Q3 2024 Portfolio
Portfolio Value 279 Billion
Stocks 119