Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2024 Q3 2024

Precedent Wealth Partners, LLC

  • VTI
  • DON
  • IJH
  • IVV
  • VEA
  • EFA
  • SDY
Precedent Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 303 Billion
Stocks 142
Filing on Oct 17, 2024 Q3 2024

Stratos Wealth Advisors, LLC

  • SPY
  • AAPL
  • SGOV
  • NVDA
  • IVV
  • SCHG
  • VUG
Stratos Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 2.13 Billion
Stocks 733
Filing on Oct 17, 2024 Q3 2024

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • SCHZ
  • VCSH
  • VEA
  • VIG
  • SCHD
  • SCHP
Kohmann Bosshard Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 801 Million
Stocks 203
Filing on Oct 17, 2024 Q3 2024

Fundamentun, LLC

  • DFAC
  • ITOT
  • DGRW
  • MFDX
  • DFCF
  • SPAB
  • RECS
Fundamentun, LLC's Q3 2024 Portfolio
Portfolio Value 1.34 Billion
Stocks 252
Filing on Oct 17, 2024 Q3 2024

Stratos Wealth Partners, Ltd.

  • AAPL
  • VOO
  • SPY
  • IVV
  • MSFT
  • NVDA
  • AMZN
Stratos Wealth Partners, Ltd.'s Q3 2024 Portfolio
Portfolio Value 6.79 Billion
Stocks 1441
Filing on Oct 17, 2024 Q3 2024

D. Scott Neal, Inc.

  • QQQ
  • GLD
  • UNM
  • AJG
  • XLU
  • NSA
  • FLEX
D. Scott Neal, Inc.'s Q3 2024 Portfolio
Portfolio Value 188 Million
Stocks 71
Filing on Oct 17, 2024 Q3 2024

Pachira Investments Inc.

  • VOO
  • IJH
  • IJR
  • IVV
  • SPMD
  • SPSM
  • VTI
Pachira Investments Inc.'s Q3 2024 Portfolio
Portfolio Value 128 Million
Stocks 49
Filing on Oct 17, 2024 Q3 2024

Orgel Wealth Management, LLC

  • VGSH
  • MUB
  • SCHD
  • BND
  • IVV
  • SPYG
  • QUAL
Orgel Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 3.85 Billion
Stocks 81
Filing on Oct 17, 2024 Q3 2024

Accurate Wealth Management, LLC

  • AAPL
  • QQQ
  • MSFT
  • NVDA
  • TSLA
  • SPY
  • XLU
Accurate Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 464 Million
Stocks 378
Filing on Oct 17, 2024 Q3 2024

Kmg Fiduciary Partners, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • AMZN
  • SPLG
  • GOOGL
Kmg Fiduciary Partners, LLC's Q3 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 267
Filing on Oct 17, 2024 Q3 2024

Sage Financial Management Group, Inc.

  • BIV
  • IVV
  • VEU
  • SCHX
  • VCSH
  • BSV
  • SPYG
Sage Financial Management Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 258 Million
Stocks 53
Filing on Oct 17, 2024 Q3 2024

Net Worth Advisory Group

  • BNDX
  • TIP
  • SHY
  • IEF
  • LQD
  • VCIT
  • CORP
Net Worth Advisory Group's Q3 2024 Portfolio
Portfolio Value 337 Billion
Stocks 386
Filing on Oct 17, 2024 Q3 2024

P/E Global LLC

  • ACWI
  • BNDX
  • AGG
P/E Global LLC's Q3 2024 Portfolio
Portfolio Value 361 Million
Stocks 3
Filing on Oct 17, 2024 Q3 2024

Vert Asset Management LLC

  • WELL
  • AMT
  • EQIX
  • DLR
  • PLD
  • SPG
  • EXR
Vert Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 288 Million
Stocks 42
Filing on Oct 17, 2024 Q3 2024

Kirr Marbach & CO LLC

  • VST
  • AVGO
  • EME
  • AZO
  • CIGI
  • MTZ
  • RSG
Kirr Marbach & CO LLC 's Q3 2024 Portfolio
Portfolio Value 413 Million
Stocks 54
Filing on Oct 17, 2024 Q3 2024

Ellenbecker Investment Group

  • IVV
  • VB
  • AGG
  • IWF
  • VEA
  • IJR
  • USRT
Ellenbecker Investment Group's Q3 2024 Portfolio
Portfolio Value 527 Million
Stocks 109
Filing on Oct 17, 2024 Q3 2024

Addison Capital CO

  • GOOGL
  • SPY
  • ORCL
  • PG
  • LNG
  • JNJ
  • QCOM
Addison Capital CO's Q3 2024 Portfolio
Portfolio Value 238 Million
Stocks 140
Filing on Oct 17, 2024 Q3 2024

Lindsell Train LTD

  • MDLZ
  • FICO
  • INTU
  • DIS
  • PEP
  • PYPL
  • EBAY
Lindsell Train LTD's Q3 2024 Portfolio
Portfolio Value 3.65 Billion
Stocks 29