Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2024 Q3 2024

Serenity Capital Management Pte. Ltd.

  • ZTO
  • QFIN
  • ATAT
  • TAL
Serenity Capital Management Pte. Ltd.'s Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 4
Filing on Oct 17, 2024 Q3 2024

Professional Advisory Services Inc

  • MSFT
  • GOOG
  • BKNG
  • FISV
  • ELV
  • BRK-B
  • UPS
Professional Advisory Services Inc's Q3 2024 Portfolio
Portfolio Value 762 Million
Stocks 81
Filing on Oct 17, 2024 Q3 2024

Marest Capital, LLC

  • SPY
  • MSFT
  • AAPL
  • JPM
  • GOOG
  • META
  • GS
Marest Capital, LLC's Q3 2024 Portfolio
Portfolio Value 118 Billion
Stocks 19
Filing on Oct 17, 2024 Q3 2024

Ronald Blue Trust, Inc.

  • IPAC
  • VUSE
  • IEF
  • IUSV
  • ITOT
  • VBND
  • VGK
Ronald Blue Trust, Inc.'s Q3 2024 Portfolio
Portfolio Value 7.98 Billion
Stocks 5676
Filing on Oct 17, 2024 Q3 2024

Meridian Financial Partners LLC

  • VOO
  • DGRO
  • JPST
  • AAPL
  • IVV
  • VABK
  • MSFT
Meridian Financial Partners LLC's Q3 2024 Portfolio
Portfolio Value 198 Million
Stocks 100
Filing on Oct 17, 2024 Q3 2024

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • OEF
  • DGRO
  • IJH
  • IEO
  • PG
Altus Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 212 Million
Stocks 40
Filing on Oct 17, 2024 Q3 2024

Chb Investment Group, LLC

  • BIV
  • LQD
  • ANGL
  • VCIT
  • AXON
  • IRM
  • AMGN
Chb Investment Group, LLC's Q3 2024 Portfolio
Portfolio Value 188 Million
Stocks 73
Filing on Oct 17, 2024 Q3 2024

Vantagepoint Investment Advisers LLC

  • AGG
  • TLT
  • IVV
  • VUG
  • VTV
  • IWF
  • VCSH
Vantagepoint Investment Advisers LLC's Q3 2024 Portfolio
Portfolio Value 779 Million
Stocks 10
Filing on Oct 17, 2024 Q3 2024

International City Management Association Retirement Corp

  • IWR
  • IVV
  • BSV
  • VCSH
  • EEM
International City Management Association Retirement Corp's Q3 2024 Portfolio
Portfolio Value 152 Million
Stocks 5
Filing on Oct 17, 2024 Q3 2024

Bartlett & Co. Wealth Management LLC

  • MSFT
  • AAPL
  • GOOG
  • PG
  • BRK-B
  • VOO
  • JPM
Bartlett & Co. Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 6.97 Trillion
Stocks 1133
Filing on Oct 17, 2024 Q3 2024

Friedenthal Financial

  • ITOT
  • EEMV
  • EFAV
  • LMBS
  • SCHA
  • SCHZ
  • BSV
Friedenthal Financial's Q3 2024 Portfolio
Portfolio Value 152 Million
Stocks 228
Filing on Oct 17, 2024 Q3 2024

Blue Barn Wealth, LLC

  • VONG
  • SCHF
  • BNDX
  • SCHD
  • AGG
  • SHYG
  • SLYG
Blue Barn Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 186 Million
Stocks 156
Filing on Oct 17, 2024 Q3 2024

Moulton Wealth Management, Inc

  • USFR
  • TFLO
  • VOO
  • VTI
  • BIL
  • IAU
  • XLV
Moulton Wealth Management, Inc's Q3 2024 Portfolio
Portfolio Value 118 Million
Stocks 39
Filing on Oct 17, 2024 Q3 2024

Nova Point Capital, LLC

  • BRK-B
  • VTI
  • AAPL
  • HD
  • SPLG
  • IBDP
  • MSFT
Nova Point Capital, LLC's Q3 2024 Portfolio
Portfolio Value 318 Million
Stocks 129
Filing on Oct 17, 2024 Q3 2024

Chronos Wealth Management, LLC

  • LLY
  • AAPL
  • MSFT
  • GOOG
  • BRK-B
  • AMZN
  • UNH
Chronos Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 41
Filing on Oct 17, 2024 Q3 2024

First Citizens Bank & Trust CO

  • IWY
  • AGG
  • IEFA
  • IWX
  • IWS
  • MUB
  • FCNCA
First Citizens Bank & Trust CO's Q3 2024 Portfolio
Portfolio Value 6.53 Billion
Stocks 724
Filing on Oct 17, 2024 Q3 2024

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • EMLP
  • SDVY
  • AAPL
  • HD
  • XLF
Capital Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 4.79 Billion
Stocks 666
Filing on Oct 17, 2024 Q3 2024

Dixon Mitchell Investment Counsel Inc.

  • GOOGL
  • V
  • ICE
  • BRK-B
  • RY
  • TD
  • MSFT
Dixon Mitchell Investment Counsel Inc.'s Q3 2024 Portfolio
Portfolio Value 2.2 Trillion
Stocks 91