Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2024 Q3 2024

Bremer Bank National Association

  • SPY
  • AGG
  • ACWI
  • AAPL
  • NVDA
  • KRE
  • IVV
Bremer Bank National Association's Q3 2024 Portfolio
Portfolio Value 526 Million
Stocks 300
Filing on Oct 17, 2024 Q3 2024

Barton Investment Management

  • NFLX
  • SHOP
  • AMZN
  • GLBE
  • OWL
  • EQIX
  • AL
Barton Investment Management's Q3 2024 Portfolio
Portfolio Value 795 Million
Stocks 49
Filing on Oct 17, 2024 Q3 2024

Fifth Third Bancorp

  • AAPL
  • NVDA
  • MSFT
  • IVV
  • AMZN
  • GOOGL
  • OEF
Fifth Third Bancorp's Q3 2024 Portfolio
Portfolio Value 27.3 Billion
Stocks 2535
Filing on Oct 17, 2024 Q3 2024

Norden Group LLC

  • AAPL
  • MSFT
  • JPST
  • SNOW
  • AMZN
  • NVDA
  • SPY
Norden Group LLC's Q3 2024 Portfolio
Portfolio Value 847 Billion
Stocks 510
Filing on Oct 17, 2024 Q3 2024

Manning & Napier Advisors LLC

  • META
  • AMZN
  • MA
  • GOOGL
  • JNJ
  • AZN
  • TSM
Manning & Napier Advisors LLC's Q3 2024 Portfolio
Portfolio Value 9.09 Trillion
Stocks 292
Filing on Oct 17, 2024 Q3 2024

Nkcfo LLC

  • AEM
  • AMZN
  • MSFT
  • AAPL
  • KMI
  • HPQ
  • GOOGL
Nkcfo LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 79
Filing on Oct 17, 2024 Q3 2024

Academy Capital Management Inc

  • AAPL
  • MSFT
  • MA
  • META
  • AMZN
  • BRK-B
  • GOOG
Academy Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 576 Million
Stocks 33
Filing on Oct 17, 2024 Q3 2024

Gilliland Jeter Wealth Management LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IWF
  • VIG
  • WMT
Gilliland Jeter Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 287 Billion
Stocks 633
Filing on Oct 17, 2024 Q3 2024

Merit Financial Group, LLC

  • VOO
  • IUSV
  • VUG
  • SPY
  • IEFA
  • UPS
  • SPTI
Merit Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 4.59 Billion
Stocks 831
Filing on Oct 17, 2024 Q3 2024

Carmel Capital Management L.L.C.

  • VST
  • AVGO
  • AMAT
  • NXPI
  • AAPL
  • KLAC
  • JPM
Carmel Capital Management L.L.C.'s Q3 2024 Portfolio
Portfolio Value 253 Million
Stocks 28
Filing on Oct 17, 2024 Q3 2024

Matthew Goff Investment Advisor, LLC

  • MSFT
  • BRK-B
  • BK
  • BAC
  • RSP
  • V
  • SRLN
Matthew Goff Investment Advisor, LLC's Q3 2024 Portfolio
Portfolio Value 520 Million
Stocks 101
Filing on Oct 17, 2024 Q3 2024

Wr Wealth Planners, LLC

  • SPY
  • GBIL
  • COWZ
  • AVDE
  • AVUS
  • QQQ
  • CGGR
Wr Wealth Planners, LLC's Q3 2024 Portfolio
Portfolio Value 347 Million
Stocks 1145
Filing on Oct 17, 2024 Q3 2024

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • IUSV
  • DWAS
  • IJH
High Mark Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 182 Million
Stocks 596
Filing on Oct 17, 2024 Q3 2024

Relyea Zuckerberg Hanson LLC

  • VUG
  • VTV
  • IWF
  • IWD
  • VEA
  • AAPL
  • SPY
Relyea Zuckerberg Hanson LLC's Q3 2024 Portfolio
Portfolio Value 656 Million
Stocks 246
Filing on Oct 17, 2024 Q3 2024

New Hampshire Trust

  • VO
  • AAPL
  • MSFT
  • DFAS
  • NVDA
  • AMZN
  • VNQ
New Hampshire Trust's Q3 2024 Portfolio
Portfolio Value 467 Billion
Stocks 306
Filing on Oct 17, 2024 Q3 2024

Financial Perspectives, Inc

  • MDT
  • VYM
  • AAPL
  • MSFT
  • VGT
  • BSX
  • VIG
Financial Perspectives, Inc's Q3 2024 Portfolio
Portfolio Value 288 Billion
Stocks 685
Filing on Oct 17, 2024 Q3 2024

Cairn Investment Group, Inc.

  • VXUS
  • AAPL
  • VWO
  • AYI
  • GDX
  • EWZ
  • QCOM
Cairn Investment Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 67
Filing on Oct 17, 2024 Q3 2024

Keeler T Homas Management LLC

  • IBDQ
  • IBDR
  • IBDP
  • EFV
  • BRK-B
  • IBDS
  • COST
Keeler T Homas Management LLC's Q3 2024 Portfolio
Portfolio Value 310 Million
Stocks 68