Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2024 Q3 2024

Bcs Wealth Management

  • BSCP
  • BSCQ
  • BSCO
  • VCSH
  • SPYG
  • SPYV
  • MUNI
Bcs Wealth Management's Q3 2024 Portfolio
Portfolio Value 235 Million
Stocks 167
Filing on Oct 17, 2024 Q3 2024

Linden Thomas Advisory Services, LLC

  • NVDA
  • AAPL
  • META
  • MSFT
  • AVGO
  • LLY
  • ANET
Linden Thomas Advisory Services, LLC's Q3 2024 Portfolio
Portfolio Value 732 Billion
Stocks 465
Filing on Oct 17, 2024 Q3 2024

Financial Advisory Service, Inc.

  • JEPI
  • TLH
  • MDYV
  • EFG
  • AVLV
  • MDYG
  • AAPL
Financial Advisory Service, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.18 Billion
Stocks 440
Filing on Oct 17, 2024 Q3 2024

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • QCOM
  • BABA
  • VLO
  • MRO
Summa Corp.'s Q3 2024 Portfolio
Portfolio Value 209 Billion
Stocks 72
Filing on Oct 17, 2024 Q3 2024

Abundance Wealth Counselors

  • IVV
  • PCT
  • IEFA
  • IQLT
  • XBI
  • AAPL
  • FDLO
Abundance Wealth Counselors's Q3 2024 Portfolio
Portfolio Value 483 Million
Stocks 137
Filing on Oct 17, 2024 Q3 2024

Garrett Investment Advisors LLC

  • JCPB
  • SPYV
  • SPYG
  • AVDE
  • VTI
  • IQDG
  • JMBS
Garrett Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 924 Million
Stocks 276
Filing on Oct 17, 2024 Q3 2024

Hillcrest Wealth Advisors Ny, LLC

  • VOO
  • IWM
  • VEU
  • VEA
  • IWN
  • SPY
  • IWO
Hillcrest Wealth Advisors Ny, LLC's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 47
Filing on Oct 17, 2024 Q3 2024

Oppenheimer & Close, LLC

  • AEM
  • BBW
  • HURC
  • BRT
  • SMHI
  • GLD
  • NGD
Oppenheimer & Close, LLC's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 51
Filing on Oct 17, 2024 Q3 2024

Midwest Financial Group LLC

  • SCHD
  • IVW
  • AAPL
  • AVUV
  • AMD
  • RDVI
  • LQD
Midwest Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 109
Filing on Oct 17, 2024 Q3 2024

One Advisory Partners, LLC

  • IVV
  • IUSB
  • IVW
  • QUAL
  • DYNF
  • EFV
  • EFG
One Advisory Partners, LLC's Q3 2024 Portfolio
Portfolio Value 224 Million
Stocks 46
Filing on Oct 17, 2024 Q3 2024

Brand Asset Management Group, Inc.

  • IEMG
  • IJH
  • SCZ
  • VONG
  • IWF
  • VO
  • SCHF
Brand Asset Management Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 251 Million
Stocks 89
Filing on Oct 17, 2024 Q3 2024

Hanson & Doremus Investment Management

  • SCHB
  • VGIT
  • VEA
  • VCIT
  • VWO
  • ESGV
  • MSFT
Hanson & Doremus Investment Management's Q3 2024 Portfolio
Portfolio Value 627 Million
Stocks 423
Filing on Oct 17, 2024 Q3 2024

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • SPLV
  • MSFT
Jackson, Grant Investment Advisers, Inc.'s Q3 2024 Portfolio
Portfolio Value 265 Million
Stocks 399
Filing on Oct 17, 2024 Q3 2024

Marathon Asset Management LTD

  • CNHI
  • AMZN
  • MSFT
  • META
  • CCEP
  • GOOGL
  • SCCO
Marathon Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 2.93 Billion
Stocks 82
Filing on Oct 17, 2024 Q3 2024

Sumitomo Mitsui Ds Asset Management Company, LTD

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • UNH
  • META
  • HD
Sumitomo Mitsui Ds Asset Management Company, LTD's Q3 2024 Portfolio
Portfolio Value 9.15 Billion
Stocks 775
Filing on Oct 16, 2024 Q3 2024

Onyx Bridge Wealth Group LLC

  • IVV
  • COWZ
  • QQQ
  • AAPL
  • AGG
  • VUG
  • SHV
Onyx Bridge Wealth Group LLC's Q3 2024 Portfolio
Portfolio Value 639 Million
Stocks 285
Filing on Oct 16, 2024 Q3 2024

Di Nuzzo Private Wealth, Inc.

  • DFSD
  • DFCF
  • DFUS
  • DFAS
  • DUHP
  • DFIC
  • DFSV
Di Nuzzo Private Wealth, Inc.'s Q3 2024 Portfolio
Portfolio Value 634 Million
Stocks 1441
Filing on Oct 16, 2024 Q3 2024

Lex Aurum Advisors, LLC

  • GSLC
  • AAPL
  • VTI
  • BRK-A
  • AVUS
  • JPST
  • AVIG
Lex Aurum Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 430 Million
Stocks 315