Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Cordant, Inc.

  • VEA
  • VGSH
  • VTI
  • VWO
  • VCSH
  • VCIT
  • SPY
Cordant, Inc.'s Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 75
Filing on Oct 16, 2024 Q3 2024

Rfg Advisory, LLC

  • PRF
  • SPYG
  • BND
  • FBND
  • SPTM
  • DFAX
  • SPMD
Rfg Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 3.18 Billion
Stocks 732
Filing on Oct 16, 2024 Q3 2024

Value Star Asset Management (Hong Kong) LTD

  • AMZN
  • META
  • V
  • HCA
  • AAPL
  • TSM
  • MSFT
Value Star Asset Management (Hong Kong) LTD's Q3 2024 Portfolio
Portfolio Value 26.7 Billion
Stocks 9
Filing on Oct 16, 2024 Q3 2024

Financial Advisors, LLC

  • USMV
  • SCHG
  • SCHV
  • QUAL
  • IJR
  • HAWX
  • ESGU
Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 524 Million
Stocks 78
Filing on Oct 16, 2024 Q3 2024

Perigon Wealth Management, LLC

  • AAPL
  • NVDA
  • IVV
  • QQQ
  • AMZN
  • MSFT
  • VOO
Perigon Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 3.67 Billion
Stocks 992
Filing on Oct 16, 2024 Q3 2024

Compton Financial Group, LLC

  • IEFA
  • AGG
  • SPYG
  • SPYV
  • VTIP
  • IJR
  • IAGG
Compton Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 331 Million
Stocks 32
Filing on Oct 16, 2024 Q3 2024

Summit Investment Advisory Services, LLC

  • CGDV
  • CGGR
  • DGRO
  • CGUS
  • SPSM
  • SPTM
  • IVW
Summit Investment Advisory Services, LLC's Q3 2024 Portfolio
Portfolio Value 189 Billion
Stocks 71
Filing on Oct 16, 2024 Q3 2024

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • IWB
  • IEFA
  • NTSI
  • IEMG
Halbert Hargrove Global Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.81 Billion
Stocks 103
Filing on Oct 16, 2024 Q3 2024

Greater Midwest Financial Group, LLC

  • MSFT
  • SPY
  • FDVV
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
Greater Midwest Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 170 Billion
Stocks 59
Filing on Oct 16, 2024 Q3 2024

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • CHD
  • DE
  • IT
  • WSO
Crown Oak Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 180 Billion
Stocks 22
Filing on Oct 16, 2024 Q3 2024

Nottingham Advisors, Inc.

  • IEFA
  • SPYV
  • MBB
  • IVV
  • SPYG
  • JEPI
  • JAAA
Nottingham Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 865 Million
Stocks 146
Filing on Oct 16, 2024 Q3 2024

Vitol Holding B.V.

  • CME
  • ADES
Vitol Holding B.V.'s Q3 2024 Portfolio
Portfolio Value 12.7 Million
Stocks 3
Filing on Oct 16, 2024 Q3 2024

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • IUSB
  • VTEB
  • QUAL
  • IVW
  • IVV
One Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 639 Million
Stocks 266
Filing on Oct 16, 2024 Q3 2024

Teilinger Capital Ltd.

  • SMCI
  • SMCI
  • PYPL
  • SMCI
  • PPL
  • EVRG
  • CNP
Teilinger Capital Ltd.'s Q3 2024 Portfolio
Portfolio Value 703 Million
Stocks 11
Filing on Oct 16, 2024 Q3 2024

Hengehold Capital Management LLC

  • SCHB
  • PG
  • MGK
  • SCHZ
  • CWI
  • QUAL
  • SPY
Hengehold Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 1.05 Billion
Stocks 204
Filing on Oct 16, 2024 Q3 2024

Mezzasalma Advisors, LLC

  • META
  • TSLA
  • AAPL
  • NVDA
  • GOOGL
  • BRK-B
  • MSFT
Mezzasalma Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 253 Million
Stocks 86
Filing on Oct 16, 2024 Q3 2024

Consolidated Capital Management, LLC

  • SPY
  • IYH
  • VIG
  • VDC
  • MSFT
  • PDI
  • AMZN
Consolidated Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 227 Million
Stocks 35
Filing on Oct 16, 2024 Q3 2024

Ironwood Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IJH
  • IVW
  • IJR
  • EUSA
Ironwood Financial, LLC's Q3 2024 Portfolio
Portfolio Value 475 Million
Stocks 151