Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • XOM
  • MSFT
  • PDBC
  • AAPL
  • CHKP
Private Harbour Investment Management & Counsel, LLC's Q3 2024 Portfolio
Portfolio Value 92.3 Million
Stocks 38
Filing on Oct 16, 2024 Q3 2024

Naviter Wealth, LLC

  • DBMF
  • AMLP
  • AAPL
  • JPST
  • MSFT
  • XOM
  • ARCC
Naviter Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 710 Million
Stocks 243
Filing on Oct 16, 2024 Q3 2024

Gruss & Co., LLC

  • GLD
  • MSFT
  • SMH
  • BSM
  • AAPL
  • GDX
  • QQQ
Gruss & Co., LLC's Q3 2024 Portfolio
Portfolio Value 12.4 Million
Stocks 19
Filing on Oct 16, 2024 Q3 2024

Kowal Investment Group, LLC

  • FBND
  • BBUS
  • FDL
  • QTEC
  • FBCG
  • MDY
  • ZECP
Kowal Investment Group, LLC's Q3 2024 Portfolio
Portfolio Value 538 Million
Stocks 200
Filing on Oct 16, 2024 Q3 2024

Mokosak Advisory Group, LLC

  • SCHV
  • VBR
  • SCHG
  • SCHA
  • SCHM
  • VGT
  • SCHZ
Mokosak Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 333 Million
Stocks 31
Filing on Oct 16, 2024 Q3 2024

Zwj Investment Counsel Inc

  • KO
  • ORCL
  • MSFT
  • AVGO
  • GOOG
  • NVDA
  • AAPL
Zwj Investment Counsel Inc's Q3 2024 Portfolio
Portfolio Value 2.39 Billion
Stocks 236
Filing on Oct 16, 2024 Q3 2024

Community Bank Of Raymore

  • JPM
  • CAT
  • O
  • NRG
  • BAC
  • GATX
  • GBX
Community Bank Of Raymore's Q3 2024 Portfolio
Portfolio Value 130 Million
Stocks 126
Filing on Oct 16, 2024 Q3 2024

Walter Public Investments Inc.

  • MSFT
  • GOOG
  • GIB
  • MMC
  • AZO
  • NOW
  • TT
Walter Public Investments Inc.'s Q3 2024 Portfolio
Portfolio Value 539 Million
Stocks 42
Filing on Oct 16, 2024 Q3 2024

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DISV
  • DFIC
Sensible Money, LLC's Q3 2024 Portfolio
Portfolio Value 229 Billion
Stocks 86
Filing on Oct 16, 2024 Q3 2024

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPTI
  • SPYV
  • SPDW
  • SPSM
  • SPMB
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 199 Million
Stocks 19
Filing on Oct 16, 2024 Q3 2024

Probity Advisors, Inc.

  • IVE
  • IVW
  • IEFA
  • IJS
  • IJT
  • HYG
  • SPYV
Probity Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 515 Million
Stocks 227
Filing on Oct 16, 2024 Q3 2024

Mayport, LLC

  • VOO
  • VGSH
  • VXF
  • VEA
  • VTI
  • SHV
  • VGIT
Mayport, LLC's Q3 2024 Portfolio
Portfolio Value 309 Million
Stocks 80
Filing on Oct 16, 2024 Q3 2024

Global Retirement Partners, LLC

  • SPLG
  • AJG
  • AAPL
  • IVV
  • QQQ
  • MSFT
  • NVDA
Global Retirement Partners, LLC's Q3 2024 Portfolio
Portfolio Value 3.25 Billion
Stocks 3503
Filing on Oct 16, 2024 Q3 2024

Armstrong, Fleming & Moore, Inc

  • AAPL
  • CGXU
  • TCHP
  • SAIC
  • CGDV
  • MAR
  • WPC
Armstrong, Fleming & Moore, Inc's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 99
Filing on Oct 16, 2024 Q3 2024

Orin Green Financial, LLC

  • IVV
  • CMF
  • IJH
  • VEA
  • QCOM
  • MUB
  • EFA
Orin Green Financial, LLC's Q3 2024 Portfolio
Portfolio Value 230 Million
Stocks 83
Filing on Oct 16, 2024 Q3 2024

Hfg Advisors, Inc.

  • QQQ
  • FV
  • RDVY
  • VOE
  • VOT
  • FDL
  • IWB
Hfg Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 108 Million
Stocks 96
Filing on Oct 16, 2024 Q3 2024

Cornerstone Wealth Management, LLC

  • AAPL
  • BBUS
  • SPMD
  • IVV
  • SPLG
  • NVDA
  • MSFT
Cornerstone Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.39 Billion
Stocks 566
Filing on Oct 16, 2024 Q3 2024

Horizon Wealth Management, LLC

  • SPLG
  • RSP
  • DGRW
  • DYNF
  • PFF
  • ZROZ
  • QQQM
Horizon Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 501 Million
Stocks 86