Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Tamar Securities, LLC

  • GOOG
  • IBOC
  • MSFT
  • AMZN
  • AAPL
  • QCOM
  • MELI
Tamar Securities, LLC's Q3 2024 Portfolio
Portfolio Value 710 Million
Stocks 77
Filing on Oct 16, 2024 Q3 2024

Mc Collum Christoferson Group LLC

  • AAPL
  • MSFT
  • COST
  • ECL
  • IT
  • WST
  • HLT
Mc Collum Christoferson Group LLC's Q3 2024 Portfolio
Portfolio Value 328 Million
Stocks 70
Filing on Oct 16, 2024 Q3 2024

Beech Hill Advisors, Inc.

  • AMZN
  • GOOGL
  • META
  • AAPL
  • UBER
  • AVGO
  • AMAT
Beech Hill Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 255 Million
Stocks 98
Filing on Oct 16, 2024 Q3 2024

Avaii Wealth Management, LLC

  • IVV
  • JAVA
  • COWZ
  • TDIV
  • AMZN
  • META
  • AVUV
Avaii Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 129
Filing on Oct 16, 2024 Q3 2024

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • AAPL
  • IVV
  • BUFQ
Good Life Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 558
Filing on Oct 16, 2024 Q3 2024

Patton Fund Management, Inc.

  • IEF
  • VWO
  • EFA
  • SPY
  • IWM
  • IWR
  • RWR
Patton Fund Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 481 Million
Stocks 76
Filing on Oct 16, 2024 Q3 2024

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • RSP
  • JAAA
  • IJH
  • DGRO
  • IVV
Quad Cities Investment Group, LLC's Q3 2024 Portfolio
Portfolio Value 196 Million
Stocks 184
Filing on Oct 16, 2024 Q3 2024

Melfa Wealth Management, LLC

  • DFAC
  • AAPL
  • PMO
  • EVN
  • DFAU
  • MYI
  • IVV
Melfa Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 152 Billion
Stocks 201
Filing on Oct 16, 2024 Q3 2024

Mitchell & Pahl Private Wealth, LLC

  • AAPL
  • MSFT
  • UNH
  • AVGO
  • XOM
  • PG
  • HD
Mitchell & Pahl Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 145
Filing on Oct 16, 2024 Q3 2024

N Verses Capital, LLC

  • TSN
  • EIX
  • BRO
  • RMD
  • MSI
  • AIG
  • MAS
N Verses Capital, LLC's Q3 2024 Portfolio
Portfolio Value 219 Billion
Stocks 959
Filing on Oct 16, 2024 Q3 2024

Summit Financial Strategies, Inc.

  • DFIC
  • SCHB
  • FBND
  • IVV
  • SCHM
  • AVEM
  • PKG
Summit Financial Strategies, Inc.'s Q3 2024 Portfolio
Portfolio Value 821 Million
Stocks 149
Filing on Oct 16, 2024 Q3 2024

Canaan Partners Xi LLC

  • TYRA
  • RLYB
Canaan Partners Xi LLC's Q3 2024 Portfolio
Portfolio Value 106 Million
Stocks 3
Filing on Oct 16, 2024 Q3 2024

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • STZ
  • AMAT
  • APD
  • DHR
Compass Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 425 Billion
Stocks 397
Filing on Oct 16, 2024 Q3 2024

Riversedge Advisors, LLC

  • SCHX
  • UITB
  • SPYG
  • SPYV
  • IEFA
  • SCHF
  • RSP
Riversedge Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 412 Million
Stocks 100
Filing on Oct 16, 2024 Q3 2024

Life Steps Financial, Inc.

  • QQQ
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • IJH
  • SDY
Life Steps Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 128 Million
Stocks 85
Filing on Oct 16, 2024 Q3 2024

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • DFIC
  • VTEB
  • AVUS
  • VNQ
Rockwood Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 909 Billion
Stocks 89
Filing on Oct 16, 2024 Q3 2024

New Harbor Financial Group, LLC

  • GDX
  • TLT
  • XLU
  • EMXC
  • GDX
  • HGER
  • IJH
New Harbor Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 389 Million
Stocks 69
Filing on Oct 16, 2024 Q3 2024

Inlet Private Wealth, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • MCK
  • DHI
  • QCOM
Inlet Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 377 Million
Stocks 131