Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • IJR
  • BRK-B
  • IBB
  • XLE
Cumberland Advisors Inc's Q3 2024 Portfolio
Portfolio Value 252 Million
Stocks 48
Filing on Oct 16, 2024 Q3 2024

Secure Asset Management, LLC

  • VOO
  • AAPL
  • NVDA
  • XLK
  • IVV
  • MSFT
  • META
Secure Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 568 Million
Stocks 306
Filing on Oct 16, 2024 Q3 2024

Cultivar Capital, Inc.

  • AGG
  • GDX
  • TLT
  • WY
  • HAP
  • DJP
  • MLM
Cultivar Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 122 Billion
Stocks 27
Filing on Oct 16, 2024 Q3 2024

Cardinal Capital Management

  • LLY
  • MSFT
  • AAPL
  • COST
  • JNJ
  • WMT
  • XOM
Cardinal Capital Management's Q3 2024 Portfolio
Portfolio Value 631 Million
Stocks 130
Filing on Oct 16, 2024 Q3 2024

Marshall Financial Group LLC

  • OBND
  • HTRB
  • JAAA
  • JEPQ
  • LGOV
  • SCHR
  • AAPL
Marshall Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 412 Million
Stocks 218
Filing on Oct 16, 2024 Q3 2024

Smallwood Wealth Investment Management, LLC

  • ITOT
  • AAPL
  • VTI
  • VOE
  • ICE
  • PULS
  • CGDV
Smallwood Wealth Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 137 Million
Stocks 70
Filing on Oct 16, 2024 Q3 2024

Optimum Investment Advisors

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • COST
  • VGT
  • UNH
Optimum Investment Advisors's Q3 2024 Portfolio
Portfolio Value 227 Million
Stocks 638
Filing on Oct 16, 2024 Q3 2024

Bleakley Financial Group, LLC

  • VV
  • AAPL
  • CEF
  • VO
  • VTV
  • MSFT
  • SPY
Bleakley Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.28 Trillion
Stocks 1029
Filing on Oct 16, 2024 Q3 2024

Teamwork Financial Advisors, LLC

  • AAPL
  • JEPI
  • AMZN
  • MSFT
  • NVDA
  • COWZ
  • ANET
Teamwork Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 720 Million
Stocks 159
Filing on Oct 16, 2024 Q3 2024

Trifecta Capital Advisors, LLC

  • QQQ
  • AAPL
  • MSFT
  • NVDA
  • IJR
  • GOOG
  • AMZN
Trifecta Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 478 Billion
Stocks 410
Filing on Oct 16, 2024 Q3 2024

Greenup Street Wealth Management LLC

  • QQQ
  • AVDE
  • IVV
  • AVEM
  • IVE
  • AGG
  • SLQD
Greenup Street Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 484 Million
Stocks 84
Filing on Oct 16, 2024 Q3 2024

Redmont Wealth Advisors LLC

  • RSP
  • NOBL
  • PFF
  • SPY
  • VCSH
  • AVIV
  • DVY
Redmont Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 62 Million
Stocks 322
Filing on Oct 16, 2024 Q3 2024

Randolph CO Inc

  • AVGO
  • BX
  • COST
  • LMT
  • GD
  • MSFT
  • JPM
Randolph CO Inc's Q3 2024 Portfolio
Portfolio Value 860 Million
Stocks 42
Filing on Oct 16, 2024 Q3 2024

Buffington Mohr Mc Neal

  • SCHX
  • MSFT
  • COST
  • IVV
  • XLK
  • CALF
  • JIRE
Buffington Mohr Mc Neal's Q3 2024 Portfolio
Portfolio Value 605 Million
Stocks 130
Filing on Oct 16, 2024 Q3 2024

Ellsworth Advisors, LLC

  • GLD
  • GIS
  • FTSM
  • PSA
  • AAPL
  • PKG
  • MRK
Ellsworth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 382 Million
Stocks 175
Filing on Oct 16, 2024 Q3 2024

Alpha Mark Advisors, LLC

  • SMCP
  • IVV
  • XLV
  • XLK
  • SPY
  • PG
  • FNDE
Alpha Mark Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 290 Million
Stocks 707
Filing on Oct 16, 2024 Q3 2024

Tru Wealth Advisors, LLC

  • VTI
  • JAAA
  • BSCO
  • IWF
  • LQD
  • BSCS
  • FBND
Tru Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.61 Billion
Stocks 164
Filing on Oct 16, 2024 Q3 2024

Leverty Financial Group, LLC

  • SCHX
  • SCHF
  • JEPI
  • IVV
  • SPY
  • IJH
  • EFA
Leverty Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 182 Million
Stocks 36