Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Vista Investment Partners LLC

  • XOM
  • AAPL
  • SPY
  • SFM
  • ARLP
  • CVX
  • ADP
Vista Investment Partners LLC's Q3 2024 Portfolio
Portfolio Value 312 Billion
Stocks 153
Filing on Oct 16, 2024 Q3 2024

Drake & Associates, LLC

  • FBND
  • IUSV
  • FIXD
  • SPYG
  • JAAA
  • IJH
  • MOAT
Drake & Associates, LLC's Q3 2024 Portfolio
Portfolio Value 306 Million
Stocks 87
Filing on Oct 16, 2024 Q3 2024

Trust CO Of Vermont

  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • BRK-B
  • COST
  • JPM
Trust CO Of Vermont's Q3 2024 Portfolio
Portfolio Value 1.98 Billion
Stocks 1348
Filing on Oct 16, 2024 Q3 2024

Quattro Financial Advisors LLC

  • AZN
  • TMO
  • SPY
  • IVV
  • SHV
  • QQQ
  • BRK-B
Quattro Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 3.72 Million
Stocks 72
Filing on Oct 16, 2024 Q3 2024

Sweet Financial Partners, LLC

  • VOO
  • SCHD
  • RDVY
  • VEU
  • XT
  • LMBS
  • FTLS
Sweet Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 447 Million
Stocks 198
Filing on Oct 16, 2024 Q3 2024

Heirloom Wealth Management

  • DFIP
  • GOVT
  • MSFT
  • GOOG
  • NVDA
  • V
  • BRK-B
Heirloom Wealth Management's Q3 2024 Portfolio
Portfolio Value 308 Million
Stocks 47
Filing on Oct 16, 2024 Q3 2024

Aafmaa Wealth Management & Trust LLC

  • VCSH
  • HYG
  • SPY
  • LQD
  • IUSG
  • VIG
  • MBB
Aafmaa Wealth Management & Trust LLC's Q3 2024 Portfolio
Portfolio Value 223 Million
Stocks 104
Filing on Oct 16, 2024 Q3 2024

B.O.S.S. Retirement Advisors, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • BRK-B
  • VTI
B.O.S.S. Retirement Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 497 Billion
Stocks 206
Filing on Oct 16, 2024 Q3 2024

Alliance Wealth Advisors, LLC

  • UITB
  • DGRO
  • QQQ
  • AVUV
  • IJH
  • INTC
  • AAPL
Alliance Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 180 Million
Stocks 140
Filing on Oct 16, 2024 Q3 2024

Seven Grand Managers, LLC

  • NDAQ
  • DELL
  • JD
  • APP
  • ABC
  • TCOM
  • CHWY
Seven Grand Managers, LLC's Q3 2024 Portfolio
Portfolio Value 238 Million
Stocks 65
Filing on Oct 16, 2024 Q3 2024

Market Street Wealth Management Advisors LLC

  • DFSD
  • DFCF
  • BNDX
  • DUHP
  • SPLG
  • VTV
  • DFIC
Market Street Wealth Management Advisors LLC's Q3 2024 Portfolio
Portfolio Value 552 Million
Stocks 93
Filing on Oct 16, 2024 Q3 2024

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • VGT
  • BIL
  • JEPI
  • MLPX
  • PULS
Curran Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 292 Million
Stocks 90
Filing on Oct 16, 2024 Q3 2024

Twelve Points Wealth Management LLC

  • BIL
  • SPLB
  • ASA
  • IUSB
  • RFG
  • FPE
  • RPG
Twelve Points Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 307 Million
Stocks 183
Filing on Oct 16, 2024 Q3 2024

Kaydan Wealth Management, Inc.

  • VTV
  • FTA
  • VBR
  • TLT
  • IEF
  • RSP
  • SPDN
Kaydan Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 339 Billion
Stocks 106
Filing on Oct 16, 2024 Q3 2024

Ballast, Inc.

  • VO
  • VB
  • SPHQ
  • VEU
  • VYM
  • COWZ
  • SPLV
Ballast, Inc.'s Q3 2024 Portfolio
Portfolio Value 350 Million
Stocks 125
Filing on Oct 16, 2024 Q3 2024

Bar Harbor Wealth Management

  • XLK
  • LLY
  • AAPL
  • AGG
  • IVV
  • JNJ
  • MSFT
Bar Harbor Wealth Management's Q3 2024 Portfolio
Portfolio Value 1.55 Billion
Stocks 267
Filing on Oct 16, 2024 Q3 2024

Culbertson A N & CO Inc

  • BRK-B
  • AAPL
  • MSFT
  • JPM
  • CAT
  • IWR
  • ABBV
Culbertson A N & CO Inc's Q3 2024 Portfolio
Portfolio Value 614 Million
Stocks 126
Filing on Oct 16, 2024 Q3 2024

G&S Capital LLC

  • BIL
  • SPY
  • SPTM
  • VTV
  • QQQ
  • MDY
  • EZU
G&S Capital LLC's Q3 2024 Portfolio
Portfolio Value 229 Million
Stocks 119