Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Spc Financial, Inc.

  • RSP
  • GSEW
  • IEFA
  • IQDG
  • JMBS
  • USFR
  • QUAL
Spc Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 252
Filing on Oct 16, 2024 Q3 2024

Rheos Capital Works Inc.

  • GS
  • MSFT
  • V
  • RACE
  • AMZN
  • QCOM
  • CCJ
Rheos Capital Works Inc.'s Q3 2024 Portfolio
Portfolio Value 1.92 Billion
Stocks 105
Filing on Oct 16, 2024 Q3 2024

Bfsg, LLC

  • SPY
  • MSFT
  • VTI
  • AAPL
  • NVDA
  • IAU
  • AVUV
Bfsg, LLC's Q3 2024 Portfolio
Portfolio Value 843 Million
Stocks 640
Filing on Oct 16, 2024 Q3 2024

Annapolis Financial Services, LLC

  • AVDE
  • VO
  • VTV
  • VTI
  • MGC
  • VOE
  • VEA
Annapolis Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 323 Million
Stocks 487
Filing on Oct 16, 2024 Q3 2024

Pinnacle Wealth Management Advisory Group, LLC

  • AAPL
  • QUAL
  • VYM
  • MSFT
  • VTI
  • VB
  • SPY
Pinnacle Wealth Management Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 366
Filing on Oct 16, 2024 Q3 2024

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • RSG
  • VGSH
  • DHR
  • DE
Db Fitzpatrick & Co, Inc's Q3 2024 Portfolio
Portfolio Value 113 Million
Stocks 86
Filing on Oct 16, 2024 Q3 2024

Heathbridge Capital Management Ltd.

  • TRP
  • AEP
  • VZ
  • AEM
  • MFC
  • MSFT
  • TD
Heathbridge Capital Management Ltd.'s Q3 2024 Portfolio
Portfolio Value 252 Million
Stocks 29
Filing on Oct 16, 2024 Q3 2024

Nat West Group PLC

  • AAPL
  • NVDA
  • MSFT
  • JPM
  • GOOGL
  • NFLX
  • META
Nat West Group PLC's Q3 2024 Portfolio
Portfolio Value 338 Million
Stocks 63
Filing on Oct 16, 2024 Q3 2024

Harbour Capital Advisors, LLC

  • LLY
  • AAPL
  • MSFT
  • IEFA
  • AVGO
  • JPM
  • AMZN
Harbour Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 415 Million
Stocks 276
Filing on Oct 16, 2024 Q3 2024

Berkshire Money Management, Inc.

  • SPY
  • QQQ
  • RSP
  • DIA
  • VIG
  • IWF
  • BSV
Berkshire Money Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 793 Million
Stocks 40
Filing on Oct 16, 2024 Q3 2024

Strid Group, LLC

  • SCHB
  • VEU
  • DALI
  • QVAL
  • VWO
  • FV
  • PDP
Strid Group, LLC's Q3 2024 Portfolio
Portfolio Value 649 Million
Stocks 59
Filing on Oct 16, 2024 Q3 2024

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • SCHF
  • SCHM
  • DFAT
Gradient Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 296 Million
Stocks 148
Filing on Oct 16, 2024 Q3 2024

Monarch Capital Management Inc

  • MSFT
  • AAPL
  • HD
  • MRK
  • WMT
  • MCD
  • FELE
Monarch Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 365 Million
Stocks 118
Filing on Oct 16, 2024 Q3 2024

Robbins Farley LLC

  • SCHD
  • NVDA
  • AMZN
  • HD
  • TJX
  • AVGO
  • CAT
Robbins Farley LLC's Q3 2024 Portfolio
Portfolio Value 196 Million
Stocks 155
Filing on Oct 16, 2024 Q3 2024

Tradewinds Capital Management, LLC

  • SPYG
  • XLF
  • RWO
  • INDA
  • SCHM
  • MDYG
  • CORP
Tradewinds Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 617
Filing on Oct 16, 2024 Q3 2024

Capital Planning LLC

  • IVV
  • SCHG
  • MSFT
  • DGRO
  • PWR
  • MGV
  • VO
Capital Planning LLC's Q3 2024 Portfolio
Portfolio Value 343 Million
Stocks 87
Filing on Oct 16, 2024 Q3 2024

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • GOOGL
  • MSFT
  • GOOG
  • PM
  • JNJ
Citadel Investment Advisory, Inc.'s Q3 2024 Portfolio
Portfolio Value 184 Million
Stocks 81
Filing on Oct 16, 2024 Q3 2024

Cpr Investments Inc.

  • GLD
  • BIL
  • SH
  • TQQQ
  • PDBC
  • SHY
  • VOO
Cpr Investments Inc.'s Q3 2024 Portfolio
Portfolio Value 70.4 Million
Stocks 37