Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Mass General Brigham, Inc

  • IOT
  • RVMD
  • PLRX
  • TNGX
  • FULC
Mass General Brigham, Inc's Q3 2024 Portfolio
Portfolio Value 43.6 Billion
Stocks 50
Filing on Oct 16, 2024 Q3 2024

Bourgeon Capital Management LLC

  • JPM
  • MSFT
  • GOOGL
  • AMGN
  • MRK
  • HON
  • DHR
Bourgeon Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 520 Million
Stocks 105
Filing on Oct 16, 2024 Q3 2024

Tpg Financial Advisors, LLC

  • IEF
  • JPIE
  • IGIB
  • SPYV
  • SPEM
  • SPYG
  • SPDW
Tpg Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 222 Million
Stocks 68
Filing on Oct 16, 2024 Q3 2024

Strategic Planning Group, LLC

  • AAPL
  • NVDA
  • AMZN
  • YLD
  • TSLA
  • MSFT
  • GOOG
Strategic Planning Group, LLC's Q3 2024 Portfolio
Portfolio Value 507 Billion
Stocks 78
Filing on Oct 16, 2024 Q3 2024

Big Sur Wealth Management LLC

  • SPY
  • BRK-A
  • VGK
  • AAPL
  • IWV
  • NVDA
  • BX
Big Sur Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 354 Million
Stocks 163
Filing on Oct 16, 2024 Q3 2024

Moseley Investment Management Inc

  • AAPL
  • IBTF
  • NVDA
  • MSFT
  • BRK-B
  • AMZN
  • IBTI
Moseley Investment Management Inc's Q3 2024 Portfolio
Portfolio Value 245 Million
Stocks 153
Filing on Oct 16, 2024 Q3 2024

Red Door Wealth Management, LLC

  • BRK-B
  • AAPL
  • SCHX
  • NVDA
  • MSFT
  • AMZN
  • GOOG
Red Door Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 572 Million
Stocks 217
Filing on Oct 16, 2024 Q3 2024

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • VCLT
  • BLV
  • IGIB
  • DLN
H&H Retirement Design & Management Inc's Q3 2024 Portfolio
Portfolio Value 169 Million
Stocks 76
Filing on Oct 16, 2024 Q3 2024

Brookmont Capital Management

  • HD
  • AJG
  • JPM
  • MSFT
  • WFC
  • ABT
  • MCD
Brookmont Capital Management's Q3 2024 Portfolio
Portfolio Value 194 Million
Stocks 56
Filing on Oct 16, 2024 Q3 2024

Ars Investment Partners, LLC

  • AAPL
  • GOOGL
  • FCX
  • LRCX
  • MU
  • ASND
  • NVDA
Ars Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 976 Million
Stocks 170
Filing on Oct 16, 2024 Q3 2024

Amplius Wealth Advisors, LLC

  • IOO
  • PVAL
  • BIV
  • TMFC
  • RECS
  • JHMM
  • IJR
Amplius Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 815 Million
Stocks 174
Filing on Oct 16, 2024 Q3 2024

Indiana Trust & Investment Management CO

  • SPY
  • NVDA
  • AAPL
  • LLY
  • GOOGL
  • IWB
  • AMZN
Indiana Trust & Investment Management CO's Q3 2024 Portfolio
Portfolio Value 290 Million
Stocks 494
Filing on Oct 16, 2024 Q3 2024

La Fleur & Godfrey LLC

  • AAPL
  • MSFT
  • JPM
  • SYK
  • JNJ
  • RTX
  • WSO
La Fleur & Godfrey LLC's Q3 2024 Portfolio
Portfolio Value 723 Million
Stocks 147
Filing on Oct 16, 2024 Q3 2024

Regent Peak Wealth Advisors LLC

  • VTI
  • AAPL
  • IEFA
  • VUG
  • BND
  • ACN
  • DGRO
Regent Peak Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 441 Million
Stocks 179
Filing on Oct 16, 2024 Q3 2024

Baskin Financial Services Inc.

  • AAPL
  • MSFT
  • COST
  • GOOG
  • TFII
  • RACE
  • WCN
Baskin Financial Services Inc.'s Q3 2024 Portfolio
Portfolio Value 1.22 Billion
Stocks 50
Filing on Oct 16, 2024 Q3 2024

Hunter Perkins Capital Management, LLC

  • BRK-B
  • CASY
  • ELS
  • GPK
  • BKH
  • JNJ
  • FISV
Hunter Perkins Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 493 Million
Stocks 106
Filing on Oct 16, 2024 Q3 2024

Carderock Capital Management Inc

  • AAPL
  • MSFT
  • CTAS
  • PH
  • FICO
  • MA
  • APH
Carderock Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 408 Million
Stocks 73
Filing on Oct 16, 2024 Q3 2024

Paragon Capital Management Inc

  • SHV
  • IEF
  • BIL
  • STOT
  • JAAA
  • GOVT
  • TOTL
Paragon Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 67