Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 16, 2024
Q3 2024
Bos Asset Management, LLC
- YEAR
- TLT
- SPY
- IUSG
- AAPL
- DFSV
- QUAL
Filing on Oct 16, 2024
Q3 2024
Independence Asset Advisors, LLC
- VCIT
- VCSH
- FLRT
- VOT
- VO
- SIHY
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 16, 2024
Q3 2024
Iq Eq Fund Management (Ireland) LTD
- MSFT
- TSM
- JPM
- GOOGL
- AAPL
- MRK
- JNJ
Filing on Oct 16, 2024
Q3 2024
Firethorn Wealth Partners, LLC
- DFAC
- IVV
- SPLG
- IVW
- QUAL
- DYNF
- AAPL
Filing on Oct 16, 2024
Q3 2024
Provident Wealth Management, LLC
- TSPA
- COWZ
- SCHG
- DGRO
- SCHX
- VOE
- VOT
Filing on Oct 16, 2024
Q3 2024
Fulton Breakefield Broenniman LLC
- MSFT
- AAPL
- IVV
- AMZN
- GOOGL
- BRK-B
- TSM
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 16, 2024
Q3 2024
Heritage Family Offices, LLP
- SPEM
- SMMD
- EFA
- USHY
- IVV
- AGG
- EMB
Filing on Oct 16, 2024
Q3 2024
Uma Financial Services, Inc.
- IVV
- SPLG
- QUAL
- IVW
- DFAI
- ITOT
- DYNF
Filing on Oct 16, 2024
Q3 2024
Filing on Oct 16, 2024
Q3 2024
Portman Square Capital LLP
- LYV
- AKAM
- MIDD
- CCL
- STX
- WDC
- PODD
Filing on Oct 16, 2024
Q3 2024
Butensky & Cohen Financial Security, Inc
- BK
- RTX
- AAPL
- KMI
- UL
- LMT
- ATO
Filing on Oct 16, 2024
Q3 2024
Town & Country Bank & Trust CO Dba First Bankers Trust CO
- AVGO
- MSFT
- LLY
- AAPL
- XOM
- PM
- JNJ
Filing on Oct 16, 2024
Q3 2024
Rf&L Wealth Management, LLC
- DFAT
- DFAC
- DFUS
- DFUV
- BSV
- AAPL
- DFAS
Filing on Oct 16, 2024
Q3 2024
Sjs Investment Consulting Inc.
- DFAC
- DFIC
- LLY
- DFSD
- HRL
- AAPL
- DFAX
Filing on Oct 16, 2024
Q3 2024
Aua Capital Management, LLC
- SPY
- EFA
- AAPL
- SUB
- AMZN
- MUB
- SHM