Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2024 Q3 2024

Peoples Financial Services Corp.

  • AAPL
  • LLY
  • PFIS
  • MSFT
  • AVGO
  • AMZN
  • MCD
Peoples Financial Services Corp.'s Q3 2024 Portfolio
Portfolio Value 220 Million
Stocks 390
Filing on Oct 16, 2024 Q3 2024

Sunpointe, LLC

  • MSFT
  • AAPL
  • NVDA
  • VTI
  • AMZN
  • MOAT
  • ACIO
Sunpointe, LLC's Q3 2024 Portfolio
Portfolio Value 122 Billion
Stocks 170
Filing on Oct 16, 2024 Q3 2024

Verum Partners LLC

  • GOVT
  • JPST
  • VOO
  • IVV
  • IJR
  • FNDF
  • SYLD
Verum Partners LLC's Q3 2024 Portfolio
Portfolio Value 341 Billion
Stocks 162
Filing on Oct 16, 2024 Q3 2024

Sea Crest Wealth Management, LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • GOOG
  • AMZN
  • LLY
Sea Crest Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 902 Million
Stocks 651
Filing on Oct 16, 2024 Q3 2024

Stage Harbor Financial, LLC

  • MUB
  • VUG
  • IWF
  • VTEB
  • ACWX
  • VB
  • EFV
Stage Harbor Financial, LLC's Q3 2024 Portfolio
Portfolio Value 110 Billion
Stocks 49
Filing on Oct 16, 2024 Q3 2024

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • MA
  • BAC
  • RACE
  • BRK-A
  • MU
Aquamarine Zurich Ag's Q3 2024 Portfolio
Portfolio Value 286 Million
Stocks 14
Filing on Oct 16, 2024 Q3 2024

Sumitomo Life Insurance CO

  • VYM
  • SCHD
  • SPLG
  • EMB
  • IVV
  • TIP
  • MSFT
Sumitomo Life Insurance CO's Q3 2024 Portfolio
Portfolio Value 5.08 Billion
Stocks 269
Filing on Oct 15, 2024 Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • IVV
  • IWB
  • VEA
  • IEFA
  • AGG
  • FBND
  • IVE
Mc Kinley Carter Wealth Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 319
Filing on Oct 15, 2024 Q3 2024

Terra Nova Asset Management LLC

  • GOOGL
  • MSFT
  • LLY
  • XLC
  • IRM
  • NVDA
  • PWR
Terra Nova Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 133 Million
Stocks 84
Filing on Oct 15, 2024 Q3 2024

Sentinel Pension Advisors Inc

  • BKLC
  • SPY
  • JCPB
  • BKIE
  • SPTI
  • GLDM
  • FBND
Sentinel Pension Advisors Inc's Q3 2024 Portfolio
Portfolio Value 505 Million
Stocks 111
Filing on Oct 15, 2024 Q3 2024

Hummer Financial Advisory Services Inc

  • SPY
  • ACN
  • MDY
  • AMZN
  • GWW
  • MSFT
  • VB
Hummer Financial Advisory Services Inc's Q3 2024 Portfolio
Portfolio Value 126 Million
Stocks 112
Filing on Oct 15, 2024 Q3 2024

Leisure Capital Management

  • AAPL
  • SCHX
  • SBRA
  • MSFT
  • WINN
  • COST
  • SCHF
Leisure Capital Management's Q3 2024 Portfolio
Portfolio Value 234 Million
Stocks 141
Filing on Oct 15, 2024 Q3 2024

Vontobel Holding Ltd.

  • MSFT
  • AMZN
  • KO
  • MA
  • GOOG
  • UNH
  • CME
Vontobel Holding Ltd.'s Q3 2024 Portfolio
Portfolio Value 29.2 Billion
Stocks 2597
Filing on Oct 15, 2024 Q3 2024

Olio Financial Planning

  • VTI
  • VEA
  • VTV
  • BIV
  • BSV
  • DFUS
  • VOE
Olio Financial Planning's Q3 2024 Portfolio
Portfolio Value 267 Million
Stocks 52
Filing on Oct 15, 2024 Q3 2024

Transform Wealth, LLC

  • POWL
  • AAPL
  • MSFT
  • SPY
  • NVDA
  • AVGO
  • IVE
Transform Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 1.46 Billion
Stocks 216
Filing on Oct 15, 2024 Q3 2024

Touchstone Capital, Inc.

  • CTRA
  • SWKS
  • SNA
  • ALB
  • IDCC
  • LULU
  • NUE
Touchstone Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 65.7 Million
Stocks 25
Filing on Oct 15, 2024 Q3 2024

Pcg Wealth Advisors, LLC

  • GDX
  • SPY
  • SIL
  • FVD
  • AVLV
  • GLD
  • FTCS
Pcg Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 247 Million
Stocks 122
Filing on Oct 15, 2024 Q3 2024

Dohj, LLC

  • MUB
  • IWL
  • ITOT
  • ESGU
  • IEFA
  • SPY
  • ESGD
Dohj, LLC's Q3 2024 Portfolio
Portfolio Value 435 Million
Stocks 140