Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Scharf Investments, LLC

  • BRK-B
  • MCK
  • CMCSA
  • MSFT
  • ORCL
  • FISV
  • APD
Scharf Investments, LLC's Q3 2024 Portfolio
Portfolio Value 3.25 Billion
Stocks 68
Filing on Oct 15, 2024 Q3 2024

Chatham Capital Group, Inc.

  • VB
  • NVDA
  • IAU
  • AAPL
  • VV
  • MSFT
  • VGT
Chatham Capital Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 601 Million
Stocks 195
Filing on Oct 15, 2024 Q3 2024

Tuttle Capital Management, LLC

  • GHIX
  • NVDA
  • HAIA
  • JWSM
  • PGR
  • TDG
  • COST
Tuttle Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 10.3 Million
Stocks 68
Filing on Oct 15, 2024 Q3 2024

Kanen Wealth Management LLC

  • COMP
  • EZPW
  • REAL
  • STKS
  • CZR
  • EGAN
  • INSE
Kanen Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 188 Billion
Stocks 21
Filing on Oct 15, 2024 Q3 2024

Cohen Klingenstein LLC

  • SPY
  • AAPL
  • IWO
  • QQQ
  • MSFT
  • LLY
  • AMZN
Cohen Klingenstein LLC's Q3 2024 Portfolio
Portfolio Value 2.76 Billion
Stocks 220
Filing on Oct 15, 2024 Q3 2024

Center For Financial Planning, Inc.

  • VOO
  • IEFA
  • AGG
  • VBR
  • VB
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q3 2024 Portfolio
Portfolio Value 736 Million
Stocks 580
Filing on Oct 15, 2024 Q3 2024

Ervin Investment Management, LLC

  • BRK-B
  • MSFT
  • AAPL
  • SPTM
  • L
  • GOOGL
  • JEF
Ervin Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 145 Million
Stocks 39
Filing on Oct 15, 2024 Q3 2024

Hennessy Advisors Inc

  • SFM
  • MOD
  • ANF
  • EME
  • CRS
  • FIX
  • GPS
Hennessy Advisors Inc's Q3 2024 Portfolio
Portfolio Value 3.05 Billion
Stocks 300
Filing on Oct 15, 2024 Q3 2024

Summer Haven Investment Management, LLC

  • SNBR
  • MD
  • ATNI
  • RYAM
  • EVRI
  • BBW
  • MHO
Summer Haven Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 197
Filing on Oct 15, 2024 Q3 2024

Pca Investment Advisory Services Inc.

  • IVV
  • IUSV
  • IUSG
  • DFAS
  • VTV
  • VUG
  • IJH
Pca Investment Advisory Services Inc.'s Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 156
Filing on Oct 15, 2024 Q3 2024

Baldwin Brothers LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
  • BX
  • COST
Baldwin Brothers LLC's Q3 2024 Portfolio
Portfolio Value 1.43 Billion
Stocks 1161
Filing on Oct 15, 2024 Q3 2024

True Mark Investments, LLC

  • NEE
  • BTI
  • VZ
  • PM
  • XOM
  • ABR
  • CLM
True Mark Investments, LLC's Q3 2024 Portfolio
Portfolio Value 312 Billion
Stocks 239
Filing on Oct 15, 2024 Q3 2024

Parkside Investments, LLC

  • IWM
  • IVV
  • IGSB
  • IEFA
  • COP
  • IEMG
  • JPST
Parkside Investments, LLC's Q3 2024 Portfolio
Portfolio Value 650 Million
Stocks 93
Filing on Oct 15, 2024 Q3 2024

Ullmann Wealth Partners Group, LLC

  • IVV
  • LRGF
  • ITOT
  • DUHP
  • SMLF
  • DFCF
  • DFIC
Ullmann Wealth Partners Group, LLC's Q3 2024 Portfolio
Portfolio Value 772 Million
Stocks 132
Filing on Oct 15, 2024 Q3 2024

First Pacific Financial

  • VUG
  • OEF
  • MDYV
  • FNDA
  • VCIT
  • NUBD
  • NUSC
First Pacific Financial's Q3 2024 Portfolio
Portfolio Value 332 Million
Stocks 385
Filing on Oct 15, 2024 Q3 2024

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • MSFT
  • FJUN
  • QQQ
  • SPY
  • FBND
Keystone Wealth Services, LLC's Q3 2024 Portfolio
Portfolio Value 336 Million
Stocks 253
Filing on Oct 15, 2024 Q3 2024

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • AAPL
  • VTV
  • TLH
  • AVIG
  • QUAL
Regatta Capital Group, LLC's Q3 2024 Portfolio
Portfolio Value 505 Million
Stocks 188
Filing on Oct 15, 2024 Q3 2024

Client First Capital LLC

  • SHV
  • QQQ
  • IVV
  • BIL
  • GLD
  • QUAL
  • XLC
Client First Capital LLC's Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 19