Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Pfg Advisors

  • AAPL
  • QQQ
  • VUG
  • MSFT
  • VTI
  • VOO
  • COWZ
Pfg Advisors's Q3 2024 Portfolio
Portfolio Value 1.55 Billion
Stocks 691
Filing on Oct 15, 2024 Q3 2024

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • FBND
  • SPTS
  • SCHR
  • VTV
Crane Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 553 Million
Stocks 43
Filing on Oct 15, 2024 Q3 2024

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • AAPL
  • VUG
  • MSFT
  • DVY
First United Bank & Trust's Q3 2024 Portfolio
Portfolio Value 272 Million
Stocks 527
Filing on Oct 15, 2024 Q3 2024

Foster Victor Wealth Advisors, LLC

  • LRCX
  • VTV
  • SCHX
  • AMZN
  • IQLT
  • MSFT
  • MA
Foster Victor Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 190
Filing on Oct 15, 2024 Q3 2024

Capital Advisors Wealth Management, LLC

  • IVV
  • IWF
  • VCIT
  • VIG
  • FNDF
  • BLV
  • VGT
Capital Advisors Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 538 Million
Stocks 167
Filing on Oct 15, 2024 Q3 2024

Shulman De Meo Asset Management LLC

  • SPY
  • QQQ
  • AAPL
  • EFA
  • IVV
  • IJR
  • SDY
Shulman De Meo Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 406 Million
Stocks 132
Filing on Oct 15, 2024 Q3 2024

Cabot Wealth Management Inc

  • AAPL
  • BRK-B
  • MBB
  • MELI
  • TSM
  • JPM
  • GOOG
Cabot Wealth Management Inc's Q3 2024 Portfolio
Portfolio Value 794 Million
Stocks 129
Filing on Oct 15, 2024 Q3 2024

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • SCHP
  • AGG
Peak Financial Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 336 Million
Stocks 98
Filing on Oct 15, 2024 Q3 2024

Lockerman Financial Group, Inc.

  • SPY
  • IJR
  • BBUS
  • MASI
  • MSFT
  • IVV
  • AAPL
Lockerman Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 55.9 Million
Stocks 120
Filing on Oct 15, 2024 Q3 2024

Edge Wealth Management LLC

  • AAPL
  • PFF
  • MSFT
  • GOOGL
  • SHY
  • IWM
  • BRK-B
Edge Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 497 Million
Stocks 80
Filing on Oct 15, 2024 Q3 2024

Paragon Financial Partners, Inc.

  • SPY
  • VYM
  • NVDA
  • IWF
  • VHT
  • AAPL
  • ITA
Paragon Financial Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 136 Million
Stocks 83
Filing on Oct 15, 2024 Q3 2024

Prospect Financial Services LLC

  • SLG
  • AAPL
  • NVDA
  • GOOG
  • VCLT
  • PYPL
  • AMZN
Prospect Financial Services LLC's Q3 2024 Portfolio
Portfolio Value 161 Billion
Stocks 105
Filing on Oct 15, 2024 Q3 2024

Schwab Charitable Fund

  • NVDA
  • ITOT
  • VT
  • AJG
  • RBLX
  • WDAY
  • WMT
Schwab Charitable Fund's Q3 2024 Portfolio
Portfolio Value 4.08 Billion
Stocks 35
Filing on Oct 15, 2024 Q3 2024

Petredis Investment Advisors LLC

  • MGK
  • XLF
  • MSFT
  • NVDA
  • AAPL
  • MGV
  • XLK
Petredis Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 941 Billion
Stocks 103
Filing on Oct 15, 2024 Q3 2024

Hutchens & Kramer Investment Management Group, LLC

  • DFAC
  • LLY
  • DFIC
  • DFCF
  • VOO
  • IVV
  • SCHX
Hutchens & Kramer Investment Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 162 Million
Stocks 158
Filing on Oct 15, 2024 Q3 2024

Astoria Strategic Wealth, Inc.

  • VTI
  • IXUS
  • VTEB
  • BND
  • ITOT
  • IGSB
  • VEU
Astoria Strategic Wealth, Inc.'s Q3 2024 Portfolio
Portfolio Value 339 Million
Stocks 34
Filing on Oct 15, 2024 Q3 2024

Oxinas Partners Wealth Management LLC

  • DGRW
  • SPYG
  • AAPL
  • SPY
  • AMZN
  • TLT
  • AGG
Oxinas Partners Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Oct 15, 2024 Q3 2024

Luts & Greenleigh Group, Inc

  • XOM
  • COST
  • AAPL
  • MSFT
  • ABBV
  • NVDA
  • IWF
Luts & Greenleigh Group, Inc's Q3 2024 Portfolio
Portfolio Value 104 Billion
Stocks 85