Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • IJR
  • JEPI
  • AAPL
  • FPE
Magnus Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 971 Million
Stocks 341
Filing on Oct 15, 2024 Q3 2024

Fma Wealth Management, LLC

  • JCPB
  • VEA
  • IWF
  • IWD
  • JPIE
  • DBMF
  • JHMM
Fma Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 138 Billion
Stocks 43
Filing on Oct 15, 2024 Q3 2024

American Asset Management Inc.

  • SPY
  • TLT
  • IVV
  • AAPL
  • QQQ
  • GLD
  • BRK-B
American Asset Management Inc.'s Q3 2024 Portfolio
Portfolio Value 66.4 Million
Stocks 17
Filing on Oct 15, 2024 Q3 2024

Investment Advisory Group, LLC

  • VYM
  • DFAC
  • VUG
  • IJR
  • IVV
  • AAPL
  • DFUS
Investment Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 282 Million
Stocks 168
Filing on Oct 15, 2024 Q3 2024

Renaissance Capital LLC

  • NU
  • RIVN
  • CRBG
  • GTLB
  • TPG
  • HCP
  • GFS
Renaissance Capital LLC's Q3 2024 Portfolio
Portfolio Value 61.2 Million
Stocks 32
Filing on Oct 15, 2024 Q3 2024

Corepath Wealth Partners LLC

  • IVV
  • AGG
  • EFA
  • IUSV
  • GLD
  • IWM
  • ISTB
Corepath Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 103 Million
Stocks 28
Filing on Oct 15, 2024 Q3 2024

Htlf Bank

  • VTV
  • VUG
  • HTLF
  • ITM
  • EFV
  • EFG
  • SHM
Htlf Bank's Q3 2024 Portfolio
Portfolio Value 921 Billion
Stocks 360
Filing on Oct 15, 2024 Q3 2024

Dover Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • UDR
  • GOOGL
  • ETN
  • UNH
Dover Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 133
Filing on Oct 15, 2024 Q3 2024

Ccg Wealth Management, LLC

  • SPLG
  • SPYG
  • IWR
  • SCHF
  • IJR
  • PG
  • MSFT
Ccg Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 179 Million
Stocks 72
Filing on Oct 15, 2024 Q3 2024

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DFIC
  • DFUS
Asset Dedication, LLC's Q3 2024 Portfolio
Portfolio Value 1.46 Billion
Stocks 1149
Filing on Oct 15, 2024 Q3 2024

Sentry LLC

  • FDX
  • MSFT
  • CTAS
  • IVV
  • HD
  • CAT
  • ADP
Sentry LLC's Q3 2024 Portfolio
Portfolio Value 519 Billion
Stocks 128
Filing on Oct 15, 2024 Q3 2024

Cascade Investment Group, Inc.

  • VTI
  • AAPL
  • SPTM
  • CIBR
  • MSFT
  • ABR
  • IRM
Cascade Investment Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 129
Filing on Oct 15, 2024 Q3 2024

Bourne Lent Asset Management Inc

  • MSFT
  • AAPL
  • ADBE
  • GOOG
  • IDXX
  • GOOGL
  • ISRG
Bourne Lent Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 263 Million
Stocks 62
Filing on Oct 15, 2024 Q3 2024

Capstone Wealth Management Group, LLC

  • BSCQ
  • SHV
  • VYM
  • SPLB
  • TFLO
  • QQQ
  • AVGO
Capstone Wealth Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 170 Million
Stocks 71
Filing on Oct 15, 2024 Q3 2024

Northwest Capital Management Inc

  • SCHR
  • SCHX
  • MSFT
  • EFV
  • AAPL
  • ESGU
  • QUAL
Northwest Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 269 Million
Stocks 459
Filing on Oct 15, 2024 Q3 2024

Ifs Advisors, LLC

  • IVV
  • SGOV
  • DGRO
  • VGT
  • IJH
  • IJR
  • SCHA
Ifs Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 126 Million
Stocks 158
Filing on Oct 15, 2024 Q3 2024

Acorn Creek Capital LLC

  • VUG
  • VTV
  • BIV
  • DFIC
  • GLD
  • USFR
  • DFAS
Acorn Creek Capital LLC's Q3 2024 Portfolio
Portfolio Value 189 Billion
Stocks 75
Filing on Oct 15, 2024 Q3 2024

Afg Fiduciary Services Limited Partnership

  • SPY
  • TLT
  • MINT
  • IJH
  • AMZN
  • GLD
  • QQQ
Afg Fiduciary Services Limited Partnership's Q3 2024 Portfolio
Portfolio Value 313 Million
Stocks 76