Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Applied Capital Llc/Fl

  • MSFT
  • CAT
  • GOOG
  • META
  • PH
  • TRV
  • PAG
Applied Capital Llc/Fl's Q3 2024 Portfolio
Portfolio Value 128 Billion
Stocks 84
Filing on Oct 15, 2024 Q3 2024

Braun Bostich & Associates Inc.

  • VOO
  • TLT
  • QUAL
  • DYNF
  • SPYG
  • BNDX
  • VCIT
Braun Bostich & Associates Inc.'s Q3 2024 Portfolio
Portfolio Value 140 Million
Stocks 113
Filing on Oct 15, 2024 Q3 2024

Kapitalo Investimentos Ltda

  • FXI
  • TECK
  • SUZ
  • HES
  • KWEB
  • AXNX
  • RIO
Kapitalo Investimentos Ltda's Q3 2024 Portfolio
Portfolio Value 410 Billion
Stocks 160
Filing on Oct 15, 2024 Q3 2024

Edge Rock Capital LLC

  • QQQM
  • UCON
  • QUAL
  • QQQ
  • LMBS
  • AAPL
  • USMV
Edge Rock Capital LLC's Q3 2024 Portfolio
Portfolio Value 139 Million
Stocks 67
Filing on Oct 15, 2024 Q3 2024

626 Financial, LLC

  • DTD
  • SYK
  • AAPL
  • MSFT
  • AMZN
  • IWY
  • IJH
626 Financial, LLC's Q3 2024 Portfolio
Portfolio Value 177 Million
Stocks 116
Filing on Oct 15, 2024 Q3 2024

Qv Investors Inc.

  • SLF
  • RY
  • ENB
  • GIB
  • TD
  • FTS
  • UNH
Qv Investors Inc.'s Q3 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 65
Filing on Oct 15, 2024 Q3 2024

E Rn Financial, LLC

  • VOOG
  • RWL
  • SPYG
  • SPYV
  • SPDW
  • VEA
  • MDYV
E Rn Financial, LLC's Q3 2024 Portfolio
Portfolio Value 653 Million
Stocks 187
Filing on Oct 15, 2024 Q3 2024

Bill Few Associates, Inc.

  • AAPL
  • MSFT
  • NVDA
  • ORCL
  • JPM
  • ABBV
  • TJX
Bill Few Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 178
Filing on Oct 15, 2024 Q3 2024

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • LOW
  • GOOGL
  • ACN
  • SYK
  • BLK
Brady Family Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 333 Billion
Stocks 118
Filing on Oct 15, 2024 Q3 2024

Lynch & Associates

  • MSFT
  • IVV
  • IJH
  • WMT
  • PG
  • JNJ
  • ABBV
Lynch & Associates's Q3 2024 Portfolio
Portfolio Value 467 Million
Stocks 120
Filing on Oct 15, 2024 Q3 2024

Motive Wealth Advisors

  • VEA
  • IVV
  • VIG
  • IEFA
  • QUAL
  • SCHB
  • AGG
Motive Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 174 Million
Stocks 65
Filing on Oct 15, 2024 Q3 2024

Griffin Asset Management, Inc.

  • OLED
  • AAPL
  • MSFT
  • TJX
  • HD
  • ABBV
  • ASML
Griffin Asset Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 879 Million
Stocks 211
Filing on Oct 15, 2024 Q3 2024

Kinnevik Ab (Publ)

  • RXRX
Kinnevik Ab (Publ)'s Q3 2024 Portfolio
Portfolio Value 78.5 Million
Stocks 1
Filing on Oct 15, 2024 Q3 2024

Legacy Financial Group LLC

  • IUSG
  • SDY
  • VOO
  • VB
  • IUSB
  • VEA
  • IGIB
Legacy Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 520 Billion
Stocks 56
Filing on Oct 15, 2024 Q3 2024

Jamison Private Wealth Management, Inc.

  • MSFT
  • AAPL
  • UPS
  • NVDA
  • VMC
  • LLY
  • BX
Jamison Private Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 657 Billion
Stocks 501
Filing on Oct 15, 2024 Q3 2024

Kopion Asset Management, LLC

  • BWA
  • TRUP
  • FTI
  • SSYS
  • VRNS
  • MGNI
  • PRO
Kopion Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 130 Million
Stocks 19
Filing on Oct 15, 2024 Q3 2024

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMUB
  • AVUV
Opal Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 315 Million
Stocks 189
Filing on Oct 15, 2024 Q3 2024

Mason & Associates, LLC

  • IUSB
  • VV
  • VO
  • IAGG
  • SPDW
  • VB
  • VTEB
Mason & Associates, LLC's Q3 2024 Portfolio
Portfolio Value 327 Billion
Stocks 37