Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Gleason Group, Inc.

  • VOO
  • VTI
  • VXF
  • VTV
  • VXUS
  • VUG
  • SCHX
Gleason Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 546 Million
Stocks 192
Filing on Oct 15, 2024 Q3 2024

Stableford Capital Ii LLC

  • SCHR
  • GOOGL
  • AMZN
  • LLY
  • SHV
  • MSFT
  • BIL
Stableford Capital Ii LLC's Q3 2024 Portfolio
Portfolio Value 253 Million
Stocks 131
Filing on Oct 15, 2024 Q3 2024

Destiny Wealth Partners, LLC

  • VUG
  • JCPB
  • AMZN
  • DFAX
  • AAPL
  • SYK
  • XLK
Destiny Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 528 Million
Stocks 162
Filing on Oct 15, 2024 Q3 2024

Nexus Investment Management Ulc

  • RY
  • META
  • TD
  • JPM
  • BIP
  • AEP
  • BNS
Nexus Investment Management Ulc's Q3 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 72
Filing on Oct 15, 2024 Q3 2024

Clearview Wealth Advisors LLC

  • CGCP
  • SCHZ
  • CGDV
  • SPLG
  • CGGR
  • SCHX
  • CGXU
Clearview Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 129 Million
Stocks 95
Filing on Oct 15, 2024 Q3 2024

Tsfg, LLC

  • IWF
  • VTI
  • SPYV
  • ABBV
  • VOO
  • XLK
  • SPHQ
Tsfg, LLC's Q3 2024 Portfolio
Portfolio Value 458 Million
Stocks 819
Filing on Oct 15, 2024 Q3 2024

Safeguard Financial, LLC

  • VUG
  • VTV
  • VBR
  • IEFA
  • VBK
  • SCHG
  • VEA
Safeguard Financial, LLC's Q3 2024 Portfolio
Portfolio Value 422 Million
Stocks 125
Filing on Oct 15, 2024 Q3 2024

State Of Wisconsin Board Of Commissioners Of Public Lands

  • PSK
  • PFFD
  • PFXF
  • USHY
State Of Wisconsin Board Of Commissioners Of Public Lands's Q3 2024 Portfolio
Portfolio Value 164 Billion
Stocks 6
Filing on Oct 15, 2024 Q3 2024

Longview Financial Advisors, Inc.

  • OMFL
  • TBIL
  • IQLT
  • COWZ
  • TUA
  • SPGP
  • FYLD
Longview Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 105 Billion
Stocks 19
Filing on Oct 15, 2024 Q3 2024

Prism Advisors, Inc.

  • IHDG
  • XCEM
  • WTV
  • SPYV
  • DFIV
  • RWK
  • IVE
Prism Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 347 Million
Stocks 67
Filing on Oct 15, 2024 Q3 2024

Roberts Wealth Advisors, LLC

  • AAPL
  • JPST
  • MSFT
  • GOOG
  • VB
  • AMZN
  • TT
Roberts Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 293 Million
Stocks 95
Filing on Oct 15, 2024 Q3 2024

Investments & Financial Planning, LLC

  • VB
  • SPYG
  • IJH
  • VO
  • CGGR
  • URTH
  • VT
Investments & Financial Planning, LLC's Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 33
Filing on Oct 15, 2024 Q3 2024

Tanglewood Legacy Advisors, LLC

  • IUSV
  • IUSG
  • IWR
  • IWF
  • DMAY
  • FMAY
  • IWD
Tanglewood Legacy Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 283
Filing on Oct 15, 2024 Q3 2024

Crescent Sterling, Ltd.

  • SCHD
  • AAPL
  • MSFT
  • ABBV
  • PG
  • CVX
  • JPM
Crescent Sterling, Ltd.'s Q3 2024 Portfolio
Portfolio Value 105 Billion
Stocks 77
Filing on Oct 15, 2024 Q3 2024

Piscataqua Savings Bank

  • MSFT
  • AAPL
  • GOOGL
  • NDSN
  • UNH
  • JPM
  • TJX
Piscataqua Savings Bank's Q3 2024 Portfolio
Portfolio Value 117 Million
Stocks 457
Filing on Oct 15, 2024 Q3 2024

Mn Wealth Advisors, LLC

  • BBUS
  • JPM
  • JAVA
  • BBIN
  • JGRO
  • JCPB
  • JEMA
Mn Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 99
Filing on Oct 15, 2024 Q3 2024

Stillwater Capital Advisors, LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • XLK
  • GOOGL
  • JPM
Stillwater Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 773 Million
Stocks 73
Filing on Oct 15, 2024 Q3 2024

Signal Advisors Wealth, LLC

  • SPLG
  • SPY
  • PSFF
  • QQQM
  • DIVB
  • MOAT
  • VEA
Signal Advisors Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 698 Billion
Stocks 416