Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Leonard Rickey Investment Advisors P.L.L.C.

  • IJH
  • FNDX
  • VEU
  • VTI
  • VTIP
  • BND
  • VCSH
Leonard Rickey Investment Advisors P.L.L.C.'s Q3 2024 Portfolio
Portfolio Value 433 Million
Stocks 111
Filing on Oct 15, 2024 Q3 2024

Tcfg Wealth Management, LLC

  • AAPL
  • NVDA
  • UYLD
  • MSFT
  • AMZN
  • NEM
  • FNV
Tcfg Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 199 Billion
Stocks 222
Filing on Oct 15, 2024 Q3 2024

Lantz Financial LLC

  • IVV
  • CGXU
  • HDV
  • MSFT
  • VTI
  • BJUN
  • IJUL
Lantz Financial LLC's Q3 2024 Portfolio
Portfolio Value 351 Million
Stocks 229
Filing on Oct 15, 2024 Q3 2024

Prairiewood Capital, LLC

  • FNDA
  • FNDX
  • FNDF
  • GNR
  • AVRE
  • FNDC
  • FNDE
Prairiewood Capital, LLC's Q3 2024 Portfolio
Portfolio Value 236 Million
Stocks 79
Filing on Oct 15, 2024 Q3 2024

Krilogy Financial LLC

  • SCHG
  • SCHV
  • DFAU
  • AAPL
  • IBTM
  • XLK
  • SCHE
Krilogy Financial LLC's Q3 2024 Portfolio
Portfolio Value 1.35 Billion
Stocks 213
Filing on Oct 15, 2024 Q3 2024

Adams Asset Advisors, LLC

  • OXY
  • SUN
  • ET
  • AAPL
  • DMLP
  • BTI
  • VZ
Adams Asset Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 645 Million
Stocks 75
Filing on Oct 15, 2024 Q3 2024

Union Savings Bank

  • SPHQ
  • BRK-A
  • IJH
  • SPY
  • MSFT
  • VYM
  • AAPL
Union Savings Bank's Q3 2024 Portfolio
Portfolio Value 204 Billion
Stocks 389
Filing on Oct 15, 2024 Q3 2024

Hubbell Strickland Wealth Management, LLC

  • VIG
  • IVV
  • SDY
  • IJH
  • VUG
  • MSFT
  • DGRO
Hubbell Strickland Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 207 Million
Stocks 80
Filing on Oct 15, 2024 Q3 2024

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • SPYV
  • IWF
  • VTV
  • ITOT
  • AAPL
Simon Quick Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.57 Billion
Stocks 439
Filing on Oct 15, 2024 Q3 2024

Yarbrough Capital, LLC

  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • META
  • VOO
  • VTI
Yarbrough Capital, LLC's Q3 2024 Portfolio
Portfolio Value 2.44 Billion
Stocks 200
Filing on Oct 15, 2024 Q3 2024

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • BKLN
  • HFRO
  • VGSH
  • CBL
Aegon Usa Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 100 Million
Stocks 35
Filing on Oct 15, 2024 Q3 2024

Steph & CO

  • VOO
  • JAVA
  • IWR
  • GUNR
  • BOND
  • FBND
  • VTI
Steph & CO's Q3 2024 Portfolio
Portfolio Value 276 Million
Stocks 294
Filing on Oct 15, 2024 Q3 2024

Pennsylvania Capital Management Inc

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • JPIE
  • NVDA
  • JCPB
Pennsylvania Capital Management Inc 's Q3 2024 Portfolio
Portfolio Value 274 Million
Stocks 98
Filing on Oct 15, 2024 Q3 2024

Wbh Advisory Inc

  • VGT
  • VTI
  • SCHB
  • VXUS
  • XLK
  • VGSH
  • FBND
Wbh Advisory Inc's Q3 2024 Portfolio
Portfolio Value 1.05 Billion
Stocks 324
Filing on Oct 15, 2024 Q3 2024

Wall Street Financial Group, Inc.

  • VGT
  • QQQM
  • IVV
  • VFH
  • VHT
  • VCR
  • SOXX
Wall Street Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 94.8 Billion
Stocks 37
Filing on Oct 15, 2024 Q3 2024

Cgc Financial Services, LLC

  • SCHD
  • IEFA
  • JMEE
  • AVUV
  • IMTM
  • NULV
  • IJH
Cgc Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 249 Billion
Stocks 349
Filing on Oct 15, 2024 Q3 2024

Game Plan Financial Advisors, LLC

  • AAPL
  • GOOG
  • NVDA
  • SCHG
  • AMZN
  • MSFT
  • BRK-B
Game Plan Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 180 Million
Stocks 398
Filing on Oct 15, 2024 Q3 2024

Penbrook Management LLC

  • NVO
  • MSFT
  • AMZN
  • MCO
  • GOOG
  • GOOGL
  • TRGP
Penbrook Management LLC's Q3 2024 Portfolio
Portfolio Value 145 Million
Stocks 106