Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Enzi Wealth

  • JHMM
  • IVV
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q3 2024 Portfolio
Portfolio Value 242 Million
Stocks 71
Filing on Oct 15, 2024 Q3 2024

Monument Capital Management

  • ITOT
  • VEA
  • QQQ
  • MSFT
  • AAPL
  • EMB
  • USHY
Monument Capital Management's Q3 2024 Portfolio
Portfolio Value 358 Million
Stocks 194
Filing on Oct 15, 2024 Q3 2024

Astoria Portfolio Advisors Llc.

  • SPTI
  • SPIB
  • PPI
  • QUAL
  • SPDW
  • NVDA
  • BAC
Astoria Portfolio Advisors Llc.'s Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 210
Filing on Oct 15, 2024 Q3 2024

Archford Capital Strategies, LLC

  • VUG
  • BND
  • IEFA
  • SCHG
  • FNDX
  • MSFT
  • AAPL
Archford Capital Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 681 Million
Stocks 254
Filing on Oct 15, 2024 Q3 2024

Advisor Net Financial, Inc

  • SPLG
  • GSLC
  • IVV
  • MSFT
  • AAPL
  • DFIC
  • VTI
Advisor Net Financial, Inc's Q3 2024 Portfolio
Portfolio Value 1.27 Billion
Stocks 2191
Filing on Oct 15, 2024 Q3 2024

Windmill Hill Asset Management LTD

  • SPYX
  • GOOGL
  • URA
  • GE
  • MCO
  • MSFT
  • V
Windmill Hill Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 179 Million
Stocks 24
Filing on Oct 15, 2024 Q3 2024

Nova R Wealth, Inc.

  • IVV
  • VGIT
  • BME
  • AVLV
  • ISRG
  • IEFA
  • JMOM
Nova R Wealth, Inc.'s Q3 2024 Portfolio
Portfolio Value 194 Million
Stocks 81
Filing on Oct 15, 2024 Q3 2024

Zhang Financial LLC

  • VTI
  • VOO
  • DFUS
  • DFAC
  • ITOT
  • VXUS
  • VT
Zhang Financial LLC's Q3 2024 Portfolio
Portfolio Value 1.57 Billion
Stocks 276
Filing on Oct 15, 2024 Q3 2024

Gradient Investments LLC

  • SPLG
  • SIXJ
  • SPDW
  • SPAB
  • AAPL
  • IGIB
  • MSFT
Gradient Investments LLC's Q3 2024 Portfolio
Portfolio Value 3.79 Billion
Stocks 299
Filing on Oct 15, 2024 Q3 2024

Flagstone Financial Management

  • DFUS
  • IGIB
  • SPDW
  • SPSB
  • SPTI
  • BNDX
  • AVUV
Flagstone Financial Management's Q3 2024 Portfolio
Portfolio Value 298 Billion
Stocks 53
Filing on Oct 15, 2024 Q3 2024

Riverbridge Partners LLC

  • NVDA
  • MSFT
  • GLOB
  • HEI
  • LOPE
  • TYL
  • MEDP
Riverbridge Partners LLC's Q3 2024 Portfolio
Portfolio Value 7.23 Billion
Stocks 182
Filing on Oct 15, 2024 Q3 2024

Beach Investment Counsel Inc/Pa

  • EPD
  • ET
  • NEE
  • VST
  • MPLX
  • AMZN
  • GOOGL
Beach Investment Counsel Inc/Pa's Q3 2024 Portfolio
Portfolio Value 809 Million
Stocks 226
Filing on Oct 15, 2024 Q3 2024

Sagace Wealth Management LLC

  • VCIT
  • VCLT
  • XMHQ
  • VB
  • SPHQ
  • VOO
  • RSP
Sagace Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 130 Billion
Stocks 64
Filing on Oct 15, 2024 Q3 2024

Canvas Wealth Advisors, LLC

  • AAPL
  • MSFT
  • ITOT
  • GOOGL
  • IUSG
  • CTOS
  • GSLC
Canvas Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 355 Million
Stocks 178
Filing on Oct 15, 2024 Q3 2024

Bbjs Financial Advisors, LLC

  • RSP
  • VGK
  • VBR
  • IVW
  • VBK
  • IEMG
  • VPL
Bbjs Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 280 Billion
Stocks 142
Filing on Oct 15, 2024 Q3 2024

Sws Partners

  • IVV
  • IJH
  • SCHF
  • SCHR
  • SCHX
  • SPYD
  • NTRA
Sws Partners's Q3 2024 Portfolio
Portfolio Value 310 Million
Stocks 116
Filing on Oct 15, 2024 Q3 2024

Members Trust CO

  • AGG
  • SPY
  • VTV
  • IEF
  • IEFA
  • IEMG
  • LQD
Members Trust CO's Q3 2024 Portfolio
Portfolio Value 3.07 Billion
Stocks 146
Filing on Oct 15, 2024 Q3 2024

Trust CO Of Oklahoma

  • VGT
  • SPY
  • AAPL
  • VFH
  • MSFT
  • VCR
  • V
Trust CO Of Oklahoma's Q3 2024 Portfolio
Portfolio Value 305 Million
Stocks 171