Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Mc Carthy Grittinger Financial Group, LLC

  • VV
  • VB
  • VEU
  • VCIT
  • VGIT
  • BNDX
  • BSV
Mc Carthy Grittinger Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 341 Billion
Stocks 68
Filing on Oct 15, 2024 Q3 2024

Advisors Preferred, LLC

  • SPY
  • VFH
  • SHY
  • TLT
  • QQQM
  • IWN
  • SCHD
Advisors Preferred, LLC's Q3 2024 Portfolio
Portfolio Value 645 Million
Stocks 184
Filing on Oct 15, 2024 Q3 2024

Cascade Wealth Advisors, Inc

  • FLOT
  • SHYG
  • VGSH
  • VIG
  • DFAS
  • JEPI
  • RYT
Cascade Wealth Advisors, Inc's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 49
Filing on Oct 15, 2024 Q3 2024

Spire Wealth Management

  • IVV
  • AAPL
  • JPST
  • NVDA
  • MSFT
  • VGT
  • AMZN
Spire Wealth Management's Q3 2024 Portfolio
Portfolio Value 2.95 Billion
Stocks 2160
Filing on Oct 15, 2024 Q3 2024

Sentinel Trust CO Lba

  • ITOT
  • IWV
  • VXUS
  • EMXC
  • AAPL
  • ACWI
  • VEU
Sentinel Trust CO Lba's Q3 2024 Portfolio
Portfolio Value 878 Million
Stocks 139
Filing on Oct 15, 2024 Q3 2024

Hb Wealth Management, LLC

  • VTI
  • VIG
  • JPST
  • SPYG
  • VXUS
  • MINT
  • HD
Hb Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 9.29 Billion
Stocks 979
Filing on Oct 15, 2024 Q3 2024

First National Advisers, LLC

  • AAPL
  • MSFT
  • DFAI
  • NVDA
  • AMZN
  • GOOG
  • JPM
First National Advisers, LLC's Q3 2024 Portfolio
Portfolio Value 621 Million
Stocks 215
Filing on Oct 15, 2024 Q3 2024

Synergy Asset Management, LLC

  • BIL
  • MSFT
  • AAPL
  • SGOV
  • NVDA
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 646 Million
Stocks 140
Filing on Oct 15, 2024 Q3 2024

Millington Financial Advisors, LLC

  • SPYG
  • SPYV
  • SPDW
  • SPEM
  • SPMD
  • XBJA
  • SPSM
Millington Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 160 Billion
Stocks 83
Filing on Oct 15, 2024 Q3 2024

Shah Capital Management

  • NVAX
  • SOL
  • EDU
  • GNW
  • BIDU
  • VGSH
  • AM
Shah Capital Management's Q3 2024 Portfolio
Portfolio Value 305 Million
Stocks 19
Filing on Oct 15, 2024 Q3 2024

Wilsey Asset Management Inc

  • MSFT
  • TPR
  • ALL
  • WFC
  • CI
  • JPM
  • TAP
Wilsey Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 534 Million
Stocks 22
Filing on Oct 15, 2024 Q3 2024

Strategic Point Investment Advisors, LLC

  • SPY
  • IVV
  • IEI
  • IVE
  • ITOT
  • IEFA
  • SPSB
Strategic Point Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 606 Million
Stocks 34
Filing on Oct 15, 2024 Q3 2024

Thompson Investment Management, Inc.

  • MSFT
  • GOOGL
  • XOM
  • EXAS
  • META
  • PYPL
  • KRNT
Thompson Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 677 Million
Stocks 515
Filing on Oct 15, 2024 Q3 2024

Salem Investment Counselors Inc

  • LOW
  • AAPL
  • NVDA
  • MSFT
  • META
  • AMZN
  • GOOG
Salem Investment Counselors Inc's Q3 2024 Portfolio
Portfolio Value 3.24 Billion
Stocks 1187
Filing on Oct 15, 2024 Q3 2024

Cmh Wealth Management LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • SMMD
  • VFH
  • VDE
Cmh Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 423 Million
Stocks 53
Filing on Oct 15, 2024 Q3 2024

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • MOAT
  • NEE
  • EL
  • ENB
  • MSFT
S.E.E.D. Planning Group LLC's Q3 2024 Portfolio
Portfolio Value 293 Million
Stocks 73
Filing on Oct 15, 2024 Q3 2024

Instrumental Wealth, LLC

  • IVW
  • IJH
  • COWZ
  • IVE
  • IVV
  • ICOW
  • CALF
Instrumental Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 103 Billion
Stocks 46
Filing on Oct 15, 2024 Q3 2024

Mtc Wealth Management LLC

  • AGG
  • SPY
  • VTV
  • IEF
  • IEFA
  • IEMG
  • IJH
Mtc Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 220 Million
Stocks 14