Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Yelin Lapidot Holdings Management Ltd.

  • QQQM
  • SPY
  • XLF
  • ZIM
  • XLV
  • META
  • AMZN
Yelin Lapidot Holdings Management Ltd.'s Q3 2024 Portfolio
Portfolio Value 607 Billion
Stocks 106
Filing on Oct 15, 2024 Q3 2024

Clayton Financial Group LLC

  • VTV
  • VUG
  • VOT
  • VOE
  • IWF
  • VBR
  • VBK
Clayton Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 267 Billion
Stocks 123
Filing on Oct 15, 2024 Q3 2024

Mcdonald Partners LLC

  • MSFT
  • AAPL
  • ETN
  • BRK-B
  • JPM
  • AMGN
  • RTX
Mcdonald Partners LLC's Q3 2024 Portfolio
Portfolio Value 390 Million
Stocks 239
Filing on Oct 15, 2024 Q3 2024

Liquid Strategies, LLC

  • VOO
  • AGG
  • VCSH
  • MUB
  • IEFA
  • IJR
  • SGOL
Liquid Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 418 Million
Stocks 13
Filing on Oct 15, 2024 Q3 2024

Birch Capital Management, LLC

  • AAPL
  • NVO
  • GWW
  • MSFT
  • SPGI
  • RMD
  • AMGN
Birch Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 85
Filing on Oct 15, 2024 Q3 2024

Mustard Seed Financial, LLC

  • BSV
  • BIV
  • VCSH
  • VTV
  • VUG
  • VXUS
  • VOE
Mustard Seed Financial, LLC's Q3 2024 Portfolio
Portfolio Value 120 Billion
Stocks 83
Filing on Oct 15, 2024 Q3 2024

Norway Savings Bank

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • PANW
  • AMZN
  • ORCL
Norway Savings Bank's Q3 2024 Portfolio
Portfolio Value 184 Million
Stocks 185
Filing on Oct 15, 2024 Q3 2024

Hayek Kallen Investment Management

  • AAPL
  • MSFT
  • BRK-B
  • WMT
  • WM
  • NVDA
  • GOOGL
Hayek Kallen Investment Management's Q3 2024 Portfolio
Portfolio Value 282 Million
Stocks 94
Filing on Oct 15, 2024 Q3 2024

Ulland Investment Advisors, LLC

  • NVDA
  • QQQ
  • AXON
  • GOOG
  • AAPL
  • META
  • UNH
Ulland Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 137 Million
Stocks 205
Filing on Oct 15, 2024 Q3 2024

Arkfeld Wealth Strategies, L.L.C.

  • BRK-B
  • AMZN
  • AAPL
  • CHRD
  • DINO
  • MSFT
  • SHV
Arkfeld Wealth Strategies, L.L.C.'s Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 90
Filing on Oct 15, 2024 Q3 2024

Ttp Investments, Inc.

  • SSO
  • MOAT
  • AAPL
  • NVDA
  • IWM
  • META
  • MSFT
Ttp Investments, Inc.'s Q3 2024 Portfolio
Portfolio Value 250 Million
Stocks 32
Filing on Oct 15, 2024 Q3 2024

Richwood Investment Advisors, LLC

  • IVV
  • IJR
  • IJH
  • LLY
  • NOW
  • UNH
  • V
Richwood Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 121 Million
Stocks 102
Filing on Oct 15, 2024 Q3 2024

Nbc Securities, Inc.

  • RY
  • AAPL
  • MSFT
  • BRK-A
  • SPY
  • AVGO
  • AMZN
Nbc Securities, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.19 Billion
Stocks 2111
Filing on Oct 15, 2024 Q3 2024

Epiq Partners, LLC

  • IWV
  • HRL
  • IWF
  • JBBB
  • HBAN
  • AGG
  • FSK
Epiq Partners, LLC's Q3 2024 Portfolio
Portfolio Value 165 Million
Stocks 79
Filing on Oct 15, 2024 Q3 2024

Insight Advisors, LLC

  • AAPL
  • NVDA
  • SPY
  • AMZN
  • DGRW
  • MSFT
  • AGGY
Insight Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 300
Filing on Oct 15, 2024 Q3 2024

Krs Capital Management, LLC

  • NVDA
  • AAPL
  • AMD
  • LLY
  • PRCT
  • FTNT
  • META
Krs Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 137 Million
Stocks 116
Filing on Oct 15, 2024 Q3 2024

Vander Pol Investments L.L.C.

  • SPY
  • SCHZ
  • SCHX
  • DFAU
  • SCMB
  • BCD
  • BNDX
Vander Pol Investments L.L.C.'s Q3 2024 Portfolio
Portfolio Value 44.9 Billion
Stocks 48
Filing on Oct 15, 2024 Q3 2024

Hilltop National Bank

  • MSFT
  • VOO
  • EFA
  • AAPL
  • NVDA
  • IVV
  • BRK-B
Hilltop National Bank's Q3 2024 Portfolio
Portfolio Value 329 Billion
Stocks 1075