Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • AAPL
Centerpoint Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 288 Million
Stocks 482
Filing on Oct 15, 2024 Q3 2024

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • PSTP
  • BUFF
  • QQQ
  • FBND
  • SPEM
Kfg Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 344 Million
Stocks 181
Filing on Oct 15, 2024 Q3 2024

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAI
  • DFAC
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q3 2024 Portfolio
Portfolio Value 123 Billion
Stocks 69
Filing on Oct 15, 2024 Q3 2024

Lawson Kroeker Investment Management Inc

  • TPL
  • BRK-B
  • HCA
  • AJG
  • MSFT
  • AZO
  • AFL
Lawson Kroeker Investment Management Inc's Q3 2024 Portfolio
Portfolio Value 516 Million
Stocks 88
Filing on Oct 15, 2024 Q3 2024

Buttonwood Financial Group, LLC

  • SPLG
  • DYNF
  • QUAL
  • AVUS
  • SPYG
  • IYW
  • SPTL
Buttonwood Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 164 Million
Stocks 27
Filing on Oct 15, 2024 Q3 2024

Sonora Investment Management Group, LLC

  • AAPL
  • MSFT
  • GOOG
  • COST
  • ORCL
  • QCOM
  • AJG
Sonora Investment Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.18 Billion
Stocks 288
Filing on Oct 15, 2024 Q3 2024

Premier Path Wealth Partners, LLC

  • AAPL
  • XLK
  • MSFT
  • NVDA
  • AMZN
  • USIG
  • XLF
Premier Path Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 634 Billion
Stocks 364
Filing on Oct 15, 2024 Q3 2024

Transcend Capital Advisors, LLC

  • AAPL
  • MSFT
  • ORCC
  • MRK
  • OWL
  • FSK
  • AMZN
Transcend Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.44 Billion
Stocks 617
Filing on Oct 15, 2024 Q3 2024

Vision Point Advisory Group, LLC

  • SPTM
  • SHY
  • SPAB
  • PM
  • LQD
  • SDY
  • DE
Vision Point Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 275 Million
Stocks 245
Filing on Oct 15, 2024 Q3 2024

Founders Capital Management, LLC

  • GOOG
  • BRK-B
  • META
  • MSFT
  • AXP
  • FDX
  • AAPL
Founders Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 571 Million
Stocks 77
Filing on Oct 15, 2024 Q3 2024

Churchill Management Corp

  • XLK
  • QQQ
  • SPY
  • IWF
  • XLF
  • IVV
  • VOO
Churchill Management Corp's Q3 2024 Portfolio
Portfolio Value 8.64 Billion
Stocks 160
Filing on Oct 15, 2024 Q3 2024

Campbell Newman Asset Management Inc

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • KLAC
  • ADI
  • LOW
Campbell Newman Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 1.25 Billion
Stocks 106
Filing on Oct 15, 2024 Q3 2024

Martin Capital Partners, LLC

  • ETR
  • AMGN
  • VZ
  • TXN
  • JPM
  • CFR
  • UL
Martin Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 202 Million
Stocks 69
Filing on Oct 15, 2024 Q3 2024

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • COST
  • QQQ
  • NVDA
  • BRK-B
  • AMZN
Kiley Juergens Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 70
Filing on Oct 15, 2024 Q3 2024

Viewpoint Investment Partners Corp

  • TIP
  • EMLC
  • HYG
  • VOO
  • AOR
  • LEMB
  • LBRDA
Viewpoint Investment Partners Corp's Q3 2024 Portfolio
Portfolio Value 125 Million
Stocks 9
Filing on Oct 15, 2024 Q3 2024

Cranbrook Wealth Management, LLC

  • BIV
  • IVV
  • IEFA
  • VO
  • BNDX
  • IJR
  • SCHF
Cranbrook Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 438 Million
Stocks 376
Filing on Oct 15, 2024 Q3 2024

Websterrogers Financial Advisors, LLC

  • AVUS
  • VUG
  • AVLV
  • DIHP
  • AVEM
  • DUHP
  • AVDE
Websterrogers Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 68
Filing on Oct 15, 2024 Q3 2024

Flower City Capital

  • VONE
  • VEU
  • BND
  • VOO
  • IVV
  • EFA
  • VSS
Flower City Capital's Q3 2024 Portfolio
Portfolio Value 170 Million
Stocks 33