Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Independent Wealth Network Inc.

  • CAT
  • SPYG
  • JPST
  • SPLG
  • SPYV
  • FLRT
  • AAPL
Independent Wealth Network Inc.'s Q3 2024 Portfolio
Portfolio Value 218 Million
Stocks 222
Filing on Oct 15, 2024 Q3 2024

Prosperity Consulting Group, LLC

  • IVV
  • AAPL
  • AGG
  • JEPI
  • SCHD
  • MSFT
  • XLK
Prosperity Consulting Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.26 Billion
Stocks 458
Filing on Oct 15, 2024 Q3 2024

Fulcrum Asset Management LLP

  • KBH
  • INVH
  • SLB
  • WCN
  • EQIX
  • CLH
  • JNJ
Fulcrum Asset Management LLP's Q3 2024 Portfolio
Portfolio Value 43.6 Billion
Stocks 19
Filing on Oct 15, 2024 Q3 2024

Nippon Life Insurance CO

  • PFG
  • MMC
  • PRU
Nippon Life Insurance CO's Q3 2024 Portfolio
Portfolio Value 2.45 Billion
Stocks 3
Filing on Oct 15, 2024 Q3 2024

Addenda Capital Inc.

  • TD
  • RY
  • CNQ
  • WPM
  • SHOP
  • ENB
  • BMO
Addenda Capital Inc.'s Q3 2024 Portfolio
Portfolio Value 2.04 Billion
Stocks 125
Filing on Oct 15, 2024 Q3 2024

F&V Capital Management, LLC

  • ORCL
  • URI
  • RTX
  • CVX
  • NEM
  • PSX
  • PYPL
F&V Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 389 Million
Stocks 53
Filing on Oct 15, 2024 Q3 2024

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • AXP
  • XOM
  • JPM
Allen Mooney & Barnes Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 587 Billion
Stocks 155
Filing on Oct 15, 2024 Q3 2024

Cornell Pochily Investment Advisors, Inc.

  • AAPL
  • NVDA
  • ITOT
  • SPY
  • MSFT
  • BRK-A
  • TMP
Cornell Pochily Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 286 Million
Stocks 175
Filing on Oct 15, 2024 Q3 2024

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • SPLG
  • VTI
  • RSP
  • AMZN
  • ABT
Prairie Sky Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 176 Billion
Stocks 81
Filing on Oct 15, 2024 Q3 2024

Graphene Investments Sas

  • MSFT
  • AAPL
  • NVDA
  • BK
  • FISV
  • MCD
  • CDW
Graphene Investments Sas's Q3 2024 Portfolio
Portfolio Value 156 Billion
Stocks 46
Filing on Oct 15, 2024 Q3 2024

Investment Advisory Services Inc

  • VIG
  • QQQ
  • MSFT
  • JEPI
  • SCHD
  • AAPL
  • COWZ
Investment Advisory Services Inc 's Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 116
Filing on Oct 15, 2024 Q3 2024

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VO
  • LRGF
  • DFAT
  • DFAX
Conrad Siegel Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 370 Million
Stocks 43
Filing on Oct 15, 2024 Q3 2024

Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv

  • GOOGL
  • MSFT
  • GOOG
  • BRK-A
  • CVNA
  • META
  • TCX
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv's Q3 2024 Portfolio
Portfolio Value 1.43 Billion
Stocks 20
Filing on Oct 15, 2024 Q3 2024

Apexium Financial, LP

  • SPY
  • IVV
  • QQQ
  • MOAT
  • AAPL
  • QUAL
  • SCHD
Apexium Financial, LP's Q3 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 236
Filing on Oct 15, 2024 Q3 2024

Grant

  • TFLO
  • GLD
  • JAAA
  • JEPI
  • ORCL
  • MSFT
  • COWZ
Grant's Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 148
Filing on Oct 15, 2024 Q3 2024

Southland Equity Partners LLC

  • PMAR
  • AAPL
  • BOND
  • FDL
  • PJAN
  • SCHD
  • QTEC
Southland Equity Partners LLC's Q3 2024 Portfolio
Portfolio Value 411 Billion
Stocks 223
Filing on Oct 15, 2024 Q3 2024

Pacific Capital Wealth Advisors, Inc

  • SPY
  • BND
  • IEFA
  • QQQ
  • VCIT
  • VYM
  • BIL
Pacific Capital Wealth Advisors, Inc's Q3 2024 Portfolio
Portfolio Value 592 Million
Stocks 492
Filing on Oct 15, 2024 Q3 2024

Boomfish Wealth Group, LLC

  • MOAT
  • BIL
  • AGG
  • NVDA
  • TLT
  • MSFT
  • AAPL
Boomfish Wealth Group, LLC's Q3 2024 Portfolio
Portfolio Value 163 Billion
Stocks 89