Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2024 Q3 2024

Harel Insurance Investments & Financial Services Ltd.

  • XLF
  • XLV
  • XLU
  • PAVE
  • NVMI
  • XLP
  • XLK
Harel Insurance Investments & Financial Services Ltd.'s Q3 2024 Portfolio
Portfolio Value 5.8 Billion
Stocks 493
Filing on Oct 11, 2024 Q3 2024

Cliftonlarsonallen Wealth Advisors, LLC

  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • IEFA
  • VIGI
  • IVW
Cliftonlarsonallen Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 4.33 Billion
Stocks 184
Filing on Oct 11, 2024 Q3 2024

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • SPIB
  • SPSB
  • MSFT
  • IWF
  • BNDC
Occidental Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 616 Million
Stocks 220
Filing on Oct 11, 2024 Q3 2024

Accelerate Investment Advisors LLC

  • SPLG
  • AGG
  • IDEV
  • FBND
  • VO
  • IVV
  • VWO
Accelerate Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 102 Billion
Stocks 84
Filing on Oct 11, 2024 Q3 2024

Paladin Wealth, LLC

  • SPLG
  • SPDW
  • IGIB
  • JMBS
  • SIXJ
  • AAPL
  • MSFT
Paladin Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 114 Billion
Stocks 795
Filing on Oct 11, 2024 Q3 2024

Vital Stone Financial, LLC

  • SGOV
  • QQQ
  • VUG
  • CLOI
  • IVV
  • VTV
  • NVDA
Vital Stone Financial, LLC's Q3 2024 Portfolio
Portfolio Value 141 Million
Stocks 496
Filing on Oct 11, 2024 Q3 2024

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • SPY
  • AAPL
Oxler Private Wealth LLC's Q3 2024 Portfolio
Portfolio Value 269 Million
Stocks 86
Filing on Oct 11, 2024 Q3 2024

Patrizia Pty LTD

  • PEG
  • EXC
  • PNW
  • CCI
  • ES
  • UNP
  • ED
Patrizia Pty LTD's Q3 2024 Portfolio
Portfolio Value 67.3 Million
Stocks 11
Filing on Oct 11, 2024 Q3 2024

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • ADBE
  • TMO
  • QCOM
  • META
  • ADP
  • ORCL
R.H. Dinel Investment Counsel, Inc.'s Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 42
Filing on Oct 11, 2024 Q3 2024

Stablepoint Partners, LLC

  • AAPL
  • VNLA
  • NEE
  • MSFT
  • JPM
  • SRLN
  • AVGO
Stablepoint Partners, LLC's Q3 2024 Portfolio
Portfolio Value 549 Billion
Stocks 239
Filing on Oct 11, 2024 Q3 2024

Cherrydale Wealth Management, LLC

  • VTI
  • DFAC
  • ITOT
  • VXUS
  • DFAX
  • IXUS
  • DFAU
Cherrydale Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 244 Million
Stocks 69
Filing on Oct 11, 2024 Q3 2024

Procyon Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPBO
  • QGRO
  • META
Procyon Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.44 Billion
Stocks 546
Filing on Oct 11, 2024 Q3 2024

Org Wealth Partners, LLC

  • AGNC
  • BRK-B
  • ET
  • ABT
  • XOM
  • AAPL
  • SGOV
Org Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 5928
Filing on Oct 11, 2024 Q3 2024

Sapient Capital LLC

  • LLY
  • AAPL
  • MSFT
  • APP
  • GOOGL
  • VST
  • AVGO
Sapient Capital LLC's Q3 2024 Portfolio
Portfolio Value 4.93 Billion
Stocks 389
Filing on Oct 11, 2024 Q3 2024

Novare Capital Management LLC

  • SPY
  • MSFT
  • AAPL
  • IVV
  • WMT
  • GOOGL
  • AVGO
Novare Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 1.16 Billion
Stocks 191
Filing on Oct 11, 2024 Q3 2024

Stegner Investment Associates Inc.

  • IVW
  • IWR
  • VONE
  • IWB
  • VOO
  • IWD
  • VONG
Stegner Investment Associates Inc.'s Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 24
Filing on Oct 11, 2024 Q3 2024

Fiduciary Alliance LLC

  • AAPL
  • MSFT
  • SPY
  • JPM
  • BRK-B
  • NVDA
  • AMZN
Fiduciary Alliance LLC's Q3 2024 Portfolio
Portfolio Value 754 Billion
Stocks 256
Filing on Oct 11, 2024 Q3 2024

Granite Harbor Advisors, Inc.

  • QQQ
  • DFAS
  • IVV
  • AGG
  • MUB
  • AAPL
  • NVDA
Granite Harbor Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 173 Billion
Stocks 91