Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 11, 2024 Q3 2024

Compagnie Lombard Odier S Cm A

  • MSFT
  • GOOGL
  • NVDA
  • V
  • META
  • JPM
  • AVGO
Compagnie Lombard Odier S Cm A's Q3 2024 Portfolio
Portfolio Value 6.12 Billion
Stocks 634
Filing on Oct 11, 2024 Q3 2024

Center Star Asset Management, LLC

  • SPY
  • QQQ
  • SMH
  • FIVE
  • IWM
  • OXY
  • TGT
Center Star Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 63.5 Million
Stocks 289
Filing on Oct 10, 2024 Q3 2024

Selway Asset Management

  • AAPL
  • SHV
  • MSFT
  • GOOGL
  • JPM
  • HD
  • QCOM
Selway Asset Management's Q3 2024 Portfolio
Portfolio Value 254 Million
Stocks 75
Filing on Oct 10, 2024 Q3 2024

Stonekeep Investments, LLC

  • USFR
  • SCHB
  • SGOV
  • VTI
  • SCHF
  • VWO
  • BND
Stonekeep Investments, LLC's Q3 2024 Portfolio
Portfolio Value 130 Billion
Stocks 52
Filing on Oct 10, 2024 Q3 2024

Sunflower Bank, N.A.

  • AGG
  • VV
  • VTEB
  • VXUS
  • IJR
  • PG
  • SPY
Sunflower Bank, N.A.'s Q3 2024 Portfolio
Portfolio Value 364 Million
Stocks 200
Filing on Oct 10, 2024 Q3 2024

Sheridan Capital Management, LLC

  • IWF
  • MGV
  • AGG
  • BOND
  • USMV
  • IWV
  • VGT
Sheridan Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 26
Filing on Oct 10, 2024 Q3 2024

Northcape Capital Pty LTD

  • MELI
  • AMX
  • HDB
  • ITUB
  • FMX
  • PAC
  • TLK
Northcape Capital Pty LTD's Q3 2024 Portfolio
Portfolio Value 675 Million
Stocks 34
Filing on Oct 10, 2024 Q3 2024

Wagner Wealth Management, LLC

  • UCON
  • KNG
  • JPIE
  • JEPI
  • JMEE
  • SDVY
  • PDI
Wagner Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 284 Million
Stocks 227
Filing on Oct 10, 2024 Q3 2024

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q3 2024 Portfolio
Portfolio Value 185 Million
Stocks 4
Filing on Oct 10, 2024 Q3 2024

Lake Hills Wealth Management, LLC

  • SHY
  • AGG
  • FXI
  • SPLV
  • AMLP
  • IEF
  • XLE
Lake Hills Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 149 Million
Stocks 52
Filing on Oct 10, 2024 Q3 2024

Kings Path Partners LLC

  • VTI
  • GSLC
  • VEA
  • VGIT
  • VGSH
  • DFCF
  • VWO
Kings Path Partners LLC's Q3 2024 Portfolio
Portfolio Value 238 Billion
Stocks 299
Filing on Oct 10, 2024 Q3 2024

Annex Advisory Services, LLC

  • AVDE
  • AVUS
  • USFR
  • AVEM
  • JQUA
  • XMHQ
  • AAPL
Annex Advisory Services, LLC's Q3 2024 Portfolio
Portfolio Value 2.76 Billion
Stocks 286
Filing on Oct 10, 2024 Q3 2024

Retirement Planning Group

  • DIVO
  • SPGP
  • VIG
  • SCHB
  • GSLC
  • FSMD
  • IQLT
Retirement Planning Group's Q3 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 264
Filing on Oct 10, 2024 Q3 2024

Carnegie Capital Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • BRK-B
  • JPM
  • PGR
Carnegie Capital Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 3.34 Billion
Stocks 463
Filing on Oct 10, 2024 Q3 2024

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • SCHE
  • USMV
  • IAUM
  • SCHZ
Morgan Rosel Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 291 Million
Stocks 101
Filing on Oct 10, 2024 Q3 2024

Focus Wealth Advisors, LLC

  • IVV
  • FMAY
  • BND
  • DIA
  • ITM
  • ITB
  • FTLS
Focus Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 183 Million
Stocks 60
Filing on Oct 10, 2024 Q3 2024

Essex Investment Management CO LLC

  • AMSC
  • AAPL
  • HCI
  • KTOS
  • NEE
  • ZETA
  • MSFT
Essex Investment Management CO LLC's Q3 2024 Portfolio
Portfolio Value 536 Million
Stocks 302
Filing on Oct 10, 2024 Q3 2024

Factory Mutual Insurance CO

  • AGG
  • IXUS
  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • AMZN
Factory Mutual Insurance CO's Q3 2024 Portfolio
Portfolio Value 9.5 Billion
Stocks 173