Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 10, 2024 Q3 2024

Quadratic Capital Management LLC

  • SCHP
  • VGLT
Quadratic Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 631 Million
Stocks 2
Filing on Oct 10, 2024 Q3 2024

Darrow Company, Inc.

  • QQQ
  • MOAT
  • BIV
  • USMV
  • SPGP
  • BND
  • VYM
Darrow Company, Inc.'s Q3 2024 Portfolio
Portfolio Value 168 Million
Stocks 50
Filing on Oct 10, 2024 Q3 2024

Shira Ridge Wealth Management

  • SUSA
  • DFAU
  • IXN
  • YLDE
  • ESGD
  • DFAI
  • AAPL
Shira Ridge Wealth Management's Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 81
Filing on Oct 10, 2024 Q3 2024

Brave Asset Management Inc

  • AGG
  • XLK
  • EFV
  • IAU
  • AAPL
  • SPY
  • XLV
Brave Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 410 Million
Stocks 170
Filing on Oct 10, 2024 Q3 2024

Exchange Bank

  • AAPL
  • JNJ
  • MSFT
  • PG
  • MUB
  • VTI
  • AGG
Exchange Bank's Q3 2024 Portfolio
Portfolio Value 122 Billion
Stocks 185
Filing on Oct 10, 2024 Q3 2024

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • PGF
  • VOOG
  • SYLD
Rfg Holdings, Inc.'s Q3 2024 Portfolio
Portfolio Value 278 Million
Stocks 53
Filing on Oct 10, 2024 Q3 2024

Renaissance Investment Group LLC

  • MSFT
  • COST
  • AVGO
  • AAPL
  • TJX
  • URI
  • TMO
Renaissance Investment Group LLC's Q3 2024 Portfolio
Portfolio Value 457 Million
Stocks 85
Filing on Oct 10, 2024 Q3 2024

Farmers & Merchants Trust CO Of Long Beach

  • AAPL
  • MSFT
  • BRK-B
  • COST
  • AMZN
  • EFA
  • UNH
Farmers & Merchants Trust CO Of Long Beach's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 312
Filing on Oct 10, 2024 Q3 2024

Philo Smith Capital Corp

  • RGA
  • PRI
  • BRO
  • ACGL
  • AFL
  • RNR
  • AJG
Philo Smith Capital Corp's Q3 2024 Portfolio
Portfolio Value 383 Million
Stocks 61
Filing on Oct 10, 2024 Q3 2024

Lloyd Advisory Services, Llc.

  • SPLG
  • VOO
  • TYA
  • ZROZ
  • SIXO
  • LTPZ
  • SIXJ
Lloyd Advisory Services, Llc.'s Q3 2024 Portfolio
Portfolio Value 111 Million
Stocks 97
Filing on Oct 10, 2024 Q3 2024

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • DFIV
  • CGCP
Mc Glone Suttner Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 481 Billion
Stocks 168
Filing on Oct 10, 2024 Q3 2024

First Affirmative Financial Network

  • VGIT
  • DSI
  • AAPL
  • SPTS
  • MSFT
  • NVDA
  • GOOGL
First Affirmative Financial Network's Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 280
Filing on Oct 10, 2024 Q3 2024

Bennett Selby Investments LP

  • AAPL
  • GOOG
  • META
  • BKNG
  • V
  • FND
  • BRK-B
Bennett Selby Investments LP's Q3 2024 Portfolio
Portfolio Value 238 Million
Stocks 75
Filing on Oct 10, 2024 Q3 2024

Priebe Wealth Holdings LLC

  • SPLG
  • ARKW
  • SPYG
  • ADX
  • BRK-B
  • VTI
  • SPYV
Priebe Wealth Holdings LLC's Q3 2024 Portfolio
Portfolio Value 137 Billion
Stocks 65
Filing on Oct 10, 2024 Q3 2024

Level Financial Advisors, Inc.

  • VOO
  • VGSH
  • VEA
  • BSV
  • VCSH
  • DUHP
  • VMBS
Level Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 243 Million
Stocks 75
Filing on Oct 10, 2024 Q3 2024

Paragon Capital Management LTD

  • VIG
  • ABNB
  • SPHQ
  • COIN
  • MSFT
  • COWZ
  • IQLT
Paragon Capital Management LTD's Q3 2024 Portfolio
Portfolio Value 487 Million
Stocks 206
Filing on Oct 10, 2024 Q3 2024

Meyer Handelman CO

  • MSFT
  • AAPL
  • TT
  • PG
  • HON
  • IBM
  • JPM
Meyer Handelman CO's Q3 2024 Portfolio
Portfolio Value 2.92 Billion
Stocks 287
Filing on Oct 10, 2024 Q3 2024

Asio Capital, LLC

  • IVV
  • IJR
  • JMUB
  • MUB
  • NVDA
  • GOOG
  • MSFT
Asio Capital, LLC's Q3 2024 Portfolio
Portfolio Value 507 Million
Stocks 106