Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 10, 2024 Q3 2024

Covea Finance

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • AVGO
  • TMO
  • WMT
Covea Finance's Q3 2024 Portfolio
Portfolio Value 2.27 Billion
Stocks 107
Filing on Oct 10, 2024 Q3 2024

Total Wealth Planning, LLC

  • SCHZ
  • VUG
  • VTV
  • VCSH
  • DFEM
  • DFIV
  • VOE
Total Wealth Planning, LLC's Q3 2024 Portfolio
Portfolio Value 605 Million
Stocks 90
Filing on Oct 10, 2024 Q3 2024

Atwater Malick LLC

  • AAPL
  • NVO
  • IVV
  • CAT
  • GOOGL
  • WM
  • ACN
Atwater Malick LLC's Q3 2024 Portfolio
Portfolio Value 309 Million
Stocks 76
Filing on Oct 10, 2024 Q3 2024

Silverlake Wealth Management LLC

  • MSFT
  • AAPL
  • PG
  • IBM
  • VZ
  • SCHG
  • JEPI
Silverlake Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 264 Billion
Stocks 277
Filing on Oct 10, 2024 Q3 2024

Guinness Atkinson Asset Management Inc

  • TSM
  • META
  • NVDA
  • PYPL
  • MSFT
  • MA
  • NFLX
Guinness Atkinson Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 205 Million
Stocks 100
Filing on Oct 10, 2024 Q3 2024

Avity Investment Management Inc.

  • AAPL
  • META
  • AMZN
  • MSFT
  • NOW
  • TMO
  • V
Avity Investment Management Inc.'s Q3 2024 Portfolio
Portfolio Value 1.25 Billion
Stocks 110
Filing on Oct 10, 2024 Q3 2024

Perfromance Wealth Partners, LLC

  • AAPL
  • VUG
  • MSFT
  • AMZN
  • NVDA
  • GOOG
  • BRK-B
Perfromance Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 2.89 Billion
Stocks 197
Filing on Oct 10, 2024 Q3 2024

Guinness Asset Management LTD

  • AFL
  • BLK
  • AVGO
  • ABBV
  • AJG
  • MSFT
  • CSCO
Guinness Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 5.27 Billion
Stocks 106
Filing on Oct 10, 2024 Q3 2024

Requisite Capital Management, LLC

  • JEPI
  • IVV
  • COWZ
  • JEPQ
  • RSP
  • NOG
  • JPST
Requisite Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 456 Million
Stocks 76
Filing on Oct 10, 2024 Q3 2024

Octavia Wealth Advisors, LLC

  • SPYV
  • SPYG
  • FBND
  • AAPL
  • IEMG
  • EFG
  • EFV
Octavia Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 806 Million
Stocks 223
Filing on Oct 10, 2024 Q3 2024

Mc Namara Financial Services, Inc.

  • IVV
  • SPDW
  • SPAB
  • SPEM
  • TOTL
  • MUB
  • SPSM
Mc Namara Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 505 Million
Stocks 86
Filing on Oct 10, 2024 Q3 2024

Next Level Private LLC

  • RDVY
  • JPM
  • GE
  • CSL
  • FDL
  • SPY
  • DUSA
Next Level Private LLC's Q3 2024 Portfolio
Portfolio Value 232 Million
Stocks 143
Filing on Oct 10, 2024 Q3 2024

Cox Capital Mgt LLC

  • MSFT
  • SAP
  • ASML
  • GOOGL
  • AMZN
  • UNH
  • JAAA
Cox Capital Mgt LLC's Q3 2024 Portfolio
Portfolio Value 163 Million
Stocks 66
Filing on Oct 10, 2024 Q3 2024

Evexia Wealth LLC

  • BLK
  • HUBB
  • KLAC
  • MSFT
  • PH
  • INTU
  • ACN
Evexia Wealth LLC's Q3 2024 Portfolio
Portfolio Value 282 Billion
Stocks 66
Filing on Oct 10, 2024 Q3 2024

Bank Of Italy

  • RACE
  • STLA
  • SUSL
  • USSG
  • IQSU
  • EFIV
Bank Of Italy's Q3 2024 Portfolio
Portfolio Value 2.44 Billion
Stocks 8
Filing on Oct 10, 2024 Q3 2024

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • MSFT
  • QQQ
  • RSP
  • IXUS
Pinnacle Wealth Management Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 135 Million
Stocks 118
Filing on Oct 10, 2024 Q3 2024

Chickasaw Capital Management LLC

  • TRGP
  • WES
  • MPLX
  • ET
  • ENLC
  • EPD
  • OKE
Chickasaw Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 2.34 Billion
Stocks 100
Filing on Oct 10, 2024 Q3 2024

Code Waechter LLC

  • SCHG
  • CALF
  • SCHR
  • COWZ
  • IJS
  • SCHX
  • SCHM
Code Waechter LLC's Q3 2024 Portfolio
Portfolio Value 105 Million
Stocks 100