Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 09, 2024 Q3 2024

Congress Park Capital LLC

  • JFR
  • NEA
  • IVV
  • AMZN
  • MELI
  • META
  • AAPL
Congress Park Capital LLC's Q3 2024 Portfolio
Portfolio Value 269 Million
Stocks 111
Filing on Oct 09, 2024 Q3 2024

Dlk Investment Management, LLC

  • AAPL
  • MSFT
  • GOOG
  • SPSB
  • V
  • COST
  • ICE
Dlk Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 261 Billion
Stocks 113
Filing on Oct 09, 2024 Q3 2024

West Coast Financial LLC

  • IJR
  • IVV
  • SCHO
  • AAPL
  • SCHR
  • MBB
  • GOOGL
West Coast Financial LLC's Q3 2024 Portfolio
Portfolio Value 909 Million
Stocks 172
Filing on Oct 09, 2024 Q3 2024

Jgp Wealth Management, LLC

  • AAPL
  • IVV
  • KLAC
  • MSFT
  • ITOT
  • JPM
  • ADP
Jgp Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 774 Million
Stocks 178
Filing on Oct 09, 2024 Q3 2024

Maltin Wealth Management, Inc.

  • YJUN
  • JAAA
  • IAU
  • PIE
  • VSS
  • KJUL
  • BAB
Maltin Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 183 Million
Stocks 125
Filing on Oct 09, 2024 Q3 2024

Davies Financial Advisors, Inc.

  • QQQ
  • SPY
  • AAPL
  • SFLR
  • MSFT
  • IAU
  • HYG
Davies Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 115 Billion
Stocks 72
Filing on Oct 09, 2024 Q3 2024

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • ABBV
  • GOOGL
Pine Haven Investment Counsel, Inc's Q3 2024 Portfolio
Portfolio Value 123 Million
Stocks 111
Filing on Oct 09, 2024 Q3 2024

Bwm Planning, LLC

  • DFAI
  • VTI
  • IVV
  • DFAT
  • AAPL
  • DFAE
  • DFAS
Bwm Planning, LLC's Q3 2024 Portfolio
Portfolio Value 225 Billion
Stocks 76
Filing on Oct 09, 2024 Q3 2024

Profit Investment Management, LLC

  • VKTX
  • CROX
  • GIII
  • PLXS
  • SCSC
  • LOB
  • BOX
Profit Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 128 Million
Stocks 81
Filing on Oct 09, 2024 Q3 2024

Jessup Wealth Management, Inc

  • AMZN
  • AAPL
  • NVDA
  • TMUS
  • JNK
  • GOOGL
  • PG
Jessup Wealth Management, Inc's Q3 2024 Portfolio
Portfolio Value 218 Billion
Stocks 57
Filing on Oct 09, 2024 Q3 2024

Successful Portfolios LLC

  • SPY
  • NVDA
  • MSFT
  • IVV
  • SCHO
  • AAPL
  • SCHB
Successful Portfolios LLC's Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 163
Filing on Oct 09, 2024 Q3 2024

Guild Investment Management, Inc.

  • NVDA
  • PHYS
  • BIL
  • GBTC
  • GLIN
  • MU
  • AAPL
Guild Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 91.7 Million
Stocks 41
Filing on Oct 09, 2024 Q3 2024

Strong Tower Advisory Services

  • MSTR
  • FSK
  • NVDA
  • AAPL
  • FBRT
  • MSFT
  • RSP
Strong Tower Advisory Services's Q3 2024 Portfolio
Portfolio Value 344 Million
Stocks 100
Filing on Oct 09, 2024 Q3 2024

Orba Wealth Advisors, L.L.C.

  • AAPL
  • SPY
  • ULST
  • DGRW
  • FPE
  • AVUV
  • MSFT
Orba Wealth Advisors, L.L.C.'s Q3 2024 Portfolio
Portfolio Value 198 Billion
Stocks 104
Filing on Oct 09, 2024 Q3 2024

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • XOM
New England Professional Planning Group Inc.'s Q3 2024 Portfolio
Portfolio Value 202 Million
Stocks 51
Filing on Oct 09, 2024 Q3 2024

Lvw Advisors, LLC

  • SCHD
  • HEFA
  • VONG
  • STIP
  • VUG
  • AAPL
  • SCHO
Lvw Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 771 Million
Stocks 309
Filing on Oct 09, 2024 Q3 2024

Scott Capital Advisors, LLC

  • VOO
  • SCHD
  • VUG
  • VB
  • QQQ
  • BIV
  • JPIE
Scott Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 352 Million
Stocks 52
Filing on Oct 09, 2024 Q3 2024

Virginia Wealth Management Group, Inc.

  • BRK-A
  • MSFT
  • CB
  • JPM
  • SO
  • AAPL
  • QCOM
Virginia Wealth Management Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 55