Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 09, 2024 Q3 2024

Towerpoint Wealth, LLC

  • VUG
  • VTV
  • VCIT
  • VEA
  • VO
  • VBK
  • VBR
Towerpoint Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 85
Filing on Oct 09, 2024 Q3 2024

Sarasin & Partners LLP

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
  • MA
  • ZTS
Sarasin & Partners LLP's Q3 2024 Portfolio
Portfolio Value 10.6 Billion
Stocks 80
Filing on Oct 09, 2024 Q3 2024

Colorado Capital Management, Inc.

  • USSG
  • DFAS
  • AAPL
  • VTIP
  • SPY
  • DFUV
  • MDY
Colorado Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 203 Million
Stocks 97
Filing on Oct 09, 2024 Q3 2024

Contravisory Investment Management, Inc.

  • SPOT
  • MCK
  • CTAS
  • NFLX
  • AFL
  • CARR
  • TSM
Contravisory Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 453 Million
Stocks 343
Filing on Oct 09, 2024 Q3 2024

Merrion Investment Management Co, LLC

  • JEF
  • AAPL
  • CCJ
  • GOOG
  • WMB
  • BRK-B
  • NVEC
Merrion Investment Management Co, LLC's Q3 2024 Portfolio
Portfolio Value 146 Million
Stocks 103
Filing on Oct 09, 2024 Q3 2024

Spence Asset Management

  • MA
  • V
  • TYL
  • ISRG
  • AMZN
  • MSFT
  • IDXX
Spence Asset Management's Q3 2024 Portfolio
Portfolio Value 412 Million
Stocks 48
Filing on Oct 09, 2024 Q3 2024

Cerro Pacific Wealth Advisors LLC

  • AAPL
  • QQQ
  • NVDA
  • AVUV
  • MSFT
  • VIG
  • VLUE
Cerro Pacific Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 273 Million
Stocks 149
Filing on Oct 09, 2024 Q3 2024

Rose Park Advisors, LLC

  • CPNG
Rose Park Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 17.5 Million
Stocks 1
Filing on Oct 09, 2024 Q3 2024

Hoese & CO LLP

  • GOVT
  • IVV
  • SPHQ
  • QUAL
  • IUSB
  • VOO
  • VIG
Hoese & CO LLP's Q3 2024 Portfolio
Portfolio Value 118 Million
Stocks 209
Filing on Oct 09, 2024 Q3 2024

Private Advisory Group LLC

  • MSFT
  • AAPL
  • NVDA
  • IWM
  • META
  • AMZN
  • GOOG
Private Advisory Group LLC's Q3 2024 Portfolio
Portfolio Value 820 Million
Stocks 199
Filing on Oct 09, 2024 Q3 2024

Agate Pass Investment Management, LLC

  • ABBV
  • VB
  • AAPL
  • MSFT
  • ABT
  • GOOGL
  • VEU
Agate Pass Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 194 Million
Stocks 94
Filing on Oct 09, 2024 Q3 2024

Watts Gwilliam & Co., LLC

  • NVDA
  • AAPL
  • SPY
  • MSFT
  • IVE
  • INTC
  • QUAL
Watts Gwilliam & Co., LLC's Q3 2024 Portfolio
Portfolio Value 459 Billion
Stocks 222
Filing on Oct 09, 2024 Q3 2024

Beaumont Financial Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • GOOGL
  • IJH
  • AMZN
  • JQUA
Beaumont Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 349
Filing on Oct 09, 2024 Q3 2024

Constellation Investimentos E Participacoes Ltda

  • MELI
  • NU
  • STNE
  • ITUB
  • PBRA
  • SUZ
  • META
Constellation Investimentos E Participacoes Ltda's Q3 2024 Portfolio
Portfolio Value 177 Million
Stocks 12
Filing on Oct 09, 2024 Q3 2024

Albion Financial Group

  • VOO
  • AAPL
  • IWR
  • MSFT
  • LVHD
  • AMZN
  • GOOGL
Albion Financial Group 's Q3 2024 Portfolio
Portfolio Value 1.42 Billion
Stocks 511
Filing on Oct 09, 2024 Q3 2024

Christopher J. Hasenberg, Inc

  • VOO
  • DUHP
  • IWV
  • IJT
  • IWM
  • QQQ
  • REZ
Christopher J. Hasenberg, Inc's Q3 2024 Portfolio
Portfolio Value 243 Million
Stocks 174