Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 09, 2024 Q3 2024

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • DFAS
  • AVLV
  • AVUV
  • SCHR
  • SCHO
  • BSV
Moisand Fitzgerald Tamayo, LLC's Q3 2024 Portfolio
Portfolio Value 702 Million
Stocks 620
Filing on Oct 09, 2024 Q3 2024

San Luis Wealth Advisors LLC

  • AAPL
  • VTEB
  • JPST
  • SCHI
  • IGLB
  • NVDA
  • BIV
San Luis Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 484 Million
Stocks 143
Filing on Oct 09, 2024 Q3 2024

Worth Asset Management, LLC

  • VTV
  • IEF
  • DIA
  • TLT
  • BIL
  • SPLG
  • SGOV
Worth Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 172 Million
Stocks 361
Filing on Oct 09, 2024 Q3 2024

Stolper CO

  • BRK-B
  • AAPL
  • JPM
  • OKE
  • ORCL
  • UNH
  • AFL
Stolper CO's Q3 2024 Portfolio
Portfolio Value 306 Million
Stocks 89
Filing on Oct 09, 2024 Q3 2024

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 376 Billion
Stocks 113
Filing on Oct 09, 2024 Q3 2024

Ferguson Shapiro LLC

  • PTLC
  • LONZ
  • VEA
  • MGK
  • CLOI
  • PFIX
  • MOAT
Ferguson Shapiro LLC's Q3 2024 Portfolio
Portfolio Value 165 Million
Stocks 61
Filing on Oct 09, 2024 Q3 2024

Key Colony Management, LLC

  • MGM
  • OMF
  • EVLV
  • ASTS
  • HOMB
  • EVLVW
Key Colony Management, LLC's Q3 2024 Portfolio
Portfolio Value 87.8 Million
Stocks 6
Filing on Oct 09, 2024 Q3 2024

Foguth Wealth Management, Llc.

  • SPY
  • QQQM
  • DIVB
  • MOAT
  • JEPI
  • DIVO
  • SPYG
Foguth Wealth Management, Llc.'s Q3 2024 Portfolio
Portfolio Value 275 Billion
Stocks 134
Filing on Oct 09, 2024 Q3 2024

Marshall & Sullivan Inc

  • IWM
  • MSFT
  • VWO
  • GOOGL
  • HD
  • SYK
  • LLY
Marshall & Sullivan Inc 's Q3 2024 Portfolio
Portfolio Value 198 Million
Stocks 40
Filing on Oct 09, 2024 Q3 2024

Independence Bank Of Kentucky

  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • AMZN
  • JPM
  • NVDA
Independence Bank Of Kentucky's Q3 2024 Portfolio
Portfolio Value 460 Million
Stocks 586
Filing on Oct 09, 2024 Q3 2024

Clarius Group, LLC

  • PCAR
  • MSFT
  • VOO
  • IDEV
  • FNDA
  • AMZN
  • VTI
Clarius Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.4 Billion
Stocks 454
Filing on Oct 09, 2024 Q3 2024

Trevian Wealth Management LLC

  • VOO
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
  • VEU
Trevian Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 122 Million
Stocks 30
Filing on Oct 09, 2024 Q3 2024

Franklin Street Advisors Inc

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • META
  • ORCL
Franklin Street Advisors Inc 's Q3 2024 Portfolio
Portfolio Value 1.48 Billion
Stocks 167
Filing on Oct 09, 2024 Q3 2024

Selective Wealth Management, Inc.

  • VOO
  • SGOV
  • META
  • WCLD
  • JEPI
  • CRM
  • IVV
Selective Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 239 Million
Stocks 106
Filing on Oct 09, 2024 Q3 2024

Capital Insight Partners, LLC

  • AGG
  • PRAY
  • MUB
  • IVV
  • BIV
  • VMBS
  • ISTB
Capital Insight Partners, LLC's Q3 2024 Portfolio
Portfolio Value 565 Million
Stocks 157
Filing on Oct 09, 2024 Q3 2024

Keeler & Nadler Financial Planning & Wealth Management

  • QUAL
  • SCHG
  • FNDF
  • VUG
  • SCHV
  • SPLG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q3 2024 Portfolio
Portfolio Value 205 Billion
Stocks 71
Filing on Oct 09, 2024 Q3 2024

Boston Common Asset Management, LLC

  • TSM
  • DTE.DE
  • MSFT
  • AAPL
  • HNR1.DE
  • WAB
  • RXL.PA
Boston Common Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 3.84 Billion
Stocks 334
Filing on Oct 09, 2024 Q3 2024

Pps&V Asset Management Consultants, Inc.

  • IVV
  • QQQ
  • SCHG
  • VYM
  • IJR
  • AAPL
  • SCHD
Pps&V Asset Management Consultants, Inc.'s Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 39