Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 09, 2024 Q3 2024

Wealth Bridge Investment Counsel Inc.

  • ORCL
  • JPM
  • GS
  • EFA
  • V
  • ETN
  • EEM
Wealth Bridge Investment Counsel Inc.'s Q3 2024 Portfolio
Portfolio Value 282 Million
Stocks 47
Filing on Oct 09, 2024 Q3 2024

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • AAPL
  • IJH
  • BRK-B
  • SPY
Pinnacle Bancorp, Inc.'s Q3 2024 Portfolio
Portfolio Value 370 Million
Stocks 871
Filing on Oct 09, 2024 Q3 2024

Walker Financial Services, Inc.

  • SCHD
  • AGG
  • SPSB
  • FBND
  • STIP
  • VXUS
  • VGIT
Walker Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 148 Billion
Stocks 29
Filing on Oct 09, 2024 Q3 2024

Freestate Advisors LLC

  • SPYV
  • IGIB
  • SCHF
  • SPY
  • AGG
  • SHYG
  • BIL
Freestate Advisors LLC's Q3 2024 Portfolio
Portfolio Value 96.1 Billion
Stocks 36
Filing on Oct 09, 2024 Q3 2024

Martel Wealth Advisors Inc

  • BND
  • VUG
  • VYM
  • BSV
  • IEFA
  • VIG
  • SCHG
Martel Wealth Advisors Inc's Q3 2024 Portfolio
Portfolio Value 489 Billion
Stocks 53
Filing on Oct 09, 2024 Q3 2024

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • VTEB
  • IVV
  • IJR
  • BLV
  • XLV
Hilltop Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 214 Million
Stocks 51
Filing on Oct 09, 2024 Q3 2024

Juncture Wealth Strategies, LLC

  • VV
  • DFUV
  • SCHB
  • DFAT
  • SPYV
  • SCHD
  • AGG
Juncture Wealth Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 258 Million
Stocks 120
Filing on Oct 09, 2024 Q3 2024

Life Pro Asset Management

  • BKLN
  • LONZ
  • MSFT
  • AGNC
  • DFSD
  • DFCF
  • XCCC
Life Pro Asset Management's Q3 2024 Portfolio
Portfolio Value 132 Million
Stocks 151
Filing on Oct 09, 2024 Q3 2024

Red Mountain Financial, LLC

  • SCHD
  • AAPL
  • BRK-B
  • JPIE
  • FBND
  • JMUB
  • BSV
Red Mountain Financial, LLC's Q3 2024 Portfolio
Portfolio Value 94 Billion
Stocks 68
Filing on Oct 09, 2024 Q3 2024

Iowa State Bank

  • IEFA
  • IJH
  • AAPL
  • MSFT
  • JPM
  • IJR
  • PGX
Iowa State Bank's Q3 2024 Portfolio
Portfolio Value 481 Million
Stocks 112
Filing on Oct 09, 2024 Q3 2024

Reinhart Partners, Inc.

  • LNTH
  • FTDR
  • FCNCA
  • NSP
  • WTFC
  • HLMN
  • AGO
Reinhart Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 2.56 Billion
Stocks 80
Filing on Oct 09, 2024 Q3 2024

Long View Wealth Management

  • SCHD
  • HD
  • AAPL
  • ILCG
  • GPC
  • CGGR
  • SCHX
Long View Wealth Management's Q3 2024 Portfolio
Portfolio Value 313 Billion
Stocks 194
Filing on Oct 09, 2024 Q3 2024

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • SHYG
  • VTV
  • VCLT
  • AVGO
  • VIG
Financial Advisory Partners, LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 67
Filing on Oct 09, 2024 Q3 2024

Steigerwald, Gordon & Koch Inc.

  • AAPL
  • MSFT
  • DKS
  • JPM
  • CACI
  • SYK
  • CARR
Steigerwald, Gordon & Koch Inc.'s Q3 2024 Portfolio
Portfolio Value 908 Million
Stocks 128
Filing on Oct 09, 2024 Q3 2024

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • PRIM
  • EPD
  • APD
  • MRK
  • KMI
  • PBA
A. D. Beadell Investment Counsel, Inc.'s Q3 2024 Portfolio
Portfolio Value 125 Million
Stocks 85
Filing on Oct 09, 2024 Q3 2024

Bank & Trust CO

  • LLY
  • OTTR
  • MSFT
  • ORI
  • AAPL
  • AEE
  • ITW
Bank & Trust CO's Q3 2024 Portfolio
Portfolio Value 123 Billion
Stocks 287