Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Kelly Financial Services LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • EMXC
  • MBB
Kelly Financial Services LLC's Q3 2024 Portfolio
Portfolio Value 258 Million
Stocks 112
Filing on Oct 08, 2024 Q3 2024

Systrade Ag

  • GOLD
  • UBS
  • VAL
  • BABA
  • BNTX
  • YPF
Systrade Ag's Q3 2024 Portfolio
Portfolio Value 47.6 Billion
Stocks 7
Filing on Oct 08, 2024 Q3 2024

Sanders Morris Harris LLC

  • QQQ
  • BX
  • AAPL
  • NVDA
  • EPD
  • CSWC
  • IWF
Sanders Morris Harris LLC's Q3 2024 Portfolio
Portfolio Value 585 Million
Stocks 287
Filing on Oct 08, 2024 Q3 2024

Atlas Private Wealth Advisors

  • SPMD
  • SPSM
  • RSP
  • SPHY
  • IEF
  • DIA
  • SPDW
Atlas Private Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 680 Million
Stocks 153
Filing on Oct 08, 2024 Q3 2024

Harbor Group, Inc.

  • JCPB
  • FBND
  • BKCI
  • IJH
  • MOAT
  • IJR
  • SPYV
Harbor Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 428 Million
Stocks 90
Filing on Oct 08, 2024 Q3 2024

Morton Capital Management Llc/Ca

  • OUNZ
  • USFR
  • DFAX
  • DFAC
  • SPC
  • MSFT
  • AAPL
Morton Capital Management Llc/Ca's Q3 2024 Portfolio
Portfolio Value 508 Billion
Stocks 111
Filing on Oct 08, 2024 Q3 2024

Cypress Wealth Services, LLC

  • IVV
  • AAPL
  • SPLG
  • QUAL
  • IVW
  • DYNF
  • EFG
Cypress Wealth Services, LLC's Q3 2024 Portfolio
Portfolio Value 468 Million
Stocks 282
Filing on Oct 08, 2024 Q3 2024

Cornerstone Management, Inc.

  • VUG
  • VTV
  • JPST
  • AGG
  • FLRN
  • EFA
  • VTI
Cornerstone Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 479 Billion
Stocks 53
Filing on Oct 08, 2024 Q3 2024

Northstar Group, Inc.

  • BRK-B
  • VTI
  • BIL
  • AAPL
  • COST
  • GOOG
  • VOO
Northstar Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 570 Million
Stocks 157
Filing on Oct 08, 2024 Q3 2024

Hyperion Partners, LLC

  • SDY
  • RWJ
  • QQQ
  • VXUS
  • VOT
  • JPIB
  • SPLV
Hyperion Partners, LLC's Q3 2024 Portfolio
Portfolio Value 157 Billion
Stocks 73
Filing on Oct 08, 2024 Q3 2024

Grunden Financial Advisory, Inc.

  • DFAC
  • DFCF
  • DUHP
  • DFSD
  • DFUV
  • DFAX
  • DFSV
Grunden Financial Advisory, Inc.'s Q3 2024 Portfolio
Portfolio Value 204 Billion
Stocks 24
Filing on Oct 08, 2024 Q3 2024

Advocate Group LLC

  • GIS
  • VEA
  • ABBV
  • IBM
  • VV
  • MSFT
  • AAPL
Advocate Group LLC's Q3 2024 Portfolio
Portfolio Value 551 Million
Stocks 117
Filing on Oct 08, 2024 Q3 2024

Guardian Asset Advisors, LLC

  • AAPL
  • AMZN
  • SPLG
  • SPIB
  • NVDA
  • DIA
  • QQQM
Guardian Asset Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 97
Filing on Oct 08, 2024 Q3 2024

Unison Advisors LLC

  • AVUV
  • AVDV
  • VTV
  • DGS
  • FNDE
  • QUAL
  • DEHP
Unison Advisors LLC's Q3 2024 Portfolio
Portfolio Value 828 Million
Stocks 179
Filing on Oct 08, 2024 Q3 2024

Cadinha & CO LLC

  • BRK-B
  • COST
  • IAU
  • ISRG
  • FCX
  • IVV
  • MSFT
Cadinha & CO LLC's Q3 2024 Portfolio
Portfolio Value 584 Million
Stocks 100
Filing on Oct 08, 2024 Q3 2024

Tcg Capital Management, LP

  • FNKO
Tcg Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 153 Million
Stocks 1
Filing on Oct 08, 2024 Q3 2024

Planned Solutions, Inc.

  • MOAT
  • FNDX
  • ITOT
  • JPIE
  • BIV
  • JVAL
  • SPGP
Planned Solutions, Inc.'s Q3 2024 Portfolio
Portfolio Value 245 Million
Stocks 662
Filing on Oct 08, 2024 Q3 2024

Lakehouse Capital Pty LTD

  • MELI
  • AMZN
  • NOW
  • SPOT
  • GOOG
  • SE
  • WIX
Lakehouse Capital Pty LTD's Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 13