Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Umb Bank, N.A.

  • UMBF
  • IVV
  • AAPL
  • MSFT
  • NVDA
  • IJH
  • BRK-A
Umb Bank, N.A.'s Q3 2024 Portfolio
Portfolio Value 6.3 Billion
Stocks 3032
Filing on Oct 08, 2024 Q3 2024

Matrix Trust CO

  • ILCV
  • SCHF
  • VEA
  • VWO
  • SCHX
  • SCHP
  • IVV
Matrix Trust CO's Q3 2024 Portfolio
Portfolio Value 535 Million
Stocks 239
Filing on Oct 08, 2024 Q3 2024

Perkins Coie Trust CO

  • VO
  • VEA
  • MSFT
  • AAPL
  • VONG
  • IVW
  • GOOGL
Perkins Coie Trust CO's Q3 2024 Portfolio
Portfolio Value 436 Million
Stocks 304
Filing on Oct 08, 2024 Q3 2024

Rockingstone Advisors LLC

  • JPST
  • NVDA
  • SPY
  • XLK
  • AAPL
  • VTI
  • VEA
Rockingstone Advisors LLC's Q3 2024 Portfolio
Portfolio Value 204 Billion
Stocks 99
Filing on Oct 08, 2024 Q3 2024

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • IWR
  • NVDA
  • ISTB
  • AAPL
  • VOO
Hoxton Planning & Management, LLC's Q3 2024 Portfolio
Portfolio Value 256 Million
Stocks 201
Filing on Oct 08, 2024 Q3 2024

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • FBND
  • IYK
  • IAU
  • ITA
  • FNDF
Wealth Care Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 220 Million
Stocks 140
Filing on Oct 08, 2024 Q3 2024

Udine Wealth Management, Inc.

  • BIL
  • AAPL
  • MSFT
  • SHV
  • GOOG
  • BAC
  • JPM
Udine Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 140 Million
Stocks 28
Filing on Oct 08, 2024 Q3 2024

Sovereign Financial Group, Inc.

  • SPY
  • VEA
  • VUG
  • IVV
  • QQQ
  • VTV
  • AAPL
Sovereign Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 421 Million
Stocks 282
Filing on Oct 08, 2024 Q3 2024

St. Louis Financial Planners Asset Management, LLC

  • BIL
  • TFLO
  • SPY
  • BSCO
  • TSLA
  • BSCP
  • GE
St. Louis Financial Planners Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 31
Filing on Oct 08, 2024 Q3 2024

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • SPLG
  • PVAL
  • MSFT
  • AMZN
  • CIBR
Stone Crest Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 137 Billion
Stocks 60
Filing on Oct 08, 2024 Q3 2024

Vida Ventures Advisors, LLC

  • CNTA
  • DYN
  • ALLO
  • KRON
Vida Ventures Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 85.3 Million
Stocks 6
Filing on Oct 08, 2024 Q3 2024

Osher Van De Voorde Investment Management

  • BLK
  • AAPL
  • AMZN
  • AMGN
  • MSFT
  • GLW
  • V
Osher Van De Voorde Investment Management's Q3 2024 Portfolio
Portfolio Value 461 Million
Stocks 33
Filing on Oct 08, 2024 Q3 2024

Pathway Financial Advisors LLC

  • GBIL
  • VTV
  • VUG
  • VO
  • SPY
  • MXI
  • IJR
Pathway Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 379 Million
Stocks 163
Filing on Oct 08, 2024 Q3 2024

Strategic Wealth Partners, Ltd.

  • MBB
  • SPSB
  • MSFT
  • EFA
  • AAPL
  • IEI
  • LQD
Strategic Wealth Partners, Ltd.'s Q3 2024 Portfolio
Portfolio Value 947 Million
Stocks 304
Filing on Oct 08, 2024 Q3 2024

Helen Stephens Group, LLC

  • DFAC
  • QUAL
  • DFIC
  • IUSG
  • BNDX
  • VIG
  • JPST
Helen Stephens Group, LLC's Q3 2024 Portfolio
Portfolio Value 327 Million
Stocks 89
Filing on Oct 08, 2024 Q3 2024

Royal Fund Management, LLC

  • QQQ
  • IWM
  • QQQ
  • VOO
  • TLT
  • VGT
  • XLF
Royal Fund Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.66 Billion
Stocks 347
Filing on Oct 08, 2024 Q3 2024

Genesis Investment Management, LLP

  • PDD
  • BAP
  • IQ
  • UMC
  • NU
  • NTES
  • INFY
Genesis Investment Management, LLP's Q3 2024 Portfolio
Portfolio Value 517 Million
Stocks 15
Filing on Oct 08, 2024 Q3 2024

Connective Portfolio Management, LLC

  • REGN
  • QQQ
  • VRTX
  • HON
  • NVDA
  • VRT
  • HD
Connective Portfolio Management, LLC's Q3 2024 Portfolio
Portfolio Value 85.7 Million
Stocks 41