Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Act Wealth Management, LLC

  • VXF
  • SCHF
  • VYM
  • IWB
  • GLD
  • CEMB
  • SCHC
Act Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 225 Million
Stocks 49
Filing on Oct 08, 2024 Q3 2024

Shanker Valleau Wealth Advisors, Inc.

  • DFAC
  • ORCL
  • DFAX
  • DFUV
  • VCSH
  • BNDX
  • AVRE
Shanker Valleau Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 294 Million
Stocks 32
Filing on Oct 08, 2024 Q3 2024

First Premier Bank

  • VTI
  • AAPL
  • VTV
  • PHDG
  • VGT
  • MSFT
  • PG
First Premier Bank's Q3 2024 Portfolio
Portfolio Value 401 Million
Stocks 634
Filing on Oct 08, 2024 Q3 2024

Howard Financial Services, Ltd.

  • QUAL
  • SCHD
  • RSP
  • VIG
  • GTO
  • AAPL
  • HTRB
Howard Financial Services, Ltd.'s Q3 2024 Portfolio
Portfolio Value 686 Million
Stocks 168
Filing on Oct 08, 2024 Q3 2024

Future Financial Wealth Managment LLC

  • VOO
  • QQQM
  • SCHD
  • IWY
  • PG
  • COWZ
  • TSPA
Future Financial Wealth Managment LLC's Q3 2024 Portfolio
Portfolio Value 138 Million
Stocks 470
Filing on Oct 08, 2024 Q3 2024

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VTV
  • VEA
  • SPYG
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q3 2024 Portfolio
Portfolio Value 1.18 Trillion
Stocks 336
Filing on Oct 08, 2024 Q3 2024

Partnership Wealth Management, LLC

  • AGG
  • LLY
  • IJH
  • IJR
  • IWF
  • SPYV
  • SPDW
Partnership Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 187
Filing on Oct 08, 2024 Q3 2024

True North Advisors, LLC

  • LII
  • BRK-B
  • AAPL
  • MSFT
  • GOOG
  • COST
  • IWF
True North Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 378 Million
Stocks 185
Filing on Oct 08, 2024 Q3 2024

Parkside Advisors LLC

  • IWB
  • IWM
  • IEF
  • EFA
  • AGG
  • VMBS
  • QQQM
Parkside Advisors LLC's Q3 2024 Portfolio
Portfolio Value 420 Million
Stocks 82
Filing on Oct 08, 2024 Q3 2024

Gill Capital Partners, LLC

  • KR
  • VUG
  • SCHG
  • BSCT
  • VEA
  • VTV
  • SCHV
Gill Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 262 Million
Stocks 131
Filing on Oct 08, 2024 Q3 2024

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q3 2024 Portfolio
Portfolio Value 144 Million
Stocks 47
Filing on Oct 08, 2024 Q3 2024

Saxon Interests, Inc.

  • PRF
  • AAPL
  • VTI
  • MSFT
  • IWF
  • VOO
  • EWJ
Saxon Interests, Inc.'s Q3 2024 Portfolio
Portfolio Value 213 Million
Stocks 187
Filing on Oct 08, 2024 Q3 2024

Sinecera Capital, LLC

  • VTI
  • TLT
  • IEF
  • IAU
  • VGLT
  • MXI
  • AAPL
Sinecera Capital, LLC's Q3 2024 Portfolio
Portfolio Value 81.8 Million
Stocks 30
Filing on Oct 08, 2024 Q3 2024

Objectivity Squared, LLC

  • AVUV
  • IWD
  • DGRO
  • MOAT
  • VEA
  • IWF
  • USAC
Objectivity Squared, LLC's Q3 2024 Portfolio
Portfolio Value 144 Billion
Stocks 50
Filing on Oct 08, 2024 Q3 2024

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • MDY
  • VB
Peddock Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 414 Million
Stocks 161
Filing on Oct 08, 2024 Q3 2024

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • NVDA
  • SYK
  • PG
  • VTI
  • CARR
Hall Laurie J Trustee's Q3 2024 Portfolio
Portfolio Value 316 Million
Stocks 487
Filing on Oct 08, 2024 Q3 2024

Safir Wealth Advisors, LLC

  • VOO
  • VUG
  • BSV
  • VTV
  • VIG
  • VGSH
  • BIV
Safir Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 129 Million
Stocks 17
Filing on Oct 08, 2024 Q3 2024

Tilia Fiduciary Partners, Inc.

  • AAPL
  • MSFT
  • BRK-B
  • VIGI
  • GOOGL
  • BAH
  • WMT
Tilia Fiduciary Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 104