Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Greenhouse Wealth Management, LLC

  • SPY
  • VTV
  • IVV
  • VOO
  • VTI
  • QQQ
  • VB
Greenhouse Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 148 Million
Stocks 59
Filing on Oct 08, 2024 Q3 2024

First National Corp

  • SPY
  • GLD
  • SCHB
  • SH
  • USFR
  • SCHD
  • SCHX
First National Corp 's Q3 2024 Portfolio
Portfolio Value 449 Million
Stocks 145
Filing on Oct 08, 2024 Q3 2024

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DFAR
  • DFSD
  • DIHP
Great Oak Capital Partners, LLC's Q3 2024 Portfolio
Portfolio Value 289 Billion
Stocks 34
Filing on Oct 08, 2024 Q3 2024

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • XLV
  • LLY
  • XOM
  • MSFT
  • SPY
Eagle Wealth Strategies LLC's Q3 2024 Portfolio
Portfolio Value 137 Billion
Stocks 110
Filing on Oct 08, 2024 Q3 2024

Barlow Wealth Partners, Inc.

  • GOOG
  • MSFT
  • HLI
  • COST
  • CEG
  • V
  • AAPL
Barlow Wealth Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 765 Billion
Stocks 147
Filing on Oct 08, 2024 Q3 2024

West Financial Advisors, LLC

  • SPY
  • BND
  • VEA
  • VTEB
  • DFAE
  • IJH
  • IEFA
West Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 518 Million
Stocks 188
Filing on Oct 08, 2024 Q3 2024

Gunderson Capital Management Inc.

  • LLY
  • NVDA
  • META
  • NVO
  • MSFT
  • ANET
  • SH
Gunderson Capital Management Inc.'s Q3 2024 Portfolio
Portfolio Value 236 Million
Stocks 40
Filing on Oct 08, 2024 Q3 2024

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • VB
  • SCHB
Brightwater Advisory LLC's Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 61
Filing on Oct 08, 2024 Q3 2024

Beacon Wealthcare LLC

  • VTI
  • IEF
  • SCHR
  • VEU
  • SCHB
  • SHY
  • VTEB
Beacon Wealthcare LLC's Q3 2024 Portfolio
Portfolio Value 248 Million
Stocks 27
Filing on Oct 08, 2024 Q3 2024

Daymark Wealth Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • PG
  • AMZN
  • AMGN
  • JPM
Daymark Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 2.95 Billion
Stocks 512
Filing on Oct 08, 2024 Q3 2024

Hexagon Capital Partners LLC

  • WMT
  • JBHT
  • META
  • DDS
  • AAPL
  • NVDA
  • VUG
Hexagon Capital Partners LLC's Q3 2024 Portfolio
Portfolio Value 508 Million
Stocks 1594
Filing on Oct 08, 2024 Q3 2024

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • VEA
  • DBEF
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 242 Billion
Stocks 217
Filing on Oct 08, 2024 Q3 2024

Abner Herrman & Brock LLC

  • NVDA
  • MSFT
  • IBM
  • JPM
  • AMZN
  • ORCL
  • NFLX
Abner Herrman & Brock LLC's Q3 2024 Portfolio
Portfolio Value 829 Million
Stocks 93
Filing on Oct 08, 2024 Q3 2024

O'Connor Financial Group LLC

  • FIXD
  • LDUR
  • VOO
  • VB
  • TPIF
  • SPDW
  • TPLC
O'Connor Financial Group LLC's Q3 2024 Portfolio
Portfolio Value 190 Billion
Stocks 55
Filing on Oct 08, 2024 Q3 2024

Cwm, LLC

  • IVV
  • IUSB
  • QUAL
  • IVW
  • SPLG
  • AAPL
  • DYNF
Cwm, LLC's Q3 2024 Portfolio
Portfolio Value 23.3 Billion
Stocks 5119
Filing on Oct 08, 2024 Q3 2024

Evensky & Katz LLC

  • SCHB
  • ITOT
  • DFIC
  • IWV
  • AVUV
  • IJJ
  • DFEM
Evensky & Katz LLC's Q3 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 84
Filing on Oct 08, 2024 Q3 2024

Reliant Investment Management, LLC

  • AVGO
  • AAPL
  • GOOGL
  • PWR
  • HD
  • TYL
  • TMO
Reliant Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 199 Million
Stocks 57
Filing on Oct 08, 2024 Q3 2024

O'Keefe Stevens Advisory, Inc.

  • NVDA
  • QCOM
  • HCC
  • AMGN
  • DFIN
  • GLW
  • L
O'Keefe Stevens Advisory, Inc.'s Q3 2024 Portfolio
Portfolio Value 305 Million
Stocks 72