Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 08, 2024 Q3 2024

City Holding CO

  • CHCO
  • AAPL
  • MSFT
  • LLY
  • GOOGL
  • META
  • AMZN
City Holding CO's Q3 2024 Portfolio
Portfolio Value 690 Million
Stocks 497
Filing on Oct 08, 2024 Q3 2024

Snow Phipps Group, LLC

  • VEL
  • LAUR
Snow Phipps Group, LLC's Q3 2024 Portfolio
Portfolio Value 285 Million
Stocks 2
Filing on Oct 08, 2024 Q3 2024

Sl Advisors, LLC

  • ET
  • SPY
  • NEXT
  • TRGP
  • OKE
  • USAI
  • LNG
Sl Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 55.1 Million
Stocks 47
Filing on Oct 08, 2024 Q3 2024

Brookstone Capital Management

  • SPY
  • QQQ
  • VUG
  • AGG
  • VTV
  • AAPL
  • BKAG
Brookstone Capital Management's Q3 2024 Portfolio
Portfolio Value 6.01 Billion
Stocks 1002
Filing on Oct 08, 2024 Q3 2024

Trust CO Of Kansas

  • TCHP
  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • AMZN
  • XOM
Trust CO Of Kansas's Q3 2024 Portfolio
Portfolio Value 206 Million
Stocks 61
Filing on Oct 08, 2024 Q3 2024

Olistico Wealth, LLC

  • VUG
  • AAPL
  • VTI
  • VGT
  • VTV
  • NVDA
  • AMZN
Olistico Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 164 Billion
Stocks 537
Filing on Oct 08, 2024 Q3 2024

Leibman Financial Services, Inc.

  • USFR
  • URI
  • DE
  • BRK-B
  • AAPL
  • TECK
  • EPI
Leibman Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 141 Billion
Stocks 57
Filing on Oct 08, 2024 Q3 2024

Bka Wealth Consulting, Inc.

  • MOAT
  • DGRW
  • UCON
  • KNG
  • JPST
  • LVHI
  • FTCS
Bka Wealth Consulting, Inc.'s Q3 2024 Portfolio
Portfolio Value 91.7 Million
Stocks 71
Filing on Oct 08, 2024 Q3 2024

Samson Rock Capital LLP

  • HES
  • ACI
  • ZUO
  • SQSP
  • ALIT
  • IMXI
Samson Rock Capital LLP's Q3 2024 Portfolio
Portfolio Value 98.5 Billion
Stocks 8
Filing on Oct 08, 2024 Q3 2024

Talbot Financial, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • NVDA
  • AMAT
  • INTU
Talbot Financial, LLC's Q3 2024 Portfolio
Portfolio Value 821 Billion
Stocks 61
Filing on Oct 08, 2024 Q3 2024

Ironwood Wealth Management, Llc.

  • VGLT
  • IEFA
  • IEF
  • IVV
  • IEMG
  • BSCP
  • IJH
Ironwood Wealth Management, Llc.'s Q3 2024 Portfolio
Portfolio Value 330 Million
Stocks 44
Filing on Oct 08, 2024 Q3 2024

Cape Ann Savings Bank

  • IJH
  • EFA
  • IVV
  • VGSH
  • AAPL
  • IAU
  • MSFT
Cape Ann Savings Bank's Q3 2024 Portfolio
Portfolio Value 171 Million
Stocks 89
Filing on Oct 08, 2024 Q3 2024

Horizons Wealth Management

  • VV
  • VEA
  • VNQ
  • VO
  • VB
  • TIP
  • BND
Horizons Wealth Management's Q3 2024 Portfolio
Portfolio Value 130 Million
Stocks 174
Filing on Oct 08, 2024 Q3 2024

Marquette Asset Management, LLC

  • SCHG
  • DFAI
  • SCHD
  • IWF
  • AVUV
  • AGG
  • VO
Marquette Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 629 Million
Stocks 231
Filing on Oct 08, 2024 Q3 2024

Sage Capital Advisors,Llc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • SPY
  • RTX
  • GOOGL
Sage Capital Advisors,Llc's Q3 2024 Portfolio
Portfolio Value 374 Million
Stocks 138
Filing on Oct 08, 2024 Q3 2024

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • IBDR
  • IBDS
  • IBDQ
  • IBDT
Gratus Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 612 Billion
Stocks 133