Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Adirondack Trust CO

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • MDY
  • PG
Adirondack Trust CO's Q3 2024 Portfolio
Portfolio Value 259 Million
Stocks 575
Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on Oct 08, 2024 Q3 2024

Wedmont Private Capital

  • VEA
  • VWO
  • VTI
  • VOO
  • VTC
  • GOVT
  • IEFA
Wedmont Private Capital's Q3 2024 Portfolio
Portfolio Value 1.75 Billion
Stocks 668
Filing on Oct 08, 2024 Q3 2024

Sanibel Captiva Trust Company, Inc.

  • MSFT
  • AAPL
  • GOOG
  • VYM
  • HD
  • ACN
  • V
Sanibel Captiva Trust Company, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.12 Trillion
Stocks 653
Filing on Oct 08, 2024 Q3 2024

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • SCHA
  • VWO
  • IEFA
  • VB
Marcum Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 415
Filing on Oct 08, 2024 Q3 2024

Usa Financial Portformulas Corp

  • EFA
  • SPY
  • IVW
  • QQQ
  • IJK
  • LQD
  • IVV
Usa Financial Portformulas Corp's Q3 2024 Portfolio
Portfolio Value 641 Million
Stocks 256
Filing on Oct 08, 2024 Q3 2024

Tl Private Wealth

  • VUG
  • VTV
  • VO
  • FTSL
  • VEU
  • LMBS
  • VCSH
Tl Private Wealth's Q3 2024 Portfolio
Portfolio Value 225 Million
Stocks 44
Filing on Oct 08, 2024 Q3 2024

Clarus Wealth Advisors

  • SPY
  • MGK
  • AAPL
  • COWZ
  • SPLG
  • XLK
  • IJH
Clarus Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 196 Million
Stocks 134
Filing on Oct 08, 2024 Q3 2024

Wealth Group LTD

  • IVV
  • QUAL
  • COWZ
  • VOO
  • VGT
  • ICOW
  • DGRO
Wealth Group LTD's Q3 2024 Portfolio
Portfolio Value 344 Billion
Stocks 65
Filing on Oct 08, 2024 Q3 2024

Bruce G. Allen Investments, LLC

  • EFV
  • VTV
  • FNDF
  • FNDX
  • SCHD
  • VOE
  • PHYS
Bruce G. Allen Investments, LLC's Q3 2024 Portfolio
Portfolio Value 129 Billion
Stocks 1116
Filing on Oct 08, 2024 Q3 2024

Somerset Trust CO

  • MSFT
  • AAPL
  • LOW
  • JPM
  • NEE
  • AFL
  • WMT
Somerset Trust CO's Q3 2024 Portfolio
Portfolio Value 261 Million
Stocks 200
Filing on Oct 08, 2024 Q3 2024

Patten Group, Inc.

  • NVDA
  • MSFT
  • AAPL
  • KO
  • V
  • IWF
  • KMB
Patten Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 440 Million
Stocks 243
Filing on Oct 08, 2024 Q3 2024

High Note Wealth, LLC

  • IVV
  • ESGD
  • XLK
  • SCHM
  • AAPL
  • DBEF
  • UNH
High Note Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 350 Million
Stocks 101
Filing on Oct 08, 2024 Q3 2024

Enterprise Bank & Trust CO

  • AGG
  • IJH
  • GUNR
  • AAPL
  • MSFT
  • VNQ
  • NVDA
Enterprise Bank & Trust CO's Q3 2024 Portfolio
Portfolio Value 309 Million
Stocks 129
Filing on Oct 08, 2024 Q3 2024

Traveka Wealth, LLC

  • VOO
  • VBR
  • BSV
  • VTV
  • BIV
  • MUB
  • MSFT
Traveka Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 197 Billion
Stocks 132
Filing on Oct 08, 2024 Q3 2024

Dakota Community Bank & Trust Na

  • MSFT
  • JPM
  • AAPL
  • ABBV
  • AMP
  • WMB
  • UNP
Dakota Community Bank & Trust Na's Q3 2024 Portfolio
Portfolio Value 19.7 Million
Stocks 103
Filing on Oct 08, 2024 Q3 2024

Park Place Capital Corp

  • ACIO
  • IVV
  • IEFA
  • DRSK
  • RSP
  • SCHG
  • OSCV
Park Place Capital Corp's Q3 2024 Portfolio
Portfolio Value 319 Million
Stocks 857
Filing on Oct 08, 2024 Q3 2024

Lbmc Investment Advisors, LLC

  • IVV
  • RSP
  • IWM
  • HDV
  • IEFA
  • EFA
  • DVY
Lbmc Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.26 Billion
Stocks 195