Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Country Trust Bank

  • FBND
  • VEA
  • AAPL
  • NVDA
  • MSFT
  • AGG
  • AMZN
Country Trust Bank's Q3 2024 Portfolio
Portfolio Value 3.99 Billion
Stocks 376
Filing on Oct 08, 2024 Q3 2024

Fcf Advisors LLC

  • AAPL
  • ABBV
  • HD
  • JNJ
  • PG
  • AXP
  • ACN
Fcf Advisors LLC's Q3 2024 Portfolio
Portfolio Value 422 Million
Stocks 145
Filing on Oct 08, 2024 Q3 2024

Stordahl Capital Management, Inc.

  • VOO
  • VOOV
  • DFAS
  • DFIC
  • BND
  • DFSV
  • DFEM
Stordahl Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 423 Million
Stocks 51
Filing on Oct 08, 2024 Q3 2024

Sugarloaf Wealth Management, LLC

  • DRSK
  • GPC
  • ACIO
  • VIGI
  • SPLG
  • OSCV
  • RSP
Sugarloaf Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 493 Million
Stocks 673
Filing on Oct 08, 2024 Q3 2024

Mattson Financial Services, LLC

  • MSFT
  • AMZN
  • SPLG
  • GOOG
  • AAPL
  • NVDA
  • UNH
Mattson Financial Services, LLC's Q3 2024 Portfolio
Portfolio Value 279 Billion
Stocks 916
Filing on Oct 08, 2024 Q3 2024

Artemis Investment Management LLP

  • MSFT
  • NVDA
  • AMZN
  • META
  • AAPL
  • BLDR
  • AVTR
Artemis Investment Management LLP's Q3 2024 Portfolio
Portfolio Value 6.17 Billion
Stocks 196
Filing on Oct 08, 2024 Q3 2024

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • MUNI
  • WINN
  • VCSH
  • VGIT
  • SCHD
Towneley Capital Management, Inc / De's Q3 2024 Portfolio
Portfolio Value 442 Billion
Stocks 39
Filing on Oct 07, 2024 Q3 2024

Twele Capital Management, Inc.

  • IVV
  • VOO
  • BND
  • IEF
  • AGG
  • VYM
  • IJH
Twele Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 476 Million
Stocks 40
Filing on Oct 07, 2024 Q3 2024

Aprio Wealth Management, LLC

  • DUHP
  • DIHP
  • EMXC
  • TOLZ
  • REZ
  • VHT
  • SPY
Aprio Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 577 Million
Stocks 290
Filing on Oct 07, 2024 Q3 2024

Exeter Financial, LLC

  • FFA
  • BSV
  • AAPL
  • ICSH
  • MSFT
  • AFL
  • WMT
Exeter Financial, LLC's Q3 2024 Portfolio
Portfolio Value 222 Million
Stocks 93
Filing on Oct 07, 2024 Q3 2024

Callan Family Office, LLC

  • IVV
  • IEFA
  • SPY
  • IJH
  • IWF
  • IVE
  • AAPL
Callan Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 595 Billion
Stocks 189
Filing on Oct 07, 2024 Q3 2024

Kesler, Norman & Wride, LLC

  • KR
  • AAPL
  • SPY
  • MSFT
  • UNH
  • COST
  • LOW
Kesler, Norman & Wride, LLC's Q3 2024 Portfolio
Portfolio Value 502 Million
Stocks 223
Filing on Oct 07, 2024 Q3 2024

Skyline Advisors, Inc.

  • VTI
  • MSFT
  • IXUS
  • QUAL
  • AGG
  • SCHD
  • ESGV
Skyline Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 243 Billion
Stocks 92
Filing on Oct 07, 2024 Q3 2024

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • VEU
  • LRGF
  • MUB
  • DFAX
Cardinal Point Capital Management, Ulc's Q3 2024 Portfolio
Portfolio Value 600 Billion
Stocks 83
Filing on Oct 07, 2024 Q3 2024

Eastover Investment Advisors LLC

  • AAPL
  • AVGO
  • MSFT
  • NVDA
  • AMZN
  • JBL
  • GOOG
Eastover Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 213 Million
Stocks 46
Filing on Oct 07, 2024 Q3 2024

Neumann Advisory Hong Kong LTD

  • TSLA
  • META
  • TWLO
  • ESTC
  • GOOGL
  • API
  • NVTS
Neumann Advisory Hong Kong LTD's Q3 2024 Portfolio
Portfolio Value 247 Million
Stocks 12
Filing on Oct 07, 2024 Q3 2024

Hurlow Wealth Management Group, Inc.

  • VV
  • DFUS
  • VEA
  • VB
  • DFAS
  • VNQ
  • VUG
Hurlow Wealth Management Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 319 Million
Stocks 118
Filing on Oct 07, 2024 Q3 2024

Cohen Investment Advisors LLC

  • AAPL
  • LLY
  • MSFT
  • AMZN
  • META
  • GOOGL
  • JPM
Cohen Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 164 Million
Stocks 77