Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2024 Q3 2024

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • EFA
  • VEA
  • IVW
  • SPYV
  • IXN
Sterling Group Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 188 Million
Stocks 63
Filing on Oct 07, 2024 Q3 2024

Divergent Planning, LLC

  • IVV
  • MDY
  • JMBS
  • AVDV
  • AVUS
  • JAAA
  • VTEB
Divergent Planning, LLC's Q3 2024 Portfolio
Portfolio Value 268 Million
Stocks 29
Filing on Oct 07, 2024 Q3 2024

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKEM
  • BKSE
Rpoa Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.76 Billion
Stocks 8
Filing on Oct 07, 2024 Q3 2024

Stokes Capital Advisors, LLC

  • MSFT
  • MINT
  • TJX
  • AVGO
  • UNH
  • COST
  • AAPL
Stokes Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 382 Million
Stocks 75
Filing on Oct 07, 2024 Q3 2024

Foresight Capital Management Advisors, Inc.

  • SPY
  • IRM
  • QQQ
  • IBM
  • ARCC
  • HEFA
  • AAPL
Foresight Capital Management Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 165 Million
Stocks 84
Filing on Oct 07, 2024 Q3 2024

Cypress Financial Planning LLC

  • VCIT
  • IVV
  • VGIT
  • VEA
  • VCSH
  • VNQ
  • VXF
Cypress Financial Planning LLC's Q3 2024 Portfolio
Portfolio Value 270 Million
Stocks 79
Filing on Oct 07, 2024 Q3 2024

Imz Advisory Inc

  • XLK
  • XLF
  • XLV
  • JPST
  • XLY
  • XLC
  • XLI
Imz Advisory Inc's Q3 2024 Portfolio
Portfolio Value 216 Billion
Stocks 37
Filing on Oct 07, 2024 Q3 2024

Signal Point Asset Management, LLC

  • ORLY
  • AAPL
  • MSFT
  • VOO
  • VTI
  • WMT
  • VEA
Signal Point Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 393 Million
Stocks 268
Filing on Oct 07, 2024 Q3 2024

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • DFAX
  • IVE
  • VTIP
  • VBR
Prosperity Planning, Inc.'s Q3 2024 Portfolio
Portfolio Value 309 Million
Stocks 104
Filing on Oct 07, 2024 Q3 2024

Salvus Wealth Management, LLC

  • BRK-B
  • GOOG
  • PGR
  • AAPL
  • AXP
  • BKNG
  • SCHW
Salvus Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 159 Million
Stocks 115
Filing on Oct 07, 2024 Q3 2024

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • CVX
  • NVDA
  • QCOM
  • RTX
  • ABBV
Oak Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 282 Million
Stocks 106
Filing on Oct 07, 2024 Q3 2024

Foster Group, Inc.

  • VTI
  • VTV
  • BND
  • VEA
  • DFIV
  • VGIT
  • QUAL
Foster Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 2.57 Billion
Stocks 203
Filing on Oct 07, 2024 Q3 2024

Camelot Technology Advisors, Inc.

  • IVV
  • IEFA
  • SPY
  • XLI
  • XLE
  • PHYS
  • IEMG
Camelot Technology Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 113 Billion
Stocks 63
Filing on Oct 07, 2024 Q3 2024

Richard P Slaughter Associates Inc

  • QUAL
  • XCEM
  • JIRE
  • IQLT
  • VTV
  • IYW
  • GSSC
Richard P Slaughter Associates Inc's Q3 2024 Portfolio
Portfolio Value 344 Million
Stocks 150
Filing on Oct 07, 2024 Q3 2024

Myecfo, LLC

  • SCHB
  • VEA
  • SCHF
  • CMF
  • SCHZ
  • NYF
  • VT
Myecfo, LLC's Q3 2024 Portfolio
Portfolio Value 185 Billion
Stocks 57
Filing on Oct 07, 2024 Q3 2024

Bank Of New Hampshire

  • AAPL
  • MSFT
  • IVV
  • GLD
  • VO
  • GOOGL
  • GVI
Bank Of New Hampshire's Q3 2024 Portfolio
Portfolio Value 398 Million
Stocks 22612
Filing on Oct 07, 2024 Q3 2024

Sara Bay Financial

  • HLIO
  • NVDA
  • EPAM
  • LEU
  • META
  • PEG
  • INTU
Sara Bay Financial's Q3 2024 Portfolio
Portfolio Value 276 Billion
Stocks 83
Filing on Oct 07, 2024 Q3 2024

Green Alpha Advisors, LLC

  • TSM
  • SLG
  • IRM
  • BEPC
  • IBM
  • QCOM
  • HASI
Green Alpha Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 124 Million
Stocks 141