Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2024 Q3 2024

Marathon Strategic Advisors, LLC

  • SPLG
  • IVV
  • SPEM
  • SPDW
  • SPMD
  • VEA
  • VNQI
Marathon Strategic Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 94.6 Billion
Stocks 37
Filing on Oct 07, 2024 Q3 2024

Ewg Elevate Inc.

  • LMBS
  • SPY
  • SH
  • BND
  • UST
  • SCHF
  • SCHV
Ewg Elevate Inc.'s Q3 2024 Portfolio
Portfolio Value 230 Million
Stocks 113
Filing on Oct 07, 2024 Q3 2024

New England Research & Management, Inc.

  • AAPL
  • GOOGL
  • CHD
  • URI
  • MSFT
  • JNJ
  • ZTS
New England Research & Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 213 Million
Stocks 158
Filing on Oct 07, 2024 Q3 2024

Global Financial Private Client, LLC

  • AAPL
  • SPY
  • BRK-A
  • SCHD
  • VOO
  • MSFT
  • VIG
Global Financial Private Client, LLC's Q3 2024 Portfolio
Portfolio Value 257 Billion
Stocks 807
Filing on Oct 07, 2024 Q3 2024

Kure Advisory, LLC

  • DFAI
  • VGSH
  • IJR
  • VUG
  • SCHD
  • SPAB
  • BNDW
Kure Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 112 Billion
Stocks 41
Filing on Oct 07, 2024 Q3 2024

Security National Bank

  • IVV
  • NVDA
  • BRK-A
  • BRK-B
  • IWR
  • AAPL
  • MUSA
Security National Bank's Q3 2024 Portfolio
Portfolio Value 730 Million
Stocks 356
Filing on Oct 07, 2024 Q3 2024

Threadgill Financial, LLC

  • VT
  • AZO
  • MA
  • V
  • LOW
  • AMZN
  • UNP
Threadgill Financial, LLC's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 44
Filing on Oct 07, 2024 Q3 2024

Ironwood Wealth Management, Inc.

  • BKLN
  • JPST
  • IUSV
  • PULS
  • IJR
  • IVV
  • IVE
Ironwood Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 204 Million
Stocks 22
Filing on Oct 07, 2024 Q3 2024

City Center Advisors, LLC

  • SPYG
  • SPYV
  • XLU
  • MINT
  • XLRE
  • VOX
  • XLI
City Center Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 90 Billion
Stocks 156
Filing on Oct 07, 2024 Q3 2024

Mather Group, Llc.

  • SCHG
  • SCHV
  • VGK
  • VPL
  • DFIS
  • FALN
  • VUG
Mather Group, Llc.'s Q3 2024 Portfolio
Portfolio Value 7.74 Billion
Stocks 1707
Filing on Oct 07, 2024 Q3 2024

Prentice Wealth Management LLC

  • VTI
  • AGG
  • VT
  • FLHY
  • VWO
  • EQWL
  • VYM
Prentice Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 329 Million
Stocks 108
Filing on Oct 07, 2024 Q3 2024

Kwmg, LLC

  • VEA
  • VNQ
  • VOT
  • VOE
  • TIP
  • DFAS
  • BND
Kwmg, LLC's Q3 2024 Portfolio
Portfolio Value 986 Million
Stocks 136
Filing on Oct 07, 2024 Q3 2024

Shotwell Rutter Baer Inc

  • VTI
  • AVLV
  • VCIT
  • AVUV
  • VEA
  • AVEM
  • VGIT
Shotwell Rutter Baer Inc's Q3 2024 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on Oct 07, 2024 Q3 2024

Mc Lean Asset Management Corp

  • DFUS
  • DFUV
  • DFAS
  • DFIV
  • DFAT
  • SPY
  • AAPL
Mc Lean Asset Management Corp's Q3 2024 Portfolio
Portfolio Value 332 Billion
Stocks 165
Filing on Oct 07, 2024 Q3 2024

Founders Capital Management

  • QQQ
  • MSFT
  • AAPL
  • JPM
  • SPYG
  • XOM
  • GLW
Founders Capital Management's Q3 2024 Portfolio
Portfolio Value 164 Million
Stocks 376
Filing on Oct 07, 2024 Q3 2024

Lakewood Asset Management LLC

  • BIL
  • BRK-B
  • FNDX
  • VT
  • AAPL
  • NVR
  • WSM
Lakewood Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 146 Billion
Stocks 119
Filing on Oct 07, 2024 Q3 2024

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • IVV
  • DBEF
  • IWB
  • IEF
  • HEFA
Schoolcraft Capital LLC's Q3 2024 Portfolio
Portfolio Value 493 Billion
Stocks 68
Filing on Oct 07, 2024 Q3 2024

Rk Asset Management, LLC

  • BKE
  • REGN
  • FIZZ
  • MHK
  • UHALB
  • KHC
  • BFB
Rk Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 130 Million
Stocks 23