Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2024 Q3 2024

Platte River Wealth Advisors, LLC

  • IVW
  • IVE
  • VTV
  • VUG
  • IWF
  • AAPL
  • QQQ
Platte River Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 378 Million
Stocks 94
Filing on Oct 07, 2024 Q3 2024

Hoffman, Alan N Investment Management

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • COST
  • GOOG
  • NVDA
Hoffman, Alan N Investment Management's Q3 2024 Portfolio
Portfolio Value 208 Million
Stocks 14
Filing on Oct 07, 2024 Q3 2024

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • IJH
  • COST
  • IJR
  • HD
Greenfield Savings Bank's Q3 2024 Portfolio
Portfolio Value 210 Million
Stocks 148
Filing on Oct 07, 2024 Q3 2024

Verde Servicos Internacionais S.A.

  • AMZN
  • NVDA
  • META
  • MSFT
  • TDG
  • NOW
  • BAC
Verde Servicos Internacionais S.A.'s Q3 2024 Portfolio
Portfolio Value 215 Million
Stocks 33
Filing on Oct 07, 2024 Q3 2024

Atwood & Palmer Inc

  • PLTR
  • URI
  • REGN
  • DHI
  • AVDE
  • JAAA
  • SHY
Atwood & Palmer Inc's Q3 2024 Portfolio
Portfolio Value 1.45 Billion
Stocks 472
Filing on Oct 07, 2024 Q3 2024

Heartwood Wealth Advisors LLC

  • VV
  • VB
  • VEA
  • SCHE
  • VO
  • GDXJ
  • RDIV
Heartwood Wealth Advisors LLC's Q3 2024 Portfolio
Portfolio Value 894 Million
Stocks 174
Filing on Oct 07, 2024 Q3 2024

Fragasso Group Inc.

  • IVV
  • SCHM
  • IEFA
  • QUAL
  • AAPL
  • VOO
  • JAAA
Fragasso Group Inc.'s Q3 2024 Portfolio
Portfolio Value 1.24 Billion
Stocks 264
Filing on Oct 07, 2024 Q3 2024

Fulton Bank, N.A.

  • AAPL
  • MSFT
  • NVDA
  • FULT
  • IWF
  • META
  • AMZN
Fulton Bank, N.A.'s Q3 2024 Portfolio
Portfolio Value 1.19 Billion
Stocks 1104
Filing on Oct 07, 2024 Q3 2024

Versant Capital Management, Inc

  • AVDE
  • VWOB
  • AVEM
  • DFAC
  • GUNR
  • IXC
  • MSFT
Versant Capital Management, Inc's Q3 2024 Portfolio
Portfolio Value 431 Million
Stocks 2011
Filing on Oct 07, 2024 Q3 2024

Smi Advisory Services, LLC

  • BSCP
  • QQQM
  • SPY
  • BIV
  • KRE
  • GLD
  • IVV
Smi Advisory Services, LLC's Q3 2024 Portfolio
Portfolio Value 385 Million
Stocks 89
Filing on Oct 07, 2024 Q3 2024

Pacifica Partners Inc.

  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • AMAT
  • BRK-B
  • BOND
Pacifica Partners Inc.'s Q3 2024 Portfolio
Portfolio Value 235 Million
Stocks 532
Filing on Oct 07, 2024 Q3 2024

Bath Savings Trust CO

  • AAPL
  • MA
  • TJX
  • MSFT
  • SYK
  • GOOGL
  • INTU
Bath Savings Trust CO's Q3 2024 Portfolio
Portfolio Value 989 Million
Stocks 283
Filing on Oct 07, 2024 Q3 2024

Stonebridge Capital Management Inc

  • MSFT
  • AAPL
  • ORCL
  • SYK
  • GD
  • PEP
  • INTU
Stonebridge Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 252 Million
Stocks 88
Filing on Oct 07, 2024 Q3 2024

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • EFG
  • VEA
Financial Synergies Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 805 Billion
Stocks 95
Filing on Oct 07, 2024 Q3 2024

Dynamic Advisor Solutions LLC

  • AAPL
  • QQQ
  • IVV
  • MSFT
  • DFCF
  • SPLG
  • NVDA
Dynamic Advisor Solutions LLC's Q3 2024 Portfolio
Portfolio Value 3.28 Billion
Stocks 925
Filing on Oct 07, 2024 Q3 2024

Integrated Capital Management, Inc.

  • AVLV
  • SPDW
  • VIG
  • PDBC
  • SPTS
  • EFV
  • SPIB
Integrated Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 123 Million
Stocks 74
Filing on Oct 07, 2024 Q3 2024

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • SPY
  • AAPL
  • CMF
  • IXUS
Williams & Novak, LLC's Q3 2024 Portfolio
Portfolio Value 107 Billion
Stocks 129
Filing on Oct 07, 2024 Q3 2024

Pioneer Wealth Management Group

  • DFAU
  • DFAI
  • SCHZ
  • DFAE
  • SCHH
  • VCIT
  • BSV
Pioneer Wealth Management Group's Q3 2024 Portfolio
Portfolio Value 210 Billion
Stocks 42