Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 07, 2024 Q3 2024

Chesley Taft & Associates LLC

  • MSFT
  • GOOG
  • AAPL
  • COST
  • AVGO
  • NVDA
  • SYK
Chesley Taft & Associates LLC's Q3 2024 Portfolio
Portfolio Value 2.08 Billion
Stocks 323
Filing on Oct 07, 2024 Q3 2024

Alpha Cubed Investments, LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • BRK-B
  • PANW
  • NVDA
Alpha Cubed Investments, LLC's Q3 2024 Portfolio
Portfolio Value 2.24 Billion
Stocks 269
Filing on Oct 07, 2024 Q3 2024

Evanson Asset Management, LLC

  • DFAC
  • PHYS
  • AAPL
  • DFAX
  • DFAS
  • DFAT
  • DFUS
Evanson Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.35 Billion
Stocks 305
Filing on Oct 07, 2024 Q3 2024

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • SCHK
  • MCBS
  • TSLA
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q3 2024 Portfolio
Portfolio Value 116 Billion
Stocks 11
Filing on Oct 07, 2024 Q3 2024

Axiom Advisory, LLC

  • VUG
  • BND
  • VOT
  • VTV
  • EFG
  • VBK
  • VSS
Axiom Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 10.9 Billion
Stocks 291
Filing on Oct 07, 2024 Q3 2024

Blue Zone Wealth Advisors, LLC

  • QQQ
  • AAPL
  • IVW
  • GOOGL
  • AZO
  • MSFT
  • SYK
Blue Zone Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 300 Million
Stocks 99
Filing on Oct 07, 2024 Q3 2024

Tlwm

  • SPY
  • IWV
  • ACWX
  • VTI
  • BSCQ
  • BSCS
  • BSCU
Tlwm's Q3 2024 Portfolio
Portfolio Value 491 Million
Stocks 73
Filing on Oct 07, 2024 Q3 2024

Navigation Wealth Management, Inc.

  • SPY
  • JNK
  • SPXL
  • LUV
  • MODD
Navigation Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 92.7 Million
Stocks 5
Filing on Oct 07, 2024 Q3 2024

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SPEM
Kwb Wealth's Q3 2024 Portfolio
Portfolio Value 806 Million
Stocks 132
Filing on Oct 07, 2024 Q3 2024

Ignite Planners, LLC

  • SCHG
  • AAPL
  • BUFR
  • NVDA
  • MSFT
  • PULS
  • DJUL
Ignite Planners, LLC's Q3 2024 Portfolio
Portfolio Value 419 Million
Stocks 306
Filing on Oct 07, 2024 Q3 2024

Affinity Capital Advisors, LLC

  • VUG
  • IVV
  • IUSB
  • AAPL
  • VTV
  • ESGU
  • EFV
Affinity Capital Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 515 Million
Stocks 151
Filing on Oct 07, 2024 Q3 2024

Bangor Savings Bank

  • IVV
  • VGIT
  • SCHX
  • IEFA
  • IJH
  • IJR
  • SCHO
Bangor Savings Bank's Q3 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 716
Filing on Oct 07, 2024 Q3 2024

Omega Financial Group, LLC

  • VNQ
  • AGG
  • IJR
  • IVV
  • SCHM
  • ISTB
  • IJH
Omega Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 263 Million
Stocks 81
Filing on Oct 07, 2024 Q3 2024

Werlinich Asset Management, LLC

  • NVDA
  • HUBB
  • UNP
  • LMT
  • JPM
  • AMD
  • MSFT
Werlinich Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 61
Filing on Oct 07, 2024 Q3 2024

Chapin Davis, Inc.

  • AAPL
  • NVDA
  • MSFT
  • IVV
  • GOOGL
  • JPM
  • AMZN
Chapin Davis, Inc.'s Q3 2024 Portfolio
Portfolio Value 309 Billion
Stocks 233
Filing on Oct 07, 2024 Q3 2024

Value Partners Investments Inc.

  • CSCO
  • UPS
  • OTEX
  • BNS
  • CVS
  • RCI
  • TD
Value Partners Investments Inc.'s Q3 2024 Portfolio
Portfolio Value 1.2 Billion
Stocks 90