Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2024 Q3 2024

Advance Capital Management, Inc.

  • SPLG
  • CGDV
  • JAAA
  • SCHG
  • SPY
  • SPGM
  • JEPI
Advance Capital Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 148
Filing on Oct 07, 2024 Q3 2024

Anderson Hoagland & CO

  • MSFT
  • IWM
  • VFMF
  • AAPL
  • AMZN
  • NVDA
  • VFVA
Anderson Hoagland & CO's Q3 2024 Portfolio
Portfolio Value 964 Million
Stocks 132
Filing on Oct 07, 2024 Q3 2024

Mbm Wealth Consultants, LLC

  • VUG
  • VYM
  • VOO
  • VB
  • VEA
  • JMST
  • PULS
Mbm Wealth Consultants, LLC's Q3 2024 Portfolio
Portfolio Value 307 Million
Stocks 106
Filing on Oct 07, 2024 Q3 2024

Agincourt Capital Management, LLC

  • VT
  • IAGG
  • AGG
Agincourt Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 102 Million
Stocks 3
Filing on Oct 07, 2024 Q3 2024

White Wing Wealth Management

  • VTI
  • JPST
  • VEA
  • VB
  • QQQ
  • SCHJ
  • VIG
White Wing Wealth Management's Q3 2024 Portfolio
Portfolio Value 128 Million
Stocks 28
Filing on Oct 07, 2024 Q3 2024

Trium Capital LLP

  • SPY
  • KWEB
  • FXI
  • VNM
  • PRFT
  • SWN
  • ABT
Trium Capital LLP's Q3 2024 Portfolio
Portfolio Value 350 Million
Stocks 63
Filing on Oct 07, 2024 Q3 2024

ETF Portfolio Partners, Inc.

  • VTI
  • MGV
  • AGG
  • BLV
  • IVE
  • MGK
  • IJJ
ETF Portfolio Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 338 Million
Stocks 57
Filing on Oct 07, 2024 Q3 2024

Bridge Creek Capital Management LLC

  • AAPL
  • MSFT
  • JPM
  • BX
  • GOOG
  • NEE
  • BAC
Bridge Creek Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 329 Million
Stocks 103
Filing on Oct 07, 2024 Q3 2024

Legacy Private Trust Co.

  • IVV
  • VTI
  • VEA
  • VXF
  • SPTM
  • AAPL
  • NVDA
Legacy Private Trust Co.'s Q3 2024 Portfolio
Portfolio Value 1.46 Billion
Stocks 309
Filing on Oct 07, 2024 Q3 2024

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • MLPB
  • VOT
  • DON
Marion Wealth Management's Q3 2024 Portfolio
Portfolio Value 373 Million
Stocks 126
Filing on Oct 07, 2024 Q3 2024

Clean Yield Group

  • AAPL
  • SFM
  • UL
  • NVDA
  • AWK
  • AVGO
  • FSLR
Clean Yield Group's Q3 2024 Portfolio
Portfolio Value 296 Million
Stocks 475
Filing on Oct 07, 2024 Q3 2024

Alm First Financial Advisors, LLC

  • VOO
  • GMOM
  • TRTY
  • BND
  • VAMO
  • SYLD
  • FYLD
Alm First Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 412 Million
Stocks 23
Filing on Oct 07, 2024 Q3 2024

Insight Wealth Strategies, LLC

  • USMV
  • LQD
  • CVX
  • VIGI
  • QUAL
  • MBB
  • VCLT
Insight Wealth Strategies, LLC's Q3 2024 Portfolio
Portfolio Value 749 Million
Stocks 159
Filing on Oct 07, 2024 Q3 2024

Bricktown Capital, LLC

  • IVV
  • USHY
  • BND
  • ACWI
  • VXUS
  • AGG
  • VEA
Bricktown Capital, LLC's Q3 2024 Portfolio
Portfolio Value 537 Billion
Stocks 28
Filing on Oct 07, 2024 Q3 2024

Goal Fusion Wealth Management, LLC

  • IVV
  • AGG
  • VT
  • VCIT
  • VB
  • VTV
  • VDE
Goal Fusion Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 180 Million
Stocks 29
Filing on Oct 07, 2024 Q3 2024

New Capital Management LP

  • DFAC
  • DFAX
  • BRK-B
  • AAPL
  • AGG
  • STIP
  • DFCF
New Capital Management LP's Q3 2024 Portfolio
Portfolio Value 325 Million
Stocks 52
Filing on Oct 07, 2024 Q3 2024

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • WMB
  • EPD
  • PAA
  • NEP
  • BEP
Walnut Private Equity Partners, LLC's Q3 2024 Portfolio
Portfolio Value 147 Million
Stocks 15
Filing on Oct 07, 2024 Q3 2024

Meditor Group LTD

  • EXEL
  • ESPR
  • INDA
  • EPI
Meditor Group LTD's Q3 2024 Portfolio
Portfolio Value 48.1 Million
Stocks 4