Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 07, 2024 Q3 2024

Fc Advisory LLC

  • MGK
  • VEU
  • VXF
  • VUG
  • AGG
  • BIV
  • DGRO
Fc Advisory LLC's Q3 2024 Portfolio
Portfolio Value 295 Million
Stocks 102
Filing on Oct 07, 2024 Q3 2024

Wealth Bridge Capital Management, LLC

  • IVV
  • RSP
  • SPY
  • BRK-B
  • AAPL
  • BKLC
  • QQQ
Wealth Bridge Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 342 Million
Stocks 210
Filing on Oct 07, 2024 Q3 2024

Melone Private Wealth, LLC

  • DON
  • DIA
  • IHDG
  • USFR
  • SPAB
  • SPYG
  • DGRW
Melone Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 188 Million
Stocks 49
Filing on Oct 07, 2024 Q3 2024

Herbst Group, LLC

  • MSFT
  • LLY
  • AAPL
  • QQQ
  • AMZN
  • GOOGL
  • ITA
Herbst Group, LLC's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 58
Filing on Oct 07, 2024 Q3 2024

Life Guide Financial Advisors, LLC

  • VNQ
  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
Life Guide Financial Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 233 Million
Stocks 41
Filing on Oct 07, 2024 Q3 2024

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • AGG
  • IEFA
  • VTIP
  • JPST
Lpwm LLC's Q3 2024 Portfolio
Portfolio Value 308 Million
Stocks 77
Filing on Oct 07, 2024 Q3 2024

Everpar Advisors LLC

  • MSFT
  • AAPL
  • JPM
  • NVDA
  • OKE
  • IVV
  • AMZN
Everpar Advisors LLC's Q3 2024 Portfolio
Portfolio Value 193 Billion
Stocks 259
Filing on Oct 07, 2024 Q3 2024

Lakeridge Wealth Management LLC

  • FDVV
  • SHW
  • LQD
  • FNX
  • AAPL
  • AVUS
  • IVV
Lakeridge Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 182 Billion
Stocks 153
Filing on Oct 07, 2024 Q3 2024

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • QQEW
  • RYF
  • AAPL
Davis Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 239 Billion
Stocks 118
Filing on Oct 07, 2024 Q3 2024

Ehrlich Financial Group

  • IVW
  • AVUS
  • IVE
  • QUAL
  • DYNF
  • CMF
  • EFV
Ehrlich Financial Group's Q3 2024 Portfolio
Portfolio Value 140 Billion
Stocks 108
Filing on Oct 07, 2024 Q3 2024

Diversified Trust CO

  • VOO
  • VEU
  • COKE
  • AAPL
  • SPY
  • MSFT
  • VXF
Diversified Trust CO's Q3 2024 Portfolio
Portfolio Value 3.27 Billion
Stocks 1102
Filing on Oct 07, 2024 Q3 2024

Azzad Asset Management Inc /Adv

  • AAPL
  • NVDA
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q3 2024 Portfolio
Portfolio Value 891 Billion
Stocks 307
Filing on Oct 07, 2024 Q3 2024

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • AAPL
  • VTV
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q3 2024 Portfolio
Portfolio Value 203 Billion
Stocks 102
Filing on Oct 07, 2024 Q3 2024

Robocap Asset Management LTD

  • NVDA
  • CRWD
  • NOW
  • SNPS
  • DT
  • AMD
  • KLAC
Robocap Asset Management LTD's Q3 2024 Portfolio
Portfolio Value 159 Billion
Stocks 26
Filing on Oct 07, 2024 Q3 2024

Smith Anglin Financial, LLC

  • VUG
  • DGRO
  • AVUS
  • XMHQ
  • SYLD
  • EYLD
  • TLH
Smith Anglin Financial, LLC's Q3 2024 Portfolio
Portfolio Value 1.02 Billion
Stocks 208
Filing on Oct 07, 2024 Q3 2024

Boston Standard Wealth Management, LLC

  • VTI
  • BND
  • SPDW
  • IAGG
  • SPTM
  • MUB
  • SPTS
Boston Standard Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 514 Billion
Stocks 48