Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 04, 2024 Q3 2024

Wallace Advisory Group, LLC

  • MRK
  • CVX
  • AMZN
  • CI
  • MSFT
  • IVV
  • XHLF
Wallace Advisory Group, LLC's Q3 2024 Portfolio
Portfolio Value 137 Billion
Stocks 348
Filing on Oct 04, 2024 Q3 2024

Ami Investment Management Inc

  • VGT
  • VGSH
  • VCSH
  • VGIT
  • SPY
  • MSFT
  • VHT
Ami Investment Management Inc's Q3 2024 Portfolio
Portfolio Value 271 Million
Stocks 70
Filing on Oct 04, 2024 Q3 2024

Mc Naughton Wealth Management, LLC

  • BND
  • LGLV
  • IVV
  • VYM
  • SPYG
  • VO
  • SMLV
Mc Naughton Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 205 Million
Stocks 56
Filing on Oct 04, 2024 Q3 2024

Breakwater Capital Group

  • AAPL
  • PRF
  • JQUA
  • RSP
  • VTV
  • IVV
  • IWF
Breakwater Capital Group's Q3 2024 Portfolio
Portfolio Value 496 Billion
Stocks 286
Filing on Oct 04, 2024 Q3 2024

Thrive Wealth Management, LLC

  • SCHG
  • VTV
  • SPY
  • INTF
  • VUG
  • AAPL
  • MSFT
Thrive Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 541 Million
Stocks 214
Filing on Oct 04, 2024 Q3 2024

Ausdal Financial Partners, Inc.

  • SHV
  • CAT
  • SCHD
  • SPLG
  • AAPL
  • BIL
  • USFR
Ausdal Financial Partners, Inc.'s Q3 2024 Portfolio
Portfolio Value 897 Million
Stocks 519
Filing on Oct 04, 2024 Q3 2024

Capital Cs Group, LLC

  • UPS
  • MSFT
  • AMGN
  • AAPL
  • NEE
  • UBER
  • BUFR
Capital Cs Group, LLC's Q3 2024 Portfolio
Portfolio Value 146 Million
Stocks 74
Filing on Oct 04, 2024 Q3 2024

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • VO
  • IJR
  • IEFA
  • TFLO
  • SHV
  • SCHD
Northwest Quadrant Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 434 Million
Stocks 65
Filing on Oct 04, 2024 Q3 2024

Triton Wealth Management, Pllc

  • KNX
  • SCHG
  • QQQ
  • BUFR
  • AAPL
  • NVDA
  • AMZN
Triton Wealth Management, Pllc's Q3 2024 Portfolio
Portfolio Value 175 Million
Stocks 89
Filing on Oct 04, 2024 Q3 2024

Curated Wealth Partners LLC

  • APO
  • ARES
  • SPY
  • VOO
  • DFAI
  • AAPL
  • TEX
Curated Wealth Partners LLC's Q3 2024 Portfolio
Portfolio Value 769 Million
Stocks 233
Filing on Oct 04, 2024 Q3 2024

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • AAPL
  • MSFT
  • AMZN
  • HUBS
  • GOOGL
Harbor Investment Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 1.19 Billion
Stocks 1151
Filing on Oct 04, 2024 Q3 2024

Inspirion Wealth Advisors, LLC

  • JAAA
  • VYM
  • VUG
  • VOE
  • VBR
  • ABBV
  • CGXU
Inspirion Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 711 Million
Stocks 156
Filing on Oct 04, 2024 Q3 2024

Cisco Systems, Inc.

  • ITOT
  • IVV
  • HCP
Cisco Systems, Inc.'s Q3 2024 Portfolio
Portfolio Value 437 Million
Stocks 3
Filing on Oct 04, 2024 Q3 2024

Central Valley Advisors, LLC

  • AAPL
  • IWM
  • IWF
  • MSFT
  • SPY
  • IWD
  • JPM
Central Valley Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 177 Billion
Stocks 163
Filing on Oct 04, 2024 Q3 2024

Mirador Capital Partners LP

  • BSJP
  • BSJO
  • AAPL
  • BRK-B
  • AMZN
  • GOOG
  • CVX
Mirador Capital Partners LP's Q3 2024 Portfolio
Portfolio Value 546 Million
Stocks 194
Filing on Oct 04, 2024 Q3 2024

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • VTV
  • AAPL
  • VEA
Eclectic Associates Inc 's Q3 2024 Portfolio
Portfolio Value 237 Million
Stocks 101
Filing on Oct 04, 2024 Q3 2024

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • BND
  • DFAS
  • DFIC
Great Waters Wealth Management's Q3 2024 Portfolio
Portfolio Value 742 Billion
Stocks 110
Filing on Oct 04, 2024 Q3 2024

Goelzer Investment Management, Inc.

  • LLY
  • IVV
  • SLYV
  • IJH
  • SCHF
  • MSFT
  • AAPL
Goelzer Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 1.81 Billion
Stocks 225