Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 04, 2024 Q3 2024

Seneca House Advisors

  • RSP
  • JAAA
  • MSFT
  • GOOGL
  • CALF
  • MKL
  • QQQ
Seneca House Advisors's Q3 2024 Portfolio
Portfolio Value 230 Million
Stocks 88
Filing on Oct 04, 2024 Q3 2024

Gainplan LLC

  • SPY
  • IWD
  • IWF
  • VOO
  • VV
  • SPDW
  • VO
Gainplan LLC's Q3 2024 Portfolio
Portfolio Value 218 Million
Stocks 64
Filing on Oct 04, 2024 Q3 2024

Eldred Rock Partners, LLC

  • GOOGL
  • VNT
  • TSM
  • LRCX
  • BRK-B
  • UNH
  • MRK
Eldred Rock Partners, LLC's Q3 2024 Portfolio
Portfolio Value 299 Billion
Stocks 32
Filing on Oct 04, 2024 Q3 2024

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IGSB
  • IGE
  • IVV
  • SPSB
Arkansas Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 647 Million
Stocks 78
Filing on Oct 04, 2024 Q3 2024

Lwmg, LLC

  • DGRO
  • VEA
  • IWF
  • IVV
  • QQQ
  • IWD
  • VO
Lwmg, LLC's Q3 2024 Portfolio
Portfolio Value 523 Million
Stocks 114
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 230
Filing on Oct 04, 2024 Q3 2024

Collective Family Office LLC

  • JMUB
  • BSJP
  • AVUV
  • FNDA
  • DFAE
  • VTV
  • AVDV
Collective Family Office LLC's Q3 2024 Portfolio
Portfolio Value 364 Million
Stocks 172
Filing on Oct 04, 2024 Q3 2024

Trivant Custom Portfolio Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • USIG
  • MBSD
  • STIP
  • GOOGL
Trivant Custom Portfolio Group, LLC's Q3 2024 Portfolio
Portfolio Value 173 Billion
Stocks 174
Filing on Oct 04, 2024 Q3 2024

Quent Capital, LLC

  • VONG
  • SHM
  • EFG
  • SHY
  • IEMG
  • AAPL
  • EEM
Quent Capital, LLC's Q3 2024 Portfolio
Portfolio Value 950 Million
Stocks 1363
Filing on Oct 04, 2024 Q3 2024

Corrigan Financial, Inc.

  • VUG
  • BSV
  • VXUS
  • JCPB
  • JEPI
  • BND
  • RLY
Corrigan Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 436 Billion
Stocks 53
Filing on Oct 04, 2024 Q3 2024

Sowell Financial Services LLC

  • AAPL
  • VTI
  • MSFT
  • QQQ
  • IVV
  • NVDA
  • AMZN
Sowell Financial Services LLC's Q3 2024 Portfolio
Portfolio Value 2.1 Billion
Stocks 530
Filing on Oct 04, 2024 Q3 2024

Hbw Advisory Services LLC

  • VOO
  • JEPI
  • QQQ
  • COWZ
  • PAVE
  • SPMO
  • MOAT
Hbw Advisory Services LLC's Q3 2024 Portfolio
Portfolio Value 622 Million
Stocks 362
Filing on Oct 04, 2024 Q3 2024

Stairway Partners, LLC

  • IWD
  • IEFA
  • AGG
  • IEMG
  • IWF
  • BND
  • SPY
Stairway Partners, LLC's Q3 2024 Portfolio
Portfolio Value 1.55 Billion
Stocks 18
Filing on Oct 04, 2024 Q3 2024

Burns J W & CO Inc

  • AAPL
  • MSFT
  • V
  • AMZN
  • GOOG
  • QQQ
  • BRK-B
Burns J W & CO Inc's Q3 2024 Portfolio
Portfolio Value 767 Million
Stocks 186
Filing on Oct 04, 2024 Q3 2024

Ll Funds, LLC

  • OPAD
Ll Funds, LLC's Q3 2024 Portfolio
Portfolio Value 27.1 Million
Stocks 2
Filing on Oct 04, 2024 Q3 2024

Silverberg Bernstein Capital Management LLC

  • DMRC
  • HLIT
  • PDFS
  • PTC
  • MTSI
  • TXN
  • ADI
Silverberg Bernstein Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 109 Billion
Stocks 52
Filing on Oct 04, 2024 Q3 2024

Cullen Investment Group, Ltd.

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • ETN
  • JPM
  • GOOG
Cullen Investment Group, Ltd.'s Q3 2024 Portfolio
Portfolio Value 671 Billion
Stocks 182
Filing on Oct 04, 2024 Q3 2024

Ridgewood Investments LLC

  • BRK-B
  • SHV
  • GOOGL
  • VOO
  • VT
  • MKL
  • VGSH
Ridgewood Investments LLC's Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 743