Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 03, 2024 Q3 2024

Franchise Capital LTD

  • PDD
  • NVDA
  • META
  • LKNCY
  • TSLA
  • GOOG
  • LI
Franchise Capital LTD's Q3 2024 Portfolio
Portfolio Value 277 Million
Stocks 10
Filing on Oct 03, 2024 Q3 2024

Guo Line Advisory Pte LTD

  • MSFT
  • AAPL
  • GOOGL
  • MA
  • TMO
  • AMZN
  • V
Guo Line Advisory Pte LTD's Q3 2024 Portfolio
Portfolio Value 982 Billion
Stocks 21
Filing on Oct 03, 2024 Q3 2024

Marotta Asset Management

  • VOE
  • VGT
  • VTIP
  • BNDX
  • XCEM
  • VBR
  • VDC
Marotta Asset Management's Q3 2024 Portfolio
Portfolio Value 508 Million
Stocks 111
Filing on Oct 03, 2024 Q3 2024

Stephens Group, LLC

  • ET
  • WEST
  • LAW
Stephens Group, LLC's Q3 2024 Portfolio
Portfolio Value 188 Million
Stocks 3
Filing on Oct 03, 2024 Q3 2024

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • JPUS
  • JPIN
  • GBIL
  • SPTM
Sterneck Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 179 Million
Stocks 96
Filing on Oct 03, 2024 Q3 2024

Single Point Partners, LLC

  • IEFA
  • IEMG
  • FLOT
  • USHY
  • SPY
  • AAPL
  • SPEM
Single Point Partners, LLC's Q3 2024 Portfolio
Portfolio Value 62.7 Million
Stocks 34
Filing on Oct 03, 2024 Q3 2024

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • SPY
  • MSFT
  • AAPL
  • FNDF
  • MDYV
Canandaigua National Bank & Trust CO's Q3 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 335
Filing on Oct 03, 2024 Q3 2024

Meritas Wealth Management, LLC

  • DFUV
  • DFAT
  • DFUS
  • AVUV
  • DFIV
  • S
  • AAPL
Meritas Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 162 Billion
Stocks 50
Filing on Oct 03, 2024 Q3 2024

Farmers Trust CO

  • SPY
  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • WMT
  • IBM
Farmers Trust CO's Q3 2024 Portfolio
Portfolio Value 523 Million
Stocks 191
Filing on Oct 03, 2024 Q3 2024

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • BNDX
  • SDY
  • NVDA
  • DGRO
  • PXH
Johnson & White Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 116 Million
Stocks 54
Filing on Oct 03, 2024 Q3 2024

Park Avenue Securities LLC

  • IVV
  • IUSB
  • QUAL
  • IVW
  • EFV
  • DYNF
  • EFG
Park Avenue Securities LLC's Q3 2024 Portfolio
Portfolio Value 8.9 Billion
Stocks 1379
Filing on Oct 03, 2024 Q3 2024

Somnio Financial Group, LLC

  • IVV
  • VEU
  • VO
  • VNQ
  • AGG
  • IJR
  • JNK
Somnio Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 123 Billion
Stocks 13
Filing on Oct 03, 2024 Q3 2024

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • COWZ
  • VGT
  • SLQD
  • BNDX
Wiser Wealth Management, Inc's Q3 2024 Portfolio
Portfolio Value 348 Million
Stocks 49
Filing on Oct 03, 2024 Q3 2024

Alpha Omega Wealth Management LLC

  • JPST
  • MSFT
  • AAPL
  • VZ
  • CVX
  • ABBV
  • IBM
Alpha Omega Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 542 Million
Stocks 205
Filing on Oct 03, 2024 Q3 2024

Trinity Financial Advisors LLC

  • SPY
  • DFIV
  • BRK-B
  • VTI
  • ORCC
  • SCHD
  • VEA
Trinity Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 247 Million
Stocks 83
Filing on Oct 03, 2024 Q3 2024

Lilly Endowment Inc

  • LLY
Lilly Endowment Inc's Q3 2024 Portfolio
Portfolio Value 85.8 Trillion
Stocks 1
Filing on Oct 03, 2024 Q3 2024

Dominguez Wealth Management Solutions, Inc.

  • AAPL
  • VUG
  • FIXD
  • SGOV
  • SPLV
  • BALT
  • JNJ
Dominguez Wealth Management Solutions, Inc.'s Q3 2024 Portfolio
Portfolio Value 138 Billion
Stocks 61
Filing on Oct 03, 2024 Q3 2024

Trust CO

  • AGG
  • VUG
  • VTV
  • BND
  • FNDF
  • SHV
  • VOE
Trust CO's Q3 2024 Portfolio
Portfolio Value 821 Million
Stocks 394