Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 03, 2024 Q3 2024

Deane Retirement Strategies, Inc.

  • SPTS
  • VGSH
  • VTIP
  • SGOV
  • VEU
  • VONG
  • VONV
Deane Retirement Strategies, Inc.'s Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 73
Filing on Oct 03, 2024 Q3 2024

Delta Financial Group, Inc.

  • AAPL
  • BRK-B
  • VGT
  • XOM
  • CGXU
  • VCIT
  • NVDA
Delta Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 269 Million
Stocks 138
Filing on Oct 03, 2024 Q3 2024

Monterey Private Wealth, Inc.

  • VTI
  • VEA
  • BRK-B
  • AAPL
  • VB
  • DGRW
  • EFA
Monterey Private Wealth, Inc.'s Q3 2024 Portfolio
Portfolio Value 293 Million
Stocks 124
Filing on Oct 03, 2024 Q3 2024

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • BRK-B
  • IWF
Cjm Wealth Advisers, Ltd.'s Q3 2024 Portfolio
Portfolio Value 292 Billion
Stocks 69
Filing on Oct 03, 2024 Q3 2024

Capital Market Strategies LLC

  • NVDA
  • AAPL
  • MSFT
  • FLOT
  • FRBA
  • PRF
  • ITOT
Capital Market Strategies LLC's Q3 2024 Portfolio
Portfolio Value 160 Million
Stocks 152
Filing on Oct 03, 2024 Q3 2024

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • BOTZ
  • JHPI
  • EWJ
  • BUG
  • AAPL
Granite Bay Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 178 Million
Stocks 44
Filing on Oct 03, 2024 Q3 2024

Sg Americas Securities, LLC

  • AAPL
  • META
  • SPY
  • AVGO
  • GOOGL
  • V
  • UNH
Sg Americas Securities, LLC's Q3 2024 Portfolio
Portfolio Value 27.6 Billion
Stocks 3400
Filing on Oct 03, 2024 Q3 2024

Private Client Services, LLC

  • IVV
  • OEF
  • BIL
  • PAPR
  • SPY
  • IEFA
  • RSP
Private Client Services, LLC's Q3 2024 Portfolio
Portfolio Value 186 Billion
Stocks 169
Filing on Oct 03, 2024 Q3 2024

Duncan Williams Asset Management, LLC

  • VUG
  • SCHD
  • DGRW
  • AAPL
  • MSFT
  • FHN
  • QQQ
Duncan Williams Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 181 Billion
Stocks 129
Filing on Oct 03, 2024 Q3 2024

First Citizens Financial Corp

  • IYW
  • EFA
  • IYH
  • IYF
  • IJK
  • JPST
  • IJJ
First Citizens Financial Corp's Q3 2024 Portfolio
Portfolio Value 189 Million
Stocks 123
Filing on Oct 03, 2024 Q3 2024

Moody National Bank Trust Division

  • NVDA
  • AAPL
  • MSFT
  • VOO
  • IVV
  • AMZN
  • VXF
Moody National Bank Trust Division's Q3 2024 Portfolio
Portfolio Value 922 Million
Stocks 739
Filing on Oct 03, 2024 Q3 2024

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • VWO
  • BSV
  • VPL
Presilium Private Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 434 Billion
Stocks 76
Filing on Oct 03, 2024 Q3 2024

Abacus Wealth Partners, LLC

  • DFSB
  • DFAT
  • NUSC
  • JSTC
  • DFSU
  • NUEM
  • NUMV
Abacus Wealth Partners, LLC's Q3 2024 Portfolio
Portfolio Value 667 Billion
Stocks 93
Filing on Oct 03, 2024 Q3 2024

Rockland Trust CO

  • MSFT
  • GLD
  • IVOV
  • GOOGL
  • NOBL
  • PANL
  • AAPL
Rockland Trust CO's Q3 2024 Portfolio
Portfolio Value 2.01 Billion
Stocks 496
Filing on Oct 03, 2024 Q3 2024

Bright Rock Capital Management, LLC

  • MSFT
  • GOOGL
  • MA
  • UNH
  • AAPL
  • WST
  • IYE
Bright Rock Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 488 Million
Stocks 71
Filing on Oct 03, 2024 Q3 2024

Pacific Wealth Management

  • SPY
  • GOVT
  • QLTA
  • JAAA
  • VCIT
  • COWZ
  • ABBV
Pacific Wealth Management's Q3 2024 Portfolio
Portfolio Value 215 Million
Stocks 19
Filing on Oct 03, 2024 Q3 2024

Curbstone Financial Management Corp

  • FLRN
  • MDY
  • VCSH
  • AAPL
  • VOO
  • SCHF
  • SCHM
Curbstone Financial Management Corp's Q3 2024 Portfolio
Portfolio Value 458 Million
Stocks 196
Filing on Oct 03, 2024 Q3 2024

Prysm Capital, L.P.

  • RIVN
Prysm Capital, L.P.'s Q3 2024 Portfolio
Portfolio Value 8.66 Million
Stocks 1