Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 03, 2024 Q3 2024

Unique Wealth, LLC

  • IVV
  • SCHG
  • SPY
  • COWZ
  • AGG
  • EFA
  • MUB
Unique Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 437 Billion
Stocks 121
Filing on Oct 02, 2024 Q3 2024

Silvia Mccoll Wealth Management, LLC

  • SCHD
  • AAPL
  • VBR
  • CVX
  • IJH
  • CGGO
  • MSFT
Silvia Mccoll Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 134 Billion
Stocks 108
Filing on Oct 02, 2024 Q3 2024

Greenfield Ftc, Inc.

  • SPY
  • EFA
  • IWM
Greenfield Ftc, Inc.'s Q3 2024 Portfolio
Portfolio Value 461 Million
Stocks 3
Filing on Oct 02, 2024 Q3 2024

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • VWO
  • MSFT
  • VEA
  • ACWX
Verity Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 142 Million
Stocks 73
Filing on Oct 02, 2024 Q3 2024

Praetorian Wealth Management, Inc.

  • IVW
  • IVE
  • VEA
  • VOT
  • VOE
  • VO
  • IVV
Praetorian Wealth Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 398 Million
Stocks 37
Filing on Oct 02, 2024 Q3 2024

Trust CO Of The South

  • DFAT
  • DFUV
  • DFAC
  • VOO
  • SPY
  • AAPL
  • VO
Trust CO Of The South's Q3 2024 Portfolio
Portfolio Value 472 Billion
Stocks 135
Filing on Oct 02, 2024 Q3 2024

Massmutual Trust CO Fsb

  • AAPL
  • MSFT
  • NVDA
  • VO
  • AMZN
  • VEA
  • DFAS
Massmutual Trust CO Fsb's Q3 2024 Portfolio
Portfolio Value 3.48 Billion
Stocks 2165
Filing on Oct 02, 2024 Q3 2024

Cascade Investment Advisors, Inc.

  • MSFT
  • AAPL
  • AMZN
  • USB
  • GOOGL
  • AMAT
  • META
Cascade Investment Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 156 Million
Stocks 111
Filing on Oct 02, 2024 Q3 2024

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • PG
  • JNJ
  • APD
Armstrong Henry H Associates Inc's Q3 2024 Portfolio
Portfolio Value 1.04 Billion
Stocks 63
Filing on Oct 02, 2024 Q3 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q3 2024 Portfolio
Portfolio Value 175 Billion
Stocks 94
Filing on Oct 02, 2024 Q3 2024

Jlb & Associates Inc

  • AAPL
  • ORCL
  • MA
  • MSFT
  • TJX
  • NVO
  • APH
Jlb & Associates Inc's Q3 2024 Portfolio
Portfolio Value 725 Million
Stocks 80
Filing on Oct 02, 2024 Q3 2024

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • IJR
  • VWO
  • VMBS
Whitcomb & Hess, Inc.'s Q3 2024 Portfolio
Portfolio Value 313 Million
Stocks 62
Filing on Oct 02, 2024 Q3 2024

General Partner, Inc.

  • BRK-A
  • AAPL
  • MSFT
  • GOOG
  • MA
  • VBR
  • HD
General Partner, Inc.'s Q3 2024 Portfolio
Portfolio Value 161 Billion
Stocks 244
Filing on Oct 02, 2024 Q3 2024

Boltwood Capital Management

  • SCHF
  • HYGV
  • TDTT
  • MBB
  • IEI
  • SPDW
  • MBSD
Boltwood Capital Management's Q3 2024 Portfolio
Portfolio Value 336 Million
Stocks 174
Filing on Oct 02, 2024 Q3 2024

Dbk Financial Counsel, LLC

  • BIL
  • VEA
  • SPY
  • QQQ
  • BSV
  • VTI
  • VWO
Dbk Financial Counsel, LLC's Q3 2024 Portfolio
Portfolio Value 97 Million
Stocks 48
Filing on Oct 02, 2024 Q3 2024

Central Pacific Bank Trust Division

  • IVV
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • AMZN
  • IUSB
Central Pacific Bank Trust Division's Q3 2024 Portfolio
Portfolio Value 793 Billion
Stocks 956