Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 02, 2024 Q3 2024

Lowe Wealth Advisors, LLC

  • SPY
  • QQQ
  • USMV
  • VCSH
  • JPST
  • SPTS
  • INFL
Lowe Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 230 Million
Stocks 318
Filing on Oct 02, 2024 Q3 2024

Waller Financial Planning Group, Inc

  • SPMD
  • SPSM
  • SPDW
  • IVV
  • OMFL
  • SPAB
  • IGEB
Waller Financial Planning Group, Inc's Q3 2024 Portfolio
Portfolio Value 403 Million
Stocks 68
Filing on Oct 02, 2024 Q3 2024

Caledonia Investments PLC

  • ORCL
  • MSFT
  • WSO
  • TXN
  • PM
  • FAST
  • TMO
Caledonia Investments PLC's Q3 2024 Portfolio
Portfolio Value 906 Million
Stocks 14
Filing on Oct 02, 2024 Q3 2024

Greenhaven Associates Inc

  • LEN
  • C
  • TOL
  • PHM
  • DHI
  • OSK
  • ARW
Greenhaven Associates Inc's Q3 2024 Portfolio
Portfolio Value 6.36 Billion
Stocks 24
Filing on Oct 02, 2024 Q3 2024

Ables, Iannone, Moore & Associates, Inc.

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • TTD
  • V
  • MSFT
Ables, Iannone, Moore & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 155 Billion
Stocks 58
Filing on Oct 02, 2024 Q3 2024

American National Bank

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • GSSC
  • BRK-B
  • LMT
American National Bank's Q3 2024 Portfolio
Portfolio Value 816 Million
Stocks 474
Filing on Oct 02, 2024 Q3 2024

Abacus Planning Group, Inc.

  • DSTL
  • VTI
  • VBR
  • VXUS
  • STIP
  • UNP
  • VEA
Abacus Planning Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 545 Million
Stocks 218
Filing on Oct 02, 2024 Q3 2024

Stonehearth Capital Management, LLC

  • VLUE
  • MTUM
  • DFAI
  • SCHD
  • OUSM
  • VWO
  • QUAL
Stonehearth Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 248 Million
Stocks 77
Filing on Oct 02, 2024 Q3 2024

First Community Trust Na

  • AAPL
  • MSFT
  • AMAT
  • NVDA
  • DE
  • PG
  • META
First Community Trust Na's Q3 2024 Portfolio
Portfolio Value 122 Million
Stocks 312
Filing on Oct 02, 2024 Q3 2024

Mid American Wealth Advisory Group, Inc.

  • IBHD
  • IBHE
  • AZBL
  • TUA
  • IBDP
  • IBHF
  • JULZ
Mid American Wealth Advisory Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 159 Billion
Stocks 44
Filing on Oct 02, 2024 Q3 2024

Trust CO Of Toledo Na

  • MSFT
  • AAPL
  • LLY
  • JPM
  • ORCL
  • NVDA
  • GOOGL
Trust CO Of Toledo Na 's Q3 2024 Portfolio
Portfolio Value 734 Million
Stocks 330
Filing on Oct 02, 2024 Q3 2024

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • DFSV
  • GDX
Efficient Frontier Advisors LLC's Q3 2024 Portfolio
Portfolio Value 155 Million
Stocks 18
Filing on Oct 02, 2024 Q3 2024

Weybosset Research & Management LLC

  • CPRT
  • DE
  • AGM
  • TJX
  • KEYS
  • BRK-B
  • CMI
Weybosset Research & Management LLC's Q3 2024 Portfolio
Portfolio Value 295 Million
Stocks 52
Filing on Oct 02, 2024 Q3 2024

Mc Alister, Sweet & Associates, Inc.

  • IVV
  • VUG
  • COWZ
  • AAPL
  • NVDA
  • RSP
  • SECT
Mc Alister, Sweet & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 121 Million
Stocks 29
Filing on Oct 02, 2024 Q3 2024

Doliver Advisors, LP

  • XOM
  • IUSG
  • IVV
  • GOOG
  • AMZN
  • ITOT
  • AAPL
Doliver Advisors, LP's Q3 2024 Portfolio
Portfolio Value 346 Million
Stocks 153
Filing on Oct 02, 2024 Q3 2024

M&R Capital Management Inc

  • AAPL
  • AVGO
  • BRK-B
  • GOOGL
  • LOW
  • AMZN
  • V
M&R Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 445 Million
Stocks 581
Filing on Oct 02, 2024 Q3 2024

Dentgroup LLC

  • FBND
  • IJH
  • VUG
  • FDVV
  • ACWX
  • GOVT
  • VTV
Dentgroup LLC's Q3 2024 Portfolio
Portfolio Value 129 Million
Stocks 82
Filing on Oct 02, 2024 Q3 2024

Cacti Asset Management LLC

  • AAPL
  • AXP
  • GS
  • J
  • CB
  • MRK
  • DIS
Cacti Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 77