Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 01, 2024 Q3 2024

Impac Tfolio, LLC

  • ESGV
  • ESGU
  • ESGD
  • EUSB
  • ESGE
  • SUSC
  • MUB
Impac Tfolio, LLC's Q3 2024 Portfolio
Portfolio Value 193 Million
Stocks 53
Filing on Oct 01, 2024 Q3 2024

Park National Corp

  • PRK
  • AAPL
  • MSFT
  • NVDA
  • SDVY
  • JPM
  • GOOGL
Park National Corp 's Q3 2024 Portfolio
Portfolio Value 2.82 Billion
Stocks 471
Filing on Oct 01, 2024 Q3 2024

Bridge Advisory, LLC

  • EMLC
  • SHV
  • PHYS
  • PSLV
  • SGOV
  • DFAU
  • AAPL
Bridge Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 99
Filing on Oct 01, 2024 Q3 2024

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • META
  • AMZN
  • COST
  • V
Jacobs & CO's Q3 2024 Portfolio
Portfolio Value 1 Billion
Stocks 126
Filing on Oct 01, 2024 Q3 2024

Appleton Partners Inc

  • AAPL
  • MSFT
  • GSLC
  • SCHX
  • AMZN
  • JPM
  • AVGO
Appleton Partners Inc's Q3 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 255
Filing on Oct 01, 2024 Q3 2024

Norman Fields, Gottscho Capital Management, LLC

  • COST
  • BRK-B
  • AAPL
  • V
  • AXP
  • ONON
  • UNP
Norman Fields, Gottscho Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 302 Million
Stocks 61
Filing on Oct 01, 2024 Q3 2024

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • AAPL
  • VTI
  • GOOG
Davis Capital Management's Q3 2024 Portfolio
Portfolio Value 126 Billion
Stocks 335
Filing on Oct 01, 2024 Q2 2024

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • PNOV
  • XAR
Buska Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 288 Billion
Stocks 58
Filing on Oct 01, 2024 Q3 2024

Banc First Trust & Investment Management

  • BANF
  • XOM
  • BND
  • VBR
  • VOO
  • VTI
  • BSV
Banc First Trust & Investment Management's Q3 2024 Portfolio
Portfolio Value 296 Million
Stocks 72
Filing on Oct 01, 2024 Q3 2024

Emprise Bank

  • VGIT
  • SGOV
  • VTIP
  • DFEM
  • VTI
  • MSFT
  • AVDV
Emprise Bank's Q3 2024 Portfolio
Portfolio Value 174 Billion
Stocks 98
Filing on Oct 01, 2024 Q3 2024

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • VTWO
  • QUAL
  • MTUM
Global Wealth Strategies & Associates's Q3 2024 Portfolio
Portfolio Value 304 Billion
Stocks 373
Filing on Oct 01, 2024 Q3 2024

Neville Rodie & Shaw Inc

  • AAPL
  • MSFT
  • TMO
  • GOOGL
  • PWR
  • V
  • COST
Neville Rodie & Shaw Inc's Q3 2024 Portfolio
Portfolio Value 1.36 Billion
Stocks 337
Filing on Oct 01, 2024 Q3 2024

First Financial Bank Trust Division

  • IEFA
  • IWM
  • SPY
  • PG
  • IVV
  • AAPL
  • MSFT
First Financial Bank Trust Division's Q3 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 428
Filing on Sep 30, 2024 Q2 2024

Ashburton (Jersey) LTD

  • NVDA
  • MSFT
  • GOOG
  • JPM
  • AMZN
  • BRK-B
  • AAPL
Ashburton (Jersey) LTD's Q2 2024 Portfolio
Portfolio Value 235 Million
Stocks 52
Filing on Sep 26, 2024 Q2 2024

Alternative Investment Advisors, Llc.

  • IVV
  • DGRO
  • IVE
  • QUAL
  • EFV
  • TLT
  • MBB
Alternative Investment Advisors, Llc.'s Q2 2024 Portfolio
Portfolio Value 175 Billion
Stocks 45
Filing on Sep 11, 2024 Q2 2024

American Trust

  • VOO
  • SCHX
  • DGRO
  • BIV
  • VO
  • IJH
  • VB
American Trust's Q2 2024 Portfolio
Portfolio Value 1.16 Billion
Stocks 244
Filing on Sep 06, 2024 Q2 2024

Cim, LLC

  • NVDA
  • NVO
  • CMG
  • GOOGL
  • ISTB
  • SNPS
  • META
Cim, LLC's Q2 2024 Portfolio
Portfolio Value 676 Million
Stocks 158
Filing on Sep 03, 2024 Q2 2024

Clear Rock Advisors, LLC

  • JMBS
  • VB
  • GOVT
  • USFR
  • CORP
  • SCHX
  • MUNI
Clear Rock Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 234 Billion
Stocks 70