Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2024 Q2 2024

Inspire Trust Co, N.A.

  • EFA
  • SPY
  • EEM
  • VSS
  • MSFT
  • AAPL
  • SPYG
Inspire Trust Co, N.A.'s Q2 2024 Portfolio
Portfolio Value 303 Billion
Stocks 112
Filing on Aug 13, 2024 Q2 2024

Roumell Asset Management, LLC

  • OLO
  • OPRA
  • LBRT
  • WTTR
  • MGNI
  • LQDT
  • ACTG
Roumell Asset Management, LLC's Q2 2024 Portfolio
Portfolio Value 51 Million
Stocks 16
Filing on Aug 13, 2024 Q2 2024

Atalaya Capital Management LP

  • ROIV
  • GAQ
  • CNDT
  • HLLY
  • BACA
  • MPLN
  • PAYO
Atalaya Capital Management LP's Q2 2024 Portfolio
Portfolio Value 40.8 Million
Stocks 96
Filing on Aug 13, 2024 Q2 2024

Correct Capital Wealth Management

  • DGRO
  • AVUV
  • COWZ
  • AVDE
  • FBND
  • AVEM
  • PULS
Correct Capital Wealth Management's Q2 2024 Portfolio
Portfolio Value 325 Million
Stocks 118
Filing on Aug 13, 2024 Q2 2024

Fmfe Wealth Management, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAS
  • MSFT
  • DFAC
Fmfe Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 108 Billion
Stocks 24
Filing on Aug 12, 2024 Q2 2024

Cornell University

  • SHY
  • XOM
  • TMP
Cornell University's Q2 2024 Portfolio
Portfolio Value 4.59 Billion
Stocks 3
Filing on Aug 12, 2024 Q2 2024

Benjamin F. Edwards & Company, Inc.

  • AAPL
  • MSFT
  • XMHQ
  • HYBB
  • IUSG
  • SCHF
  • CALF
Benjamin F. Edwards & Company, Inc.'s Q2 2024 Portfolio
Portfolio Value 5.69 Billion
Stocks 2847
Filing on Aug 12, 2024 Q2 2024

Herr Investment Group LLC

  • SMH
  • AAPL
  • CMG
  • SLV
  • XLY
  • DECK
  • VGSH
Herr Investment Group LLC's Q2 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on Aug 12, 2024 Q2 2024

Coombe, Bender & CO LLC

  • AGG
  • VOO
  • VXUS
  • SFM
  • SLQD
  • IESC
  • BIL
Coombe, Bender & CO LLC's Q2 2024 Portfolio
Portfolio Value 166 Million
Stocks 75
Filing on Aug 12, 2024 Q2 2024

Cambridge Financial Group, Inc.

  • AVGO
  • NVDA
  • AAPL
  • ABC
  • MSFT
  • TJX
  • BAC
Cambridge Financial Group, Inc.'s Q2 2024 Portfolio
Portfolio Value 222 Billion
Stocks 33
Filing on Aug 12, 2024 Q2 2024

Bush Investment Group, LLC

  • VTI
  • IWY
  • SCHF
  • SCHM
  • SPLG
  • SPHY
  • IVW
Bush Investment Group, LLC's Q2 2024 Portfolio
Portfolio Value 116 Billion
Stocks 30
Filing on Aug 12, 2024 Q2 2024

Heritage Trust CO

  • MSFT
  • AAPL
  • VEA
  • GOOG
  • QCOM
  • ABBV
  • JPM
Heritage Trust CO's Q2 2024 Portfolio
Portfolio Value 750 Million
Stocks 439
Filing on Aug 12, 2024 Q2 2024

Buckingham Strategic Wealth, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFUS
  • ITOT
  • DFIV
  • VGIT
Buckingham Strategic Wealth, LLC's Q2 2024 Portfolio
Portfolio Value 8.98 Billion
Stocks 805
Filing on Aug 12, 2024 Q2 2024

Forthright Family Wealth Advisory LLC

  • SPLG
  • QUAL
  • EFV
  • SCHZ
  • VMBS
  • IUSB
  • EFG
Forthright Family Wealth Advisory LLC's Q2 2024 Portfolio
Portfolio Value 155 Billion
Stocks 69
Filing on Aug 12, 2024 Q2 2024

Mckinley Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • AVGO
Mckinley Capital Management LLC 's Q2 2024 Portfolio
Portfolio Value 558 Million
Stocks 115
Filing on Aug 12, 2024 Q2 2024

Girard Partners Ltd.

  • SPLG
  • VXUS
  • AAPL
  • MSFT
  • SPAB
  • AMZN
  • GOOGL
Girard Partners Ltd.'s Q2 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 259
Filing on Aug 12, 2024 Q2 2024

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q2 2024 Portfolio
Portfolio Value 170 Million
Stocks 1
Filing on Aug 09, 2024 Q2 2024

Payden & Rygel Investment Group

  • AJG
  • JPM
  • QQQM
  • MSFT
  • XOM
  • MCK
  • WMT
Payden & Rygel Investment Group's Q2 2024 Portfolio
Portfolio Value 1.24 Billion
Stocks 122