Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 02, 2024 Q2 2024

Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)'s Q2 2024 Portfolio
Portfolio Value 8.86 Billion
Stocks 539
Filing on Aug 01, 2024 Q2 2024

Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

  • MU
  • JNJ
  • NVDA
  • SMCI
  • VRT
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.'s Q2 2024 Portfolio
Portfolio Value 7.89 Million
Stocks 5
Filing on Aug 01, 2024 Q2 2024

Private Wealth Strategies, L.L.C.

  • EPS
  • USFR
  • DGRW
  • USMF
  • SCHG
  • GLD
  • QQQ
Private Wealth Strategies, L.L.C.'s Q2 2024 Portfolio
Portfolio Value 490 Million
Stocks 73
Filing on Jul 31, 2024 Q2 2024

Jpl Wealth Management, LLC

  • AAPL
  • AVGO
  • MSFT
  • SCHO
  • GOOGL
  • COST
  • IJH
Jpl Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 204 Billion
Stocks 104
Filing on Jul 31, 2024 Q2 2024

Bradley & Co. Private Wealth Management, LLC

  • AAPL
  • NVDA
  • GOOG
  • MSFT
  • BRK-B
  • COST
  • VTI
Bradley & Co. Private Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 134 Million
Stocks 222
Filing on Jul 31, 2024 Q2 2024

Oikos Holdings LLC

  • VTI
  • VXUS
  • ITOT
  • SCHP
  • VXF
  • VNQ
  • VOO
Oikos Holdings LLC's Q2 2024 Portfolio
Portfolio Value 422 Million
Stocks 9
Filing on Jul 30, 2024 Q2 2024

Private Ocean, LLC

  • DFAC
  • IUSB
  • VCSH
  • DFAE
  • JNK
  • DFAI
  • AAPL
Private Ocean, LLC's Q2 2024 Portfolio
Portfolio Value 1.08 Billion
Stocks 633
Filing on Jul 30, 2024 Q2 2024

Solano Wealth Management, Inc.

  • OMFL
  • RDVY
  • FTCS
  • OMFS
  • QQQM
  • SPTM
  • ITOT
Solano Wealth Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 183 Billion
Stocks 31
Filing on Jul 30, 2024 Q2 2024

Heritage Wealth Management, LLC

  • SPEM
  • SMMD
  • EFA
  • USHY
  • IVV
  • AGG
  • EMB
Heritage Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 177 Million
Stocks 168
Filing on Jul 30, 2024 Q2 2024

Karpas Strategies, LLC

  • JNJ
  • SCHW
  • MRK
  • OKE
  • BRK-B
  • TXN
  • BIP
Karpas Strategies, LLC's Q2 2024 Portfolio
Portfolio Value 262 Million
Stocks 117
Filing on Jul 30, 2024 Q2 2024

Ifp Advisors, Inc

  • AAPL
  • QQQ
  • SPY
  • VUG
  • DGRW
  • MSFT
  • SPLG
Ifp Advisors, Inc's Q2 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 3244
Filing on Jul 29, 2024 Q2 2024

Kopp Family Office, LLC

  • VEA
  • IWM
  • VCEL
  • VWO
  • FIVN
  • NEO
  • TEAM
Kopp Family Office, LLC's Q2 2024 Portfolio
Portfolio Value 161 Million
Stocks 21
Filing on Jul 29, 2024 Q2 2024

Dantai Capital LTD

  • AAPL
  • NVDA
  • AMZN
  • COST
  • META
  • LLY
  • NVO
Dantai Capital LTD's Q2 2024 Portfolio
Portfolio Value 88.9 Billion
Stocks 37
Filing on Jul 26, 2024 Q2 2024

Hall Capital Management CO Inc

  • MSFT
  • JAAA
  • VCIT
  • IGSB
  • VO
  • AAPL
  • JPM
Hall Capital Management CO Inc's Q2 2024 Portfolio
Portfolio Value 209 Million
Stocks 98
Filing on Jul 26, 2024 Q2 2024

Emfo, LLC

  • AAPL
  • ARCC
  • SPY
  • AMZN
  • REFI
  • JPM
  • AMGN
Emfo, LLC's Q2 2024 Portfolio
Portfolio Value 110 Million
Stocks 285
Filing on Jul 25, 2024 Q2 2024

Gratus Capital LLC

  • NVDA
  • AAPL
  • VUG
  • IEFA
  • VGT
  • MSFT
  • VTHR
Gratus Capital LLC's Q2 2024 Portfolio
Portfolio Value 2.39 Billion
Stocks 376
Filing on Jul 25, 2024 Q2 2024

Levy Wealth Management Group, LLC

  • VTI
  • VIG
  • BSV
  • QQQM
  • JQUA
  • SPAB
  • SPYG
Levy Wealth Management Group, LLC's Q2 2024 Portfolio
Portfolio Value 390 Million
Stocks 101
Filing on Jul 25, 2024 Q2 2024

Hyman Charles D

  • BRK-B
  • MSFT
  • AAPL
  • COST
  • FRPH
  • CAT
  • VMC
Hyman Charles D's Q2 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 242