Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2024 Q1 2024

Lee Financial Group Hawaii, Inc.

  • VOO
  • COWZ
  • GSLC
  • BOTZ
  • XAR
  • BOND
  • JVAL
Lee Financial Group Hawaii, Inc.'s Q1 2024 Portfolio
Portfolio Value 128 Million
Stocks 28
Filing on Apr 24, 2024 Q1 2024

Cubic Asset Management, LLC

  • MSFT
  • META
  • GOOG
  • PNC
  • BRK-B
  • ALL
  • AXP
Cubic Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 417 Million
Stocks 202
Filing on Apr 23, 2024 Q1 2024

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • VEA
  • SLYV
  • SPTI
  • TTD
  • AAPL
Capasso Planning Partners LLC's Q1 2024 Portfolio
Portfolio Value 240 Million
Stocks 111
Filing on Apr 23, 2024 Q1 2024

Klr Investment Advisors, LLC

  • OMFL
  • FTGC
  • AGGY
  • MSFT
  • NVDA
  • EMBD
  • AAPL
Klr Investment Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 138 Billion
Stocks 185
Filing on Apr 22, 2024 Q1 2024

First Purpose Wealth LLC

  • DFAU
  • DFAC
  • DFAI
  • DFCF
  • BND
  • DFAE
  • DFAR
First Purpose Wealth LLC's Q1 2024 Portfolio
Portfolio Value 275 Million
Stocks 209
Filing on Apr 22, 2024 Q1 2024

Reitz Capital Advisors LLC

  • SCHD
  • JEPQ
  • BND
  • SCHG
  • JEPI
  • PFF
  • COWZ
Reitz Capital Advisors LLC's Q1 2024 Portfolio
Portfolio Value 57.4 Million
Stocks 23
Filing on Apr 22, 2024 Q1 2024

Ws Portfolio Advisory, LLC

  • IWM
  • MSFT
  • WAL
  • AMZN
  • WSC
  • GOOGL
  • ATKR
Ws Portfolio Advisory, LLC's Q1 2024 Portfolio
Portfolio Value 671 Billion
Stocks 40
Filing on Apr 19, 2024 Q1 2024

American National Bank & Trust CO /Va/

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • BRK-B
  • GOOG
  • AMZN
American National Bank & Trust CO /Va/'s Q1 2024 Portfolio
Portfolio Value 423 Billion
Stocks 192
Filing on Apr 19, 2024 Q1 2024

Cutler Group LP

  • ITOT
  • IVW
  • DIA
  • QQQ
  • AMD
  • MDGL
  • XLU
Cutler Group LP's Q1 2024 Portfolio
Portfolio Value 307 Million
Stocks 2928
Filing on Apr 19, 2024 Q1 2024

Handelsinvest Investeringsforvaltning

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Handelsinvest Investeringsforvaltning's Q1 2024 Portfolio
Portfolio Value 208 Million
Stocks 317
Filing on Apr 18, 2024 Q1 2024

Stewart & Patten CO LLC

  • MSFT
  • JPM
  • AAPL
  • HD
  • SYK
  • AXP
  • JNJ
Stewart & Patten CO LLC's Q1 2024 Portfolio
Portfolio Value 664 Million
Stocks 124
Filing on Apr 18, 2024 Q1 2024

Keating Wealth Management LLC

  • VTI
  • VXUS
  • JPST
  • KRC
  • DFAI
  • VOO
  • ITOT
Keating Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 167 Billion
Stocks 45
Filing on Apr 17, 2024 Q1 2024

Zenyatta Capital Management LP

  • CSTM
  • GPRE
  • TTD
  • FOUR
  • AMD
  • AMZN
  • VZ
Zenyatta Capital Management LP's Q1 2024 Portfolio
Portfolio Value 73.2 Million
Stocks 17
Filing on Apr 16, 2024 Q1 2024

Norwood Financial Corp

  • NWFL
  • VUG
  • MSFT
  • IJT
  • AMAT
  • VTV
  • CAT
Norwood Financial Corp's Q1 2024 Portfolio
Portfolio Value 68.6 Million
Stocks 396
Filing on Apr 15, 2024 Q1 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • MSFT
  • AAPL
  • NVDA
  • SPTS
  • META
Dgs Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 344 Million
Stocks 276
Filing on Apr 15, 2024 Q1 2024

Manning & Napier Group, LLC

  • AMZN
  • MA
  • GOOGL
  • TSM
  • JNJ
  • MU
  • LHX
Manning & Napier Group, LLC's Q1 2024 Portfolio
Portfolio Value 8.76 Billion
Stocks 482
Filing on Apr 15, 2024 Q1 2024

Atlas Private Wealth Management

  • SHY
  • JMST
  • LMBS
  • AAPL
  • SPY
  • XMHQ
  • GOOGL
Atlas Private Wealth Management's Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 119
Filing on Apr 15, 2024 Q1 2024

Richelieu Gestion PLC

  • MSFT
  • AMZN
  • DIS
  • GM
  • GOOGL
  • AAPL
  • NEE
Richelieu Gestion PLC's Q1 2024 Portfolio
Portfolio Value 97.3 Million
Stocks 63