Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 19, 2024 Q4 2023

Jcsd Capital, LLC

  • WAL
  • CCB
  • BANC
  • FBMS
  • EWBC
  • KBE
  • FHN
Jcsd Capital, LLC's Q4 2023 Portfolio
Portfolio Value 32.4 Million
Stocks 20
Filing on Jan 18, 2024 Q4 2023

Alterity Financial Group, LLC

  • AAPL
  • NVDA
  • GOOGL
  • AVGO
  • TMO
  • MSFT
  • HON
Alterity Financial Group, LLC's Q4 2023 Portfolio
Portfolio Value 69.9 Million
Stocks 73
Filing on Jan 17, 2024 Q4 2023

Columbia Trust CO 01012016

  • MSFT
  • AAPL
  • TLH
  • IEMG
  • EMXC
  • IEFA
  • GOOGL
Columbia Trust CO 01012016's Q4 2023 Portfolio
Portfolio Value 220 Million
Stocks 262
Filing on Jan 17, 2024 Q4 2023

J Arnold Wealth Management CO

  • VOO
  • QQQ
  • AAPL
  • IHI
  • AMZN
  • ISRG
  • FXL
J Arnold Wealth Management CO's Q4 2023 Portfolio
Portfolio Value 291 Million
Stocks 35
Filing on Jan 16, 2024 Q4 2023

Engrave Wealth Partners LLC

  • XOM
  • DSTL
  • VOO
  • VUG
  • GSST
  • BSCQ
  • DEM
Engrave Wealth Partners LLC's Q4 2023 Portfolio
Portfolio Value 350 Million
Stocks 81
Filing on Jan 12, 2024 Q4 2023

Wealthsource Partners, LLC

  • SCHX
  • SPAB
  • QUAL
  • ESGU
  • EFV
  • EFG
  • EMXC
Wealthsource Partners, LLC's Q4 2023 Portfolio
Portfolio Value 1.52 Billion
Stocks 503
Filing on Jan 12, 2024 Q4 2023

High Pines Wealth Management, LLC

  • VONG
  • VEA
  • VOO
  • VTV
  • VO
  • VCSH
  • BND
High Pines Wealth Management, LLC's Q4 2023 Portfolio
Portfolio Value 65.6 Million
Stocks 30
Filing on Jan 11, 2024 Q4 2023

Resource Consulting Group Inc

  • DFUV
  • DFAT
  • DFIV
  • QUAL
  • DFAS
  • IGSB
  • BRK-A
Resource Consulting Group Inc's Q4 2023 Portfolio
Portfolio Value 584 Million
Stocks 69
Filing on Jan 09, 2024 Q4 2023

Dfpg Investments, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • INDA
  • IVV
  • BND
Dfpg Investments, LLC's Q4 2023 Portfolio
Portfolio Value 1.29 Billion
Stocks 621
Filing on Jan 09, 2024 Q4 2023

Resource Planning Group

  • AGG
  • BSV
  • VEA
  • VV
  • VB
  • VOO
  • EMXC
Resource Planning Group's Q4 2023 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Jan 09, 2024 Q4 2023

Bdl Capital Management

  • DOLE
  • GOOGL
  • PNR
  • QGEN
  • ALC
  • CNHI
  • PANW
Bdl Capital Management's Q4 2023 Portfolio
Portfolio Value 120 Billion
Stocks 17
Filing on Jan 09, 2024 Q4 2023

Db Wealth Management Group, LLC

  • SPY
  • EFA
  • CGDV
  • VTI
  • IJH
  • DWM
  • FV
Db Wealth Management Group, LLC's Q4 2023 Portfolio
Portfolio Value 169 Million
Stocks 370
Filing on Jan 08, 2024 Q4 2023

Traverso Chambers Private Wealth Management, LLC

  • SPY
  • SPAB
  • VGSH
  • TLH
  • QQQ
  • SCHO
  • SCHF
Traverso Chambers Private Wealth Management, LLC's Q4 2023 Portfolio
Portfolio Value 411 Million
Stocks 123
Filing on Jan 08, 2024 Q4 2023

Bartlett & Co. LLC

  • AAPL
  • MSFT
  • GOOG
  • BRK-B
  • MA
  • JPM
  • PG
Bartlett & Co. LLC's Q4 2023 Portfolio
Portfolio Value 6.16 Billion
Stocks 1277
Filing on Jan 04, 2024 Q4 2023

Somerset Capital Management LLP

  • KB
  • CPA
  • MELI
  • FCX
  • YUMC
Somerset Capital Management LLP's Q4 2023 Portfolio
Portfolio Value 8.12 Million
Stocks 5
Filing on Jan 03, 2024 Q4 2023

Paragon Wealth Strategies, LLC

  • VOO
  • DFIV
  • DFAC
  • IWF
  • QQQ
  • CALF
  • DUHP
Paragon Wealth Strategies, LLC's Q4 2023 Portfolio
Portfolio Value 346 Million
Stocks 40
Filing on Jan 03, 2024 Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC

  • AGG
  • VIG
  • IVV
  • IVW
  • VIGI
  • SDY
  • DGS
Eisner Amper Wealth Management Corporate Benefits, LLC's Q4 2023 Portfolio
Portfolio Value 274 Million
Stocks 67
Filing on Jan 02, 2024 Q3 2023

Virginia Retirement Systems Et Al

  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • GOOGL
  • AMZN
  • META
Virginia Retirement Systems Et Al's Q3 2023 Portfolio
Portfolio Value 10.1 Billion
Stocks 935