Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 08, 2023 Q3 2023

Appleton Group, LLC

  • SCHD
  • SCHZ
  • IJH
  • IWD
  • SPY
  • SCHG
  • IWN
Appleton Group, LLC's Q3 2023 Portfolio
Portfolio Value 28.6 Million
Stocks 27
Filing on Nov 08, 2023 Q3 2023

Amia Capital LLP

  • EMB
  • SPY
  • FXI
Amia Capital LLP's Q3 2023 Portfolio
Portfolio Value 126 Million
Stocks 4
Filing on Nov 08, 2023 Q3 2023

Milestone Advisory Partners

  • SCHD
  • VFVA
  • VDC
  • VUG
  • TDIV
  • SPLV
  • RYU
Milestone Advisory Partners's Q3 2023 Portfolio
Portfolio Value 120 Million
Stocks 70
Filing on Nov 08, 2023 Q3 2023

Kpcb Dgf Associates, LLC

  • LZ
  • SKIL
Kpcb Dgf Associates, LLC's Q3 2023 Portfolio
Portfolio Value 58.1 Million
Stocks 2
Filing on Nov 08, 2023 Q3 2023

Kpcb Xiv Associates, LLC

  • QS
  • ISPO
  • RENT
  • AMPX
Kpcb Xiv Associates, LLC's Q3 2023 Portfolio
Portfolio Value 42.8 Million
Stocks 4
Filing on Nov 08, 2023 Q3 2023

Sutton Wealth Advisors Inc.

  • SCHX
  • AAPL
  • VOO
  • LECO
  • IWB
  • ABBV
  • IWR
Sutton Wealth Advisors Inc.'s Q3 2023 Portfolio
Portfolio Value 203 Billion
Stocks 865
Filing on Nov 07, 2023 Q3 2023

Zeal Asset Management LTD

  • HTHT
  • BGNE
Zeal Asset Management LTD's Q3 2023 Portfolio
Portfolio Value 39.4 Million
Stocks 2
Filing on Nov 07, 2023 Q3 2023

Clientfirst Wealth Management, LLC

  • DDS
  • IWF
  • SPY
  • VOO
  • AAPL
  • IWD
  • MDY
Clientfirst Wealth Management, LLC's Q3 2023 Portfolio
Portfolio Value 82.6 Million
Stocks 32
Filing on Nov 07, 2023 Q3 2023

First Republic Investment Management, Inc.

  • AAPL
  • MSFT
  • SPY
  • VOO
  • NVDA
  • GOOGL
  • AMZN
First Republic Investment Management, Inc.'s Q3 2023 Portfolio
Portfolio Value 34.7 Billion
Stocks 1710
Filing on Nov 07, 2023 Q3 2023

Avant Capital LLC

  • SCHD
  • USMV
  • VTV
  • QUAL
  • DGRW
  • FNDX
  • SCHV
Avant Capital LLC's Q3 2023 Portfolio
Portfolio Value 87.4 Million
Stocks 56
Filing on Nov 07, 2023 Q3 2023

Financial Advantage, Inc.

  • GLD
  • IGV
  • GOOG
  • TJX
  • BKNG
  • BMY
  • CSCO
Financial Advantage, Inc.'s Q3 2023 Portfolio
Portfolio Value 65.1 Million
Stocks 33
Filing on Nov 07, 2023 Q3 2023

Johnson Midwest Financial, LLC

  • SPY
  • QQQ
  • DIA
  • IVE
  • IVW
  • AAPL
  • FSK
Johnson Midwest Financial, LLC's Q3 2023 Portfolio
Portfolio Value 44.1 Million
Stocks 376
Filing on Nov 07, 2023 Q3 2023

Madison Wealth Management

  • MSFT
  • AAPL
  • USFR
  • GOOG
  • BRK-B
  • VOO
  • CBRE
Madison Wealth Management's Q3 2023 Portfolio
Portfolio Value 449 Million
Stocks 151
Filing on Nov 07, 2023 Q3 2023

West Rim Capital Associates Ii, L.P.

  • BASE
West Rim Capital Associates Ii, L.P.'s Q3 2023 Portfolio
Portfolio Value 46.8 Million
Stocks 1
Filing on Nov 07, 2023 Q3 2023

Mu Investments Co., Ltd.

  • PH
  • CARR
  • MSFT
  • AAPL
  • GWW
  • COST
  • NUE
Mu Investments Co., Ltd.'s Q3 2023 Portfolio
Portfolio Value 74.7 Million
Stocks 24
Filing on Nov 06, 2023 Q3 2023

Must Asset Management Inc.

  • SE
  • TMDX
  • STNG
  • TDW
  • SOFI
  • NETI
  • CVNA
Must Asset Management Inc.'s Q3 2023 Portfolio
Portfolio Value 36.8 Million
Stocks 23
Filing on Nov 06, 2023 Q3 2023

Forefront Wealth Management Inc.

  • MSFT
  • AAPL
  • AMZN
  • HDV
  • UNH
  • GOOGL
  • ABBV
Forefront Wealth Management Inc.'s Q3 2023 Portfolio
Portfolio Value 70.1 Million
Stocks 39
Filing on Nov 06, 2023 Q3 2023

Acon Equity Management, L.L.C.

  • FNKO
Acon Equity Management, L.L.C.'s Q3 2023 Portfolio
Portfolio Value 13.8 Million
Stocks 1