Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2023 Q3 2023

Tri Star Advisors Inc.

  • IVV
  • SPTS
  • VGSH
  • IGSB
  • GNMA
  • VGIT
  • VCIT
Tri Star Advisors Inc.'s Q3 2023 Portfolio
Portfolio Value 5.9 Billion
Stocks 14
Filing on Nov 03, 2023 Q3 2023

Goff John C

  • CRGY
  • PINE
  • MSFT
  • HLLY
  • FIP
Goff John C's Q3 2023 Portfolio
Portfolio Value 68.6 Million
Stocks 7
Filing on Nov 03, 2023 Q3 2023

Evolution Equity Partners Ii Sarl

  • ARQQ
  • COIN
Evolution Equity Partners Ii Sarl's Q3 2023 Portfolio
Portfolio Value 11.8 Billion
Stocks 2
Filing on Nov 03, 2023 Q3 2023

Column Capital Advisors, LLC

  • LLY
  • VOO
  • BRK-B
  • VTI
  • VXUS
  • IGF
  • VCSH
Column Capital Advisors, LLC's Q3 2023 Portfolio
Portfolio Value 1.92 Billion
Stocks 806
Filing on Nov 03, 2023 Q3 2023

Daniels&Tansey,Llp

  • NVDA
  • MSFT
  • IVV
  • CSCO
  • BND
  • VUG
  • LLY
Daniels&Tansey,Llp's Q3 2023 Portfolio
Portfolio Value 438 Million
Stocks 29
Filing on Nov 02, 2023 Q3 2023

Kcs Wealth Advisory

  • AAPL
  • JAAA
  • VGSH
  • GSST
  • IVV
  • MBB
  • META
Kcs Wealth Advisory's Q3 2023 Portfolio
Portfolio Value 224 Million
Stocks 133
Filing on Nov 02, 2023 Q3 2023

Wealth Spring Partners, LLC

  • AGG
  • DFAC
  • IYK
  • IVV
  • PHO
  • BNDX
  • AAPL
Wealth Spring Partners, LLC's Q3 2023 Portfolio
Portfolio Value 134 Billion
Stocks 70
Filing on Nov 02, 2023 Q3 2023

Matrix China Management Iv, L.P.

  • XPEV
Matrix China Management Iv, L.P.'s Q3 2023 Portfolio
Portfolio Value 64.3 Million
Stocks 1
Filing on Nov 02, 2023 Q3 2023

Triad Financial Advisors, Inc.

  • DFAC
  • IVW
  • DFSD
  • DFCF
  • DFAI
  • DUHP
  • BSV
Triad Financial Advisors, Inc.'s Q3 2023 Portfolio
Portfolio Value 267 Million
Stocks 98
Filing on Nov 02, 2023 Q3 2023

Moneda Usa, Inc.

  • VALE
  • PBR
  • MELI
  • CIB
  • SQM
  • GGB
  • VLRS
Moneda Usa, Inc.'s Q3 2023 Portfolio
Portfolio Value 54.5 Million
Stocks 9
Filing on Nov 02, 2023 Q3 2023

Top Ace Asset Management LTD

  • BIDU
  • NVDA
  • YUMC
  • JD
  • PDD
  • NIO
  • XPEV
Top Ace Asset Management LTD's Q3 2023 Portfolio
Portfolio Value 25.3 Billion
Stocks 10
Filing on Nov 01, 2023 Q3 2023

Madryn Asset Management, LP

  • SLGC
  • ESTA
  • GBNH
Madryn Asset Management, LP's Q3 2023 Portfolio
Portfolio Value 35.3 Million
Stocks 5
Filing on Nov 01, 2023 Q3 2023

Jacob Asset Management Of New York LLC

  • DKNG
  • INSE
  • INVE
  • NET
  • OPRX
  • CTLP
  • LTRX
Jacob Asset Management Of New York LLC's Q3 2023 Portfolio
Portfolio Value 70.6 Million
Stocks 66
Filing on Nov 01, 2023 Q3 2023

Prw Wealth Management LLC

  • IVV
  • VUG
  • EFA
  • QQQ
  • VTV
  • MINT
  • AGG
Prw Wealth Management LLC's Q3 2023 Portfolio
Portfolio Value 263 Million
Stocks 106
Filing on Nov 01, 2023 Q3 2023

Kck Ltd.

  • NPCE
  • SGHT
Kck Ltd.'s Q3 2023 Portfolio
Portfolio Value 70.4 Million
Stocks 3
Filing on Nov 01, 2023 Q3 2023

Scott Investment Partners LLP

  • XOM
  • MSFT
  • UNH
  • EOG
  • TJX
  • FAST
  • BKNG
Scott Investment Partners LLP's Q3 2023 Portfolio
Portfolio Value 43.5 Million
Stocks 43
Filing on Oct 31, 2023 Q3 2023

Golden Green, Inc.

  • AAPL
  • MLPX
  • AMLP
  • AMZA
  • MLPA
  • PFF
  • PGX
Golden Green, Inc.'s Q3 2023 Portfolio
Portfolio Value 95 Million
Stocks 80
Filing on Oct 31, 2023 Q3 2023

Vcu Investment Management CO

  • IAU
Vcu Investment Management CO's Q3 2023 Portfolio
Portfolio Value 27.7 Million
Stocks 1