Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2023 Q3 2023

Vintage Ventures Advisors Ltd.

  • CTV
  • VLN
Vintage Ventures Advisors Ltd.'s Q3 2023 Portfolio
Portfolio Value 15.2 Billion
Stocks 5
Filing on Oct 30, 2023 Q3 2023

Freedom Wealth Alliance, LLC

  • SCHB
  • SPHQ
  • SPLG
  • CFO
  • DGRW
  • YYY
  • AAPL
Freedom Wealth Alliance, LLC's Q3 2023 Portfolio
Portfolio Value 60.8 Billion
Stocks 47
Filing on Oct 27, 2023 Q3 2023

Trustees Of General Electric Pension Trust

  • GE
Trustees Of General Electric Pension Trust's Q3 2023 Portfolio
Portfolio Value 142 Million
Stocks 2
Filing on Oct 27, 2023 Q3 2023

Nationwide Asset Management LLC

  • ACWI
  • IGIB
  • LQD
  • TLT
  • IGSB
  • NBLTF
  • NBLRF
Nationwide Asset Management LLC's Q3 2023 Portfolio
Portfolio Value 25.1 Million
Stocks 7
Filing on Oct 27, 2023 Q3 2023

Briggs Advisory Group, Inc.

  • IVV
  • ITOT
  • SLYV
  • IDEV
  • IWM
  • IEMG
  • DFAX
Briggs Advisory Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 174 Million
Stocks 60
Filing on Oct 27, 2023 Q3 2023

Dubuque Bank & Trust CO

  • VTV
  • HTLF
  • VUG
  • ITM
  • EFV
  • EFG
  • AAPL
Dubuque Bank & Trust CO's Q3 2023 Portfolio
Portfolio Value 733 Million
Stocks 352
Filing on Oct 27, 2023 Q3 2023

River Oaks Capital LLC

  • OSBC
  • PLBC
  • WBS
  • FBIZ
  • PEBO
  • SSB
  • EFSC
River Oaks Capital LLC's Q3 2023 Portfolio
Portfolio Value 60.5 Million
Stocks 46
Filing on Oct 26, 2023 Q3 2023

Advisor Partners Ii, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • UNH
Advisor Partners Ii, LLC's Q3 2023 Portfolio
Portfolio Value 2.47 Billion
Stocks 1252
Filing on Oct 26, 2023 Q3 2023

Adelphi Capital LLP

  • META
  • AJG
Adelphi Capital LLP's Q3 2023 Portfolio
Portfolio Value 3.21 Billion
Stocks 2
Filing on Oct 26, 2023 Q3 2023

Comerica Securities,Inc.

  • IVV
  • BIV
  • IWB
  • IUSB
  • EFA
  • DFAC
  • IJH
Comerica Securities,Inc.'s Q3 2023 Portfolio
Portfolio Value 1.2 Billion
Stocks 448
Filing on Oct 25, 2023 Q3 2023

Cornerstone Retirement Group, Inc.

  • SPY
  • IEF
  • SHV
  • AGG
  • ITOT
  • IXUS
  • IAGG
Cornerstone Retirement Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 349 Million
Stocks 33
Filing on Oct 25, 2023 Q3 2023

Wealth Management Solutions, LLC

  • SCHD
  • MTUM
  • SPTM
  • VHT
  • FLTR
  • QUAL
  • SPSM
Wealth Management Solutions, LLC's Q3 2023 Portfolio
Portfolio Value 145 Million
Stocks 82
Filing on Oct 25, 2023 Q3 2023

Mastrapasqua Asset Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • LLY
  • META
  • GOOG
Mastrapasqua Asset Management Inc's Q3 2023 Portfolio
Portfolio Value 853 Million
Stocks 149
Filing on Oct 24, 2023 Q3 2023

Claybrook Capital, LLC

  • SPY
  • QQQ
  • NRK
  • MO
  • NAN
  • BRK-B
  • AMZN
Claybrook Capital, LLC's Q3 2023 Portfolio
Portfolio Value 172 Million
Stocks 138
Filing on Oct 24, 2023 Q3 2023

Trellus Management Company, LLC

  • SPY
  • VTNR
  • VICR
  • GLD
  • AWK
  • QDEL
  • CNC
Trellus Management Company, LLC's Q3 2023 Portfolio
Portfolio Value 69.9 Million
Stocks 55
Filing on Oct 24, 2023 Q3 2023

Adirondack Retirement Specialists, Inc.

  • CASH
  • IDT
  • USFR
  • ESLT
  • KKR
  • XPEL
  • CWH
Adirondack Retirement Specialists, Inc.'s Q3 2023 Portfolio
Portfolio Value 109 Million
Stocks 24
Filing on Oct 24, 2023 Q3 2023

Windsor Group LTD

  • IUSV
  • IUSG
  • IWS
  • LLY
  • COWZ
  • AVUV
  • VTEB
Windsor Group LTD's Q3 2023 Portfolio
Portfolio Value 546 Million
Stocks 157
Filing on Oct 24, 2023 Q3 2023

Goodwin Daniel L

  • KRG
  • SPY
  • GOOG
  • UNH
  • AMZN
  • JPM
  • MPC
Goodwin Daniel L's Q3 2023 Portfolio
Portfolio Value 203 Million
Stocks 158