Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2024 Q3 2024

Soditic Asset Management LLP

  • MSFT
  • BRK-A
  • FISV
  • BIO
  • HII
  • GOOGL
  • LEN
Soditic Asset Management LLP's Q3 2024 Portfolio
Portfolio Value 92.6 Million
Stocks 12
Filing on Nov 05, 2024 Q3 2024

First Heartland Consultants, Inc.

  • ACIO
  • SPLG
  • QQQ
  • SPY
  • BSV
  • IVW
  • VUG
First Heartland Consultants, Inc.'s Q3 2024 Portfolio
Portfolio Value 930 Million
Stocks 453
Filing on Nov 05, 2024 Q3 2024

Greylock 15 Gp LLC

  • AUR
  • BLND
  • SOND
Greylock 15 Gp LLC's Q3 2024 Portfolio
Portfolio Value 85.5 Million
Stocks 3
Filing on Nov 05, 2024 Q3 2024

Breed'S Hill Capital LLC

  • VTI
  • VTV
  • IWF
  • VGT
  • AAPL
  • SPDW
  • VEA
Breed'S Hill Capital LLC's Q3 2024 Portfolio
Portfolio Value 122 Billion
Stocks 143
Filing on Nov 05, 2024 Q3 2024

Arq Wealth Advisors, LLC

  • QUAL
  • SPDW
  • AVUS
  • MGV
  • JMOM
  • AVUV
  • AVDE
Arq Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 259 Million
Stocks 93
Filing on Nov 05, 2024 Q3 2024

Blue Fin Capital, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOGL
  • IGSB
Blue Fin Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 517 Million
Stocks 139
Filing on Nov 04, 2024 Q3 2024

Bank Of Korea

  • LQD
Bank Of Korea's Q3 2024 Portfolio
Portfolio Value 44.7 Million
Stocks 1
Filing on Nov 04, 2024 Q3 2024

Chartwell Investment Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • KO
  • JPM
Chartwell Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 2.91 Billion
Stocks 782
Filing on Nov 04, 2024 Q3 2024

Serent Capital Management CO LLC

  • MLNK
Serent Capital Management CO LLC's Q3 2024 Portfolio
Portfolio Value 44.9 Million
Stocks 1
Filing on Nov 04, 2024 Q3 2024

Jupiter Wealth Management LLC

  • GOOGL
  • MSFT
  • AAPL
  • NVDA
  • SPY
  • HD
  • AMZN
Jupiter Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 185 Million
Stocks 93
Filing on Nov 04, 2024 Q3 2024

Qcm Cayman, Ltd.

  • SQQQ
  • NVDA
  • FXI
  • VWO
  • XLP
  • LRCX
  • QQQ
Qcm Cayman, Ltd.'s Q3 2024 Portfolio
Portfolio Value 3.46 Million
Stocks 12
Filing on Nov 04, 2024 Q3 2024

Aaf Wealth Management, LLC

  • IVV
  • IDEV
  • VTV
  • QQQM
  • IJH
  • VYMI
  • XLV
Aaf Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 195 Million
Stocks 44
Filing on Nov 04, 2024 Q3 2024

Oliver Lagore Vanvalin Investment Group

  • SPY
  • BIL
  • IEI
  • IEF
  • GSST
  • SPLG
  • QQQM
Oliver Lagore Vanvalin Investment Group's Q3 2024 Portfolio
Portfolio Value 359 Million
Stocks 685
Filing on Nov 04, 2024 Q3 2024

Sage Investment Advisers LLC

  • VOO
  • V
  • IAU
  • CHDN
  • VGSH
  • CVX
  • BSV
Sage Investment Advisers LLC's Q3 2024 Portfolio
Portfolio Value 94 Million
Stocks 74
Filing on Nov 01, 2024 Q3 2024

Objective Capital Management, LLC

  • IVV
  • AAPL
  • SPY
  • QQQ
  • OEF
  • VV
  • IVW
Objective Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 167 Million
Stocks 148
Filing on Nov 01, 2024 Q3 2024

First Personal Financial Services

  • MSFT
  • ACN
  • GOOGL
  • WM
  • IVV
  • TMO
  • PG
First Personal Financial Services's Q3 2024 Portfolio
Portfolio Value 472 Million
Stocks 571
Filing on Nov 01, 2024 Q3 2024

Pegasus Partners Ltd.

  • ITOT
  • IVV
  • IWY
  • IWV
  • IWX
  • IWR
  • SPY
Pegasus Partners Ltd.'s Q3 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 171
Filing on Nov 01, 2024 Q3 2024

Source Financial Advisors LLC

  • UBER
  • SPY
  • MKTX
  • IVV
  • GOVT
  • VTI
  • IXUS
Source Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 337 Million
Stocks 167