Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2024 Q3 2024

Fort, L.P.

  • AAPL
  • MSFT
  • GOOGL
  • META
  • WMT
  • HD
  • GE
Fort, L.P.'s Q3 2024 Portfolio
Portfolio Value 38.5 Million
Stocks 140
Filing on Oct 29, 2024 Q3 2024

Biechele Royce Advisors

  • AAPL
  • BK
  • AMAT
  • AMGN
  • MDT
  • CVS
  • BWA
Biechele Royce Advisors's Q3 2024 Portfolio
Portfolio Value 303 Million
Stocks 55
Filing on Oct 28, 2024 Q3 2024

Atlas Financial Advisors, Inc.

  • SPY
  • ZROZ
  • QQQ
  • IEF
  • HYG
  • TLT
  • FLTR
Atlas Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 60.6 Million
Stocks 36
Filing on Oct 25, 2024 Q3 2024

Industry Ventures, L.L.C.

  • MQ
  • SNOW
Industry Ventures, L.L.C.'s Q3 2024 Portfolio
Portfolio Value 10.4 Million
Stocks 4
Filing on Oct 25, 2024 Q3 2024

Capstone Triton Financial Group, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • WMT
  • VNLA
  • GOOG
Capstone Triton Financial Group, LLC's Q3 2024 Portfolio
Portfolio Value 155 Million
Stocks 110
Filing on Oct 25, 2024 Q3 2024

Tnf LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • IVW
  • EFG
  • DYNF
Tnf LLC's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 125
Filing on Oct 25, 2024 Q3 2024

Vanguard Capital Wealth Advisors

  • AAPL
  • RYLD
  • NVDA
  • AMZN
  • GOOG
  • URI
  • IAU
Vanguard Capital Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 102 Million
Stocks 117
Filing on Oct 25, 2024 Q3 2024

Abich Financial Wealth Management LLC

  • BIL
  • VGK
  • QQQ
  • SPEM
  • SPMD
  • VTV
  • VUG
Abich Financial Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 44.5 Billion
Stocks 462
Filing on Oct 24, 2024 Q3 2024

Integrated Advisors Network LLC

  • IVV
  • SPY
  • AAPL
  • MSFT
  • NVDA
  • IJH
  • QQQ
Integrated Advisors Network LLC's Q3 2024 Portfolio
Portfolio Value 2.08 Billion
Stocks 703
Filing on Oct 24, 2024 Q3 2024

Insight Folios Inc

  • OKE
  • OHI
  • T
  • ET
  • SO
  • IBM
  • XOM
Insight Folios Inc's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 119
Filing on Oct 24, 2024 Q3 2024

Inscription Capital, LLC

  • VT
  • SPY
  • AAPL
  • GSST
  • BAC
  • MSFT
  • EPD
Inscription Capital, LLC's Q3 2024 Portfolio
Portfolio Value 661 Million
Stocks 368
Filing on Oct 24, 2024 Q3 2024

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SPY
  • DIA
  • APO
Smithbridge Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 573 Million
Stocks 131
Filing on Oct 24, 2024 Q3 2024

Vima LLC

  • TLT
  • GDX
  • AAPL
  • NVDA
  • YMAR
  • AMZN
  • BUFR
Vima LLC's Q3 2024 Portfolio
Portfolio Value 40.2 Million
Stocks 69
Filing on Oct 24, 2024 Q3 2024

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • BRK-B
  • MSFT
  • SPY
  • KEX
Pullen Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 137 Billion
Stocks 100
Filing on Oct 24, 2024 Q3 2024

Essex Private Wealth Management, LLC

  • VTI
  • HDV
  • IJR
  • VHT
  • XLY
  • FBND
  • XT
Essex Private Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 37.8 Million
Stocks 34
Filing on Oct 23, 2024 Q3 2024

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 147 Billion
Stocks 42
Filing on Oct 23, 2024 Q3 2024

Hwg Holdings LP

  • IVV
  • MSFT
  • AAPL
  • QQQ
  • CW
  • IJR
  • AMZN
Hwg Holdings LP's Q3 2024 Portfolio
Portfolio Value 283 Million
Stocks 51
Filing on Oct 23, 2024 Q3 2024

Cwc Advisors, Llc.

  • AAPL
  • VUSB
  • VGSH
  • VGIT
  • AVGO
  • VBR
  • XLE
Cwc Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 101 Billion
Stocks 121