Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2024 Q3 2024

Cary Street Partners Asset Management LLC

  • TACK
  • VTV
  • SPYG
  • VUG
  • JEPI
  • VONV
  • SPSM
Cary Street Partners Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 687 Million
Stocks 209
Filing on Oct 29, 2024 Q3 2024

Garrison Asset Management, LLC

  • AVGO
  • ANET
  • AZO
  • ABBV
  • ACN
  • SCHB
  • WM
Garrison Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 190 Million
Stocks 109
Filing on Oct 29, 2024 Q3 2024

Fort Pitt Capital Group, LLC

  • AVGO
  • TMO
  • SCHG
  • SBUX
  • GOOGL
  • AMD
  • AJG
Fort Pitt Capital Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 127
Filing on Oct 29, 2024 Q3 2024

Carmichael Hill & Associates, Inc.

  • AAPL
  • MSFT
  • SCHB
  • SCHX
  • BRK-B
  • VGT
  • RSP
Carmichael Hill & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 776
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 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

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

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

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

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

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

Linse Capital LLC

  • VLN
Linse Capital LLC's Q3 2024 Portfolio
Portfolio Value 24.6 Million
Stocks 1
Filing on Oct 22, 2024 Q3 2024

Ifm Investors Pty LTD

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Ifm Investors Pty LTD's Q3 2024 Portfolio
Portfolio Value 10.3 Billion
Stocks 681
Filing on Oct 22, 2024 Q3 2024

Gunn & CO Investment Management, Inc.

  • AAPL
  • MSFT
  • GOOG
  • BRK-B
  • WMT
  • JPM
  • HD
Gunn & CO Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 145 Billion
Stocks 61
Filing on Oct 22, 2024 Q3 2024

Aquila Investment Management LLC

  • MU
  • ZI
  • ANET
  • ILMN
  • RBLX
  • ESTC
  • DXCM
Aquila Investment Management LLC's Q3 2024 Portfolio
Portfolio Value 81.2 Million
Stocks 63
Filing on Oct 22, 2024 Q1 2024

Painted Porch Advisors LLC

  • BRK-B
  • IJR
  • EFA
  • SPLV
  • V
  • XSLV
  • AAPL
Painted Porch Advisors LLC's Q1 2024 Portfolio
Portfolio Value 164 Billion
Stocks 64