Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2024 Q2 2024

Roumell Asset Management, LLC

  • OLO
  • OPRA
  • LBRT
  • WTTR
  • MGNI
  • LQDT
  • ACTG
Roumell Asset Management, LLC's Q2 2024 Portfolio
Portfolio Value 51 Million
Stocks 16
Filing on Aug 13, 2024 Q2 2024

Atalaya Capital Management LP

  • ROIV
  • GAQ
  • CNDT
  • HLLY
  • BACA
  • MPLN
  • PAYO
Atalaya Capital Management LP's Q2 2024 Portfolio
Portfolio Value 40.8 Million
Stocks 96
Filing on Aug 13, 2024 Q2 2024

Fmfe Wealth Management, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAS
  • MSFT
  • DFAC
Fmfe Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 108 Billion
Stocks 24
Filing on Aug 12, 2024 Q2 2024

Benjamin F. Edwards & Company, Inc.

  • AAPL
  • MSFT
  • XMHQ
  • HYBB
  • IUSG
  • SCHF
  • CALF
Benjamin F. Edwards & Company, Inc.'s Q2 2024 Portfolio
Portfolio Value 5.69 Billion
Stocks 2847
Filing on Aug 12, 2024 Q2 2024

Herr Investment Group LLC

  • SMH
  • AAPL
  • CMG
  • SLV
  • XLY
  • DECK
  • VGSH
Herr Investment Group LLC's Q2 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on Aug 12, 2024 Q2 2024

Coombe, Bender & CO LLC

  • AGG
  • VOO
  • VXUS
  • SFM
  • SLQD
  • IESC
  • BIL
Coombe, Bender & CO LLC's Q2 2024 Portfolio
Portfolio Value 166 Million
Stocks 75
Filing on Aug 12, 2024 Q2 2024

Buckingham Strategic Wealth, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFUS
  • ITOT
  • DFIV
  • VGIT
Buckingham Strategic Wealth, LLC's Q2 2024 Portfolio
Portfolio Value 8.98 Billion
Stocks 805
Filing on Aug 12, 2024 Q2 2024

Mckinley Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • AVGO
Mckinley Capital Management LLC 's Q2 2024 Portfolio
Portfolio Value 558 Million
Stocks 115
Filing on Aug 12, 2024 Q2 2024

Girard Partners Ltd.

  • SPLG
  • VXUS
  • AAPL
  • MSFT
  • SPAB
  • AMZN
  • GOOGL
Girard Partners Ltd.'s Q2 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 259
Filing on Aug 09, 2024 Q2 2024

Payden & Rygel Investment Group

  • AJG
  • JPM
  • QQQM
  • MSFT
  • XOM
  • MCK
  • WMT
Payden & Rygel Investment Group's Q2 2024 Portfolio
Portfolio Value 1.24 Billion
Stocks 122
Filing on Aug 09, 2024 Q1 2024

Grey Street Capital, LLC

  • LLY
  • NVDA
  • ACN
  • MSFT
  • AAPL
  • VRTX
  • META
Grey Street Capital, LLC's Q1 2024 Portfolio
Portfolio Value 739 Billion
Stocks 490
Filing on Aug 09, 2024 Q2 2024

Arvest Trust CO N A

  • MDY
  • EFA
  • IVV
  • IWM
  • TPYP
  • IVW
  • VEA
Arvest Trust CO N A's Q2 2024 Portfolio
Portfolio Value 1.51 Billion
Stocks 248
Filing on Aug 09, 2024 Q2 2024

Taylor Hoffman Wealth Management

  • AAPL
  • ANET
  • AMAT
  • META
  • LRCX
  • FICO
  • GOOGL
Taylor Hoffman Wealth Management's Q2 2024 Portfolio
Portfolio Value 243 Million
Stocks 111
Filing on Aug 08, 2024 Q2 2024

Tmd Wealth Management, LLC

  • VTV
  • VUG
  • QUAL
  • DGRW
  • BTAL
  • IAU
  • JMBS
Tmd Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 387 Million
Stocks 56
Filing on Aug 08, 2024 Q2 2024

Ica Group Wealth Management, LLC

  • QQQ
  • SPY
  • JCPB
  • FDL
  • AAPL
  • VONG
  • FVD
Ica Group Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 164 Million
Stocks 793
Filing on Aug 08, 2024 Q2 2024

Abbrea Capital, LLC

  • MSFT
  • AAPL
  • SPY
  • OEF
  • NVDA
  • COST
  • META
Abbrea Capital, LLC's Q2 2024 Portfolio
Portfolio Value 755 Million
Stocks 226
Filing on Aug 06, 2024 Q2 2024

Cqs (Us), LLC

  • URG
  • UEC
  • FANG
  • RIG
  • CCJ
  • EOG
  • WPM
Cqs (Us), LLC's Q2 2024 Portfolio
Portfolio Value 73.5 Million
Stocks 44
Filing on Aug 05, 2024 Q2 2024

Regis Management CO LLC

  • VTI
  • VEA
  • VWO
  • EFA
  • BRK-B
  • IEFA
  • IWV
Regis Management CO LLC's Q2 2024 Portfolio
Portfolio Value 331 Million
Stocks 39