Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on Oct 07, 2024 Q3 2024

Platte River Wealth Advisors, LLC

  • IVW
  • IVE
  • VTV
  • VUG
  • IWF
  • AAPL
  • QQQ
Platte River Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 378 Million
Stocks 94
Filing on Oct 07, 2024 Q3 2024

Axiom Advisory, LLC

  • VUG
  • BND
  • VOT
  • VTV
  • EFG
  • VBK
  • VSS
Axiom Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 10.9 Billion
Stocks 291
Filing on Oct 07, 2024 Q3 2024

Meditor Group LTD

  • EXEL
  • ESPR
  • INDA
  • EPI
Meditor Group LTD's Q3 2024 Portfolio
Portfolio Value 48.1 Million
Stocks 4
Filing on Oct 04, 2024 Q3 2024

Lwmg, LLC

  • DGRO
  • VEA
  • IWF
  • IVV
  • QQQ
  • IWD
  • VO
Lwmg, LLC's Q3 2024 Portfolio
Portfolio Value 523 Million
Stocks 114
Filing on Oct 04, 2024 Q3 2024

Halpern Financial, Inc.

  • IVE
  • USMV
  • IVV
  • SPDW
  • IVW
  • SCHD
  • VWO
Halpern Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 389 Billion
Stocks 230
Filing on Oct 04, 2024 Q3 2024

Ll Funds, LLC

  • OPAD
Ll Funds, LLC's Q3 2024 Portfolio
Portfolio Value 27.1 Million
Stocks 2
Filing on Oct 02, 2024 Q3 2024

M&R Capital Management Inc

  • AAPL
  • AVGO
  • BRK-B
  • GOOGL
  • LOW
  • AMZN
  • V
M&R Capital Management Inc's Q3 2024 Portfolio
Portfolio Value 445 Million
Stocks 581
Filing on Oct 01, 2024 Q3 2024

Bridge Advisory, LLC

  • EMLC
  • SHV
  • PHYS
  • PSLV
  • SGOV
  • DFAU
  • AAPL
Bridge Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 99
Filing on Sep 03, 2024 Q2 2024

Clear Rock Advisors, LLC

  • JMBS
  • VB
  • GOVT
  • USFR
  • CORP
  • SCHX
  • MUNI
Clear Rock Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 234 Billion
Stocks 70
Filing on Aug 15, 2024 Q2 2024

Ascension Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMAT
  • VGT
  • JNJ
  • QCOM
Ascension Asset Management LLC's Q2 2024 Portfolio
Portfolio Value 192 Million
Stocks 88
Filing on Aug 15, 2024 Q2 2024

Cvi Holdings, LLC

  • INMB
  • AZZ
  • RGLS
  • TARA
  • BLRX
  • GROY
  • IMAQR
Cvi Holdings, LLC's Q2 2024 Portfolio
Portfolio Value 11.5 Million
Stocks 144
Filing on Aug 14, 2024 Q2 2024

Invus Financial Advisors, LLC

  • TBLA
  • RCUS
  • IHS
  • ORIC
  • CPNG
  • NVCR
  • IONQ
Invus Financial Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 89.2 Million
Stocks 7
Filing on Aug 14, 2024 Q2 2024

Greenwich Investment Management, Inc.

  • DMLP
  • TRIN
  • TSLX
  • XOM
  • ARCC
  • MPV
  • BANX
Greenwich Investment Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 106 Million
Stocks 37
Filing on Aug 14, 2024 Q2 2024

Kent Lake Capital LLC

  • ZIMV
  • KD
  • SIBN
  • ENSG
  • PNTG
  • TALK
  • INNV
Kent Lake Capital LLC's Q2 2024 Portfolio
Portfolio Value 217 Million
Stocks 44
Filing on Aug 14, 2024 Q2 2024

Greytown Advisors Inc.

  • MGV
  • MGK
  • VGK
  • VO
  • EWJ
  • VWO
  • VB
Greytown Advisors Inc.'s Q2 2024 Portfolio
Portfolio Value 169 Million
Stocks 71
Filing on Aug 14, 2024 Q2 2024

Rain Capital Management, LLC

  • IVV
  • VTI
  • ITOT
  • VT
  • IEF
  • IGSB
  • EFA
Rain Capital Management, LLC's Q2 2024 Portfolio
Portfolio Value 142 Million
Stocks 95
Filing on Aug 14, 2024 Q2 2024

Regis Acquisition Inc.

  • IEFA
  • VTI
  • IEMG
  • BOND
  • LEVI
  • VEA
  • VNQ
Regis Acquisition Inc.'s Q2 2024 Portfolio
Portfolio Value 164 Million
Stocks 40