Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 25, 2024
Q2 2024
Levy Wealth Management Group, LLC
- VTI
- VIG
- BSV
- QQQM
- JQUA
- SPAB
- SPYG
Filing on Jul 25, 2024
Q2 2024
Filing on Jul 25, 2024
Q2 2024
Janiczek Wealth Management, LLC
- IVV
- AVDE
- AGG
- DSTL
- DGRW
- SCHD
- FNDA
Filing on Jul 24, 2024
Q2 2024
Unique Wealth Strategies, LLC
- FBND
- IVV
- MOAT
- DBEF
- META
- JMBS
- GOOGL
Filing on Jul 23, 2024
Q2 2024
Spotlight Asset Group, Inc.
- AAPL
- ACIO
- IVV
- META
- DRSK
- IVE
- AMZN
Filing on Jul 19, 2024
Q2 2024
Greylin Investment Mangement Inc
- BRK-B
- XOM
- QCOM
- INTC
- OGN
- JNJ
- ALLY
Filing on Jul 19, 2024
Q2 2024
Filing on Jul 18, 2024
Q2 2024
La Financiere De L'Echiquier
- MSFT
- AMZN
- NVDA
- V
- GOOGL
- TSM
- FMX
Filing on Jul 17, 2024
Q2 2024
Epic Trust Investment Advisors, LLC
- SPY
- RSP
- QQQ
- IWF
- SJNK
- SPYG
- FAPR
Filing on Jul 16, 2024
Q2 2024
Bank Pictet & Cie (Asia) LTD
- TSLA
- TSLA
- PDD
- NVDA
- AMZN
- SPY
- GOOG
Filing on Jul 12, 2024
Q2 2024
Relative Value Partners Group, LLC
- AAPL
- NVDA
- VTV
- MSFT
- VUG
- QQQ
- AMZN
Filing on Jul 11, 2024
Q2 2024
Knowledge Leaders Capital, LLC
- APH
- ADI
- GRMN
- KLAC
- TT
- ECL
- BSX
Filing on Jul 10, 2024
Q2 2024
Walden Wealth Partners LLC
- DFAC
- MSFT
- AGG
- DFUS
- DFAU
- DIHP
- MGV
Filing on Jul 09, 2024
Q2 2024
Filing on Jul 05, 2024
Q2 2024
Institutional & Family Asset Management, LLC
- SPY
- IEFA
- VOO
- CCOR
- SPY
- VYM
- IEF
Filing on Jul 03, 2024
Q2 2024
A.P. Gilfoyle & Co., L.P.
- AAPL
- AMZN
- TXN
- META
- BAC
- BRK-B
- CAT
Filing on Jun 14, 2024
Q4 2018
Filing on Jun 04, 2024
Q1 2024