Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2024 Q1 2024

Page Arthur B

  • MSFT
  • AMD
  • MA
  • GOOGL
  • AAPL
  • ADP
  • ADI
Page Arthur B's Q1 2024 Portfolio
Portfolio Value 96 Million
Stocks 110
Filing on Apr 25, 2024 Q1 2024

Focused Investors Fund L P

  • ELV
  • CI
  • MSFT
  • JNJ
  • UNH
  • FISV
  • ORCL
Focused Investors Fund L P's Q1 2024 Portfolio
Portfolio Value 3.19 Trillion
Stocks 23
Filing on Apr 25, 2024 Q1 2024

Caliber Wealth Management, LLC

  • SPY
  • QUAL
  • VO
  • VB
  • VGT
  • IHDG
  • AVGO
Caliber Wealth Management, LLC's Q1 2024 Portfolio
Portfolio Value 188 Million
Stocks 60
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Advisors LLC

  • LAMR
  • SCHD
  • AAPL
  • MSFT
  • VGT
  • VTV
  • XLE
Eudaimonia Advisors LLC's Q1 2024 Portfolio
Portfolio Value 187 Million
Stocks 161
Filing on Apr 25, 2024 Q1 2024

Eudaimonia Partners, LLC

  • VOO
  • VGT
  • AAPL
  • GLDM
  • NVDA
  • MSFT
  • AMZN
Eudaimonia Partners, LLC's Q1 2024 Portfolio
Portfolio Value 416 Million
Stocks 256
Filing on Apr 24, 2024 Q1 2024

Lee Financial Group Hawaii, Inc.

  • VOO
  • COWZ
  • GSLC
  • BOTZ
  • XAR
  • BOND
  • JVAL
Lee Financial Group Hawaii, Inc.'s Q1 2024 Portfolio
Portfolio Value 128 Million
Stocks 28
Filing on Apr 24, 2024 Q1 2024

Cubic Asset Management, LLC

  • MSFT
  • META
  • GOOG
  • PNC
  • BRK-B
  • ALL
  • AXP
Cubic Asset Management, LLC's Q1 2024 Portfolio
Portfolio Value 417 Million
Stocks 202
Filing on Apr 23, 2024 Q1 2024

Klr Investment Advisors, LLC

  • OMFL
  • FTGC
  • AGGY
  • MSFT
  • NVDA
  • EMBD
  • AAPL
Klr Investment Advisors, LLC's Q1 2024 Portfolio
Portfolio Value 138 Billion
Stocks 185
Filing on Apr 22, 2024 Q1 2024

First Purpose Wealth LLC

  • DFAU
  • DFAC
  • DFAI
  • DFCF
  • BND
  • DFAE
  • DFAR
First Purpose Wealth LLC's Q1 2024 Portfolio
Portfolio Value 275 Million
Stocks 209
Filing on Apr 22, 2024 Q1 2024

Reitz Capital Advisors LLC

  • SCHD
  • JEPQ
  • BND
  • SCHG
  • JEPI
  • PFF
  • COWZ
Reitz Capital Advisors LLC's Q1 2024 Portfolio
Portfolio Value 57.4 Million
Stocks 23
Filing on Apr 19, 2024 Q1 2024

American National Bank & Trust CO /Va/

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • BRK-B
  • GOOG
  • AMZN
American National Bank & Trust CO /Va/'s Q1 2024 Portfolio
Portfolio Value 423 Billion
Stocks 192
Filing on Apr 19, 2024 Q1 2024

Cutler Group LP

  • ITOT
  • IVW
  • DIA
  • QQQ
  • AMD
  • MDGL
  • XLU
Cutler Group LP's Q1 2024 Portfolio
Portfolio Value 307 Million
Stocks 2928
Filing on Apr 19, 2024 Q1 2024

Handelsinvest Investeringsforvaltning

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Handelsinvest Investeringsforvaltning's Q1 2024 Portfolio
Portfolio Value 208 Million
Stocks 317
Filing on Apr 18, 2024 Q1 2024

Stewart & Patten CO LLC

  • MSFT
  • JPM
  • AAPL
  • HD
  • SYK
  • AXP
  • JNJ
Stewart & Patten CO LLC's Q1 2024 Portfolio
Portfolio Value 664 Million
Stocks 124
Filing on Apr 18, 2024 Q1 2024

Keating Wealth Management LLC

  • VTI
  • VXUS
  • JPST
  • KRC
  • DFAI
  • VOO
  • ITOT
Keating Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 167 Billion
Stocks 45
Filing on Apr 17, 2024 Q1 2024

Zenyatta Capital Management LP

  • CSTM
  • GPRE
  • TTD
  • FOUR
  • AMD
  • AMZN
  • VZ
Zenyatta Capital Management LP's Q1 2024 Portfolio
Portfolio Value 73.2 Million
Stocks 17
Filing on Apr 16, 2024 Q1 2024

Norwood Financial Corp

  • NWFL
  • VUG
  • MSFT
  • IJT
  • AMAT
  • VTV
  • CAT
Norwood Financial Corp's Q1 2024 Portfolio
Portfolio Value 68.6 Million
Stocks 396
Filing on Apr 15, 2024 Q1 2024

Manning & Napier Group, LLC

  • AMZN
  • MA
  • GOOGL
  • TSM
  • JNJ
  • MU
  • LHX
Manning & Napier Group, LLC's Q1 2024 Portfolio
Portfolio Value 8.76 Billion
Stocks 482