Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2023 Q3 2023

Private Asset Management Inc

  • QCOM
  • AAPL
  • MSFT
  • GOOG
  • COST
  • V
  • AMZN
Private Asset Management Inc's Q3 2023 Portfolio
Portfolio Value 419 Million
Stocks 118
Filing on Oct 20, 2023 Q3 2023

Gritstone Asset Management LLC

  • EVE
  • BOAC
  • RENE
  • IVCA
  • AAC
  • SVII
  • FRBN
Gritstone Asset Management LLC's Q3 2023 Portfolio
Portfolio Value 79.6 Billion
Stocks 121
Filing on Oct 20, 2023 Q3 2023

G2 Vp I Associates, LLC

  • LAZR
G2 Vp I Associates, LLC's Q3 2023 Portfolio
Portfolio Value 48.2 Million
Stocks 1
Filing on Oct 20, 2023 Q3 2023

Interwest Venture Management CO

  • PMVP
  • REAL
  • SERA
  • GKOS
  • DARE
Interwest Venture Management CO's Q3 2023 Portfolio
Portfolio Value 20.6 Million
Stocks 5
Filing on Oct 19, 2023 Q3 2023

Pm Capital LTD

  • TECK
  • BAC
  • WFC
  • FCX
  • JPM
  • SCHW
  • TFC
Pm Capital LTD's Q3 2023 Portfolio
Portfolio Value 326 Million
Stocks 9
Filing on Oct 19, 2023 Q3 2023

Ropes Wealth Advisors LLC

  • AAPL
  • MSFT
  • IVV
  • VTI
  • XOM
  • AMZN
  • PG
Ropes Wealth Advisors LLC's Q3 2023 Portfolio
Portfolio Value 512 Million
Stocks 252
Filing on Oct 19, 2023 Q3 2023

Virginia National Bank

  • IUSV
  • BSCO
  • COWZ
  • BSCP
  • PID
  • MSFT
  • FLOT
Virginia National Bank's Q3 2023 Portfolio
Portfolio Value 21.9 Million
Stocks 35
Filing on Oct 17, 2023 Q3 2023

Ardian France Sa

  • DNB
Ardian France Sa's Q3 2023 Portfolio
Portfolio Value 62.5 Million
Stocks 1
Filing on Oct 17, 2023 Q3 2023

Sturgeon Ventures LLP

  • META
  • NVDA
  • MSFT
  • AAPL
  • FTNT
  • GOOGL
  • BKNG
Sturgeon Ventures LLP's Q3 2023 Portfolio
Portfolio Value 76 Million
Stocks 43
Filing on Oct 16, 2023 Q3 2023

Ocean Arete LTD

  • TCOM
Ocean Arete LTD's Q3 2023 Portfolio
Portfolio Value 6.31 Million
Stocks 1
Filing on Oct 16, 2023 Q3 2023

Mangham Associates,Llc

  • VT
  • VOO
  • VTV
  • GLD
  • IJR
  • BEPC
  • MINT
Mangham Associates,Llc's Q3 2023 Portfolio
Portfolio Value 53.5 Million
Stocks 14
Filing on Oct 16, 2023 Q3 2023

Rothschild Investment Corp

  • AAPL
  • JPM
  • NVDA
  • GOOGL
  • CVX
  • BX
  • BRK-B
Rothschild Investment Corp 's Q3 2023 Portfolio
Portfolio Value 1.19 Billion
Stocks 538
Filing on Oct 13, 2023 Q3 2023

Armstrong Shaw Associates Inc

  • MSFT
  • BRK-A
  • AAPL
  • GOOG
  • UNH
  • APD
  • ELV
Armstrong Shaw Associates Inc's Q3 2023 Portfolio
Portfolio Value 94.5 Million
Stocks 44
Filing on Oct 13, 2023 Q3 2023

Key Bridge Compliance, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • IDV
  • LLY
Key Bridge Compliance, LLC's Q3 2023 Portfolio
Portfolio Value 319 Billion
Stocks 114
Filing on Oct 12, 2023 Q3 2023

Wealthpoint, LLC

  • VTV
  • VUG
  • AAPL
  • SMMD
  • XLK
  • LMBS
  • HDV
Wealthpoint, LLC's Q3 2023 Portfolio
Portfolio Value 247 Million
Stocks 85
Filing on Oct 11, 2023 Q3 2023

Canaan Partners X LLC

  • IDYA
  • ML
Canaan Partners X LLC's Q3 2023 Portfolio
Portfolio Value 74.7 Million
Stocks 2
Filing on Oct 11, 2023 Q3 2023

Polaris Wealth Advisory Group, LLC

  • AAPL
  • IGIB
  • IWF
  • IVE
  • MSFT
  • IEI
  • ABBV
Polaris Wealth Advisory Group, LLC's Q3 2023 Portfolio
Portfolio Value 1.3 Billion
Stocks 169
Filing on Oct 10, 2023 Q3 2023

Gilfoyle Management LLC

  • CRSP
  • ARKK
  • IVV
  • TSLA
  • QQQ
Gilfoyle Management LLC's Q3 2023 Portfolio
Portfolio Value 24.2 Million
Stocks 5