Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 08, 2023 Q3 2023

Milestone Advisory Partners

  • SCHD
  • VFVA
  • VDC
  • VUG
  • TDIV
  • SPLV
  • RYU
Milestone Advisory Partners's Q3 2023 Portfolio
Portfolio Value 120 Million
Stocks 70
Filing on Nov 08, 2023 Q3 2023

Kpcb Dgf Associates, LLC

  • LZ
  • SKIL
Kpcb Dgf Associates, LLC's Q3 2023 Portfolio
Portfolio Value 58.1 Million
Stocks 2
Filing on Nov 08, 2023 Q3 2023

Kpcb Xiv Associates, LLC

  • QS
  • ISPO
  • RENT
  • AMPX
Kpcb Xiv Associates, LLC's Q3 2023 Portfolio
Portfolio Value 42.8 Million
Stocks 4
Filing on Nov 08, 2023 Q3 2023

Sutton Wealth Advisors Inc.

  • SCHX
  • AAPL
  • VOO
  • LECO
  • IWB
  • ABBV
  • IWR
Sutton Wealth Advisors Inc.'s Q3 2023 Portfolio
Portfolio Value 203 Billion
Stocks 865
Filing on Nov 07, 2023 Q3 2023

Zeal Asset Management LTD

  • HTHT
  • BGNE
Zeal Asset Management LTD's Q3 2023 Portfolio
Portfolio Value 39.4 Million
Stocks 2
Filing on Nov 07, 2023 Q3 2023

First Republic Investment Management, Inc.

  • AAPL
  • MSFT
  • SPY
  • VOO
  • NVDA
  • GOOGL
  • AMZN
First Republic Investment Management, Inc.'s Q3 2023 Portfolio
Portfolio Value 34.7 Billion
Stocks 1710
Filing on Nov 07, 2023 Q3 2023

Financial Advantage, Inc.

  • GLD
  • IGV
  • GOOG
  • TJX
  • BKNG
  • BMY
  • CSCO
Financial Advantage, Inc.'s Q3 2023 Portfolio
Portfolio Value 65.1 Million
Stocks 33
Filing on Nov 07, 2023 Q3 2023

Johnson Midwest Financial, LLC

  • SPY
  • QQQ
  • DIA
  • IVE
  • IVW
  • AAPL
  • FSK
Johnson Midwest Financial, LLC's Q3 2023 Portfolio
Portfolio Value 44.1 Million
Stocks 376
Filing on Nov 07, 2023 Q3 2023

Madison Wealth Management

  • MSFT
  • AAPL
  • USFR
  • GOOG
  • BRK-B
  • VOO
  • CBRE
Madison Wealth Management's Q3 2023 Portfolio
Portfolio Value 449 Million
Stocks 151
Filing on Nov 07, 2023 Q3 2023

West Rim Capital Associates Ii, L.P.

  • BASE
West Rim Capital Associates Ii, L.P.'s Q3 2023 Portfolio
Portfolio Value 46.8 Million
Stocks 1
Filing on Nov 07, 2023 Q3 2023

Mu Investments Co., Ltd.

  • PH
  • CARR
  • MSFT
  • AAPL
  • GWW
  • COST
  • NUE
Mu Investments Co., Ltd.'s Q3 2023 Portfolio
Portfolio Value 74.7 Million
Stocks 24
Filing on Nov 06, 2023 Q3 2023

Must Asset Management Inc.

  • SE
  • TMDX
  • STNG
  • TDW
  • SOFI
  • NETI
  • CVNA
Must Asset Management Inc.'s Q3 2023 Portfolio
Portfolio Value 36.8 Million
Stocks 23
Filing on Nov 06, 2023 Q3 2023

Acon Equity Management, L.L.C.

  • FNKO
Acon Equity Management, L.L.C.'s Q3 2023 Portfolio
Portfolio Value 13.8 Million
Stocks 1
Filing on Nov 06, 2023 Q3 2023

Tri Star Advisors Inc.

  • IVV
  • SPTS
  • VGSH
  • IGSB
  • GNMA
  • VGIT
  • VCIT
Tri Star Advisors Inc.'s Q3 2023 Portfolio
Portfolio Value 5.9 Billion
Stocks 14
Filing on Nov 03, 2023 Q3 2023

Goff John C

  • CRGY
  • PINE
  • MSFT
  • HLLY
  • FIP
Goff John C's Q3 2023 Portfolio
Portfolio Value 68.6 Million
Stocks 7
Filing on Nov 03, 2023 Q3 2023

Evolution Equity Partners Ii Sarl

  • ARQQ
  • COIN
Evolution Equity Partners Ii Sarl's Q3 2023 Portfolio
Portfolio Value 11.8 Billion
Stocks 2
Filing on Nov 03, 2023 Q3 2023

Column Capital Advisors, LLC

  • LLY
  • VOO
  • BRK-B
  • VTI
  • VXUS
  • IGF
  • VCSH
Column Capital Advisors, LLC's Q3 2023 Portfolio
Portfolio Value 1.92 Billion
Stocks 806
Filing on Nov 03, 2023 Q3 2023

Daniels&Tansey,Llp

  • NVDA
  • MSFT
  • IVV
  • CSCO
  • BND
  • VUG
  • LLY
Daniels&Tansey,Llp's Q3 2023 Portfolio
Portfolio Value 438 Million
Stocks 29