Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 02, 2023 Q3 2023

Kcs Wealth Advisory

  • AAPL
  • JAAA
  • VGSH
  • GSST
  • IVV
  • MBB
  • META
Kcs Wealth Advisory's Q3 2023 Portfolio
Portfolio Value 224 Million
Stocks 133
Filing on Nov 02, 2023 Q3 2023

Wealth Spring Partners, LLC

  • AGG
  • DFAC
  • IYK
  • IVV
  • PHO
  • BNDX
  • AAPL
Wealth Spring Partners, LLC's Q3 2023 Portfolio
Portfolio Value 134 Billion
Stocks 70
Filing on Nov 02, 2023 Q3 2023

Matrix China Management Iv, L.P.

  • XPEV
Matrix China Management Iv, L.P.'s Q3 2023 Portfolio
Portfolio Value 64.3 Million
Stocks 1
Filing on Nov 02, 2023 Q3 2023

Triad Financial Advisors, Inc.

  • DFAC
  • IVW
  • DFSD
  • DFCF
  • DFAI
  • DUHP
  • BSV
Triad Financial Advisors, Inc.'s Q3 2023 Portfolio
Portfolio Value 267 Million
Stocks 98
Filing on Nov 02, 2023 Q3 2023

Moneda Usa, Inc.

  • VALE
  • PBR
  • MELI
  • CIB
  • SQM
  • GGB
  • VLRS
Moneda Usa, Inc.'s Q3 2023 Portfolio
Portfolio Value 54.5 Million
Stocks 9
Filing on Nov 02, 2023 Q3 2023

Top Ace Asset Management LTD

  • BIDU
  • NVDA
  • YUMC
  • JD
  • PDD
  • NIO
  • XPEV
Top Ace Asset Management LTD's Q3 2023 Portfolio
Portfolio Value 25.3 Billion
Stocks 10
Filing on Nov 01, 2023 Q3 2023

Madryn Asset Management, LP

  • SLGC
  • ESTA
  • GBNH
Madryn Asset Management, LP's Q3 2023 Portfolio
Portfolio Value 35.3 Million
Stocks 5
Filing on Nov 01, 2023 Q3 2023

Jacob Asset Management Of New York LLC

  • DKNG
  • INSE
  • INVE
  • NET
  • OPRX
  • CTLP
  • LTRX
Jacob Asset Management Of New York LLC's Q3 2023 Portfolio
Portfolio Value 70.6 Million
Stocks 66
Filing on Nov 01, 2023 Q3 2023

Prw Wealth Management LLC

  • IVV
  • VUG
  • EFA
  • QQQ
  • VTV
  • MINT
  • AGG
Prw Wealth Management LLC's Q3 2023 Portfolio
Portfolio Value 263 Million
Stocks 106
Filing on Nov 01, 2023 Q3 2023

Scott Investment Partners LLP

  • XOM
  • MSFT
  • UNH
  • EOG
  • TJX
  • FAST
  • BKNG
Scott Investment Partners LLP's Q3 2023 Portfolio
Portfolio Value 43.5 Million
Stocks 43
Filing on Oct 31, 2023 Q3 2023

Golden Green, Inc.

  • AAPL
  • MLPX
  • AMLP
  • AMZA
  • MLPA
  • PFF
  • PGX
Golden Green, Inc.'s Q3 2023 Portfolio
Portfolio Value 95 Million
Stocks 80
Filing on Oct 31, 2023 Q3 2023

Vcu Investment Management CO

  • IAU
Vcu Investment Management CO's Q3 2023 Portfolio
Portfolio Value 27.7 Million
Stocks 1
Filing on Oct 30, 2023 Q3 2023

Vintage Ventures Advisors Ltd.

  • CTV
  • VLN
Vintage Ventures Advisors Ltd.'s Q3 2023 Portfolio
Portfolio Value 15.2 Billion
Stocks 5
Filing on Oct 30, 2023 Q3 2023

Freedom Wealth Alliance, LLC

  • SCHB
  • SPHQ
  • SPLG
  • CFO
  • DGRW
  • YYY
  • AAPL
Freedom Wealth Alliance, LLC's Q3 2023 Portfolio
Portfolio Value 60.8 Billion
Stocks 47
Filing on Oct 27, 2023 Q3 2023

Trustees Of General Electric Pension Trust

  • GE
Trustees Of General Electric Pension Trust's Q3 2023 Portfolio
Portfolio Value 142 Million
Stocks 2
Filing on Oct 27, 2023 Q3 2023

Nationwide Asset Management LLC

  • ACWI
  • IGIB
  • LQD
  • TLT
  • IGSB
  • NBLTF
  • NBLRF
Nationwide Asset Management LLC's Q3 2023 Portfolio
Portfolio Value 25.1 Million
Stocks 7
Filing on Oct 27, 2023 Q3 2023

Briggs Advisory Group, Inc.

  • IVV
  • ITOT
  • SLYV
  • IDEV
  • IWM
  • IEMG
  • DFAX
Briggs Advisory Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 174 Million
Stocks 60
Filing on Oct 27, 2023 Q3 2023

Dubuque Bank & Trust CO

  • VTV
  • HTLF
  • VUG
  • ITM
  • EFV
  • EFG
  • AAPL
Dubuque Bank & Trust CO's Q3 2023 Portfolio
Portfolio Value 733 Million
Stocks 352