Latest 13F Filings: The Latest Updates from Institutional Investors

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
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