Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Dec 23, 2024 Q3 2024

Dudley & Shanley, Inc.

  • WPM
  • AON
  • RYAN
  • DHR
  • SCI
  • APH
  • ADI
Dudley & Shanley, Inc.'s Q3 2024 Portfolio
Portfolio Value 629 Million
Stocks 37
Filing on Dec 19, 2024 Q3 2024

Independent Solutions Wealth Management, LLC

  • IVE
  • COST
  • IVW
  • AAPL
  • AGG
  • NVDA
  • GVI
Independent Solutions Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 442 Billion
Stocks 164
Filing on Dec 19, 2024 Q3 2024

Principal Financial Group Inc

  • BNL
  • RTX
  • VRSN
  • TGT
  • EQH
  • SPXC
  • EPRT
Principal Financial Group Inc's Q3 2024 Portfolio
Portfolio Value 1.66 Trillion
Stocks 66
Filing on Dec 19, 2024 Q3 2024

Arcadia Investment Advisors LLC

  • VV
  • SCHX
  • CWI
  • OEF
  • IWL
  • FNDF
  • IWM
Arcadia Investment Advisors LLC's Q3 2024 Portfolio
Portfolio Value 178 Billion
Stocks 78
Filing on Dec 17, 2024 Q3 2024

Syntax Research, Inc.

  • IVV
  • VLUE
  • SHY
  • AAPL
  • ACWX
  • IEUR
  • SPY
Syntax Research, Inc.'s Q3 2024 Portfolio
Portfolio Value 148 Billion
Stocks 205
Filing on Dec 17, 2024 Q3 2024

Ims Capital Management

  • JELD
  • AAPL
  • IWF
  • MSFT
  • NVDA
  • AMZN
  • GOOG
Ims Capital Management's Q3 2024 Portfolio
Portfolio Value 220 Million
Stocks 143
Filing on Dec 17, 2024 Q3 2024

Hiley Hunt Wealth Management

  • VTV
  • VUG
  • DFCF
  • VCSH
  • VEA
  • DFIC
  • IJH
Hiley Hunt Wealth Management's Q3 2024 Portfolio
Portfolio Value 175 Billion
Stocks 38
Filing on Dec 13, 2024 Q3 2024

Smart Wealth LLC

  • VGSH
  • TFJL
  • DJAN
  • FJAN
  • FJUL
  • QJUN
  • QDEC
Smart Wealth LLC's Q3 2024 Portfolio
Portfolio Value 255 Billion
Stocks 140
Filing on Dec 13, 2024 Q3 2024

National Asset Management, Inc.

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • VUG
  • AMZN
  • VTV
National Asset Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.51 Billion
Stocks 1263
Filing on Dec 13, 2024 Q3 2024

Lord, Abbett & Co. LLC

  • NVDA
  • MSFT
  • UNH
  • JPM
  • GOOGL
  • AVGO
  • TSM
Lord, Abbett & Co. LLC's Q3 2024 Portfolio
Portfolio Value 31.4 Billion
Stocks 778
Filing on Dec 12, 2024 Q3 2024

Brass Tax Wealth Management, Inc

  • VOO
  • VTI
  • VB
  • IVE
  • DGRO
  • AAPL
  • BUFD
Brass Tax Wealth Management, Inc's Q3 2024 Portfolio
Portfolio Value 252 Million
Stocks 162
Filing on Dec 12, 2024 Q3 2024

Legacy Wealth Management, LLC / Ms

  • SPY
  • MSFT
  • AAPL
  • PANW
  • SPLG
  • GOOGL
  • V
Legacy Wealth Management, LLC / Ms's Q3 2024 Portfolio
Portfolio Value 272 Billion
Stocks 96
Filing on Dec 12, 2024 Q3 2024

Spx Equities Gestao De Recursos Ltda

  • RSP
  • EEM
  • VALE
  • PAGS
  • CPA
  • VINP
  • RIO
Spx Equities Gestao De Recursos Ltda's Q3 2024 Portfolio
Portfolio Value 757 Billion
Stocks 71
Filing on Dec 11, 2024 Q3 2024

1 St Source Bank

  • SRCE
  • IWF
  • IWD
  • SDY
  • SPY
  • EMXC
  • EFA
1 St Source Bank's Q3 2024 Portfolio
Portfolio Value 1.77 Billion
Stocks 410
Filing on Dec 11, 2024 Q3 2024

Alternative Investment Advisors, Llc.

  • IVV
  • DGRO
  • IVE
  • QUAL
  • EFV
  • MBB
  • TLT
Alternative Investment Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 190 Billion
Stocks 50
Filing on Dec 10, 2024 Q3 2024

Birmingham Capital Management CO Inc/Al

  • CAT
  • DE
  • LLY
  • MCD
  • ALL
  • PG
  • LMT
Birmingham Capital Management CO Inc/Al's Q3 2024 Portfolio
Portfolio Value 274 Million
Stocks 109
Filing on Dec 10, 2024 Q3 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • AAPL
  • MSFT
  • NVDA
  • SPTS
  • META
Dgs Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 355 Million
Stocks 309
Filing on Dec 10, 2024 Q3 2024

Claar Advisors LLC

  • ITOT
  • AMZN
  • GOOG
  • MSFT
  • MA
  • SPGI
  • ICE
Claar Advisors LLC's Q3 2024 Portfolio
Portfolio Value 294 Million
Stocks 20