Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2024 Q3 2024

Mayo Clinic

  • ACWI
  • ZNTL
Mayo Clinic's Q3 2024 Portfolio
Portfolio Value 2.72 Million
Stocks 3
Filing on Nov 12, 2024 Q3 2024

Kemper Corp

  • HMN
Kemper Corp's Q3 2024 Portfolio
Portfolio Value 1.2 Million
Stocks 2
Filing on Nov 12, 2024 Q3 2024

Ajo Vista, LLC

  • BEKE
  • QFIN
  • HMY
  • JD
  • BABA
  • KSA
  • VALE
Ajo Vista, LLC's Q3 2024 Portfolio
Portfolio Value 22.8 Million
Stocks 112
Filing on Nov 12, 2024 Q3 2024

Scout Investments, Inc.

  • ADC
  • CBOE
  • DAL
  • PPL
  • FHN
  • MAA
  • CNP
Scout Investments, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 192
Filing on Nov 12, 2024 Q3 2024

Athyrium Capital Management, LP

  • PBYI
Athyrium Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 3.2 Million
Stocks 2
Filing on Nov 12, 2024 Q3 2024

Clari Vest Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • INDA
  • GOOGL
Clari Vest Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 1 Billion
Stocks 844
Filing on Nov 12, 2024 Q3 2024

Eagle Asset Management Inc

  • MSFT
  • AVGO
  • JPM
  • ARES
  • WAB
  • BKR
  • ETN
Eagle Asset Management Inc's Q3 2024 Portfolio
Portfolio Value 16.7 Billion
Stocks 547
Filing on Nov 12, 2024 Q3 2024

Raymond James Trust N.A.

  • MSFT
  • AAPL
  • VOO
  • NVDA
  • VEA
  • JPM
  • AMZN
Raymond James Trust N.A.'s Q3 2024 Portfolio
Portfolio Value 4.55 Billion
Stocks 1945
Filing on Nov 12, 2024 Q3 2024

Raymond James Trust Co. Of Nh

  • VOO
  • AGG
  • IJH
  • IEFA
  • MSFT
  • AVGO
  • VO
Raymond James Trust Co. Of Nh's Q3 2024 Portfolio
Portfolio Value 12.1 Million
Stocks 19
Filing on Nov 12, 2024 Q3 2024

Union Investments & Development Ltd.

  • GLBE
  • TBLA
  • IVV
  • QQQ
  • GOOG
  • MSFT
  • AMZN
Union Investments & Development Ltd.'s Q3 2024 Portfolio
Portfolio Value 17.3 Billion
Stocks 30
Filing on Nov 12, 2024 Q3 2024

Guardian Capital Advisors LP

  • RY
  • TD
  • BMO
  • BNS
  • ENB
  • MSFT
  • CNI
Guardian Capital Advisors LP's Q3 2024 Portfolio
Portfolio Value 967 Million
Stocks 167
Filing on Nov 08, 2024 Q3 2024

Darwin Advisors, LLC

  • AFIF
  • MGK
  • EFA
  • AAPL
  • QQQ
  • UCON
  • LMBS
Darwin Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 356 Million
Stocks 648
Filing on Nov 08, 2024 Q3 2024

Etfidea, LLC

  • DGRO
  • VUG
  • IWF
  • VBK
  • IJS
  • IWS
  • MDYG
Etfidea, LLC's Q3 2024 Portfolio
Portfolio Value 316 Billion
Stocks 113
Filing on Nov 08, 2024 Q3 2024

Wu Xi App Tec Co., Ltd.

  • LYEL
  • ADAG
Wu Xi App Tec Co., Ltd.'s Q3 2024 Portfolio
Portfolio Value 19 Billion
Stocks 2
Filing on Nov 08, 2024 Q3 2024

Oakview Capital Management, L.P.

  • APD
  • DE
  • CB
  • JBHT
  • TMUS
  • BALL
  • DOW
Oakview Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 21.4 Million
Stocks 11
Filing on Nov 08, 2024 Q3 2024

Cic Wealth, LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • VB
  • IGM
  • PEP
Cic Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 387 Billion
Stocks 176
Filing on Nov 08, 2024 Q3 2024

New Potomac Partners, LLC

  • IAU
  • AAPL
  • MSFT
  • IVV
  • EMXC
  • IEI
  • ORCL
New Potomac Partners, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 152
Filing on Nov 08, 2024 Q3 2024

Wealthgate Family Office, LLC

  • SPY
  • IYG
  • EVCM
  • VTI
  • HEFA
  • VWO
  • IEFA
Wealthgate Family Office, LLC's Q3 2024 Portfolio
Portfolio Value 35.9 Million
Stocks 14