Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Nov 06, 2024
Q3 2024
Peterson Financial Group, Inc.
- IWY
- IWX
- EFG
- EFV
- IWS
- VMBS
- AAPL
Filing on Nov 06, 2024
Q3 2024
Planning Capital Management Corp
- SPYG
- AAPL
- LMT
- WMT
- JNJ
- MCD
- KO
Filing on Nov 06, 2024
Q3 2024
Soditic Asset Management LLP
- MSFT
- BRK-A
- FISV
- BIO
- HII
- GOOGL
- LEN
Filing on Nov 05, 2024
Q3 2024
Filing on Nov 04, 2024
Q3 2024
Filing on Nov 04, 2024
Q3 2024
Chartwell Investment Partners, LLC
- MSFT
- AAPL
- NVDA
- AMZN
- GOOG
- KO
- JPM
Filing on Nov 04, 2024
Q3 2024
Filing on Nov 04, 2024
Q3 2024
Jupiter Wealth Management LLC
- GOOGL
- MSFT
- AAPL
- NVDA
- SPY
- HD
- AMZN
Filing on Nov 04, 2024
Q3 2024
Filing on Nov 04, 2024
Q3 2024
Sage Investment Advisers LLC
- VOO
- V
- IAU
- CHDN
- VGSH
- CVX
- BSV
Filing on Nov 01, 2024
Q3 2024
First Personal Financial Services
- MSFT
- ACN
- GOOGL
- WM
- IVV
- TMO
- PG
Filing on Nov 01, 2024
Q3 2024
Filing on Nov 01, 2024
Q3 2024
Source Financial Advisors LLC
- UBER
- SPY
- MKTX
- IVV
- GOVT
- VTI
- IXUS
Filing on Nov 01, 2024
Q3 2024
Filing on Nov 01, 2024
Q3 2024
Spider Rock Advisors, LLC
- AAPL
- SPY
- MSFT
- NVDA
- AAPL
- SPY
- U
Filing on Oct 31, 2024
Q3 2024
Harvest Volatility Management LLC
- VYM
- VCSH
- JNK
- PFF
- TOTL
- VWOB
Filing on Oct 31, 2024
Q3 2024
Aspire Wealth Management Corp
- XMMO
- IWY
- FNDF
- COWZ
- FNDX
- MOAT
- XSVM
Filing on Oct 30, 2024
Q3 2024