Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2024 Q3 2024

Greylock 15 Gp LLC

  • AUR
  • BLND
  • SOND
Greylock 15 Gp LLC's Q3 2024 Portfolio
Portfolio Value 85.5 Million
Stocks 3
Filing on Nov 04, 2024 Q3 2024

Bank Of Korea

  • LQD
Bank Of Korea's Q3 2024 Portfolio
Portfolio Value 44.7 Million
Stocks 1
Filing on Nov 04, 2024 Q3 2024

Chartwell Investment Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • KO
  • JPM
Chartwell Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 2.91 Billion
Stocks 782
Filing on Nov 04, 2024 Q3 2024

Serent Capital Management CO LLC

  • MLNK
Serent Capital Management CO LLC's Q3 2024 Portfolio
Portfolio Value 44.9 Million
Stocks 1
Filing on Nov 04, 2024 Q3 2024

Jupiter Wealth Management LLC

  • GOOGL
  • MSFT
  • AAPL
  • NVDA
  • SPY
  • HD
  • AMZN
Jupiter Wealth Management LLC's Q3 2024 Portfolio
Portfolio Value 185 Million
Stocks 93
Filing on Nov 04, 2024 Q3 2024

Qcm Cayman, Ltd.

  • SQQQ
  • NVDA
  • FXI
  • VWO
  • XLP
  • LRCX
  • QQQ
Qcm Cayman, Ltd.'s Q3 2024 Portfolio
Portfolio Value 3.46 Million
Stocks 12
Filing on Nov 04, 2024 Q3 2024

Sage Investment Advisers LLC

  • VOO
  • V
  • IAU
  • CHDN
  • VGSH
  • CVX
  • BSV
Sage Investment Advisers LLC's Q3 2024 Portfolio
Portfolio Value 94 Million
Stocks 74
Filing on Nov 01, 2024 Q3 2024

First Personal Financial Services

  • MSFT
  • ACN
  • GOOGL
  • WM
  • IVV
  • TMO
  • PG
First Personal Financial Services's Q3 2024 Portfolio
Portfolio Value 472 Million
Stocks 571
Filing on Nov 01, 2024 Q3 2024

Pegasus Partners Ltd.

  • ITOT
  • IVV
  • IWY
  • IWV
  • IWX
  • IWR
  • SPY
Pegasus Partners Ltd.'s Q3 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 171
Filing on Nov 01, 2024 Q3 2024

Source Financial Advisors LLC

  • UBER
  • SPY
  • MKTX
  • IVV
  • GOVT
  • VTI
  • IXUS
Source Financial Advisors LLC's Q3 2024 Portfolio
Portfolio Value 337 Million
Stocks 167
Filing on Nov 01, 2024 Q3 2024

Strs Ohio

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOG
  • GOOGL
Strs Ohio's Q3 2024 Portfolio
Portfolio Value 25.5 Billion
Stocks 1959
Filing on Nov 01, 2024 Q3 2024

Spider Rock Advisors, LLC

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • U
Spider Rock Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 6.17 Billion
Stocks 818
Filing on Oct 31, 2024 Q3 2024

Harvest Volatility Management LLC

  • VYM
  • VCSH
  • JNK
  • PFF
  • TOTL
  • VWOB
Harvest Volatility Management LLC's Q3 2024 Portfolio
Portfolio Value 4.39 Billion
Stocks 6
Filing on Oct 31, 2024 Q3 2024

Aspire Wealth Management Corp

  • XMMO
  • IWY
  • FNDF
  • COWZ
  • FNDX
  • MOAT
  • XSVM
Aspire Wealth Management Corp's Q3 2024 Portfolio
Portfolio Value 174 Million
Stocks 196
Filing on Oct 30, 2024 Q3 2024

Family Asset Management, LLC

  • SCHG
  • QUAL
  • IEFA
  • IVW
  • DGRO
  • AAPL
  • EFA
Family Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 209
Filing on Oct 30, 2024 Q3 2024

River Vest Venture Management LLC

  • RPHM
  • SPRB
  • XLO
River Vest Venture Management LLC's Q3 2024 Portfolio
Portfolio Value 6.84 Billion
Stocks 3
Filing on Oct 30, 2024 Q3 2024

Divergent Wealth Advisors

  • IVV
  • SHV
  • AGG
  • ONEQ
  • IDEV
  • TFLO
  • IJH
Divergent Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 546 Million
Stocks 33
Filing on Oct 30, 2024 Q3 2024

Cary Street Partners Asset Management LLC

  • TACK
  • VTV
  • SPYG
  • VUG
  • JEPI
  • VONV
  • SPSM
Cary Street Partners Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 687 Million
Stocks 209