Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2023 Q3 2023

Ardian France Sa

  • DNB
Ardian France Sa's Q3 2023 Portfolio
Portfolio Value 62.5 Million
Stocks 1
Filing on Oct 17, 2023 Q3 2023

Sturgeon Ventures LLP

  • META
  • NVDA
  • MSFT
  • AAPL
  • FTNT
  • GOOGL
  • BKNG
Sturgeon Ventures LLP's Q3 2023 Portfolio
Portfolio Value 76 Million
Stocks 43
Filing on Oct 16, 2023 Q3 2023

Ocean Arete LTD

  • TCOM
Ocean Arete LTD's Q3 2023 Portfolio
Portfolio Value 6.31 Million
Stocks 1
Filing on Oct 16, 2023 Q3 2023

Mangham Associates,Llc

  • VT
  • VOO
  • VTV
  • GLD
  • IJR
  • BEPC
  • MINT
Mangham Associates,Llc's Q3 2023 Portfolio
Portfolio Value 53.5 Million
Stocks 14
Filing on Oct 16, 2023 Q3 2023

Rothschild Investment Corp

  • AAPL
  • JPM
  • NVDA
  • GOOGL
  • CVX
  • BX
  • BRK-B
Rothschild Investment Corp 's Q3 2023 Portfolio
Portfolio Value 1.19 Billion
Stocks 538
Filing on Oct 13, 2023 Q3 2023

Armstrong Shaw Associates Inc

  • MSFT
  • BRK-A
  • AAPL
  • GOOG
  • UNH
  • APD
  • ELV
Armstrong Shaw Associates Inc's Q3 2023 Portfolio
Portfolio Value 94.5 Million
Stocks 44
Filing on Oct 13, 2023 Q3 2023

Key Bridge Compliance, LLC

  • SPY
  • IJH
  • IJJ
  • SPLG
  • AAPL
  • IDV
  • LLY
Key Bridge Compliance, LLC's Q3 2023 Portfolio
Portfolio Value 319 Billion
Stocks 114
Filing on Oct 12, 2023 Q3 2023

Wealthpoint, LLC

  • VTV
  • VUG
  • AAPL
  • SMMD
  • XLK
  • LMBS
  • HDV
Wealthpoint, LLC's Q3 2023 Portfolio
Portfolio Value 247 Million
Stocks 85
Filing on Oct 11, 2023 Q3 2023

Canaan Partners X LLC

  • IDYA
  • ML
Canaan Partners X LLC's Q3 2023 Portfolio
Portfolio Value 74.7 Million
Stocks 2
Filing on Oct 11, 2023 Q3 2023

Polaris Wealth Advisory Group, LLC

  • AAPL
  • IGIB
  • IWF
  • IVE
  • MSFT
  • IEI
  • ABBV
Polaris Wealth Advisory Group, LLC's Q3 2023 Portfolio
Portfolio Value 1.3 Billion
Stocks 169
Filing on Oct 10, 2023 Q3 2023

Gilfoyle Management LLC

  • CRSP
  • ARKK
  • IVV
  • TSLA
  • QQQ
Gilfoyle Management LLC's Q3 2023 Portfolio
Portfolio Value 24.2 Million
Stocks 5
Filing on Oct 05, 2023 Q3 2023

Qp Wealth Management, LLC

  • AAPL
  • FV
  • FPEI
  • TSLA
  • SPDW
  • AMZN
  • MSFT
Qp Wealth Management, LLC's Q3 2023 Portfolio
Portfolio Value 57.3 Million
Stocks 71
Filing on Oct 05, 2023 Q3 2023

Offit Capital Advisors LLC

  • CMTG
Offit Capital Advisors LLC's Q3 2023 Portfolio
Portfolio Value 60.1 Million
Stocks 1
Filing on Oct 04, 2023 Q3 2023

Highland Management Partners 9 LLC

  • RCAT
  • ZFOX
Highland Management Partners 9 LLC's Q3 2023 Portfolio
Portfolio Value 166,000
Stocks 2
Filing on Sep 21, 2023 Q3 2022

Jefferies Group LLC

  • QQQ
  • EMB
  • HYG
  • SPY
  • LQD
  • EMB
  • SPY
Jefferies Group LLC's Q3 2022 Portfolio
Portfolio Value 10.2 Billion
Stocks 1610
Filing on Aug 17, 2023 Q2 2023

Ota Financial Group L.P.

  • OXYWS
  • BKNG
  • BRK-B
  • GOOGL
  • LBRDK
Ota Financial Group L.P.'s Q2 2023 Portfolio
Portfolio Value 143 Million
Stocks 7
Filing on Aug 15, 2023 Q2 2023

First Capital Advisors Group, Llc.

  • SSUS
  • QQQ
  • AAPL
  • GSLC
  • GLD
  • JPUS
  • ITOT
First Capital Advisors Group, Llc.'s Q2 2023 Portfolio
Portfolio Value 188 Million
Stocks 971
Filing on Aug 14, 2023 Q2 2023

Lumature Wealth Partners, LLC

  • BNL
  • IVV
  • VUG
  • VTV
  • IEFA
  • AAPL
  • XLK
Lumature Wealth Partners, LLC's Q2 2023 Portfolio
Portfolio Value 168 Million
Stocks 384