Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 21, 2024 Q3 2024

Te Ahumairangi Investment Management LTD

  • MSFT
  • VZ
  • AAPL
  • GOOGL
  • RE
  • T
  • VRSN
Te Ahumairangi Investment Management LTD's Q3 2024 Portfolio
Portfolio Value 564 Million
Stocks 83
Filing on Nov 21, 2024 Q3 2024

Chelsea Counsel CO

  • AAPL
  • VYM
  • MSFT
  • GOOG
  • GOOGL
  • COST
  • XOM
Chelsea Counsel CO's Q3 2024 Portfolio
Portfolio Value 200 Million
Stocks 199
Filing on Nov 21, 2024 Q3 2024

Tudor Financial Inc.

  • VOO
  • DIA
  • IWB
  • HYG
  • SCHD
  • SCHF
  • IVV
Tudor Financial Inc.'s Q3 2024 Portfolio
Portfolio Value 162 Billion
Stocks 124
Filing on Nov 21, 2024 Q3 2024

Wealthquest Corp

  • VV
  • VONG
  • IEFA
  • SPTM
  • BALT
  • AFG
  • IJH
Wealthquest Corp's Q3 2024 Portfolio
Portfolio Value 897 Million
Stocks 131
Filing on Nov 21, 2024 Q3 2024

Sky View Investment Advisors, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • IEI
  • IAU
Sky View Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 602 Million
Stocks 308
Filing on Nov 21, 2024 Q3 2024

Tri Ri Asset Management Corp

  • NVO
  • PLTR
  • META
  • ABNB
  • AMZN
  • VRTX
  • VRSN
Tri Ri Asset Management Corp's Q3 2024 Portfolio
Portfolio Value 136 Billion
Stocks 29
Filing on Nov 21, 2024 Q3 2024

Aldebaran Financial Inc.

  • BRK-B
  • AAPL
  • FTNT
  • SPY
  • SPTM
  • MSFT
  • SPLG
Aldebaran Financial Inc.'s Q3 2024 Portfolio
Portfolio Value 80.2 Million
Stocks 68
Filing on Nov 20, 2024 Q3 2024

Morse Asset Management, Inc

  • MSFT
  • NVDA
  • META
  • AMZN
  • GOOGL
  • HD
  • AVGO
Morse Asset Management, Inc's Q3 2024 Portfolio
Portfolio Value 443 Million
Stocks 343
Filing on Nov 20, 2024 Q3 2024

Diamant Asset Management, Inc.

  • AAPL
  • MSFT
  • V
  • COST
  • PGR
  • GOOGL
  • LDOS
Diamant Asset Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 158 Million
Stocks 75
Filing on Nov 20, 2024 Q3 2024

Soa Wealth Advisors, Llc.

  • IWY
  • AAPL
  • VOO
  • MSFT
  • NVDA
  • AMZN
  • DGRO
Soa Wealth Advisors, Llc.'s Q3 2024 Portfolio
Portfolio Value 517 Million
Stocks 840
Filing on Nov 20, 2024 Q3 2024

Westside Investment Management, Inc.

  • AAPL
  • VYM
  • VTI
  • QQQ
  • MSFT
  • AMZN
  • UBER
Westside Investment Management, Inc.'s Q3 2024 Portfolio
Portfolio Value 470 Billion
Stocks 1745
Filing on Nov 20, 2024 Q3 2024

Virtu Financial LLC

  • BRK-A
  • GOOGL
  • MSTR
  • VNQ
  • XLC
  • XLF
  • SWN
Virtu Financial LLC's Q3 2024 Portfolio
Portfolio Value 1.82 Billion
Stocks 1312
Filing on Nov 20, 2024 Q3 2024

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • HD
  • WMT
  • BRK-B
  • MCD
  • JNJ
Bard Financial Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 840 Million
Stocks 212
Filing on Nov 20, 2024 Q3 2024

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • JMEE
  • JEPI
  • IVV
  • HERD
Advisory Resource Group's Q3 2024 Portfolio
Portfolio Value 414 Million
Stocks 158
Filing on Nov 20, 2024 Q3 2024

Passumpsic Savings Bank

  • SPLB
  • GE
  • DECK
  • VCIT
  • NVDA
  • AXON
  • AMZN
Passumpsic Savings Bank's Q3 2024 Portfolio
Portfolio Value 152 Billion
Stocks 82
Filing on Nov 19, 2024 Q3 2024

Howard Capital Management Group, LLC

  • NVDA
  • AAPL
  • SPY
  • MSFT
  • AMZN
  • COST
  • GOOGL
Howard Capital Management Group, LLC's Q3 2024 Portfolio
Portfolio Value 1.42 Billion
Stocks 135
Filing on Nov 19, 2024 Q3 2024

Barclays PLC

  • SPY
  • AAPL
  • MSFT
  • NVDA
  • QQQ
  • IWM
  • SPY
Barclays PLC's Q3 2024 Portfolio
Portfolio Value 377 Billion
Stocks 9207
Filing on Nov 19, 2024 Q3 2024

Oak Hill Advisors LP

  • EBS
Oak Hill Advisors LP's Q3 2024 Portfolio
Portfolio Value 9.3 Billion
Stocks 1