&PARTNERS

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    nashville, TN
  • CIK
    0000107136
  • All SEC filings
Q3 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,390

$5.18B
AAPL, MSFT, IVV, IJH
13F-HR
Nov 14, 2024
000121465924018930

914

$2.28B
AAPL, MSFT, IVV, IJH
13F-HR
Jul 24, 2024
000121465924012877

491

$725.83M
VV, AAPL, IJH, IJR
13F-HR
Apr 11, 2024
000121465924006566

294

$410.60M
IVV, VV, IWB, AAPL
13F-HR
Jan 9, 2024
000121465924000442

183

$214.24M
IJH, IJR, CGDV, CGGR
13F-HR
Oct 6, 2023
000121465923013212

195

$223.33M
IJH, IJR, CGDV, AAPL
13F-HR
Jul 5, 2023
000121465923009240

182

$207.96M
IJH, IJR, CGDV, AAPL
13F-HR
Apr 6, 2023
000121465923004990

187

$201.36M
IJR, IJH, CGDV, CGGR
13F-HR
Jan 10, 2023
000121465923000452

185

$172.88M
IJH, IJR, AAPL, VWO
13F-HR
Oct 11, 2022
000121465922012126

190

$173.16M
IJR, IJH, AAPL, VWO
13F-HR
Jul 6, 2022
000121465922008632

195

$178.19M
IJH, IJR, AAPL, VWO
RESTATEMENT
Apr 26, 2022
000121465922005777

180

$165.87M
IJR, IJH, AAPL, VEU
13F-HR
Jan 12, 2022
000121465922000579

180

$157.30M
IJR, IJH, AAPL, VEU
13F-HR
Oct 7, 2021
000121465921010319

179

$154.52M
IJR, IJH, AAPL, VWO
13F-HR
Jul 12, 2021
000121465921007436

156

$137.43M
IJR, IJH, AAPL, VWO
13F-HR
Apr 9, 2021
000121465921004080

143

$119.03M
IJH, IJR, AAPL, VWO
13F-HR
Jan 11, 2021
000121465921000354

132

$98.36M
AAPL, IJH, IJR, VWO
13F-HR
Oct 5, 2020
000121465920008396

128

$82.79M
AAPL, IJH, IJR, IVV
13F-HR
Jul 7, 2020
000121465920006163

144

$64.26M
AAPL, IVV, IJH, IJR
13F-HR
Apr 3, 2020
000121465920003182

161

$84.06M
AAPL, V, CBRL, BX
13F-HR
Jan 10, 2020
000121465920000268

157

$77.10M
AAPL, CBRL, V, NEWT
RESTATEMENT
Oct 10, 2019
000121465919006326

152

$72.45M
AAPL, CBRL, V, PCTY
13F-HR
Jul 10, 2019
000121465919004579

148

$69.85M
AAPL, CBRL, V, RITM
13F-HR
Apr 8, 2019
000121465919002612

138

$59.61M
AAPL, CBRL, OXLC, RITM
13F-HR
Feb 6, 2019
000121465919000836