Noble Family Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$372M
Signature - Title
Brian Glas - Chief Compliance Officer
Location
Clearwater, FL
Summary
This page shows a list of all the recent 13F filings made by Noble Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Noble Family Wealth, LLC reported 59 stock holdings with total value $372M as of Q3 2024. Top holdings included VIG, VTV, SCHD, VEA, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 59 $372M +$6.96M -$8.19M -$1.23M VIG, VTV, SCHD, VEA, SCHA 13F-HR 11/4/2024, 02:59 PM
Q2 2024 61 $347M +$7.32M -$6.97M +$346K VIG, VTV, SCHD, VEA, VUG 13F-HR 7/16/2024, 07:59 AM
Q1 2024 61 $351M +$13.1M -$14.7M -$1.65M VIG, VTV, SCHD, SCHM, VEA 13F-HR 4/16/2024, 02:49 PM
Q4 2023 60 $330M +$6.48M -$2.43M +$4.06M VIG, VTV, SCHD, SCHM, VUG 13F-HR 1/18/2024, 08:37 AM
Q3 2023 60 $297M +$5.85M -$4.45M +$1.41M VIG, VTV, SCHD, SCHM, VUG 13F-HR 10/10/2023, 12:39 PM
Q2 2023 67 $307M +$6.13M -$3.86M +$2.27M VIG, VTV, SCHM, SCHD, VUG 13F-HR 7/18/2023, 10:09 AM
Q1 2023 59 $293M $0 $0 VIG, VTV, SCHD, SCHM, VUG 13F-HR 5/11/2023, 03:54 PM