Latest 13F Filings: The Latest Updates from Institutional Investors

Tandem Wealth Advisors LLC

• AGG
• MDY
• EFA
• SPY
• DGRO
• MBB
• VCSH

Star Financial Bank

• IWF
• VTV
• XTWO
• IJH
• XTWY
• JEPI
• AAPL

Kinloch Capital, LLC

• VGT
• FPE
• VCR
• FTSM
• ABBV
• VOO
• VOX

Iht Wealth Management, LLC

• AAPL
• USFR
• NVDA
• TSLA
• QQQ
• SPYV
• IVV

National Bank Of Canada

• NVDA
• AAPL
• MSFT
• RY
• AMZN
• TD
• AVGO

Adams Wealth Management

• SCHX
• JBBB
• IVV
• ICVT
• EWY
• VOO
• SPLG

Lion Point Capital, LP

• MIST
• FENC
• INSM
• ARDX
• SNDX
• RPRX
• BBIO

Carronade Capital Management, LP

• SPY
• TDS
• VSAT
• VSAT
• BKD
• CNNE
• SATS

Hayek Kallen Investment Management

• AAPL
• MSFT
• BRK-B
• GOOGL
• NVDA
• WMT
• ORCL

Kkm Financial LLC

• META
• AAPL
• MSFT
• ORCL
• JPM
• SPY
• INTC

Glen Eagle Advisors, LLC

• DGRW
• SPY
• MSFT
• NVDA
• BKAG
• RSP
• BUFT

Concord Investment Counsel Inc.

• NVDA
• AAPL
• AMZN
• XLI
• GOOGL
• MSFT
• NFLX

Wasserstein Debt Opportunities Management, L.P.

Evergreen Wealth Solutions, LLC

• GSLC
• JEPQ
• NVDA
• BCI
• AAPL
• JMST
• JAAA

Aquatic Capital Management LLC

• PLTR
• HOOD
• MSFT
• META
• V
• TSLA
• COIN

Militia Capital Partners, LP

• OMAB
• AMZN
• ET
• WES
• AX
• TSM
• EC

Wiser Advisor Group LLC

• AAPL
• VOO
• GOOGL
• LLY
• AMZN
• META
• HFXI

Indaba Capital Management, L.P.

• ONTF
• WRE