Latest 13F Filings: The Latest Updates from Institutional Investors

Wgi Dm, LLC

Keystone Financial Group

• AAPL
• SPY
• SPLG
• SPYG
• VTI
• NVDA
• TSLA

Certus Wealth Management, LLC

• VOO
• BND
• VUG
• CMF
• QUAL
• IVV
• EFV

Granite Investment Partners, LLC

• MSFT
• AAPL
• CBZ
• CWST
• AMZN
• WTFC
• V

Robinson Capital Management, LLC

• VMO
• VGM
• BFK
• VKQ
• NAD
• BLE
• VKI

Otter Creek Advisors, LLC

• HYG
• PWR
• PSN
• WRB
• FFIV
• META
• NDAQ

Wells Fargo & Company

• AAPL
• MSFT
• IVV
• SPY
• ITOT
• NVDA
• VO

Coldstream Capital Management Inc

• IVV
• MSFT
• REGL
• HEFA
• IEF
• VOO
• VV

Baypointe Partners LLC

• LULU
• RH
• TGT
• NKE
• CL
• MCD
• HD

Sixth Street Partners Management Company, L.P.

• PCG
• ESGR
• TSLX
• CXM
• SSNC
• ESNT
• GWRE

Mainsail Management Company, LLC

• BRLT
• SSTI

V3 Holding LTD

• CIFR

Old Point Trust & Financial Services N A

• MSFT
• XOM
• AAPL
• COP
• PG
• RTX
• JNJ

River Road Asset Management, LLC

• BJ
• WTM
• MGRC
• MUSA
• CXW
• AXS
• LKQ

Miller Wealth Advisors, LLC

• AMZN
• XOM
• AAPL
• GOOG
• MSFT
• NVDA
• PLTR

Coston, Mc Isaac & Partners

• BRK-B
• VIG
• VTI
• AAPL
• VEU
• NOBL
• WMT

Mfn Partners Management, LP

• XPO
• RXO
• PFSI
• HCA
• CNX
• BHC
• IE

Axim Planning & Wealth

• EH
• HPF
• CLF
• PG
• MSFT
• BTAL
• USB