Latest 13F Filings: The Latest Updates from Institutional Investors

Concorde Financial Corp

• PHYS
• TPL
• BSM
• JPM
• ET
• XOM
• ABBV

Massachusetts Institute Of Technology

• CPNG
• BOC
• NU
• WRBY
• TXT

Le Clair Wealth Partners LLC

• FIXD
• AAPL
• BUFR
• RDVY
• CTAS
• MSFT
• SDVY

Tradition Wealth Management, LLC

• SCHG
• JCPB
• BUFR
• BBUS
• AAPL
• SCHV
• DBEF

Emmett Investment Management, LP

• WSR
• SPOT
• IBKR
• PM
• IDT
• AGS
• TPX

Level Four Advisory Services, LLC

• AAPL
• QQQ
• MSFT
• AMZN
• USFR
• MOAT
• NVDA

Bell Asset Management LTD

• MSFT
• NVDA
• GOOGL
• AMZN
• AAPL
• UNH
• PEP

Cloverfields Capital Group, LP

• PM
• OTIS
• GE
• ADP
• NFLX
• BRK-B
• PGR

Erste Asset Management Gmb H

• NVDA
• MSFT
• AAPL
• GOOGL
• PGR
• META
• V

Humankind Investments LLC

• HKND
• QQQ
• SPY
• AAPL
• MSFT
• VT
• GLD

Arista Wealth Management, LLC

• DFAU
• VOOG
• DFSV
• VCIT
• DFAI
• VGSH
• VGIT

Jones Road Capital Management, L.P.

• HYG
• META
• BKLN
• ORCL
• LQD
• ADX
• ATI

Vertex Planning Partners, LLC

• SPLG
• JQUA
• USFR
• AAPL
• TFLO
• SPYG
• SPY

Crabel Capital Management, LLC

• AGG
• TIP
• GOVT
• VCIT
• HYG
• BND
• EMB

Academy Capital Management Inc

• AAPL
• MA
• BRK-B
• META
• MSFT
• AMZN
• PRI

Mirabaud Asset Management (France) Sas

Kempen Capital Management N.V.

• MSFT
• GOOGL
• KKR
• BKNG
• META
• NXPI
• AMZN

Jt Stratford LLC

• AGG
• IWB
• VIG
• VCIT
• SPDW
• NVDA
• QQQ