Latest 13F Filings: The Latest Updates from Institutional Investors

Financial Connections Group, Inc.

• DFAU
• ESGV
• VUG
• DFIV
• VIGI
• JCPB
• CMF

Hengistbury Investment Partners LLP

• V
• IBKR
• EXPE
• BKNG
• HRI

West Michigan Advisors, LLC

• GNTX
• DIVO
• AAPL
• MSFT
• JEPQ
• CGGO
• NVDA

American Assets Investment Management, LLC

• XOM
• BAC
• AAPL
• JPM
• WFC
• MSFT
• CVX

Diana Davis Spencer Foundation

• BND
• BIV
• VCLT
• VOO

Nalanda India Equity Fund LTD

• G

Strategy Asset Managers LLC

• AVGO
• MSFT
• JPM
• AAPL
• GOOGL
• LLY
• LMT

Nalanda India Fund LTD

Schnieders Capital Management LLC

• MSFT
• AAPL
• QQQ
• AMZN
• GOOGL
• JPM
• GOOG

Aquire Wealth Advisors, LLC

• DFAU
• DFAI
• DFAE
• SPTM
• AGG
• MUB
• SPDW

Encompass More Asset Management

• BUYW
• USFR
• TLT
• SECT
• GLDM
• SGOL
• AGOX

Cary Street Partners Financial LLC

• AAPL
• VTV
• VUG
• MSFT
• TACK
• JEPI
• JPIE

Bcr Wealth Strategies, LLC

• AVUS
• AVIG
• DFCF
• AVDE
• DFEM
• VNQ
• ICSH

Washington Growth Strategies LLC

• SPY
• XLF
• QQQ
• EEM
• PAVE
• XLE
• VB

Shaker Financial Services, LLC

• CET
• GAM
• RMT
• ETB
• ASG
• EVT
• CSQ

Horizon Family Wealth, Inc.

• GSLC
• GSIE
• VUG
• BILS
• IVW
• VO
• BRK-B

Commonwealth Retirement Investments LLC

• AVGO
• JPM
• ABBV
• MSFT
• XOM
• CVX
• JNJ

Performa LTD (Us), LLC

• VOO
• SPY
• HYLB
• VO
• VEU
• ANGL
• VBR