Latest 13F Filings: The Latest Updates from Institutional Investors

Amazon Com Inc

• RIVN
• AMD
• VITL
• IONQ
• MRVL
• NAUT
• SMRT

American Assets Investment Management, LLC

• WFC
• BAC
• JPM
• MSFT
• RGTI
• XOM
• AAPL

Atlas Wealth Partners, LLC

• TPL
• GBTC
• INFL
• FNV
• MSFT
• SCHD
• COWZ

Roberts Foundation

• PG

New Square Capital LLC

• VTI
• VEU
• SCHX
• IJH
• IGSB
• PDP
• SPLV

Pointe Capital Management LLC

• IWF
• VYM
• VCSH
• TTD
• SHY
• BRK-B
• IEMG

Rockline Wealth Management, LLC

• NVDA
• AAPL
• MSFT
• META
• PLTR
• AVGO
• ORCL

Advisors Preferred, LLC

• IEF
• XLC
• XLY
• EFA
• QQQM
• EEM
• SCHD

Towercrest Capital Management

• SCHX
• IVV
• AGG
• HYG
• FLOT
• SCHZ
• IEFA

J. W. Coons Advisors, LLC

• AAPL
• ZWS
• MSFT
• SPY
• KLAC
• GOOGL
• JPM

Mc Ginn Investment Management, Inc.

• META
• MSFT
• JPM
• AAPL
• DLTR
• DIS
• GS

University Of Pittsburgh Of The Commonwealth System Of Higher Education

• IEMG

Oakwell Private Wealth Management, LLC

• VTI
• VEA
• DFEM
• IJR
• AVUV
• ITOT
• VCIT

Hiddenite Capital Partners LP

• SPY
• GOOGL
• DKS
• XLF
• EWJ
• APP
• FSLR

Mason Investment Advisory Services, Inc.

• VLUE
• VSS
• AVUV
• AVDV
• AVSC
• VBR
• MINT

Sozo Ventures Gp Ii, L.P.

River Glades Family Offices LLC

• IVV
• VEA
• IJH
• VWO
• FLRN
• XLK
• IAU

Clarity Wealth Development LLC

• VTI
• DFSV
• VEA
• SCHR
• DFEM
• DISV
• NUDM