Latest 13F Filings: The Latest Updates from Institutional Investors

Nat West Group PLC

• MSFT
• META
• NVDA
• NFLX
• CME
• V
• GOOGL

Boothe Investment Group, Inc.

• CTA
• DBND
• HEDJ
• ASEA
• JMST
• AMD
• ULTA

Mycio Wealth Partners, LLC

• CB
• IEFA
• IVV
• SPY
• AAPL
• EFA
• NOBL

Leelyn Smith, LLC

• MGK
• MOAT
• VNLA
• SCHD
• MINT
• JSMD
• NVDA

Harbour Investment Management LLC

• MSFT
• COST
• AAPL
• AMZN
• AVGO
• JPST
• BRK-B

West Michigan Advisors, LLC

• GNTX
• SGOV
• DIVO
• MSFT
• AAPL
• NVDA
• JEPQ

Mn Wealth Advisors, LLC

• BBUS
• JGRO
• JAVA
• JIRE
• AGG
• AVUS
• BBIN

Sparta 24 Ltd.

• TIGR
• ENVA
• AGRO
• SUPV

Sendero Wealth Management, LLC

• VTI
• NVDA
• ITOT
• MSFT
• AMZN
• GOOGL
• GNR

Ground Swell Capital, LLC

• SPY
• IWM
• IWB
• KRE
• IXJ
• WTW
• KOKU

Kathleen S. Wright Associates Inc.

• VOO
• BRK-B
• SGOV
• MOAT
• VUG
• VO
• VIGI

3 Edge Asset Management, LP

• BIL
• GLDM
• SPEM
• STIP
• VXUS
• IVV
• IEF

Value Base Ltd.

• VLN
• CGNT
• AUDC
• OB
• RDCM
• DRTSW

Incentive As

Sector Gamma As

• PFE
• MDT
• BMY
• BDX
• MRK
• GILD
• INCY

First Business Financial Services, Inc.

• VTI
• IEFA
• IWF
• IJR
• DGRO
• IWD
• IJH

Ddd Partners, LLC

• MSFT
• BRK-B
• AMZN
• AAPL
• SCHD
• AVGO
• COST

Washington Trust Advisors, Inc.

• PWR
• AAPL
• META
• PANW
• V
• AMZN
• BKNG