Latest 13F Filings: The Latest Updates from Institutional Investors

Tributary Capital Management, LLC

• ITGR
• OLLI
• NPO
• SIGI
• ESE
• PATK
• MC

Archvest Wealth Advisors, Inc.

• DFAI
• IVV
• VNQ
• VEU
• VWOB
• IMTM
• GSLC

Bip Alliance, LLC

• VOO
• VTEB
• VEA
• BND
• VXF
• BNDX
• VWO

Allen Capital Group, LLC

• SPLG
• BRK-B
• JCPB
• IQLT
• UITB
• DSTL
• SPY

My Purposeful Wealth Corp.

• VUG
• IVV
• ITOT
• BND
• VOE
• IUSG
• UNP

Trust Investment Advisors

• LLY
• AAPL
• MSFT
• AVGO
• NVDA
• TSM
• IBM

Mb Generational Wealth, LLC

• AVUV
• DUHP
• QUAL
• OEF
• DISV
• AVLV
• DIHP

Wealthgarden F.S. LLC

• QUAL
• IVV
• IVW
• NVDA
• DYNF
• SCHD
• SCHG

Theory Financial LLC

• SCHZ
• VFH
• XLV
• XLC
• MBB
• SPLG
• IGIB

Wasserstein Debt Opportunities Management, L.P.

Sky Mountain Capital Management, Inc.

• USFR
• GLD
• MSTR
• NKE
• VYM
• AAPL
• VUG

Shared Vision Wealth Group LLC

• AAPL
• IVV
• IUSB
• QUAL
• MBB
• DYNF
• IVW

Wellesley Asset Management

Capital A Wealth Management, LLC

• EFV
• EFG
• CTA
• IEMG
• IXUS
• JPRE
• AVEM

Private Wealth Management Group, LLC

• DFAC
• VGIT
• DFIC
• DFEM
• DFAU
• DFUS
• DFSV

Heathbridge Capital Management Ltd.

• AEP
• VZ
• TRP
• TD
• AEM
• MFC
• MSFT

Bip Wealth, LLC

• SPY
• USFR
• TFLO
• VTI
• VTV
• EFA
• VEU

Victory Capital Management Inc

• AAPL
• NVDA
• MSFT
• AMZN
• META
• GOOG
• UITB