Latest 13F Filings: The Latest Updates from Institutional Investors

Red Mountain Financial, LLC

• BRK-B
• AAPL
• NVDA
• JPIE
• FBND
• BSV
• JMUB

Triad Wealth Partners, LLC

• JCPB
• IVW
• QUAL
• FBND
• IVE
• DYNF
• EFV

Matauro, LLC

• IEF
• PHYS
• SPY
• EZU
• USCI
• RSP
• COWZ

Sageworth Trust CO Of South Dakota

• VTI
• VXUS
• VOO
• DFAS
• ACWI
• DFIC
• AMZN

Lecap Asset Management LTD

• TPR
• MA
• TMUS
• BSX
• CL
• CNC
• VRSK

Kennebec Savings Bank

• AAPL
• MSFT
• NVDA
• AMZN
• JPM
• GOOGL
• VEA

Sageworth Trust CO

• VTI
• VXUS
• ACWI
• VOO
• SPY
• ACWX
• VT

Tower View Investment Management & Research LLC

• TSM
• MSFT
• NVDA
• LLY
• SPLG
• VUG
• V

J. Safra Sarasin Holding Ag

• MSFT
• NVDA
• AMZN
• GOOGL
• CME
• AVGO
• MA

Tfg Advisers LLC

• AAPL
• MSFT
• NVDA
• JPM
• COST
• AMZN
• ADP

First National Bank & Trust CO Of Newtown

• VTI
• VCSH
• AAPL
• BIV
• DVY
• IEFA
• MSFT

Rainey & Randall Investment Management Inc.

• SCHG
• SCHV
• DBEF
• BND
• RSP
• SCHE
• SCHA

Cornell Pochily Investment Advisors, Inc.

• AAPL
• NVDA
• ITOT
• SPY
• MSFT
• BRK-A
• TMP

Ht Partners LLC

• SCHB
• EFA
• VTEB
• VTI
• VEA
• EEM
• RSP

Patriot Financial Group Insurance Agency, LLC

• IVV
• IVE
• MSFT
• AAPL
• NVDA
• VOO
• SCHG

Wasserstein Debt Opportunities Management, L.P.

Catalina Capital Group, LLC

• USFR
• JPST
• IVV
• AAPL
• NVDA
• PJAN
• DGRW

Financial Services Advisory Inc

• IVV
• CGDV
• SPY
• MGC
• ACWX
• LQD
• OEF