Latest 13F Filings: The Latest Updates from Institutional Investors

Granite Shares Advisors LLC

• MSFT
• GOOGL
• AVGO
• META
• EDD
• GNL
• DKL

Verity & Verity, LLC

• AVGO
• ABBV
• MSFT
• JPM
• RTX
• CVX
• PFE

Measured Risk Portfolios, Inc.

• SFM
• XHLF
• TFLO
• AAPL
• ABBV
• DUK
• O

American National Bank

• GOOGL
• MSFT
• AAPL
• AMZN
• AVGO
• GSSC
• BRK-B

Fogel Capital Management, Inc.

• GOOGL
• MSFT
• BRK-B
• CB
• KTOS
• AVGO
• EPD

M Wealth Management, LLC

• DFAU
• PULS
• TOTL
• VXUS
• SCHP
• DFAC
• USFR

Accredited Investor Services, LLC

• AVUS
• DFAX
• FBCG
• AVUV
• DFAC
• IAU
• SPY

Pacific Wealth Management

• SPY
• QLTA
• GOVT
• IEF
• ABBV
• VCIT
• QUAL

Mn Wealth Advisors, LLC

• BBUS
• JGRO
• JAVA
• JIRE
• AGG
• AVUS
• AVEM

Robert Olstein

• DIS
• VNT
• ST
• AVTR
• LKQ
• BDX
• ABM

Simon Quick Advisors, LLC

• SPY
• VUG
• IWF
• VTV
• VOO
• JAAA
• SPYV

Tru North Capital Management, LLC

• SCHB
• SCHF
• SCHO
• SCHZ
• SCHA
• DFCF
• ITOT

Barton Investment Management

• NFLX
• SHOP
• AMZN
• GLBE
• OWL
• AL
• EQIX

400 Capital Management LLC

• SPY
• HYG
• IWM

Commonwealth Financial Services, LLC

• SPY
• QQQ
• FIXD
• IVV
• UCON
• QMOM
• FRDM

Chronos Wealth Management, LLC

• LLY
• MSFT
• GOOG
• AAPL
• JPM
• AMZN
• BRK-B

Wellesley Asset Management

Buttonwood Financial Advisors Inc.

• MOAT
• GOOGL
• FBND
• FHLC
• MSFT
• ISTB
• BRK-B