Latest 13F Filings: The Latest Updates from Institutional Investors

P&S Credit Management, L.P.

• SPY
• QQQ
• IWM
• XOP
• CVX
• GM
• FCX

Triad Investment Management

• MAX
• IT
• CNNE
• VGSH
• SLB
• THO
• KMX

Pflug Koory, LLC

• BRK-A
• AAPL
• VMC
• BRK-B
• MSFT
• AMAT
• CAT

Executive Wealth Group LLC

• BA
• VTI
• VHT
• VYM
• VFH
• MSFT
• VEA

Bromfield Sneider Wealth Advisors

• VUG
• SPY
• VCSH
• VBK
• SUB
• MUB
• BIV

Nalls Sherbakoff Group, LLC

• SCHB
• SCHF
• IGSB
• VNQ
• SCHZ
• AAPL
• CSTR

Summit Financial Group, Inc.

• MSFT
• SPY
• RSP
• LLY
• IJR
• PG
• EFA

Willow Creek Wealth Management Inc.

• DFAT
• SPAB
• BSV
• DFUV
• SUB
• VTEB
• DFUS

Spartan Planning & Wealth Management

• SPTM
• IVV
• GOVT
• USRT
• MSFT
• AAPL
• SHY

Regal Wealth Group, Inc.

• IWF
• IVV
• LQD
• VCSH
• DFAS
• VTI
• VO

Spouting Rock Asset Management, LLC

• AMZN
• MA
• NVDA
• UNH
• GOOG
• ADBE
• ISRG

Upfront Ventures Management, LLC

Potomac Capital Management, Inc.

• LSAK
• DISH
• INSE
• BVH
• CLAR
• DSP
• PESI

Exos Tfp Holdings LLC

• KCGI
• PEGR
• RRAC
• BRKH
• ASCB
• BFAC
• WNNR

Iszo Capital Management LP

• CBL

David Einhorn

• GRBK
• CEIX
• BHF
• KD
• THC
• ODP
• ALIT

Trv Gp Iii, LLC

• PLRX

Velt Partners Investimentos Ltda.

• MELI
• STNE
• NU
• VTEX