Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2023 Q1 2023

Kula Investments, LLC

  • SPY
  • WRB
  • GM
  • WU
  • NTAP
  • ALL
  • ABT
Kula Investments, LLC's Q1 2023 Portfolio
Portfolio Value 405 Billion
Stocks 576
Filing on May 15, 2023 Q1 2023

Chimera Capital Management LLC

  • EAT
  • SBH
  • HIMS
  • OXM
  • SBUX
  • OSTK
  • PLCE
Chimera Capital Management LLC's Q1 2023 Portfolio
Portfolio Value 210 Million
Stocks 64
Filing on May 12, 2023 Q1 2023

Hitchwood Capital Management LP

  • TSLA
  • FND
  • MSFT
  • AMZN
  • META
  • BRK-B
  • TW
Hitchwood Capital Management LP's Q1 2023 Portfolio
Portfolio Value 184 Million
Stocks 19
Filing on May 12, 2023 Q1 2023

Quantitative Advantage, LLC

  • DUHP
  • VTI
  • IYW
  • TILT
  • VEU
  • MOAT
  • RYT
Quantitative Advantage, LLC's Q1 2023 Portfolio
Portfolio Value 689 Million
Stocks 115
Filing on May 12, 2023 Q1 2023

Security Asset Management

  • AAPL
  • JPM
  • DHR
  • MSFT
  • MA
  • ROP
  • BLK
Security Asset Management's Q1 2023 Portfolio
Portfolio Value 170 Million
Stocks 76
Filing on May 12, 2023 Q1 2023

Southern Wealth Management, LLP

  • IEFA
  • SCHC
  • VUG
  • IEMG
  • IWF
  • VOO
  • EEMV
Southern Wealth Management, LLP's Q1 2023 Portfolio
Portfolio Value 258 Million
Stocks 61
Filing on May 11, 2023 Q1 2023

Clear Perspectives Financial Planning, LLC

  • PG
  • VYM
  • RSP
  • VTV
  • VOO
  • SGOV
  • VIG
Clear Perspectives Financial Planning, LLC's Q1 2023 Portfolio
Portfolio Value 178 Million
Stocks 197
Filing on May 11, 2023 Q1 2023

Ford Financial Group, LLC

  • SPYV
  • SPYG
  • NTSX
  • SLYV
  • SPTM
  • SPY
  • VTI
Ford Financial Group, LLC's Q1 2023 Portfolio
Portfolio Value 2.36 Billion
Stocks 7
Filing on May 10, 2023 Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • VTI
  • USFR
  • VEU
  • LRGF
  • IAU
  • BOND
  • IHDG
Cardinal Point Wealth Management Partners, LLC's Q1 2023 Portfolio
Portfolio Value 328 Million
Stocks 80
Filing on May 09, 2023 Q1 2023

Brainard Capital Management LLC

  • UBER
  • AVUV
  • UPST
  • AMZN
  • DFAU
  • BXSL
  • DFAI
Brainard Capital Management LLC's Q1 2023 Portfolio
Portfolio Value 131 Billion
Stocks 100
Filing on May 08, 2023 Q1 2023

Praetorian Capital Management LLC

  • JOE
  • BNO
  • VAL
  • TDW
  • AMRK
  • AU
  • GOED
Praetorian Capital Management LLC's Q1 2023 Portfolio
Portfolio Value 133 Million
Stocks 21
Filing on May 05, 2023 Q1 2023

Ctc Capital Management, LLC

  • LQD
  • FERG
  • XLF
  • MA
  • AUY
  • CPNG
  • LSCC
Ctc Capital Management, LLC's Q1 2023 Portfolio
Portfolio Value 47.2 Million
Stocks 72
Filing on May 04, 2023 Q1 2023

Andesa Financial Management Inc.

  • AAPL
  • MSFT
  • DIVO
  • ETN
  • QEFA
  • IVV
  • JPM
Andesa Financial Management Inc.'s Q1 2023 Portfolio
Portfolio Value 338 Million
Stocks 125
Filing on May 04, 2023 Q1 2023

Barber Financial Group, Inc.

  • STIP
  • QQQ
  • SPY
  • IVW
  • SPTM
  • VOO
  • DIVO
Barber Financial Group, Inc.'s Q1 2023 Portfolio
Portfolio Value 567 Million
Stocks 148
Filing on May 03, 2023 Q1 2023

Fithian, LLC

  • IDXX
  • TECH
  • GOOG
  • ZTS
  • TTD
  • TMO
  • BRK-B
Fithian, LLC's Q1 2023 Portfolio
Portfolio Value 47.9 Billion
Stocks 17
Filing on May 03, 2023 Q1 2023

Le Jeune Puetz Investment Counsel LLC

  • AAPL
  • MSFT
  • FLOT
  • GOOG
  • VCSH
  • VTV
  • SPY
Le Jeune Puetz Investment Counsel LLC's Q1 2023 Portfolio
Portfolio Value 272 Million
Stocks 196
Filing on May 02, 2023 Q1 2023

True Capital Management

  • AAPL
  • PLTR
  • VIG
  • QQQ
  • META
  • NVDA
  • TSLA
True Capital Management's Q1 2023 Portfolio
Portfolio Value 146 Billion
Stocks 129
Filing on May 01, 2023 Q1 2023

Hickory Lane Capital Management LP

  • FWONK
  • WSC
  • TMUS
  • MSFT
  • MA
  • APG
  • LMT
Hickory Lane Capital Management LP's Q1 2023 Portfolio
Portfolio Value 81.7 Million
Stocks 24