Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 19, 2022 Q2 2022

Lake Point Wealth Management

  • IHDG
  • VO
  • VOO
  • DFAC
  • TDTF
  • BSV
  • IAU
Lake Point Wealth Management's Q2 2022 Portfolio
Portfolio Value 176 Million
Stocks 493
Filing on Jul 18, 2022 Q2 2022

Strategic Capital Advisers, Inc.

  • MOO
  • SCHB
  • IAU
  • LLY
  • VTI
  • GLD
  • UNH
Strategic Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 121 Million
Stocks 59
Filing on Jul 15, 2022 Q2 2022

Pinnacle Private Wealth, LLC

  • AAPL
  • IVV
  • IWF
  • MSFT
  • HD
  • USMV
  • DGRO
Pinnacle Private Wealth, LLC's Q2 2022 Portfolio
Portfolio Value 256 Million
Stocks 272
Filing on Jul 15, 2022 Q2 2022

Cordasco Financial Network

  • IWB
  • IWM
  • PLD
  • LMT
  • AAPL
  • MCHP
  • TFC
Cordasco Financial Network's Q2 2022 Portfolio
Portfolio Value 138 Million
Stocks 604
Filing on Jul 13, 2022 Q2 2022

Murphy Capital Management Inc

  • AAPL
  • SPY
  • MSFT
  • QQQ
  • XLY
  • VGT
  • XLV
Murphy Capital Management Inc's Q2 2022 Portfolio
Portfolio Value 720 Million
Stocks 217
Filing on Jul 13, 2022 Q2 2022

Hya Advisors, Inc

  • ORLY
  • JKHY
  • ITOT
  • AVUS
  • EFV
  • QQQ
  • IJH
Hya Advisors, Inc's Q2 2022 Portfolio
Portfolio Value 255 Million
Stocks 143
Filing on Jul 13, 2022 Q2 2022

Ern LLC

  • AAPL
  • PG
  • MRK
  • PEP
  • CHD
  • BRKB
  • PAYX
Ern LLC's Q2 2022 Portfolio
Portfolio Value 89.5 Million
Stocks 66
Filing on Jul 12, 2022 Q2 2022

Minot Wealth Management LLC

  • SCHD
  • AAPL
  • SPY
  • BRKB
  • MSFT
  • ABBV
  • MDYV
Minot Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 389 Million
Stocks 185
Filing on Jul 12, 2022 Q2 2022

Exane Derivatives

  • SPY
  • MSFT
  • MRK
  • CCJ
  • PICK
  • MCHI
  • KO
Exane Derivatives's Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 758
Filing on Jul 08, 2022 Q2 2022

Next Capital Advisers, Inc.

  • IVV
  • AGG
  • IEFA
  • HYLB
  • IJR
  • IEMG
  • SCHP
Next Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 5.15 Billion
Stocks 14
Filing on Jul 06, 2022 Q2 2022

Farmer Steven Patrick

  • PEP
  • PGR
  • DEO
  • PAYX
  • LMT
  • FAST
  • CB
Farmer Steven Patrick's Q2 2022 Portfolio
Portfolio Value 6.42 Billion
Stocks 369
Filing on May 12, 2022 Q1 2022

Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.

  • POSH
  • BASE
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.'s Q1 2022 Portfolio
Portfolio Value 239 Million
Stocks 2