Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 24, 2024
Q1 2024
Cubic Asset Management, LLC
- MSFT
- META
- GOOG
- PNC
- BRK-B
- ALL
- AXP
Filing on Apr 23, 2024
Q1 2024
Klr Investment Advisors, LLC
- OMFL
- FTGC
- AGGY
- MSFT
- NVDA
- EMBD
- AAPL
Filing on Apr 22, 2024
Q1 2024
First Purpose Wealth LLC
- DFAU
- DFAC
- DFAI
- DFCF
- BND
- DFAE
- DFAR
Filing on Apr 22, 2024
Q1 2024
Reitz Capital Advisors LLC
- SCHD
- JEPQ
- BND
- SCHG
- JEPI
- PFF
- COWZ
Filing on Apr 19, 2024
Q1 2024
American National Bank & Trust CO /Va/
- MSFT
- AAPL
- NVDA
- SPY
- BRK-B
- GOOG
- AMZN
Filing on Apr 19, 2024
Q1 2024
Filing on Apr 19, 2024
Q1 2024
Handelsinvest Investeringsforvaltning
- MSFT
- NVDA
- AAPL
- AMZN
- GOOGL
- META
- JPM
Filing on Apr 18, 2024
Q1 2024
Filing on Apr 18, 2024
Q1 2024
Keating Wealth Management LLC
- VTI
- VXUS
- JPST
- KRC
- DFAI
- VOO
- ITOT
Filing on Apr 17, 2024
Q1 2024
Zenyatta Capital Management LP
- CSTM
- GPRE
- TTD
- FOUR
- AMD
- AMZN
- VZ
Filing on Apr 16, 2024
Q1 2024
Filing on Apr 15, 2024
Q1 2024
Manning & Napier Group, LLC
- AMZN
- MA
- GOOGL
- TSM
- JNJ
- MU
- LHX
Filing on Apr 15, 2024
Q1 2024
Atlas Private Wealth Management
- SHY
- JMST
- LMBS
- AAPL
- SPY
- XMHQ
- GOOGL
Filing on Apr 15, 2024
Q1 2024
Filing on Apr 12, 2024
Q1 2024
P&S Credit Management, L.P.
- SPY
- QQQ
- IWM
- XOP
- CVX
- GM
- FCX
Filing on Apr 12, 2024
Q1 2024
Triad Investment Management
- MAX
- IT
- CNNE
- VGSH
- SLB
- THO
- KMX
Filing on Apr 11, 2024
Q1 2024
Executive Wealth Group LLC
- BA
- VTI
- VHT
- VYM
- VFH
- MSFT
- VEA
Filing on Apr 10, 2024
Q1 2024
Bromfield Sneider Wealth Advisors
- VUG
- SPY
- VCSH
- VBK
- SUB
- MUB
- BIV