Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2023 Q2 2023

Voce Capital Management LLC

  • CUTR
  • EVH
  • RDNT
  • CALX
  • VMD
  • DCGO
  • CIEN
Voce Capital Management LLC's Q2 2023 Portfolio
Portfolio Value 47.8 Million
Stocks 11
Filing on Jul 31, 2023 Q2 2023

Ten Capital Wealth Advisors, LLC

  • JAAA
  • FIXD
  • GSLC
  • JEPI
  • DGRO
  • RDVY
  • FVD
Ten Capital Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 341 Million
Stocks 200
Filing on Jul 31, 2023 Q2 2023

Cowen Prime Advisors LLC

  • PDFS
  • THRY
  • INSE
  • ASPN
  • HLIT
  • ITI
  • DMRC
Cowen Prime Advisors LLC's Q2 2023 Portfolio
Portfolio Value 287 Million
Stocks 229
Filing on Jul 31, 2023 Q2 2023

Bms Financial Advisors, LLC

  • IVV
  • QQEW
  • DLN
  • SPTI
  • SPGP
  • IUSB
  • BSV
Bms Financial Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 148 Million
Stocks 113
Filing on Jul 31, 2023 Q2 2023

Tiaa, Fsb

  • IEFA
  • IEMG
  • IWS
  • IWP
  • VEA
  • VUG
  • IWY
Tiaa, Fsb's Q2 2023 Portfolio
Portfolio Value 27.6 Billion
Stocks 781
Filing on Jul 27, 2023 Q2 2023

Ea Series Trust

  • XOM
  • CVX
  • SGOV
  • MSFT
  • COP
  • AAPL
  • BIL
Ea Series Trust's Q2 2023 Portfolio
Portfolio Value 2.84 Trillion
Stocks 1740
Filing on Jul 27, 2023 Q2 2023

Carlsbad Wealth Advisory Group, Inc.

  • SCHX
  • SCHG
  • SCHV
  • VEA
  • SCHP
  • BIV
  • BSV
Carlsbad Wealth Advisory Group, Inc.'s Q2 2023 Portfolio
Portfolio Value 155 Billion
Stocks 45
Filing on Jul 26, 2023 Q2 2023

Relaxing Retirement Coach

  • DFUS
  • DFIC
  • DFAS
  • DFEM
  • DFCF
  • DFAT
  • DFNM
Relaxing Retirement Coach's Q2 2023 Portfolio
Portfolio Value 320 Million
Stocks 76
Filing on Jul 26, 2023 Q2 2023

Time Scale Financial, Inc.

  • IVV
  • SCHF
  • SCHD
  • IJH
  • SCHE
  • IJR
  • HYG
Time Scale Financial, Inc.'s Q2 2023 Portfolio
Portfolio Value 462 Million
Stocks 628
Filing on Jul 25, 2023 Q2 2023

Leo Brokerage, LLC

  • JNJ
  • AVUS
  • ESGV
  • AAPL
  • VSGX
  • AMZN
  • GSLC
Leo Brokerage, LLC's Q2 2023 Portfolio
Portfolio Value 875 Million
Stocks 313
Filing on Jul 24, 2023 Q2 2023

Bergan Kdv Wealth Management, LLC

  • SCHR
  • SCHF
  • MBB
  • VCSH
  • VIG
  • SCHA
  • IEFA
Bergan Kdv Wealth Management, LLC's Q2 2023 Portfolio
Portfolio Value 999 Million
Stocks 862
Filing on Jul 21, 2023 Q2 2023

First Command Bank

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Bank's Q2 2023 Portfolio
Portfolio Value 1.06 Billion
Stocks 417
Filing on Jul 21, 2023 Q2 2023

Intercontinental Wealth Advisors, LLC

  • SPY
  • QQQ
  • AAPL
  • BRK-B
  • DIA
  • ACWI
  • AMZN
Intercontinental Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 416 Million
Stocks 304
Filing on Jul 21, 2023 Q2 2023

First Command Financial Services, Inc.

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Financial Services, Inc.'s Q2 2023 Portfolio
Portfolio Value 1.06 Billion
Stocks 417
Filing on Jul 20, 2023 Q2 2023

Aj Wealth Strategies, LLC

  • SCHX
  • VOO
  • SGOV
  • QQQ
  • USFR
  • OMFL
  • BILS
Aj Wealth Strategies, LLC's Q2 2023 Portfolio
Portfolio Value 2.07 Billion
Stocks 297
Filing on Jul 18, 2023 Q2 2023

Wealth Enhancement & Preservation Of Ga, LLC

  • SPY
  • SPLG
  • QQQM
  • SPGP
  • FTCS
  • DIA
  • AGG
Wealth Enhancement & Preservation Of Ga, LLC's Q2 2023 Portfolio
Portfolio Value 104 Million
Stocks 48
Filing on Jul 17, 2023 Q2 2023

Silverhawk Asset Management, LLC

  • IVV
  • QEFA
  • WLDR
  • VCSH
  • VTIP
  • ESGS
  • SPY
Silverhawk Asset Management, LLC's Q2 2023 Portfolio
Portfolio Value 122 Million
Stocks 33
Filing on Jul 12, 2023 Q2 2023

Wealth Cmt

  • CWI
  • USMV
  • VONE
  • IXUS
  • TFI
  • SHM
  • SMMU
Wealth Cmt's Q2 2023 Portfolio
Portfolio Value 66.2 Million
Stocks 10