Latest 13F Filings: The Latest Updates from Institutional Investors

Fiat Wealth Management LLC

• UNH
• VIG
• IVV
• TDSC
• MSFT
• AAPL
• AMZN

Mc Kinley Alaska Private Investment, LLC

Broad Peak Investment Holdings Ltd.

• NVDA
• LVS
• WGO
• DASH
• HTHT
• NTES
• YUMC

Rizvi Traverse Management, LLC

Starfox Financial Services, LLC

• VTI
• SPY
• SHY
• QQQ
• OUNZ
• VEA
• VGLT

Retirement Group, LLC

• BRK-B
• XLG
• XOM
• SHY
• MDYV
• SLYV
• CGCP

Strategic Wealth Partners Group LLC

• IWF
• IVE
• IWD
• VTI
• SPY
• IVW
• IJR

Derbend Asset Management

• IVW
• JEPI
• IVE
• JEPQ
• QUAL
• RSP
• AAPL

Page Arthur B

• MSFT
• AMD
• MA
• GOOGL
• AAPL
• ADP
• ADI

Focused Investors Fund L P

• ELV
• CI
• MSFT
• JNJ
• UNH
• FISV
• ORCL

Caliber Wealth Management, LLC

• SPY
• QUAL
• VO
• VB
• VGT
• IHDG
• AVGO

Eudaimonia Advisors LLC

• LAMR
• SCHD
• AAPL
• MSFT
• VGT
• VTV
• XLE

Eudaimonia Partners, LLC

• VOO
• VGT
• AAPL
• GLDM
• NVDA
• MSFT
• AMZN

Lee Financial Group Hawaii, Inc.

• VOO
• COWZ
• GSLC
• BOTZ
• XAR
• BOND
• JVAL

Cubic Asset Management, LLC

• MSFT
• META
• GOOG
• PNC
• BRK-B
• ALL
• AXP

Klr Investment Advisors, LLC

• OMFL
• FTGC
• AGGY
• MSFT
• NVDA
• EMBD
• AAPL

First Purpose Wealth LLC

• DFAU
• DFAC
• DFAI
• DFCF
• BND
• DFAE
• DFAR

Reitz Capital Advisors LLC

• SCHD
• JEPQ
• BND
• SCHG
• JEPI
• PFF
• COWZ