Latest 13F Filings: The Latest Updates from Institutional Investors

Keating Wealth Management LLC

• VTI
• VXUS
• JPST
• KRC
• DFAI
• VOO
• ITOT

Zenyatta Capital Management LP

• CSTM
• GPRE
• TTD
• FOUR
• AMD
• AMZN
• VZ

Norwood Financial Corp

• NWFL
• VUG
• MSFT
• IJT
• AMAT
• VTV
• CAT

Manning & Napier Group, LLC

• AMZN
• MA
• GOOGL
• TSM
• JNJ
• MU
• LHX

Atlas Private Wealth Management

• SHY
• JMST
• LMBS
• AAPL
• SPY
• XMHQ
• GOOGL

Richelieu Gestion PLC

• MSFT
• AMZN
• DIS
• GM
• GOOGL
• AAPL
• NEE

P&S Credit Management, L.P.

• SPY
• QQQ
• IWM
• XOP
• CVX
• GM
• FCX

Triad Investment Management

• MAX
• IT
• CNNE
• VGSH
• SLB
• THO
• KMX

Executive Wealth Group LLC

• BA
• VTI
• VHT
• VYM
• VFH
• MSFT
• VEA

Bromfield Sneider Wealth Advisors

• VUG
• SPY
• VCSH
• VBK
• SUB
• MUB
• BIV

Nalls Sherbakoff Group, LLC

• SCHB
• SCHF
• IGSB
• VNQ
• SCHZ
• AAPL
• CSTR

Summit Financial Group, Inc.

• MSFT
• SPY
• RSP
• LLY
• IJR
• PG
• EFA

Regal Wealth Group, Inc.

• IWF
• IVV
• LQD
• VCSH
• DFAS
• VTI
• VO

Spouting Rock Asset Management, LLC

• AMZN
• MA
• NVDA
• UNH
• GOOG
• ADBE
• ISRG

Upfront Ventures Management, LLC

Potomac Capital Management, Inc.

• LSAK
• DISH
• INSE
• BVH
• CLAR
• DSP
• PESI

Exos Tfp Holdings LLC

• KCGI
• PEGR
• RRAC
• BRKH
• ASCB
• BFAC
• WNNR

Iszo Capital Management LP

• CBL