Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2023 Q1 2023

Stonnington Group, LLC

  • DFUV
  • AAPL
  • BRK-A
  • UNH
  • MSFT
  • COST
  • AVGO
Stonnington Group, LLC's Q1 2023 Portfolio
Portfolio Value 381 Million
Stocks 234
Filing on Apr 14, 2023 Q1 2023

Asset Management Corp

  • AAPL
  • SPY
  • ILCV
  • CME
  • RSP
  • MSFT
  • MOAT
Asset Management Corp 's Q1 2023 Portfolio
Portfolio Value 146 Million
Stocks 137
Filing on Apr 13, 2023 Q1 2023

Transparent Wealth Partners LLC

  • VIG
  • SCHG
  • RSP
  • IJR
  • BSCO
  • VO
  • MGV
Transparent Wealth Partners LLC's Q1 2023 Portfolio
Portfolio Value 136 Million
Stocks 32
Filing on Apr 11, 2023 Q1 2023

Catalyst Wealth Management, LLC

  • AAPL
  • MSFT
  • FVD
  • FTCS
  • RDVY
  • COWZ
  • XLE
Catalyst Wealth Management, LLC's Q1 2023 Portfolio
Portfolio Value 107 Billion
Stocks 120
Filing on Apr 06, 2023 Q1 2023

Parsec Financial Management, Inc.

  • VEA
  • DFAU
  • AAPL
  • MSFT
  • IVV
  • LOW
  • IJS
Parsec Financial Management, Inc.'s Q1 2023 Portfolio
Portfolio Value 2.37 Billion
Stocks 295
Filing on Apr 05, 2023 Q1 2023

Stillwater Investment Management, LLC

  • IVV
  • IWR
  • IWM
  • AAPL
  • XLK
  • XLE
  • XLF
Stillwater Investment Management, LLC's Q1 2023 Portfolio
Portfolio Value 372 Million
Stocks 82
Filing on Mar 30, 2023 Q4 2022

Athanor Capital, LP

Athanor Capital, LP's Q4 2022 Portfolio
Portfolio Value 24.6 Million
Stocks 1
Filing on Mar 30, 2023 Q4 2022

Reframe Wealth, LLC

  • SPYG
  • IWM
  • SLYG
  • MUB
  • IJK
  • EFA
  • IWV
Reframe Wealth, LLC's Q4 2022 Portfolio
Portfolio Value 260 Billion
Stocks 61
Filing on Mar 17, 2023 Q3 2022

American Portfolios Advisors

  • AAPL
  • IVV
  • DFEB
  • MSFT
  • VTV
  • VUG
  • QQQ
American Portfolios Advisors's Q3 2022 Portfolio
Portfolio Value 2.36 Trillion
Stocks 3531
Filing on Mar 16, 2023 Q3 2022

Trilantic Capital Management L.P.

  • COOK
Trilantic Capital Management L.P.'s Q3 2022 Portfolio
Portfolio Value 50.7 Million
Stocks 1
Filing on Feb 28, 2023 Q4 2022

Bennicas & Associates, Inc.

  • PG
  • STPZ
  • NEM
  • ABBV
  • CEF
  • FNV
  • AEM
Bennicas & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 157 Million
Stocks 99
Filing on Feb 27, 2023 Q4 2022

Gallagher Benefit Services, Inc.

  • AGG
  • VBR
  • IUSV
  • VIOV
  • SHYG
  • IEFA
  • DGRO
Gallagher Benefit Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 476 Billion
Stocks 186
Filing on Feb 23, 2023 Q4 2022

Wc Walker & Associates, Inc.

  • IWB
  • HDV
  • QQQ
  • IJR
  • IEFA
  • TIP
  • AAPL
Wc Walker & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 181 Million
Stocks 70
Filing on Feb 15, 2023 Q4 2022

Siguler Guff Advisers, LLC

  • RPRX
  • FYBR
  • FATH
  • SVC
  • PNBK
Siguler Guff Advisers, LLC's Q4 2022 Portfolio
Portfolio Value 208 Million
Stocks 5
Filing on Feb 14, 2023 Q4 2022

Oakhurst Advisors,Llc

  • SPY
  • BSCO
  • NEE
  • SPY
  • SPY
Oakhurst Advisors,Llc's Q4 2022 Portfolio
Portfolio Value 21.3 Million
Stocks 5
Filing on Feb 14, 2023 Q4 2022

Claraphi Advisory Network, LLC

  • SHY
  • IVV
  • AAPL
  • XLE
  • VOO
  • BIL
  • SH
Claraphi Advisory Network, LLC's Q4 2022 Portfolio
Portfolio Value 248 Million
Stocks 157
Filing on Feb 14, 2023 Q4 2022

Momentum Advisors, LLC

  • VOO
  • SPY
  • AAPL
  • VIG
  • VTV
  • VB
  • SCHD
Momentum Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 96.6 Million
Stocks 83
Filing on Feb 14, 2023 Q4 2022

Personal Capital Advisors Corp

  • SCHF
  • IWM
  • BSV
  • VWO
  • VNQ
  • VGIT
  • VNQI
Personal Capital Advisors Corp's Q4 2022 Portfolio
Portfolio Value 20.6 Billion
Stocks 489