Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Oct 16, 2023
Q3 2023
Filing on Oct 16, 2023
Q3 2023
Rothschild Investment Corp
- AAPL
- JPM
- NVDA
- GOOGL
- CVX
- BX
- BRK-B
Filing on Oct 13, 2023
Q3 2023
Armstrong Shaw Associates Inc
- MSFT
- BRK-A
- AAPL
- GOOG
- UNH
- APD
- ELV
Filing on Oct 13, 2023
Q3 2023
Key Bridge Compliance, LLC
- SPY
- IJH
- IJJ
- SPLG
- AAPL
- IDV
- LLY
Filing on Oct 12, 2023
Q3 2023
Filing on Oct 11, 2023
Q3 2023
Filing on Oct 11, 2023
Q3 2023
Polaris Wealth Advisory Group, LLC
- AAPL
- IGIB
- IWF
- IVE
- MSFT
- IEI
- ABBV
Filing on Oct 10, 2023
Q3 2023
Filing on Oct 05, 2023
Q3 2023
Filing on Oct 04, 2023
Q3 2023
Filing on Sep 21, 2023
Q3 2022
Filing on Aug 17, 2023
Q2 2023
Filing on Aug 15, 2023
Q2 2023
First Capital Advisors Group, Llc.
- SSUS
- QQQ
- AAPL
- GSLC
- GLD
- JPUS
- ITOT
Filing on Aug 14, 2023
Q2 2023
Lumature Wealth Partners, LLC
- BNL
- IVV
- VUG
- VTV
- IEFA
- AAPL
- XLK
Filing on Aug 14, 2023
Q2 2023
Thomas White International LTD
- TSM
- SHEL
- TCEHY
- HDB
- GLNCY
- IBN
- KB
Filing on Aug 14, 2023
Q2 2023
Springhouse Capital Management, LP
- C
- WILC
- SPNT
- GBLI
- EXPE
- CLMT
- REAL
Filing on Aug 14, 2023
Q2 2023
Valley Financial Management, Inc.
- VONG
- MOAT
- EUDG
- HEDJ
- VTV
- SOXX
- AGG
Filing on Aug 14, 2023
Q2 2023