Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 02, 2023 Q4 2022

Monarch Partners Asset Management LLC

  • MOD
  • TGLS
  • HTBK
  • CTRE
  • UCTT
  • NTST
  • CHEF
Monarch Partners Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 328 Million
Stocks 133
Filing on Feb 01, 2023 Q4 2022

Axel Capital Management, LLC

  • SPY
  • SLB
  • HES
  • APA
Axel Capital Management, LLC's Q4 2022 Portfolio
Portfolio Value 47.4 Million
Stocks 4
Filing on Feb 01, 2023 Q4 2022

Capital Directions Investment Advisors, LLC

  • SPYG
  • IWM
  • SLYG
  • MUB
  • IJK
  • EFA
  • IWV
Capital Directions Investment Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 268 Million
Stocks 240
Filing on Jan 31, 2023 Q4 2022

Bank Of The West

  • AAPL
  • MSFT
  • GOOGL
  • EFA
  • SPY
  • EEM
  • JPM
Bank Of The West's Q4 2022 Portfolio
Portfolio Value 851 Million
Stocks 366
Filing on Jan 31, 2023 Q4 2022

Bickling Financial Services, Inc.

  • RSP
  • FVD
  • COWZ
  • BRK-B
  • FV
  • DON
  • AAPL
Bickling Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 159 Million
Stocks 119
Filing on Jan 31, 2023 Q4 2022

Schroders Is LTD

  • VCSH
  • VEA
  • VT
Schroders Is LTD's Q4 2022 Portfolio
Portfolio Value 185 Million
Stocks 3
Filing on Jan 30, 2023 Q4 2022

Sbk Financial, Inc.

  • MSFT
  • AAPL
  • USRT
  • LOW
  • NKE
  • JNJ
  • XOM
Sbk Financial, Inc.'s Q4 2022 Portfolio
Portfolio Value 63 Million
Stocks 61
Filing on Jan 30, 2023 Q4 2022

Burleson & Company, LLC

  • MSFT
  • AAPL
  • TSLA
  • VOO
  • NVDA
  • SCHF
  • AMZN
Burleson & Company, LLC's Q4 2022 Portfolio
Portfolio Value 384 Million
Stocks 426
Filing on Jan 27, 2023 Q4 2022

Equius Partners, Inc.

  • DFUV
  • DFAT
  • DFIV
  • DFUS
  • DISV
  • DFSV
  • DFAS
Equius Partners, Inc.'s Q4 2022 Portfolio
Portfolio Value 322 Million
Stocks 28
Filing on Jan 26, 2023 Q4 2022

True Signal LP

  • MCD
  • SHW
  • CVS
  • ULTA
  • ETSY
  • UPS
  • BURL
True Signal LP's Q4 2022 Portfolio
Portfolio Value 133 Billion
Stocks 75
Filing on Jan 26, 2023 Q4 2022

Regent Investment Management LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • HZNP
  • JNJ
  • CVS
Regent Investment Management LLC's Q4 2022 Portfolio
Portfolio Value 373 Million
Stocks 231
Filing on Jan 26, 2023 Q4 2022

York Bridge Wealth Partners, LLC

  • SPY
  • AAPL
  • VYM
  • VONG
  • MSFT
  • WRB
  • JNJ
York Bridge Wealth Partners, LLC's Q4 2022 Portfolio
Portfolio Value 394 Million
Stocks 256
Filing on Jan 25, 2023 Q4 2022

Boenning & Scattergood, Inc.

  • AAPL
  • MSFT
  • JNJ
  • ABBV
  • BRK-B
  • JPM
  • PEP
Boenning & Scattergood, Inc.'s Q4 2022 Portfolio
Portfolio Value 622 Million
Stocks 398
Filing on Jan 25, 2023 Q4 2022

Arboretum Ventures, Inc.

  • EQRX
  • PEAR
  • INGN
Arboretum Ventures, Inc.'s Q4 2022 Portfolio
Portfolio Value 53.6 Million
Stocks 3
Filing on Jan 25, 2023 Q4 2022

Havens Advisors LLC

  • COWN
  • UMPQ
  • TSEM
  • FHN
  • RTO
  • HZNP
  • SWIR
Havens Advisors LLC's Q4 2022 Portfolio
Portfolio Value 38.8 Million
Stocks 31
Filing on Jan 24, 2023 Q4 2022

Aevitas Wealth Management, Inc.

  • SHY
  • MSFT
  • AAPL
  • LDUR
  • XOM
  • PEP
  • JNJ
Aevitas Wealth Management, Inc.'s Q4 2022 Portfolio
Portfolio Value 169 Million
Stocks 114
Filing on Jan 24, 2023 Q4 2022

Linden Rose Investment LLC

  • AAPL
  • GOOGL
  • AMZN
  • BRK-B
Linden Rose Investment LLC's Q4 2022 Portfolio
Portfolio Value 37.2 Million
Stocks 4
Filing on Jan 24, 2023 Q4 2022

Integrity Advisory, LLC

  • BBUS
  • BBIN
  • JCPB
  • MSFT
  • AGG
  • JAVA
  • NVDA
Integrity Advisory, LLC's Q4 2022 Portfolio
Portfolio Value 103 Million
Stocks 77