Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 24, 2023 Q4 2022

Caprin Asset Management LLC

  • SHM
  • ITM
  • MUB
  • AGG
  • VTEB
  • JMST
  • FLOT
Caprin Asset Management LLC 's Q4 2022 Portfolio
Portfolio Value 64.1 Billion
Stocks 21
Filing on Jan 23, 2023 Q4 2022

Autus Asset Management, LLC

  • VB
  • VEA
  • VCIT
  • AAPL
  • CVX
  • VCSH
  • HYG
Autus Asset Management, LLC's Q4 2022 Portfolio
Portfolio Value 556 Million
Stocks 397
Filing on Jan 23, 2023 Q4 2022

Sargent Bickham Lagudis LLC

  • AGG
  • SPY
  • VOO
  • VEA
  • IVV
  • VTWO
  • VTEB
Sargent Bickham Lagudis LLC's Q4 2022 Portfolio
Portfolio Value 1.22 Billion
Stocks 1409
Filing on Jan 23, 2023 Q4 2022

Capital Financial Services, LLC

  • AAPL
  • NVEE
  • BRK-B
  • PFE
  • ANET
  • URI
  • BLK
Capital Financial Services, LLC's Q4 2022 Portfolio
Portfolio Value 72 Million
Stocks 79
Filing on Jan 20, 2023 Q4 2022

Newman & Schimel, LLC

  • ISTB
  • BSV
  • VTI
  • IXUS
  • ITOT
  • BRK-B
  • VT
Newman & Schimel, LLC's Q4 2022 Portfolio
Portfolio Value 221 Million
Stocks 51
Filing on Jan 20, 2023 Q4 2022

Lehman & Derafelo Financial Resources LLC

  • NEE
  • LBAY
  • NEP
  • BRK-B
  • AMZN
  • PFE
  • FDRR
Lehman & Derafelo Financial Resources LLC's Q4 2022 Portfolio
Portfolio Value 337 Million
Stocks 110
Filing on Jan 20, 2023 Q4 2022

Hellman Jordan Management CO Inc

  • JEPI
  • IJR
  • IBB
  • TLT
  • EWZ
  • UNH
  • GLD
Hellman Jordan Management CO Inc 's Q4 2022 Portfolio
Portfolio Value 58.9 Million
Stocks 41