Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2022 Q2 2022

Urban Wealth Management, LLC

  • GOOGL
  • VZ
  • CCRV
  • DVA
  • IEMG
  • IEFA
  • IFRA
Urban Wealth Management, LLC's Q2 2022 Portfolio
Portfolio Value 29.7 Million
Stocks 383
Filing on Jul 22, 2022 Q2 2022

Loveless Wealth Management LLC

  • XOM
  • O
  • XLU
  • ABBV
  • XLK
  • DE
  • AAPL
Loveless Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 153 Million
Stocks 122
Filing on Jul 22, 2022 Q2 2022

Enterprise Trust & Investment CO

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • VNQ
  • GDX
  • ISRG
Enterprise Trust & Investment CO's Q2 2022 Portfolio
Portfolio Value 240 Million
Stocks 359
Filing on Jul 22, 2022 Q2 2022

Dixon Hubard Feinour & Brown Inc

  • AAPL
  • MSFT
  • CME
  • VGSH
  • ADBE
  • SCHM
  • MBB
Dixon Hubard Feinour & Brown Inc's Q2 2022 Portfolio
Portfolio Value 842 Million
Stocks 280
Filing on Jul 22, 2022 Q2 2022

Altium Wealth Management LLC

  • VOO
  • IEFA
  • IJH
  • IEMG
  • VEA
  • AAPL
  • VO
Altium Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 1.39 Billion
Stocks 374
Filing on Jul 20, 2022 Q2 2022

Swarthmore Group Inc

  • IVV
  • SPY
  • AAPL
  • MSFT
  • GOOGL
  • HSY
  • ABBV
Swarthmore Group Inc's Q2 2022 Portfolio
Portfolio Value 249 Million
Stocks 47
Filing on Jul 20, 2022 Q2 2022

Ibm Retirement Fund

  • IWM
Ibm Retirement Fund's Q2 2022 Portfolio
Portfolio Value 72.1 Million
Stocks 1
Filing on Jul 19, 2022 Q2 2022

Lake Point Wealth Management

  • IHDG
  • VO
  • VOO
  • DFAC
  • TDTF
  • BSV
  • IAU
Lake Point Wealth Management's Q2 2022 Portfolio
Portfolio Value 176 Million
Stocks 493
Filing on Jul 18, 2022 Q2 2022

Strategic Capital Advisers, Inc.

  • MOO
  • SCHB
  • IAU
  • LLY
  • VTI
  • GLD
  • UNH
Strategic Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 121 Million
Stocks 59
Filing on Jul 15, 2022 Q2 2022

Pinnacle Private Wealth, LLC

  • AAPL
  • IVV
  • IWF
  • MSFT
  • HD
  • USMV
  • DGRO
Pinnacle Private Wealth, LLC's Q2 2022 Portfolio
Portfolio Value 256 Million
Stocks 272
Filing on Jul 15, 2022 Q2 2022

Cordasco Financial Network

  • IWB
  • IWM
  • PLD
  • LMT
  • AAPL
  • MCHP
  • TFC
Cordasco Financial Network's Q2 2022 Portfolio
Portfolio Value 138 Million
Stocks 604
Filing on Jul 13, 2022 Q2 2022

Murphy Capital Management Inc

  • AAPL
  • SPY
  • MSFT
  • QQQ
  • XLY
  • VGT
  • XLV
Murphy Capital Management Inc's Q2 2022 Portfolio
Portfolio Value 720 Million
Stocks 217
Filing on Jul 13, 2022 Q2 2022

Hya Advisors, Inc

  • ORLY
  • JKHY
  • ITOT
  • AVUS
  • EFV
  • QQQ
  • IJH
Hya Advisors, Inc's Q2 2022 Portfolio
Portfolio Value 255 Million
Stocks 143
Filing on Jul 13, 2022 Q2 2022

Ern LLC

  • AAPL
  • PG
  • MRK
  • PEP
  • CHD
  • BRKB
  • PAYX
Ern LLC's Q2 2022 Portfolio
Portfolio Value 89.5 Million
Stocks 66
Filing on Jul 12, 2022 Q2 2022

Minot Wealth Management LLC

  • SCHD
  • AAPL
  • SPY
  • BRKB
  • MSFT
  • ABBV
  • MDYV
Minot Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 389 Million
Stocks 185
Filing on Jul 12, 2022 Q2 2022

Exane Derivatives

  • SPY
  • MSFT
  • MRK
  • CCJ
  • PICK
  • MCHI
  • KO
Exane Derivatives's Q2 2022 Portfolio
Portfolio Value 157 Million
Stocks 758
Filing on Jul 08, 2022 Q2 2022

Next Capital Advisers, Inc.

  • IVV
  • AGG
  • IEFA
  • HYLB
  • IJR
  • IEMG
  • SCHP
Next Capital Advisers, Inc.'s Q2 2022 Portfolio
Portfolio Value 5.15 Billion
Stocks 14
Filing on Jul 06, 2022 Q2 2022

Farmer Steven Patrick

  • PEP
  • PGR
  • DEO
  • PAYX
  • LMT
  • FAST
  • CB
Farmer Steven Patrick's Q2 2022 Portfolio
Portfolio Value 6.42 Billion
Stocks 369