Latest 13F Filings: The Latest Updates from Institutional Investors

Centric Wealth Management

• UPS
• SPTS
• AAPL
• HSUN
• PALC
• LLY
• FTLS

Yorktown Energy Partners X, L.P.

• REPX

Texas Bank & Trust CO

• AAPL
• MSFT
• XOM
• JPM
• GOOGL
• PG
• MA

Running Point Capital Advisors, LLC

• BIL
• QQQ
• IEMG
• QQQM
• BILS
• VOO
• QUAL

Varde Management, L.P.

• NBR
• TDW

Integrated Wealth Concepts LLC

• BKLC
• ACIO
• AAPL
• IVV
• QUAL
• DRSK
• NVDA

Sonoma Private Wealth LLC

• MSFT
• SGOV
• IVV
• NVDA
• AAPL
• IVE
• CEF

Barr E S & CO

• BRK-B
• MKL
• JPM
• GOOG
• GS
• AMZN
• MCO

Sovereign'S Capital Management, LLC

• LOPE
• PRI
• EEFT
• PAYC
• CBRE
• ALKT
• RPAY

New Edge Advisors, LLC

• AAPL
• IVV
• SPY
• MSFT
• NVDA
• VOO
• AMZN

P Schoenfeld Asset Management LP

• BECN
• FYBR
• HES
• JNPR
• ITCI
• K
• IAG

Redwood Capital Management, LLC

• AER
• SATS
• X
• APEI
• TDS
• ATUS
• MSC

Yorktown Energy Partners Ix, L.P.

Summit Partners Public Asset Management, LLC

• VRNA
• SPOT
• SPOT
• BABA
• QQQ
• SMH
• NTRA

Cartenna Capital, LP

• DOV
• AMZN
• MMM
• CYBR
• PH
• URI
• PKG

Artia Global Partners LP

• LLY
• LLY
• VRNA
• ITCI
• INSM
• MRUS
• PTGX

Slate Path Capital LP

• U
• WDC
• STX
• BABA
• WBD
• CSCO
• NOK

Rit Capital Partners PLC

• AMZN
• ICE
• BABA
• MA
• V
• LEN
• GLNG