Latest 13F Filings: The Latest Updates from Institutional Investors

First Trust Investment Solutions L.P.

• PWR
• AAPL
• META
• NVDA
• BRK-B
• MSFT
• LLY

Accel Growth Fund Iv Associates L.L.C.

• PATH

Point Break Capital Management, LLC

• CZR
• FOUR
• MSFT
• AMZN
• FXI
• META
• LLY

Diversified, LLC

• SCHX
• SCHD
• IWM
• IVV
• XLC
• SMH
• JPIE

Stagwell Group LLC

• STGW

Principal Street Partners, LLC

• AAPL
• IVW
• AMZN
• SPY
• SPY
• MSFT
• ZI

Swiss Re LTD

• SHCR

Millrace Asset Group, Inc.

• XBI
• KRE
• HURN
• RPAY
• FOUR
• AVPT
• SMTC

Bfam Partners (Cayman) LTD

Arctis Global LLC

• REKR

Panview Asian Equity Master Fund

• APP
• DECK
• EDU
• GOOG
• PDD
• GDXJ
• GDX

Rk Capital Management, LLC

• IWM
• LAD
• SRAD
• GENI
• BV
• KBR
• MGRC

Gwm Asset Management LTD

• K
• CPRI
• CPRI
• CHX
• ACI
• INTC
• PNM

Westshore Wealth, LLC

• SPY
• LQD
• IWD
• IWF
• IWM
• UPS
• VGLT

Concentric Wealth Management, LLC

• BRK-A
• AVUV
• AAPL
• MSFT
• IEFA
• GOOGL
• IEMG

Portman LTD

• PATH
• FRSH
• VERA
• CRWD

Zoom Video Communications, Inc.

• GBTG

Quaker Wealth Management, LLC

• VTI
• VCSH
• VCIT
• SGOV
• JEPI
• JAAA
• VGIT