Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 20, 2023 Q4 2022

Abeille Asset Management Sa

  • MSFT
  • LIN
  • AAPL
  • GOOGL
  • AMZN
  • STLA
  • UNH
Abeille Asset Management Sa's Q4 2022 Portfolio
Portfolio Value 2.79 Billion
Stocks 99
Filing on Jan 19, 2023 Q4 2022

S.C. Financial Services, Inc.

  • AAPL
  • IVV
  • MSFT
  • JNJ
  • ABBV
  • FIXD
  • ESGU
S.C. Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 65 Billion
Stocks 118
Filing on Jan 19, 2023 Q4 2022

Pendal Group LTD

  • SHEL
  • UL
  • TS
  • HSIC
  • APTV
  • ACN
  • GXO
Pendal Group LTD's Q4 2022 Portfolio
Portfolio Value 12.2 Billion
Stocks 658
Filing on Jan 18, 2023 Q4 2022

Evermore Global Advisors, LLC

  • CLMT
  • KKR
  • NETI
  • ESAB
  • IAC
  • ENOV
  • FRO
Evermore Global Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 26.3 Million
Stocks 7
Filing on Jan 17, 2023 Q4 2022

Century Link Investment Management CO

  • IVV
Century Link Investment Management CO's Q4 2022 Portfolio
Portfolio Value 44.3 Million
Stocks 1
Filing on Jan 17, 2023 Q4 2022

Harrison & CO Wealth Management, LLC

  • XLK
  • IJH
  • XLV
  • XLF
  • XLI
  • XLY
  • XLP
Harrison & CO Wealth Management, LLC's Q4 2022 Portfolio
Portfolio Value 103 Million
Stocks 79