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Institutional filings — 13F-HR

Latest quarterly holdings reports from institutional managers (≥$100M AUM). Click a filer to see their top holdings parsed from the SEC information table.

ManagerFiledHoldings
HBE Wealth Management, LLCyesterdayfiling ↗
First Nebraska Trust Coyesterdayfiling ↗
Gilbert Capital Group, Inc.yesterdayfiling ↗
Financial Solutions Advisory Group, Inc.yesterdayfiling ↗
Strategic Financial Group, LLCyesterdayfiling ↗
Tailwinds Wealth, LLCyesterdayfiling ↗
PATTON FUND MANAGEMENT, INC.yesterdayfiling ↗
Oak Root LLCyesterdayfiling ↗
VOISARD ASSET MANAGEMENT GROUP, INC.yesterdayfiling ↗
Falcon Wealth Planningyesterdayfiling ↗
Centennial Wealth Advisory LLCyesterdayfiling ↗
Clarity Capital Advisors, LLCyesterdayfiling ↗
Sound Stewardship, LLCyesterdayfiling ↗
FCG Investment Coyesterdayfiling ↗
RTD Financial Advisors, Inc.yesterdayfiling ↗
Broadway Wealth Solutions, Inc.yesterdayfiling ↗
Wealth Intelligence, LLCyesterdayfiling ↗
V. M. MANNING & CO., INC.yesterdayfiling ↗
Azarias Capital Management, L.P.yesterdayfiling ↗
Red Door Wealth Management, LLCyesterdayfiling ↗
Capital Advantage, Inc.yesterdayfiling ↗
HCR Wealth Advisorsyesterdayfiling ↗
Stenger Family Office, LLCyesterdayfiling ↗
High Probability Advisors, LLCyesterdayfiling ↗
OMNI 360 Wealth, Inc.yesterdayfiling ↗
ETF Portfolio Partners, Inc.yesterdayfiling ↗
United Asset Strategies, Inc.yesterdayfiling ↗
Rockwood Wealth Management, LLCyesterdayfiling ↗
Frankly Finances, LLCyesterdayfiling ↗
CHERRYDALE WEALTH MANAGEMENT, LLCyesterdayfiling ↗
BRADY FAMILY WEALTH, LLCyesterdayfiling ↗
CISCO SYSTEMS, INC.yesterdayfiling ↗
Gradient Capital Advisors, LLCyesterdayfiling ↗
REX Advisers, LLCyesterdayfiling ↗
NORTH DALLAS BANK & TRUST COyesterdayfiling ↗
HHM Wealth Advisors, LLCyesterdayfiling ↗
ROFFMAN MILLER ASSOCIATES INC /PA/yesterdayfiling ↗
Parkside Investments, LLCyesterdayfiling ↗
HMV Wealth Advisors, LLCyesterdayfiling ↗
LDIC Inc.yesterdayfiling ↗