Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q4 2024

Private Advisory Group LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • LLY
Private Advisory Group LLC's Q4 2024 Portfolio
Portfolio Value 866 Million
Stocks 306
Filing on Apr 11, 2025 Q1 2025

Piscataqua Savings Bank

  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • TJX
  • NDSN
  • MA
Piscataqua Savings Bank's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 450
Filing on Apr 11, 2025 Q1 2025

First City Capital Management, Inc.

  • MSFT
  • SPY
  • XOM
  • HD
  • VOO
  • MGMT
  • ABBV
First City Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 147
Filing on Apr 11, 2025 Q1 2025

Perkins Coie Trust CO

  • VO
  • VEA
  • MSFT
  • AAPL
  • VONG
  • VTV
  • IVW
Perkins Coie Trust CO's Q1 2025 Portfolio
Portfolio Value 421 Million
Stocks 495
Filing on Apr 11, 2025 Q4 2024

Clg LLC

  • IVV
  • CVX
  • AAPL
  • RDVY
  • DLN
  • CIVI
  • CGGR
Clg LLC's Q4 2024 Portfolio
Portfolio Value 280 Billion
Stocks 117
Filing on Apr 11, 2025 Q1 2025

Principia Wealth Advisory, LLC

  • SPTM
  • SPTS
  • VEU
  • DBMF
  • VWO
  • EMXC
  • SHY
Principia Wealth Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 856
Filing on Apr 11, 2025 Q1 2025

Cmc Financial Group

  • COWZ
  • GDX
  • JAAA
  • BRK-B
  • CALF
  • MSFT
  • BIL
Cmc Financial Group's Q1 2025 Portfolio
Portfolio Value 29.4 Million
Stocks 32
Filing on Apr 11, 2025 Q1 2025

Rob Exploration LLC

  • FRGE
Rob Exploration LLC's Q1 2025 Portfolio
Portfolio Value 13.6 Billion
Stocks 1
Filing on Apr 11, 2025 Q1 2025

Cisco Systems, Inc.

  • ITOT
  • IVV
Cisco Systems, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 2
Filing on Apr 11, 2025 Q1 2025

Gleason Group, Inc.

  • VOO
  • VTI
  • VXF
  • VXUS
  • VTV
  • VUG
  • SCHX
Gleason Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 190
Filing on Apr 11, 2025 Q1 2025

Lake Hills Wealth Management, LLC

  • BIL
  • SHY
  • GLD
  • RSP
  • XLE
  • QQQ
  • AMLP
Lake Hills Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 148 Million
Stocks 43
Filing on Apr 11, 2025 Q1 2025

Godsey & Gibb Associates

  • AAPL
  • T
  • COST
  • ETR
  • IBM
  • V
  • AVGO
Godsey & Gibb Associates's Q1 2025 Portfolio
Portfolio Value 995 Million
Stocks 390
Filing on Apr 11, 2025 Q1 2025

Wealth Bridge Investment Counsel Inc.

  • JPM
  • V
  • GS
  • ORCL
  • EFA
  • AMZN
  • EEM
Wealth Bridge Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 275 Million
Stocks 47
Filing on Apr 11, 2025 Q1 2025

Persium Advisors, LLC

  • SCHF
  • SCHV
  • SCHG
  • TLT
  • HD
  • AAPL
  • COP
Persium Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 57
Filing on Apr 11, 2025 Q1 2025

Holland Advisory Services, Inc.

  • IVV
  • IJH
  • IJR
  • PTLC
  • VTI
  • AAPL
  • PM
Holland Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 65.5 Million
Stocks 43
Filing on Apr 11, 2025 Q1 2025

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • SCHD
  • IEF
  • SCHA
  • VEA
Joule Financial, LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 103
Filing on Apr 11, 2025 Q1 2025

Compton Financial Group, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPDW
  • SPSM
  • SPIB
Compton Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Paragon Financial Partners, Inc.

  • SPY
  • VYM
  • NVDA
  • ETV
  • IWF
  • VHT
  • AAPL
Paragon Financial Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 69