Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Cypress Wealth Services, LLC

  • IVV
  • AAPL
  • QUAL
  • SPLG
  • DYNF
  • IVW
  • SCHZ
Cypress Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 284
Filing on Apr 10, 2025 Q1 2025

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SPHQ
Kwb Wealth's Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 149
Filing on Apr 10, 2025 Q1 2025

Systrade Ag

  • GOLD
  • UBS
  • NEM
  • CRESY
  • YPF
  • VAL
  • BBAR
Systrade Ag's Q1 2025 Portfolio
Portfolio Value 71.8 Billion
Stocks 13
Filing on Apr 10, 2025 Q1 2025

Wealth Group LTD

  • IVV
  • QUAL
  • COWZ
  • VOO
  • VGT
  • ICOW
  • DGRO
Wealth Group LTD's Q1 2025 Portfolio
Portfolio Value 341 Billion
Stocks 66
Filing on Apr 10, 2025 Q1 2025

Gainplan LLC

  • SPY
  • VOO
  • ARKK
  • VV
  • KWEB
  • VO
  • SPEM
Gainplan LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 47
Filing on Apr 10, 2025 Q1 2025

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • FLQM
  • SCHK
  • MCBS
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 12
Filing on Apr 10, 2025 Q1 2025

Fermata Advisors, LLC

  • IVV
  • UJAN
  • IWF
  • AAPL
  • FBND
  • QQQ
  • MOAT
Fermata Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 285
Filing on Apr 10, 2025 Q1 2025

Gilman Hill Asset Management, LLC

  • VZ
  • BMY
  • CWENA
  • KNTK
  • HTGC
  • O
  • SBRA
Gilman Hill Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 219
Filing on Apr 10, 2025 Q1 2025

Maltin Wealth Management, Inc.

  • YJUN
  • IAU
  • JAAA
  • BAB
  • VSS
  • HDV
  • KJUL
Maltin Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 130
Filing on Apr 10, 2025 Q1 2025

Salvus Wealth Management, LLC

  • BRK-B
  • PGR
  • GOOG
  • SCHW
  • AAPL
  • AXP
  • TPX
Salvus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 121
Filing on Apr 10, 2025 Q1 2025

Chesley Taft & Associates LLC

  • MSFT
  • GOOG
  • AAPL
  • COST
  • SYK
  • NVDA
  • AMZN
Chesley Taft & Associates LLC's Q1 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 330
Filing on Apr 10, 2025 Q1 2025

Charles Schwab Trust CO

  • SCHZ
  • SCHX
  • VOO
  • SCHF
  • AGG
  • FNDX
  • VEA
Charles Schwab Trust CO's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 166
Filing on Apr 10, 2025 Q1 2025

Chatham Capital Group, Inc.

  • VB
  • NVDA
  • IAU
  • AAPL
  • VV
  • SPY
  • MSFT
Chatham Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 583 Million
Stocks 194
Filing on Apr 10, 2025 Q1 2025

Retireful, LLC

  • GSEW
  • GBIL
  • BIL
  • FDL
  • USFR
  • STIP
  • VHT
Retireful, LLC's Q1 2025 Portfolio
Portfolio Value 97.5 Million
Stocks 92
Filing on Apr 10, 2025 Q1 2025

Retirement Planning Group

  • VOO
  • FSMD
  • DIVO
  • FDVV
  • FBND
  • FRDM
  • NFLT
Retirement Planning Group's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 296
Filing on Apr 10, 2025 Q1 2025

Breakwater Capital Group

  • PRF
  • AAPL
  • JQUA
  • RSP
  • VTV
  • IVV
  • IWF
Breakwater Capital Group's Q1 2025 Portfolio
Portfolio Value 561 Billion
Stocks 326
Filing on Apr 10, 2025 Q1 2025

Thrive Wealth Management, LLC

  • VTV
  • SCHG
  • SPY
  • AAPL
  • INTF
  • VUG
  • VOO
Thrive Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 518 Million
Stocks 219
Filing on Apr 10, 2025 Q1 2025

Arthur M. Cohen & Associates, LLC

  • DHR
  • NVDA
  • AAPL
  • BRK-B
  • QQQM
  • SPY
  • AMZN
Arthur M. Cohen & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 125