Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Lifestyle Asset Management, Inc.

  • SPY
  • BUFR
  • RSP
  • SDVY
  • AGG
  • CWB
  • XOM
Lifestyle Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 182 Billion
Stocks 116
Filing on Apr 10, 2025 Q1 2025

Clare Market Investments LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • META
  • TPL
  • NFLX
Clare Market Investments LLC's Q1 2025 Portfolio
Portfolio Value 379 Billion
Stocks 133
Filing on Apr 10, 2025 Q1 2025

Secure Asset Management, LLC

  • VGIT
  • VOO
  • NVDA
  • AAPL
  • SRLN
  • LMBS
  • JMBS
Secure Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 477 Million
Stocks 310
Filing on Apr 10, 2025 Q1 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • HMOP
  • BNDX
  • SCHD
  • IDV
  • DGRO
Johnson & White Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 98
Filing on Apr 10, 2025 Q1 2025

Fsa Investment Group, LLC

  • SCHX
  • VBK
  • VIOV
  • SCHP
  • AGG
  • VTI
  • VTHR
Fsa Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 23
Filing on Apr 10, 2025 Q1 2025

Portside Wealth Group, LLC

  • AMZN
  • JPST
  • MSFT
  • AAPL
  • SPYG
  • V
  • ORCL
Portside Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 468
Filing on Apr 10, 2025 Q1 2025

Park Edge Advisors, LLC

  • LECO
  • BIL
  • CDX
  • GLD
  • STIP
  • FNA
  • IAU
Park Edge Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 325 Million
Stocks 137
Filing on Apr 10, 2025 Q1 2025

Long Run Wealth Advisors, LLC

  • USIG
  • FIXD
  • IEFA
  • XLK
  • VYM
  • EFV
  • XLV
Long Run Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 437 Million
Stocks 102
Filing on Apr 10, 2025 Q1 2025

Chronos Wealth Management, LLC

  • LLY
  • AAPL
  • MSFT
  • BRK-B
  • V
  • GOOG
  • AMZN
Chronos Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 37
Filing on Apr 10, 2025 Q1 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • FDL
  • MSFT
  • SPY
  • AMZN
  • FTCS
Key Client Fiduciary Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 193
Filing on Apr 10, 2025 Q1 2025

Benson Investment Management Company, Inc.

  • AAPL
  • MSFT
  • BRK-B
  • GOOG
  • AMZN
  • AEM
  • NVDA
Benson Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 48
Filing on Apr 10, 2025 Q1 2025

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • VTV
  • VUG
  • IEMG
Oak Root LLC's Q1 2025 Portfolio
Portfolio Value 746 Billion
Stocks 14
Filing on Apr 10, 2025 Q1 2025

Capital Advantage, Inc.

  • VCIT
  • FNDF
  • VIGI
  • VYMI
  • MGV
  • VHT
  • SCHD
Capital Advantage, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 135
Filing on Apr 10, 2025 Q1 2025

Gen Wealth Group, Inc.

  • TLT
  • IAU
  • GLD
  • SCHV
  • IEF
  • VUG
  • VOO
Gen Wealth Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 71
Filing on Apr 10, 2025 Q1 2025

Leverty Financial Group, LLC

  • SCHX
  • SCHF
  • IVV
  • SPY
  • SPLG
  • IJH
  • EFA
Leverty Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 43
Filing on Apr 10, 2025 Q1 2025

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • VUG
  • CWI
  • MDY
  • AAPL
Wealth Alliance Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 196
Filing on Apr 10, 2025 Q1 2025

Tru Wealth Advisors, LLC

  • VTI
  • JAAA
  • BSCS
  • FBND
  • IWF
  • BSCU
  • AVUV
Tru Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 158
Filing on Apr 10, 2025 Q1 2025

Brand Asset Management Group, Inc.

  • IEMG
  • IJH
  • SCZ
  • VO
  • VONG
  • IWF
  • SCHF
Brand Asset Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 89