Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Melone Private Wealth, LLC

  • USFR
  • DON
  • SPTI
  • IHDG
  • DIA
  • SPYG
  • DGRW
Melone Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Unique Wealth, LLC

  • IVV
  • SPY
  • AGG
  • EFA
  • MUB
  • SCHG
  • JAVA
Unique Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 529 Billion
Stocks 152
Filing on Apr 11, 2025 Q1 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • AAPL
  • SPYG
  • SPY
  • AMZN
  • QQQ
  • MSFT
Oxinas Partners Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 121
Filing on Apr 11, 2025 Q1 2025

Agh Wealth Advisors, LLC

  • AVDE
  • SPY
  • AAPL
  • QQQM
  • MSFT
  • GLD
  • NVDA
Agh Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 184
Filing on Apr 11, 2025 Q1 2025

Permanent Capital Management, LP

  • VOO
  • VGIT
  • VEA
  • RSP
  • MSFT
  • USFR
  • AGG
Permanent Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 349 Billion
Stocks 79
Filing on Apr 11, 2025 Q1 2025

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • AAPL
  • VTI
  • GOOG
Davis Capital Management's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 317
Filing on Apr 11, 2025 Q1 2025

Procyon Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPBO
  • TLT
  • META
Procyon Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 595
Filing on Apr 11, 2025 Q1 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTG
  • IBTH
  • IBTF
  • IBTI
Mkt Advisors LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 141
Filing on Apr 11, 2025 Q1 2025

Prospect Financial Services LLC

  • VCLT
  • SLG
  • AAPL
  • BA
  • VCIT
  • GOOG
  • NVDA
Prospect Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 112
Filing on Apr 11, 2025 Q1 2025

Intellectus Partners, LLC

  • AMZN
  • TSLA
  • GOOG
  • META
  • FDD
  • MSFT
  • NVDA
Intellectus Partners, LLC's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 273
Filing on Apr 11, 2025 Q1 2025

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • EPD
  • PRIM
  • KMI
  • APD
  • PBA
  • ABT
A. D. Beadell Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 85
Filing on Apr 11, 2025 Q1 2025

Kapstone Financial Advisors LLC

  • IVV
  • MSTR
  • AAPL
  • HDV
  • PG
  • META
  • VYM
Kapstone Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 112
Filing on Apr 11, 2025 Q1 2025

Safir Wealth Advisors, LLC

  • VOO
  • BSV
  • VUG
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 16
Filing on Apr 11, 2025 Q1 2025

Life Guide Financial Advisors, LLC

  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
  • VSGX
Life Guide Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 40
Filing on Apr 11, 2025 Q1 2025

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • JEPI
  • IJR
  • AAPL
  • TPYP
Magnus Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 366
Filing on Apr 11, 2025 Q1 2025

Next Level Private LLC

  • RDVY
  • JPM
  • DUSA
  • AIRR
  • GE
  • FDL
  • SPY
Next Level Private LLC's Q1 2025 Portfolio
Portfolio Value 251 Million
Stocks 140
Filing on Apr 11, 2025 Q1 2025

Constitution Capital LLC

  • MSFT
  • JPM
  • HD
  • AAPL
  • WMT
  • XLV
  • PEP
Constitution Capital LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 160
Filing on Apr 11, 2025 Q1 2025

First National Corp

  • SPY
  • GLD
  • SCHB
  • USFR
  • SCHD
  • SCHX
  • AAPL
First National Corp 's Q1 2025 Portfolio
Portfolio Value 433 Million
Stocks 160