Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Richmond Brothers, Inc.

  • QQQ
  • BSV
  • BIV
  • VPU
  • VOX
  • VFH
  • VIS
Richmond Brothers, Inc.'s Q2 2025 Portfolio
Portfolio Value 152 Million
Stocks 49
Filing on Aug 08, 2025 Q2 2025

Brogan Financial, Inc.

  • ACIO
  • OSCV
  • DRSK
  • RSP
  • DFAI
  • SPLG
  • AAPL
Brogan Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 224 Billion
Stocks 59
Filing on Aug 08, 2025 Q2 2025

Spider Management Company, LLC

  • SPY
  • RSP
Spider Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 264 Billion
Stocks 2
Filing on Aug 08, 2025 Q2 2025

W.H. Cornerstone Investments Inc.

  • VTI
  • MSFT
  • VCIT
  • VCSH
  • AAPL
  • VEA
  • BNDX
W.H. Cornerstone Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 152 Million
Stocks 115
Filing on Aug 08, 2025 Q2 2025

Avalon Trust CO

  • MSFT
  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • GOOG
  • V
Avalon Trust CO's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 400
Filing on Aug 08, 2025 Q2 2025

Capital Investment Counsel, Inc

  • AAPL
  • NVDA
  • COST
  • WMT
  • MSFT
  • AMZN
  • GOOG
Capital Investment Counsel, Inc's Q2 2025 Portfolio
Portfolio Value 748 Million
Stocks 246
Filing on Aug 08, 2025 Q2 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • IUSV
  • FVD
  • GTO
  • FTSM
  • LMBS
Petix & Botte CO's Q2 2025 Portfolio
Portfolio Value 394 Million
Stocks 130
Filing on Aug 08, 2025 Q2 2025

Washington Trust CO

  • SPY
  • AAPL
  • AVGO
  • MSFT
  • NVDA
  • VOO
  • AMZN
Washington Trust CO's Q2 2025 Portfolio
Portfolio Value 2.76 Billion
Stocks 454
Filing on Aug 08, 2025 Q2 2025

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • SPYG
  • SPMD
  • IVV
Good Life Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 501
Filing on Aug 08, 2025 Q2 2025

Clearstead Advisors, LLC

  • VOO
  • IVV
  • IWF
  • AAPL
  • VO
  • MSFT
  • VB
Clearstead Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 6.94 Billion
Stocks 2740
Filing on Aug 08, 2025 Q2 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VTI
First Western Trust Bank's Q2 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 267
Filing on Aug 08, 2025 Q2 2025

D'Orazio & Associates, Inc.

  • VTI
  • BAH
  • IQLT
  • JPIE
  • BRK-B
  • QQQM
  • VEA
D'Orazio & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 701 Million
Stocks 279
Filing on Aug 08, 2025 Q2 2025

Client First Capital LLC

  • QQQ
  • SHV
  • IVV
  • QUAL
  • USFR
  • GLD
  • XLC
Client First Capital LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 23
Filing on Aug 08, 2025 Q2 2025

Mv Capital Management, Inc.

  • IWF
  • IWD
  • IVV
  • ABBV
  • ABT
  • IVW
  • AGG
Mv Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 931 Million
Stocks 1081
Filing on Aug 08, 2025 Q2 2025

Monetta Financial Services Inc

  • SPY
  • AMZN
  • VOO
  • JPM
  • NVDA
  • GOOG
  • NFLX
Monetta Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 138 Million
Stocks 53
Filing on Aug 08, 2025 Q2 2025

Royal Harbor Partners, LLC

  • JCPB
  • CGDV
  • SPTM
  • DYNF
  • DFUS
  • IEFA
  • CGGO
Royal Harbor Partners, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 49
Filing on Aug 08, 2025 Q2 2025

Francis Financial, Inc.

  • VOO
  • BIV
  • META
  • JIRE
  • VYM
  • IVOO
  • IJR
Francis Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 167
Filing on Aug 08, 2025 Q2 2025

Biondo Investment Advisors, LLC

  • ISRG
  • NVDA
  • AAPL
  • MA
  • GOOGL
  • IDXX
  • AMZN
Biondo Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 749 Million
Stocks 89