Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Asset Planning,Inc

  • AMZN
  • TDG
  • LLY
  • AAPL
  • COST
  • ALL
  • MCD
Asset Planning,Inc's Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 306
Filing on May 08, 2025 Q1 2025

Signature Wealth Management Partners, LLC

  • IVE
  • JEPI
  • JAAA
  • AAPL
  • IVW
  • IYW
  • AME
Signature Wealth Management Partners, LLC's Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 103
Filing on May 08, 2025 Q1 2025

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHD
  • SCHG
  • SPY
  • VYM
  • SCHX
  • CGGR
Strategic Family Wealth Counselors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 138
Filing on May 08, 2025 Q1 2025

Windward Private Wealth Management Inc.

  • BSV
  • VEA
  • VONG
  • VONV
  • BIV
  • VMBS
  • VWO
Windward Private Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 42
Filing on May 08, 2025 Q4 2024

Integrity Alliance, Llc.

  • IVV
  • SPLG
  • VTV
  • QQQ
  • IUSB
  • EPS
  • MBB
Integrity Alliance, Llc.'s Q4 2024 Portfolio
Portfolio Value 923 Billion
Stocks 215
Filing on May 08, 2025 Q1 2025

Helium Advisors LLC

  • VOO
  • JPST
  • GBIL
  • IEFA
  • JAAA
  • MSFT
  • AAPL
Helium Advisors LLC's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 104
Filing on May 08, 2025 Q1 2025

Moors & Cabot, Inc.

  • AAPL
  • MSFT
  • TPL
  • NVDA
  • AMZN
  • JPM
  • V
Moors & Cabot, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 874
Filing on May 08, 2025 Q1 2025

Eagle Claw Capital Managment, LLC

  • TPL
  • GBTC
  • NKE
  • NVDA
  • AAPL
  • ABBV
  • HD
Eagle Claw Capital Managment, LLC's Q1 2025 Portfolio
Portfolio Value 602 Million
Stocks 144
Filing on May 08, 2025 Q1 2025

Hartford Investment Management CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Hartford Investment Management CO's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 496
Filing on May 08, 2025 Q1 2025

Moneco Advisors, LLC

  • SGOV
  • SPYV
  • AAPL
  • IWY
  • VUG
  • BSCP
  • BSCQ
Moneco Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 456
Filing on May 08, 2025 Q1 2025

Univest Financial Corp

  • VXUS
  • SPLG
  • AAPL
  • SPAB
  • MSFT
  • AMZN
  • GOOGL
Univest Financial Corp's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 472
Filing on May 08, 2025 Q1 2025

Pettyjohn, Wood & White, Inc

  • AAPL
  • MSFT
  • SPY
  • BRK-B
  • JPM
  • PG
  • GOOGL
Pettyjohn, Wood & White, Inc's Q1 2025 Portfolio
Portfolio Value 520 Million
Stocks 188
Filing on May 08, 2025 Q1 2025

Clearwater Capital Advisors, LLC

  • NEAR
  • DGRW
  • LRGF
  • SCHO
  • INTF
  • IGSB
  • SPDW
Clearwater Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 977 Million
Stocks 170
Filing on May 08, 2025 Q1 2025

Us Financial Advisors, LLC

  • IWB
  • IVV
  • EFA
  • SPTI
  • VO
  • IWD
  • RDVY
Us Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 338 Million
Stocks 97
Filing on May 08, 2025 Q1 2025

Coastal Bridge Advisors, LLC

  • BGB
  • JEPI
  • AAPL
  • LGFA
  • XOM
  • LZ
  • VNLA
Coastal Bridge Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 337 Million
Stocks 169
Filing on May 08, 2025 Q1 2025

Lindenwold Advisors

  • VXUS
  • MUB
  • AAPL
  • MSFT
  • MBB
  • KORP
  • CORP
Lindenwold Advisors's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 108
Filing on May 08, 2025 Q1 2025

Gruss & Co., LLC

  • GLD
  • MSFT
  • AMZN
  • BSM
  • META
  • NVDA
  • AAPL
Gruss & Co., LLC's Q1 2025 Portfolio
Portfolio Value 22.8 Million
Stocks 25
Filing on May 08, 2025 Q1 2025

Certified Advisory Corp

  • VUG
  • COWZ
  • QQQ
  • VTV
  • IVV
  • FBND
  • FNDX
Certified Advisory Corp's Q1 2025 Portfolio
Portfolio Value 873 Million
Stocks 295