Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 08, 2025
Q1 2025
Delap Wealth Advisory, LLC
- ITOT
- IDEV
- DFAC
- VEA
- AVDV
- VTI
- VGIT
Filing on May 08, 2025
Q1 2025
First National Trust CO
- AAPL
- SPYV
- MSFT
- SPYG
- GLD
- IEFA
- NVDA
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Carl P. Sherr & Co., LLC
- IVW
- IUSV
- AAPL
- IGIB
- IXUS
- BIV
- MSFT
Filing on May 08, 2025
Q1 2025
Galilei Investment Office LLP
- SPY
- VOO
- VGK
- NOBL
- IGSB
- BRK-B
- VT
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Csu Producer Resources, Inc.
- VLO
- AVGO
- ACN
- RTX
- PM
- HD
- UNH
Filing on May 08, 2025
Q1 2025
Cincinnati Financial Corp
- AAPL
- AVGO
- CME
- UNH
- MSFT
- HON
- PM
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Squire Investment Management Company, LLC
- DFAC
- DFAT
- ITOT
- DFIV
- DFUV
- AVDV
- DFEM
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Orca Wealth Management, LLC
- AAPL
- ORI
- AZN
- QCOM
- CSCO
- RTX
- PM
Filing on May 08, 2025
Q1 2025
Independence Financial Advisors, LLC
- IUSG
- IUSV
- IEF
- ISTB
- FALN
- LQD
- TIP
Filing on May 08, 2025
Q1 2025
Cutler Investment Counsel LLC
- IGSB
- VO
- IEFA
- SPEM
- MSFT
- SPAB
- JIRE
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025