Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 07, 2025
Q1 2025
Horizon Financial Services, LLC
- SPYV
- SPYG
- SPSB
- SCHM
- VGSH
- SPDW
- SPHY
Filing on May 07, 2025
Q1 2025
Sterling Investment Advisors, Ltd.
- AAPL
- AMZN
- KMI
- GMED
- GDX
- GLDM
- MSFT
Filing on May 07, 2025
Q1 2025
Dudley Capital Management, LLC
- AAPL
- MSFT
- NVDA
- JNJ
- CVX
- JPM
- XOM
Filing on May 07, 2025
Q1 2025
Prosperity Consulting Group, LLC
- IVV
- AAPL
- JEPI
- AGG
- SCHD
- XLK
- MSFT
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Vantage Financial Partners, LLC
- ITOT
- IVV
- IXUS
- AGG
- DIVO
- IUSG
- IJH
Filing on May 07, 2025
Q1 2025
Sheaff Brock Investment Advisors, LLC
- AAPL
- NVDA
- LLY
- MSFT
- AMZN
- IPDP
- IBM
Filing on May 07, 2025
Q1 2025
Beacon Bridge Wealth Partners, LLC
- SPY
- QUAL
- VUG
- VTV
- MUB
- MBB
- VOO
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Portland Global Advisors LLC
- SPY
- IJH
- VGSH
- SPTS
- VGIT
- MDY
- SPTI
Filing on May 07, 2025
Q1 2025
Passive Capital Management, Llc.
- VNQ
- DFAC
- VTEB
- SCHO
- AVUS
- DFIC
- AVDE
Filing on May 07, 2025
Q1 2025
Mrp Capital Investments, LLC
- IVV
- GOOG
- IJR
- AAPL
- GLD
- META
- FTNT
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Schaeffer Financial LLC
- SCHD
- SCHB
- IGSB
- SPGM
- SCHG
- SCHM
- SPLV
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Rwc Asset Advisors (Us) LLC
- GFI
- BABA
- LI
- PBR
- MELI
- PDD
- SQM
Filing on May 07, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Councilmark Asset Management, LLC
- AAPL
- MSFT
- BRK-B
- MCK
- HD
- VIG
- WMT