Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Legacy Capital Group California, Inc.

  • AAPL
  • JPST
  • NVDA
  • BIL
  • SPTM
  • JAAA
  • SPLG
Legacy Capital Group California, Inc.'s Q1 2025 Portfolio
Portfolio Value 287 Billion
Stocks 306
Filing on May 09, 2025 Q1 2025

Natural Investments, LLC

  • AAPL
  • MSFT
  • NXTE
  • NVDA
  • DSI
  • ABBV
  • HD
Natural Investments, LLC's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 246
Filing on May 09, 2025 Q1 2025

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • XSD
Mgb Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 276 Billion
Stocks 313
Filing on May 09, 2025 Q1 2025

Broadcrest Asset Management, LLC

  • TRNS
  • TECH
  • EVI
  • HEIA
Broadcrest Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 31.5 Million
Stocks 4
Filing on May 09, 2025 Q1 2025

Ritter Daniher Financial Advisory LLC

  • IVV
  • DGRO
  • IEFA
  • IJH
  • AVEM
  • IJR
  • PG
Ritter Daniher Financial Advisory LLC 's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 310
Filing on May 09, 2025 Q1 2025

Twin City Private Wealth, LLC

  • JPM
  • PM
  • WFC
  • CMCSA
  • META
  • MSFT
  • BDX
Twin City Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 94
Filing on May 09, 2025 Q1 2025

Renasant Bank

  • ACIO
  • VEA
  • OSCV
  • MSFT
  • IVW
  • RSP
  • IVE
Renasant Bank's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 277
Filing on May 09, 2025 Q1 2025

Bluegrass Capital Partners LP

  • MSFT
  • MLM
  • MA
  • AMZN
  • TDG
  • MCO
  • GE
Bluegrass Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 11
Filing on May 09, 2025 Q1 2025

Cascade Wealth Advisors, Inc

  • FLOT
  • VGSH
  • SHYG
  • SPYI
  • JEPI
  • VCIT
  • VIG
Cascade Wealth Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 145 Billion
Stocks 41
Filing on May 09, 2025 Q1 2025

Clear Investment Research, LLC

  • IVV
  • EDV
  • GPK
  • FBND
  • AAPL
  • IEFA
  • SCHX
Clear Investment Research, LLC's Q1 2025 Portfolio
Portfolio Value 74.6 Million
Stocks 230
Filing on May 09, 2025 Q1 2025

Annis Gardner Whiting Capital Advisors, LLC

  • VTI
  • VXUS
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
Annis Gardner Whiting Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 236 Billion
Stocks 737
Filing on May 09, 2025 Q1 2025

Prime Buchholz LLC

  • VT
  • BND
  • VEA
  • STIP
  • EMXC
  • VSGX
  • VWO
Prime Buchholz LLC's Q1 2025 Portfolio
Portfolio Value 286 Billion
Stocks 23
Filing on May 09, 2025 Q1 2025

Wallington Asset Management, LLC

  • VEA
  • TJX
  • MSFT
  • AAPL
  • V
  • WRB
  • IJR
Wallington Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 610 Million
Stocks 94
Filing on May 09, 2025 Q1 2025

Wealthspire Advisors, LLC

  • IVV
  • VOO
  • VEA
  • IJH
  • SCHD
  • VXUS
  • VTI
Wealthspire Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 16.6 Billion
Stocks 921
Filing on May 09, 2025 Q1 2025

Investidor Profissional Gestao De Recursos Ltda.

  • QQQ
  • SPY
  • MSFT
  • TDG
  • META
  • V
  • MA
Investidor Profissional Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 27
Filing on May 09, 2025 Q1 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • WINN
  • SBRA
  • MSFT
  • COST
  • PULS
Leisure Capital Management's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 136
Filing on May 09, 2025 Q1 2025

Comprehensive Financial Planning, Inc./Pa

  • JAAA
  • AAPL
  • META
  • VOO
  • XLG
  • NVDA
  • IVV
Comprehensive Financial Planning, Inc./Pa's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 330
Filing on May 09, 2025 Q1 2025

Investment Counsel CO Of Nevada

  • VOO
  • JNJ
  • SCHZ
  • AAPL
  • EAGG
  • SNPE
  • VV
Investment Counsel CO Of Nevada's Q1 2025 Portfolio
Portfolio Value 44 Billion
Stocks 71