Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

John G Ullman & Associates Inc

  • EMR
  • GLW
  • OGE
  • TSM
  • CSCO
  • IBM
  • NVS
John G Ullman & Associates Inc's Q1 2025 Portfolio
Portfolio Value 602 Million
Stocks 170
Filing on May 06, 2025 Q1 2025

Cetera Investment Advisers

  • IVV
  • AAPL
  • QQQ
  • NVDA
  • MSFT
  • VOO
  • SPY
Cetera Investment Advisers's Q1 2025 Portfolio
Portfolio Value 49.2 Billion
Stocks 3975
Filing on May 06, 2025 Q1 2025

Westover Capital Advisors, LLC

  • AAPL
  • NVDA
  • GLD
  • GOOGL
  • MSFT
  • AMZN
  • JPM
Westover Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 440 Million
Stocks 232
Filing on May 06, 2025 Q1 2025

My Wealth Management Inc.

  • TLT
  • IEF
  • IVV
  • PTLC
  • SPTS
  • SHM
  • QDPL
My Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 26
Filing on May 06, 2025 Q1 2025

Gilbert & Cook, Inc.

  • IVV
  • IWL
  • VEA
  • BND
  • JHMM
  • IWR
  • ARCC
Gilbert & Cook, Inc.'s Q1 2025 Portfolio
Portfolio Value 680 Million
Stocks 203
Filing on May 06, 2025 Q1 2025

Norwood Investment Partners, LP

  • DRVN
  • APG
  • ALIT
  • GFL
  • PAR
  • EEFT
  • DSGR
Norwood Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 14
Filing on May 06, 2025 Q1 2025

Financial & Tax Architects, LLC

  • SPY
  • BCI
  • EFA
  • IEF
  • USRT
  • AGG
  • FBND
Financial & Tax Architects, LLC's Q1 2025 Portfolio
Portfolio Value 398 Billion
Stocks 101
Filing on May 06, 2025 Q1 2025

1492 Capital Management LLC

  • VRNA
  • LNTH
  • EHC
  • IMAX
  • CRS
  • ZETA
  • CPA
1492 Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 112
Filing on May 06, 2025 Q1 2025

Maryland Capital Advisors Inc.

  • IGSB
  • VCSH
  • AAPL
  • VTI
  • VTV
  • DFAU
  • DFNM
Maryland Capital Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 235
Filing on May 06, 2025 Q1 2025

Guardian Wealth Management, Inc.

  • AZO
  • LLY
  • ABBV
  • APO
  • STRL
  • NNI
  • VRSN
Guardian Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 229
Filing on May 06, 2025 Q1 2025

Mc Collum Christoferson Group LLC

  • COST
  • AAPL
  • MSFT
  • ECL
  • V
  • HLT
  • IT
Mc Collum Christoferson Group LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 68
Filing on May 06, 2025 Q1 2025

Wilkins Investment Counsel Inc

  • NEM
  • ADP
  • IBM
  • CB
  • PG
  • MRK
  • CTVA
Wilkins Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 125
Filing on May 06, 2025 Q1 2025

Sfe Investment Counsel

  • AAPL
  • NVDA
  • JPM
  • QCOM
  • OKE
  • AMZN
  • PANW
Sfe Investment Counsel's Q1 2025 Portfolio
Portfolio Value 479 Million
Stocks 140
Filing on May 06, 2025 Q1 2025

Kovack Advisors, Inc.

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • SPY
  • QQQ
Kovack Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 907 Million
Stocks 577
Filing on May 06, 2025 Q1 2025

First Pacific Advisors, LP

  • META
  • ADI
  • C
  • CMCSA
  • GOOGL
  • IFF
  • AMZN
First Pacific Advisors, LP's Q1 2025 Portfolio
Portfolio Value 5.56 Billion
Stocks 57
Filing on May 06, 2025 Q1 2025

Advisor Os, LLC

  • VOO
  • VIG
  • IEF
  • MINT
  • AAPL
  • NOC
  • SPAB
Advisor Os, LLC's Q1 2025 Portfolio
Portfolio Value 878 Million
Stocks 1739
Filing on May 06, 2025 Q1 2025

Carnegie Capital Asset Management, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • GOOGL
  • META
  • AMZN
Carnegie Capital Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.4 Billion
Stocks 482
Filing on May 06, 2025 Q1 2025

Aj Advisors, LLC

  • VOO
  • IGRO
  • QQQ
  • VO
  • VB
  • STIP
  • VTV
Aj Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 34