Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Summit Wealth Partners, LLC

  • BRO
  • QUAL
  • AGG
  • IWF
  • USMV
  • QQQ
  • JPST
Summit Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 493 Billion
Stocks 208
Filing on May 06, 2025 Q1 2025

Wedbush Securities Inc

  • VOO
  • AAPL
  • COST
  • NVDA
  • AMZN
  • MSFT
  • QQQ
Wedbush Securities Inc's Q1 2025 Portfolio
Portfolio Value 2.72 Billion
Stocks 1111
Filing on May 06, 2025 Q1 2025

M1 Capital Management LLC

  • AAPL
  • SPLG
  • IVW
  • IVE
  • QUAL
  • DYNF
  • EFV
M1 Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 160 Billion
Stocks 89
Filing on May 06, 2025 Q1 2025

Retirement Income Solutions, Inc

  • IVV
  • SPLG
  • IJH
  • SPY
  • SPMD
  • IWF
  • SPYX
Retirement Income Solutions, Inc's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 146
Filing on May 06, 2025 Q1 2025

Ima Wealth, Inc.

  • SCHD
  • SUSA
  • VV
  • DMXF
  • DSI
  • SCHX
  • JCPB
Ima Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 841 Million
Stocks 344
Filing on May 06, 2025 Q1 2025

Price Capital Management, Inc.

  • FOXA
  • T
  • AEP
  • PM
  • GLD
  • CCEP
  • KO
Price Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 39.6 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

J. W. Coons Advisors, LLC

  • AAPL
  • ZWS
  • MSFT
  • SPY
  • JPST
  • KLAC
  • JPM
J. W. Coons Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 231
Filing on May 06, 2025 Q1 2025

Goodwin Investment Advisory

  • FBCG
  • FBND
  • ESGU
  • FVAL
  • VOO
  • IVV
  • XLG
Goodwin Investment Advisory's Q1 2025 Portfolio
Portfolio Value 64.4 Million
Stocks 155
Filing on May 06, 2025 Q1 2025

Boyd Watterson Asset Management LLC

  • SPY
  • MSFT
  • IGSB
  • GOOGL
  • JPM
  • AVGO
  • LLY
Boyd Watterson Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 429
Filing on May 06, 2025 Q1 2025

Poplar Forest Capital LLC

  • T
  • CVS
  • ALL
  • NFG
  • EQH
  • TSN
  • D
Poplar Forest Capital LLC's Q1 2025 Portfolio
Portfolio Value 555 Million
Stocks 52
Filing on May 06, 2025 Q1 2025

Strategic Financial Partners, Ltd.

  • SPLG
  • VONG
  • AGG
  • SPDW
  • SPYV
  • IWR
  • IJR
Strategic Financial Partners, Ltd.'s Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 71
Filing on May 06, 2025 Q1 2025

Carbahal Olsen Financial Services Group, LLC

  • IVV
  • QQQ
  • IVW
  • IEFA
  • AGG
  • FDVV
  • IVE
Carbahal Olsen Financial Services Group, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 34
Filing on May 06, 2025 Q1 2025

Burney CO

  • AAPL
  • VGIT
  • MSFT
  • META
  • GOOGL
  • MCK
  • NVDA
Burney CO's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 636
Filing on May 06, 2025 Q1 2025

Goepper Burkhardt LLC

  • SCHG
  • SCHB
  • VIG
  • SCHV
  • SCHD
  • BSCS
  • BSCQ
Goepper Burkhardt LLC's Q1 2025 Portfolio
Portfolio Value 248 Million
Stocks 97
Filing on May 06, 2025 Q1 2025

Landmark Wealth Management, Inc.

  • VOO
  • SPDW
  • IUSB
  • IAGG
  • SPEM
  • XLSR
  • SPY
Landmark Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 49
Filing on May 06, 2025 Q1 2025

Delaney Dennis R

  • AAPL
  • MA
  • MSFT
  • ADP
  • NVDA
  • ABT
  • GOOGL
Delaney Dennis R's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 221
Filing on May 06, 2025 Q1 2025

Brooktree Capital Management

  • IBKR
  • PAR
  • RMNI
  • BRK-B
  • THRY
  • BFH
  • QCOM
Brooktree Capital Management's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 24
Filing on May 06, 2025 Q1 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • FBND
  • AMZN
  • ITOT
  • BRK-B
W.G. Shaheen & Associates Dba Whitney & CO's Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 134