Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Pacific Wealth Management

  • SPY
  • GOVT
  • QLTA
  • JAAA
  • COWZ
  • ABBV
  • VCIT
Pacific Wealth Management's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 18
Filing on May 05, 2025 Q1 2025

Winch Advisory Services, LLC

  • SPTM
  • VGSH
  • AAPL
  • VCIT
  • BIL
  • NVDA
  • AMZN
Winch Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 504
Filing on May 05, 2025 Q1 2025

Clifford Swan Investment Counsel LLC

  • AAPL
  • MSFT
  • COST
  • UPS
  • BRK-B
  • GOOGL
  • CVX
Clifford Swan Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 384
Filing on May 05, 2025 Q1 2025

1776 Wealth LLC

  • AAPL
  • AMZN
  • ADBE
  • PLTR
  • FTSM
  • MSFT
  • FVD
1776 Wealth LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on May 05, 2025 Q1 2025

Paradigm Asset Management CO LLC

  • JPM
  • BAC
  • UNH
  • WFC
  • RELX
  • TMO
  • SCHW
Paradigm Asset Management CO LLC's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 510
Filing on May 05, 2025 Q1 2025

Pathway Capital Management, LP

  • VRNA
  • AMPL
  • NU
Pathway Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 8.69 Million
Stocks 5
Filing on May 05, 2025 Q1 2025

Tabor Asset Management, LP

  • LZ
  • AZEK
  • MHK
  • URBN
  • BKNG
  • WSM
  • HD
Tabor Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 38
Filing on May 05, 2025 Q1 2025

Regency Capital Management Inc.\De

  • BRK-B
  • COST
  • MKL
  • CB
  • IAU
  • ALEX
  • AAPL
Regency Capital Management Inc.\De's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 43
Filing on May 05, 2025 Q1 2025

Windle Wealth, LLC

  • AAPL
  • T
  • ABBV
  • NVDA
  • WELL
  • ED
  • PG
Windle Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 194 Billion
Stocks 31
Filing on May 05, 2025 Q1 2025

Fagan Associates, Inc.

  • AAPL
  • GOOGL
  • MSFT
  • AMZN
  • LOW
  • NVDA
  • PLTR
Fagan Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 575 Million
Stocks 124
Filing on May 05, 2025 Q1 2025

Obermeyer Wood Investment Counsel, Lllp

  • BRK-B
  • QUAL
  • MSFT
  • AAPL
  • VOO
  • MOAT
  • MA
Obermeyer Wood Investment Counsel, Lllp's Q1 2025 Portfolio
Portfolio Value 1.8 Billion
Stocks 262
Filing on May 05, 2025 Q1 2025

Ignite Planners, LLC

  • AAPL
  • SCHG
  • BUFR
  • NVDA
  • MSFT
  • BRK-B
  • AMZN
Ignite Planners, LLC's Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 329
Filing on May 05, 2025 Q1 2025

Pfg Advisors

  • AAPL
  • QQQ
  • VUG
  • MSFT
  • VTI
  • VOO
  • VIG
Pfg Advisors's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 695
Filing on May 05, 2025 Q1 2025

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • HSUN
  • ROUS
  • AAPL
Hartford Funds Management CO LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 99
Filing on May 05, 2025 Q1 2025

Flynn Zito Capital Management, LLC

  • PRF
  • HFXI
  • AAPL
  • FLQM
  • IWF
  • SPLG
  • MSFT
Flynn Zito Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 126
Filing on May 05, 2025 Q1 2025

Nelson Capital Management, LLC

  • NVDA
  • MSFT
  • IGSB
  • VEA
  • SPTS
  • AAPL
  • VB
Nelson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 101
Filing on May 05, 2025 Q1 2025

Oakwell Private Wealth Management, LLC

  • VTI
  • VEA
  • DFEM
  • IJR
  • AVUV
  • ITOT
  • VCIT
Oakwell Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 362 Million
Stocks 68
Filing on May 05, 2025 Q1 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • SCHX
  • ARKK
  • JPST
  • SCHA
  • SPY
  • IVW
Ascension Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 36