Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Chancellor Financial Group Wb LP

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • NVDA
  • V
  • NEE
Chancellor Financial Group Wb LP's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 133
Filing on May 05, 2025 Q1 2025

Rd Lewis Holdings, Inc.

  • AXON
  • WMT
  • AMZN
  • AAPL
  • V
  • MCD
  • NFLX
Rd Lewis Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 84
Filing on May 05, 2025 Q1 2025

Meridian Wealth Advisors, LLC

  • IVV
  • XOM
  • IAU
  • AAPL
  • MSFT
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 170
Filing on May 05, 2025 Q1 2025

Bingham Private Wealth, LLC

  • MSFT
  • BIL
  • AMZN
  • AAPL
  • SPY
  • NVDA
  • AVGO
Bingham Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 96.7 Billion
Stocks 152
Filing on May 05, 2025 Q1 2025

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q1 2025 Portfolio
Portfolio Value 583 Billion
Stocks 96
Filing on May 05, 2025 Q1 2025

Washington University

  • NU
  • MRNA
Washington University's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 2
Filing on May 05, 2025 Q1 2025

Wealth Alliance

  • AAPL
  • IVV
  • IUSB
  • QUAL
  • DYNF
  • IVW
  • MSFT
Wealth Alliance's Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 516
Filing on May 05, 2025 Q1 2025

Northeast Planning Associates, Inc. / Nh /

  • GDX
  • SLV
  • USTB
  • JPST
  • XLE
  • UITB
  • TLT
Northeast Planning Associates, Inc. / Nh /'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 46
Filing on May 05, 2025 Q1 2025

Sargent Investment Group, LLC

  • BILS
  • PLTR
  • AAPL
  • MSFT
  • SPYG
  • IBM
  • UITB
Sargent Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 620 Million
Stocks 233
Filing on May 05, 2025 Q1 2025

Kailix Advisors LLC

  • CSTM
  • NFE
  • AR
  • WCC
  • RIG
  • AA
  • BLDR
Kailix Advisors LLC's Q1 2025 Portfolio
Portfolio Value 89 Billion
Stocks 8
Filing on May 05, 2025 Q1 2025

Lowery Thomas, LLC

  • SCHG
  • VOO
  • QQQM
  • FNDX
  • SPY
  • QQQ
  • SCHV
Lowery Thomas, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 55
Filing on May 05, 2025 Q1 2025

West Wealth Group, LLC

  • IVW
  • IVE
  • DYNF
  • JQUA
  • SPLG
  • EFV
  • IUSB
West Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 327 Million
Stocks 96
Filing on May 05, 2025 Q1 2025

Blue Bell Private Wealth Management, LLC

  • SPY
  • GAM
  • SCHX
  • ADX
  • SCHB
  • TY
  • IWM
Blue Bell Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 502 Million
Stocks 724
Filing on May 05, 2025 Q1 2025

Midwest Capital Advisors, LLC

  • SCHG
  • QUAL
  • DYNF
  • SPEM
  • IYW
  • SPMB
  • EMXC
Midwest Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 163 Billion
Stocks 182
Filing on May 05, 2025 Q1 2025

Aire Advisors, LLC

  • AAPL
  • VUG
  • VOT
  • VOE
  • SLYG
  • CMCSA
  • AVLV
Aire Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 443 Million
Stocks 155
Filing on May 05, 2025 Q1 2025

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • SPTS
  • TIPX
  • BOND
Treasure Coast Financial Planning's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 40
Filing on May 05, 2025 Q1 2025

Peregrine Asset Advisers, Inc.

  • LTH
  • MSFT
  • TLT
  • SPY
  • NVDA
  • AMZN
  • SHW
Peregrine Asset Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 161
Filing on May 05, 2025 Q1 2025

Peterson Wealth Services

  • VUG
  • AAPL
  • NVDA
  • COST
  • JPM
  • AMZN
  • TSLA
Peterson Wealth Services's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 206