Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Core First Bank & Trust

  • CL
  • AAPL
  • AVDV
  • VEA
  • IVLU
  • VYM
  • AVUV
Core First Bank & Trust's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 157
Filing on Apr 29, 2025 Q1 2025

Bolthouse Investments, LLC

  • TCBK
  • SPY
  • EFA
  • AAPL
  • PRIM
  • MSFT
  • JPST
Bolthouse Investments, LLC's Q1 2025 Portfolio
Portfolio Value 95.9 Billion
Stocks 72
Filing on Apr 29, 2025 Q1 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • VTV
  • SCHD
  • DGRO
Flagship Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 379
Filing on Apr 29, 2025 Q1 2025

One Day In July LLC

  • VOO
  • SPTI
  • VYM
  • SPTL
  • VUG
  • SGOV
  • IJR
One Day In July LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 135
Filing on Apr 29, 2025 Q1 2025

Riggs Asset Managment Co. Inc.

  • GLD
  • PAVE
  • AAPL
  • AMLP
  • NVDA
  • V
  • IJH
Riggs Asset Managment Co. Inc.'s Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 636
Filing on Apr 29, 2025 Q1 2025

Quattro Financial Advisors LLC

  • XLG
  • MSFT
  • RSP
  • QQQ
  • EMR
  • AMZN
  • CRM
Quattro Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 84
Filing on Apr 29, 2025 Q1 2025

R.P. Boggs & Co.

  • ROAD
  • GLD
  • CDRE
  • WCN
  • TYL
  • CWST
  • SCI
R.P. Boggs & Co.'s Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 29
Filing on Apr 29, 2025 Q1 2025

Adell Harriman & Carpenter Inc

  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • AMZN
  • V
  • PANW
Adell Harriman & Carpenter Inc's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 170
Filing on Apr 29, 2025 Q1 2025

Whelan Financial

  • SCHD
  • QQQM
  • VB
  • VNQ
  • VTIP
  • VCSH
  • BND
Whelan Financial's Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 63
Filing on Apr 29, 2025 Q1 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • JPST
  • BSV
  • IVV
Redw Wealth LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 103
Filing on Apr 29, 2025 Q1 2025

Lb Partners LLC

  • WOW
  • GOGO
  • TIGO
  • RELY
  • DFS
  • AXP
  • LBRDK
Lb Partners LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 22
Filing on Apr 29, 2025 Q1 2025

Burke & Herbert Bank & Trust CO

  • SPY
  • MSFT
  • AAPL
  • XOM
  • EFA
  • IJR
  • RSP
Burke & Herbert Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 397 Million
Stocks 451
Filing on Apr 29, 2025 Q1 2025

Stage Harbor Financial, LLC

  • MUB
  • VUG
  • IWF
  • EFV
  • VTEB
  • ACWX
  • VB
Stage Harbor Financial, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 59
Filing on Apr 29, 2025 Q1 2025

Novare Capital Management LLC

  • SPY
  • MSFT
  • AAPL
  • IVV
  • WMT
  • BRK-B
  • GOOGL
Novare Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 188
Filing on Apr 29, 2025 Q1 2025

Sharp Financial Services, LLC

  • DIA
  • SPY
  • IVW
  • AGG
  • VGIT
  • GLD
  • META
Sharp Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 189
Filing on Apr 29, 2025 Q1 2025

Sutton Place Investors LLC

  • DFUS
  • SPLG
  • BRK-A
  • DFAI
  • DFCF
  • DFAC
  • ITOT
Sutton Place Investors LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 106
Filing on Apr 29, 2025 Q1 2025

Members Capital Advisors Inc

  • JPST
  • JAAA
  • HYG
  • ESGU
  • AVGO
  • WMT
  • TXN
Members Capital Advisors Inc's Q1 2025 Portfolio
Portfolio Value 86.2 Million
Stocks 29
Filing on Apr 29, 2025 Q1 2025

Generali Investments Cee, Investicni Spolecnost, A.S.

  • SPY
  • RSP
  • OMV.DE
  • MSFT
  • AMZN
  • IVV
  • AAPL
Generali Investments Cee, Investicni Spolecnost, A.S.'s Q1 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 383