Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 29, 2025
Q1 2025
Discipline Wealth Solutions, LLC
- BIV
- DFAC
- BNDX
- VEA
- IGSB
- VOO
- DFEM
Filing on Apr 29, 2025
Q1 2025
Vaughan & CO Securities, Inc.
- HDV
- GSLC
- IWF
- IWO
- ISCV
- IEMG
- IEFA
Filing on Apr 29, 2025
Q1 2025
Harel Insurance Investments & Financial Services Ltd.
- XLF
- XLK
- XLV
- VGT
- TEVA
- XLP
- PAVE
Filing on Apr 29, 2025
Q1 2025
Absolute Investment Advisers LLC
- BIGZ
- ACP
- AVK
- ZTR
- BMEZ
- DMA
- EHI
Filing on Apr 29, 2025
Q1 2025
Pacific Heights Asset Management LLC
- TPL
- PLTR
- META
- NVDA
- FCX
- COST
- AVGO
Filing on Apr 28, 2025
Q1 2025
Values Added Financial LLC
- BND
- SPDW
- VEA
- SPAB
- AAPL
- SPEM
- VOTE
Filing on Apr 28, 2025
Q1 2025
Checchi Capital Advisers, LLC
- QQQ
- SPY
- AAPL
- BWX
- IBND
- MSFT
- MBB
Filing on Apr 28, 2025
Q1 2025
Palisade Capital Management LLC
- IDA
- MLI
- AIT
- RJF
- AAPL
- ACIW
- RLI
Filing on Apr 28, 2025
Q1 2025
Goelzer Investment Management, Inc.
- LLY
- IVV
- IJH
- SLYV
- SCHF
- AAPL
- MSFT
Filing on Apr 28, 2025
Q1 2025
Onyx Bridge Wealth Group LLC
- IVV
- COWZ
- VUG
- QQQ
- AGG
- AAPL
- SHV
Filing on Apr 28, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Leeward Investments, LLC Ma
- EHC
- FHN
- ADC
- PNFP
- CLH
- PBH
- HURN
Filing on Apr 28, 2025
Q1 2025
Filing on Apr 28, 2025
Q1 2025
Sterling Financial Planning, Inc.
- IAU
- IJJ
- IJT
- IJK
- IVW
- DFIV
- FNDX
Filing on Apr 28, 2025
Q1 2025
Moody Aldrich Partners LLC
- WTFC
- CWAN
- CASH
- PLMR
- SWX
- COOP
- INDB
Filing on Apr 28, 2025
Q1 2025
Sitrin Capital Management LLC
- AAPL
- V
- AIG
- WM
- NVDA
- SPY
- JPM
Filing on Apr 28, 2025
Q1 2025
Aviance Capital Partners, LLC
- AAPL
- ABBV
- AMZN
- GOOGL
- JPM
- AVGO
- MSFT
Filing on Apr 28, 2025
Q1 2025
Courage Miller Partners, LLC
- SCHX
- SCHF
- ISTB
- IGSB
- SCHO
- BND
- SCHD