Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 08, 2025
Q1 2025
Great Valley Advisor Group, Inc.
- VCIT
- NVDA
- AAPL
- SPLG
- DLN
- QGRO
- SPTL
Filing on May 08, 2025
Q1 2025
Main Street Financial Solutions, LLC
- VTI
- SCHD
- SCHG
- NMM
- AAPL
- SPY
- SCHX
Filing on May 08, 2025
Q1 2025
Excalibur Management Corp
- CSL
- AAPL
- BRK-B
- MSFT
- JPM
- JNJ
- META
Filing on May 08, 2025
Q1 2025
New England Private Wealth Advisors LLC
- VIG
- JAAA
- FVD
- VTI
- BNL
- SPLV
- RPG
Filing on May 08, 2025
Q1 2025
Stonebridge Financial Planning Group, LLC
- IWY
- IYW
- SPHQ
- DGRO
- IVV
- AMZN
- IUSG
Filing on May 08, 2025
Q1 2025
Forbes Financial Planning, Inc.
- VEA
- VBR
- SLYG
- VTI
- NEAR
- AGG
- IVV
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Wooster Corthell Wealth Management, Inc.
- MGC
- VTI
- SCHF
- ITOT
- VGIT
- VO
- SCHP
Filing on May 08, 2025
Q1 2025
Aegis Wealth Management LLC
- IVV
- DFAI
- DFAS
- DFUV
- DFAU
- ITOT
- VEA
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Hall Capital Management CO Inc
- VCIT
- MSFT
- VO
- IGSB
- AAPL
- JAAA
- JPM
Filing on May 08, 2025
Q1 2025
New York Life Investment Management LLC
- AAPL
- MSFT
- NVDA
- ESGB
- AMZN
- IQSU
- META
Filing on May 08, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Rfg Bristol Wealth Advisors, LLC
- IVV
- IUS
- RWL
- SGOV
- IUSG
- SPDW
- VONG
Filing on May 08, 2025
Q1 2025
Cardinal Point Capital Management, Ulc
- VTI
- USFR
- VGIT
- AAPL
- VEU
- LRGF
- MUB
Filing on May 08, 2025
Q1 2025
Wellington Shields Capital Management, LLC
- MSFT
- AAPL
- GOOG
- BX
- AMZN
- MA
- JPM
Filing on May 08, 2025
Q1 2025
Waterway Wealth Management, LLC
- DLN
- EFA
- IVV
- DFSV
- MINO
- IJR
- IWF
Filing on May 08, 2025
Q1 2025
Arkadios Wealth Advisors
- AAPL
- NVDA
- IVV
- MSFT
- AMZN
- OMFL
- EUSA