Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Nichols & Pratt Advisers LLP

  • AAPL
  • ADP
  • JNJ
  • MA
  • GOOG
  • MSFT
  • PG
Nichols & Pratt Advisers LLP 's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 184
Filing on Apr 29, 2025 Q1 2025

Hm Payson & CO

  • AAPL
  • MSFT
  • AVGO
  • GOOG
  • NVDA
  • AMZN
  • V
Hm Payson & CO's Q1 2025 Portfolio
Portfolio Value 5.6 Billion
Stocks 1446
Filing on Apr 29, 2025 Q1 2025

Tilson Financial Group, Inc.

  • VUG
  • DFAS
  • VTEB
  • SPTI
  • SPTS
  • VEA
  • VYM
Tilson Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 72
Filing on Apr 29, 2025 Q1 2025

Dt Investment Partners, LLC

  • SPY
  • VEA
  • IVV
  • IJH
  • GVI
  • VEU
  • IWB
Dt Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 597
Filing on Apr 29, 2025 Q1 2025

Bank Of New York Mellon Corp

  • MMM
  • AAON
  • AKR
  • ANF
  • ACHC
  • ASO
  • ABM
Bank Of New York Mellon Corp's Q1 2025 Portfolio
Portfolio Value 505 Trillion
Stocks 31891
Filing on Apr 29, 2025 Q1 2025

Macroview Investment Management LLC

  • BMAR
  • SCHG
  • VONV
  • PHYS
  • EFA
  • HD
  • GLD
Macroview Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 84
Filing on Apr 29, 2025 Q1 2025

Sl Advisors, LLC

  • ET
  • NEXT
  • OKE
  • LNG
  • WMB
  • USAI
  • TRGP
Sl Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 57.6 Million
Stocks 32
Filing on Apr 29, 2025 Q1 2025

Deroy & Devereaux Private Investment Counsel Inc

  • FISV
  • AZO
  • RS
  • JPM
  • HCA
  • RJF
  • MS
Deroy & Devereaux Private Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 168
Filing on Apr 29, 2025 Q1 2025

Timber Creek Capital Management LLC

  • V
  • MSFT
  • BRK-B
  • AMZN
  • IAU
  • GLDM
  • AAPL
Timber Creek Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 83
Filing on Apr 29, 2025 Q1 2025

Wheelhouse Advisory Group LLC

  • VOO
  • VHT
  • VOOG
  • VIG
  • VV
  • MGK
  • VGT
Wheelhouse Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 40
Filing on Apr 29, 2025 Q1 2025

Braun Stacey Associates Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • JPM
Braun Stacey Associates Inc's Q1 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 116
Filing on Apr 29, 2025 Q1 2025

Simmons Bank

  • ORLY
  • SPY
  • MSFT
  • NVDA
  • IWF
  • AAPL
  • SFNC
Simmons Bank's Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 758
Filing on Apr 29, 2025 Q1 2025

Fortune Financial Advisors, LLC

  • USMV
  • MOAT
  • VGSH
  • ORLY
  • MA
  • AAPL
  • GOOGL
Fortune Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 95
Filing on Apr 29, 2025 Q1 2025

Fairway Financial, LLC

  • VTI
  • SCHD
  • DGRO
  • SCHF
  • SCHG
  • RDVY
  • LMBS
Fairway Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 20
Filing on Apr 29, 2025 Q1 2025

Compton Wealth Advisory Group, LLC

  • VEU
  • IWY
  • VIG
  • IWX
  • VTV
  • VB
  • RSP
Compton Wealth Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 81
Filing on Apr 29, 2025 Q1 2025

Maj Invest Holding A

  • ELV
  • BRK-B
  • GOOGL
  • QCOM
  • LOW
  • AMP
  • CI
Maj Invest Holding A's Q1 2025 Portfolio
Portfolio Value 2.77 Billion
Stocks 45
Filing on Apr 29, 2025 Q1 2025

Acorn Financial Advisory Services Inc

  • VOO
  • AGG
  • VEA
  • VB
  • SPTS
  • VUG
  • AVUV
Acorn Financial Advisory Services Inc 's Q1 2025 Portfolio
Portfolio Value 461 Million
Stocks 188
Filing on Apr 29, 2025 Q1 2025

Marks Wealth, LLC

  • SHV
  • SHY
  • XLF
  • SPLV
  • SLV
  • ITA
  • XLU
Marks Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 272 Billion
Stocks 16