Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

Pettee Investors, Inc.

  • JPM
  • MSFT
  • JNJ
  • HOMZ
  • AAPL
  • URI
  • IBM
Pettee Investors, Inc.'s Q2 2025 Portfolio
Portfolio Value 162 Million
Stocks 109
Filing on Aug 01, 2025 Q2 2025

Strategic Financial Services, Inc,

  • INTF
  • SMLF
  • LRGF
  • VGIT
  • EMGF
  • GLDM
  • VCSH
Strategic Financial Services, Inc,'s Q2 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 138
Filing on Aug 01, 2025 Q2 2025

Tevis Investment Management

  • BRK-B
  • CCEP
  • GBIL
  • UL
  • MSFT
  • AAPL
  • INVH
Tevis Investment Management's Q2 2025 Portfolio
Portfolio Value 152 Million
Stocks 104
Filing on Aug 01, 2025 Q2 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • BNDX
  • VB
  • BSV
Clark Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 734 Billion
Stocks 197
Filing on Aug 01, 2025 Q2 2025

Motley Fool Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • META
  • AVGO
Motley Fool Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 230
Filing on Aug 01, 2025 Q2 2025

Motley Fool Wealth Management, LLC

  • META
  • AMZN
  • BKNG
  • NFLX
  • MELI
  • GOOG
  • MA
Motley Fool Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 127
Filing on Aug 01, 2025 Q2 2025

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • MSFT
Centerpoint Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 415
Filing on Aug 01, 2025 Q2 2025

Gpm Growth Investors, Inc.

  • MSFT
  • GOOGL
  • SCHG
  • BSCS
  • ORCL
  • AMZN
  • COST
Gpm Growth Investors, Inc.'s Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 42
Filing on Aug 01, 2025 Q2 2025

Wincap Financial LLC

  • BLV
  • GSST
  • VEA
  • NVDA
  • IVV
  • AAPL
  • IWM
Wincap Financial LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 85
Filing on Aug 01, 2025 Q2 2025

Equita Financial Network, Inc.

  • VTI
  • VEA
  • DFSV
  • VCIT
  • DISV
  • DFEM
  • SPTI
Equita Financial Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 81
Filing on Aug 01, 2025 Q2 2025

Petra Financial Advisors Inc

  • JQUA
  • IWP
  • GLD
  • GOF
  • SPLV
  • SCHV
  • OUNZ
Petra Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 141
Filing on Aug 01, 2025 Q2 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • NVDA
  • VCIT
  • IUSB
  • NFLX
  • MSFT
Conscious Wealth Investments, LLC's Q2 2025 Portfolio
Portfolio Value 157 Billion
Stocks 55
Filing on Aug 01, 2025 Q2 2025

May Hill Capital, LLC

  • IVV
  • IWB
  • IJH
  • IEMG
  • IEFA
  • IJR
  • VO
May Hill Capital, LLC's Q2 2025 Portfolio
Portfolio Value 304 Billion
Stocks 205
Filing on Aug 01, 2025 Q2 2025

First National Trust CO

  • AAPL
  • SPYG
  • SPYV
  • MSFT
  • GLD
  • IEFA
  • NVDA
First National Trust CO's Q2 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 613
Filing on Aug 01, 2025 Q2 2025

Vision Financial Markets LLC

  • QQQ
  • SPY
  • AZO
  • AAPL
  • TBIL
  • JPM
  • HDB
Vision Financial Markets LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 433
Filing on Aug 01, 2025 Q2 2025

Redwood Park Advisors LLC

  • GBIL
  • META
  • TSLA
  • GLD
  • SPY
  • AGG
  • USMV
Redwood Park Advisors LLC's Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 324
Filing on Aug 01, 2025 Q2 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • IAU
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • AMZN
Purkiss Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 180 Billion
Stocks 153
Filing on Aug 01, 2025 Q2 2025

William Allan, LLC

  • AMAT
  • MA
  • AAPL
  • WMT
  • COST
  • MSFT
  • GOOGL
William Allan, LLC's Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 48