Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Carson Allaria Wealth Management, Ltd.

  • SPYV
  • SPYG
  • DFUS
  • IDEV
  • SLYV
  • DFAS
  • DFUV
Carson Allaria Wealth Management, Ltd.'s Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 368
Filing on Apr 28, 2025 Q1 2025

Klingenstein Fields & CO LP

  • BRK-B
  • AVGO
  • MSFT
  • AAPL
  • LLY
  • PANW
  • AMZN
Klingenstein Fields & CO LP's Q1 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 267
Filing on Apr 28, 2025 Q1 2025

Durante & Waters, LLC

  • IVV
  • ITOT
  • IVE
  • AGG
  • SHY
  • BRK-A
  • VTI
Durante & Waters, LLC's Q1 2025 Portfolio
Portfolio Value 119 Billion
Stocks 30
Filing on Apr 28, 2025 Q1 2025

Great Point Wealth Advisors, LLC

  • AVUS
  • DFAI
  • JPST
  • DFAE
  • BFAM
  • HTRB
  • UCON
Great Point Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 455 Million
Stocks 56
Filing on Apr 28, 2025 Q1 2025

Pictet Bank & Trust LTD

  • AMZN
  • GOOG
  • SPY
  • MA
  • MCD
  • ZTS
  • WM
Pictet Bank & Trust LTD's Q1 2025 Portfolio
Portfolio Value 81.8 Billion
Stocks 36
Filing on Apr 28, 2025 Q1 2025

Lfa Lugano Financial Advisors Sa

  • SPY
  • GLD
  • SDVY
  • SUSB
  • SUSA
  • IGIB
  • CIBR
Lfa Lugano Financial Advisors Sa's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 191
Filing on Apr 28, 2025 Q1 2025

Oregon Pacific Wealth Management, LLC

  • MSFT
  • COWZ
  • FYLD
  • ACIO
  • FTLS
  • SRLN
  • BRK-B
Oregon Pacific Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 130
Filing on Apr 28, 2025 Q1 2025

Harbour Trust & Investment Management CO

  • NVDA
  • AAPL
  • GOOG
  • COST
  • BRK-B
  • JPM
  • MA
Harbour Trust & Investment Management CO's Q1 2025 Portfolio
Portfolio Value 826 Billion
Stocks 287
Filing on Apr 28, 2025 Q1 2025

Redmont Wealth Advisors LLC

  • RSP
  • NOBL
  • PFF
  • VCSH
  • SPY
  • DVY
  • DFAI
Redmont Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 50.2 Million
Stocks 178
Filing on Apr 28, 2025 Q1 2025

Alterna Wealth Management, Inc

  • SHV
  • SHY
  • SLQD
  • SPY
  • QUAL
  • SGOV
  • IBDQ
Alterna Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 109
Filing on Apr 28, 2025 Q1 2025

Ballentine Capital Advisors, Inc

  • DFAC
  • VEA
  • BIV
  • VOO
  • DFEM
  • BNDX
  • DFIS
Ballentine Capital Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 29
Filing on Apr 28, 2025 Q1 2025

Money Design Co.,Ltd.

  • VTV
  • VUG
  • LQD
  • MBB
  • TLT
  • VGK
  • VGSH
Money Design Co.,Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.01 Billion
Stocks 75
Filing on Apr 28, 2025 Q1 2025

Rossby Financial, Lcc

  • ESGU
  • FRDM
  • BIV
  • VDC
  • GRNB
  • SMMD
  • AAPL
Rossby Financial, Lcc's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 1088
Filing on Apr 28, 2025 Q1 2025

Phraction Management LLC

  • AMZN
  • MSFT
  • TMO
  • HON
  • ADI
  • RTX
  • PM
Phraction Management LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 74
Filing on Apr 28, 2025 Q1 2025

Yukon Wealth Management, Inc.

  • DVY
  • AAPL
  • IVV
  • NVDA
  • SCHD
  • VIG
  • MSFT
Yukon Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 241 Billion
Stocks 102
Filing on Apr 28, 2025 Q1 2025

Vermillion Wealth Management, Inc.

  • DFUS
  • BND
  • DFCF
  • BRK-B
  • DFAI
  • DFAS
  • VGT
Vermillion Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 341 Billion
Stocks 1341
Filing on Apr 28, 2025 Q1 2025

Davenport & CO LLC

  • AMZN
  • MKL
  • MSFT
  • BRK-B
  • META
  • AAPL
  • KNSL
Davenport & CO LLC's Q1 2025 Portfolio
Portfolio Value 16.3 Billion
Stocks 1169
Filing on Apr 28, 2025 Q1 2025

Tcp Asset Management, LLC

  • IVV
  • DFAU
  • DIA
  • DFUS
  • QQQ
  • ONEQ
  • FTSM
Tcp Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 410 Million
Stocks 89