Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Consolidated Investment Group LLC

  • QQQ
  • SPY
  • RSP
  • IWR
  • IWM
  • AVGO
  • PANW
Consolidated Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 68
Filing on Apr 22, 2025 Q1 2025

Guyasuta Investment Advisors Inc

  • MSFT
  • RSG
  • MA
  • BRK-B
  • GOOG
  • VST
  • TMO
Guyasuta Investment Advisors Inc's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 250
Filing on Apr 22, 2025 Q1 2025

North Point Portfolio Managers Corp

  • V
  • APH
  • COST
  • AJG
  • AMZN
  • ACN
  • HD
North Point Portfolio Managers Corp's Q1 2025 Portfolio
Portfolio Value 531 Million
Stocks 71
Filing on Apr 22, 2025 Q1 2025

Center For Financial Planning, Inc.

  • VOO
  • AGG
  • IEFA
  • VBR
  • VB
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 700
Filing on Apr 22, 2025 Q1 2025

Gpwm LLC

  • BND
  • VEA
  • VTEB
  • VV
  • VTIP
  • BNDX
  • VB
Gpwm LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 20
Filing on Apr 22, 2025 Q1 2025

Portfolio Strategies, Inc.

  • MGK
  • IXN
  • IWY
  • IYW
  • SMH
  • QQQ
  • FTEC
Portfolio Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 643 Million
Stocks 47
Filing on Apr 22, 2025 Q1 2025

Tandem Capital Management Corp

  • MSFT
  • GE
  • GOOGL
  • SYK
  • META
  • BSX
  • AAPL
Tandem Capital Management Corp 's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 113
Filing on Apr 22, 2025 Q1 2025

Harvey Investment CO LLC

  • ORLY
  • BRK-B
  • TJX
  • FAST
  • VRSK
  • JNJ
  • ABT
Harvey Investment CO LLC's Q1 2025 Portfolio
Portfolio Value 901 Million
Stocks 102
Filing on Apr 22, 2025 Q1 2025

Oxen Free Capital LLC

  • STRV
  • STXG
  • STXD
  • STXK
  • IQLT
  • IMCG
  • HYG
Oxen Free Capital LLC's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 42
Filing on Apr 22, 2025 Q1 2025

Mad River Investors

  • TPL
  • GBTC
  • HE
  • WPM
  • MSB
  • PBT
  • FNV
Mad River Investors's Q1 2025 Portfolio
Portfolio Value 211 Million
Stocks 24
Filing on Apr 22, 2025 Q1 2025

Synergy Asset Management, LLC

  • MSFT
  • BIL
  • SGOV
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 776 Million
Stocks 1037
Filing on Apr 22, 2025 Q1 2025

Minich Mac Gregor Wealth Management, LLC

  • MINT
  • IYF
  • SCHG
  • SCHD
  • MOAT
  • IYC
  • HYGH
Minich Mac Gregor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 419 Million
Stocks 125
Filing on Apr 22, 2025 Q1 2025

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • BLV
  • VCLT
  • DLN
  • IGIB
H&H Retirement Design & Management Inc's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 76
Filing on Apr 22, 2025 Q1 2025

Envision Financial LLC

  • VOO
  • FNDX
  • SCHX
  • SCHF
  • USFR
  • UITB
  • VO
Envision Financial LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 40
Filing on Apr 22, 2025 Q1 2025

Altrius Capital Management Inc

  • BTI
  • ABEV
  • TTE
  • BBVA
  • BP
  • SNY
  • NVS
Altrius Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 401 Million
Stocks 86
Filing on Apr 22, 2025 Q1 2025

Hillcrest Wealth Advisors Ny, LLC

  • VOO
  • IWM
  • VEA
  • VEU
  • IWN
  • SPY
  • IWO
Hillcrest Wealth Advisors Ny, LLC's Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 48
Filing on Apr 22, 2025 Q1 2025

Buck Wealth Strategies, LLC

  • IVV
  • AGG
  • BOND
  • VO
  • AAPL
  • VNLA
  • TIP
Buck Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 529 Million
Stocks 124
Filing on Apr 22, 2025 Q1 2025

Crews Bank & Trust

  • SPLG
  • SLQD
  • VYM
  • VIG
  • SPSM
  • VUG
  • SPMD
Crews Bank & Trust's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 609