Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

Rochester Wealth Strategies, LLC

  • VTV
  • VUG
  • VWO
  • VEA
  • SPAB
  • IJH
  • IJR
Rochester Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 23
Filing on Apr 25, 2025 Q1 2025

Spinnaker Trust

  • SPLG
  • ESGD
  • XLK
  • SUSA
  • ISTB
  • MMM
  • AAPL
Spinnaker Trust's Q1 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 322
Filing on Apr 25, 2025 Q1 2025

Enzi Wealth

  • JHMM
  • IVV
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Apr 25, 2025 Q1 2025

Cmg Global Holdings, LLC

  • FBND
  • BND
  • QQQ
  • AAPL
  • SPY
  • MDY
  • IWM
Cmg Global Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 86
Filing on Apr 25, 2025 Q1 2025

Intelligence Driven Advisers, LLC

  • DFUS
  • QEFA
  • IWY
  • IUSB
  • SCHR
  • COWZ
  • DYNF
Intelligence Driven Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 515 Million
Stocks 102
Filing on Apr 25, 2025 Q1 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • USFR
  • IEFA
  • SPMD
  • IWM
  • VIG
New Perspectives, Inc's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 38
Filing on Apr 25, 2025 Q1 2025

Yardley Wealth Management LLC

  • DFAU
  • AVDE
  • DFNM
  • FRDM
  • DFIP
  • DFCF
  • DFSD
Yardley Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 40
Filing on Apr 25, 2025 Q1 2025

First Fiduciary Investment Counsel, Inc.

  • JPM
  • MSFT
  • LOW
  • HON
  • GS
  • JNJ
  • NVS
First Fiduciary Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 68
Filing on Apr 25, 2025 Q1 2025

Insight Inv LLC

  • MSFT
  • AAPL
  • COST
  • NFLX
  • BRK-B
  • UNH
  • AMZN
Insight Inv LLC's Q1 2025 Portfolio
Portfolio Value 282 Million
Stocks 133
Filing on Apr 25, 2025 Q1 2025

Peregrine Capital Management LLC

  • AMZN
  • ARES
  • GOOGL
  • NOW
  • NET
  • V
  • CRWD
Peregrine Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 327
Filing on Apr 25, 2025 Q1 2025

Taylor Frigon Capital Management LLC

  • MPWR
  • TW
  • PRCT
  • CVNA
  • PCOR
  • CYBR
  • KRNT
Taylor Frigon Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 90
Filing on Apr 25, 2025 Q1 2025

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • USMV
  • BOND
  • SCHE
  • IAUM
Morgan Rosel Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 351
Filing on Apr 25, 2025 Q1 2025

Powers Capital, LLC

  • VOO
  • XLK
Powers Capital, LLC's Q1 2025 Portfolio
Portfolio Value 184 Billion
Stocks 2
Filing on Apr 25, 2025 Q1 2025

Mid Atlantic Capital Management, Inc.

  • SPY
  • IVV
  • VUG
  • VYM
  • IJR
  • IWF
  • VEA
Mid Atlantic Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 79
Filing on Apr 25, 2025 Q1 2025

Arbor Investment Advisors, LLC

  • IWB
  • PRF
  • VEA
  • TFLO
  • BSV
  • AGG
  • TIP
Arbor Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 734 Million
Stocks 114
Filing on Apr 25, 2025 Q1 2025

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • SPY
  • FNDF
  • MSFT
  • MDYV
  • AAPL
Canandaigua National Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 979 Million
Stocks 304
Filing on Apr 25, 2025 Q1 2025

Red Cedar Investment Management, LLC

  • VONE
  • IWB
  • VTWO
  • IWM
  • IEMG
  • EWJ
  • SCHF
Red Cedar Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 80
Filing on Apr 25, 2025 Q1 2025

Valley National Advisers Inc

  • SCHX
  • AAPL
  • SCHB
  • FBND
  • SCHG
  • MSFT
  • VTV
Valley National Advisers Inc's Q1 2025 Portfolio
Portfolio Value 554 Million
Stocks 970