Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Keyvantage Wealth, LLC

  • SCHF
  • VCIT
  • JAVA
  • SCHX
  • JGRO
  • SCHR
  • VCSH
Keyvantage Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 94
Filing on May 07, 2025 Q1 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • IJH
  • SHV
  • IJR
  • IEMG
Kfa Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 114
Filing on May 07, 2025 Q1 2025

Foundations Investment Advisors, LLC

  • IVW
  • IVV
  • SPY
  • IUSB
  • QUAL
  • DYNF
  • IVE
Foundations Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 5.1 Billion
Stocks 1047
Filing on May 07, 2025 Q1 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • NBB
  • EMXC
  • IDV
  • NAD
  • NVDA
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 77
Filing on May 07, 2025 Q1 2025

Woodard & CO Asset Management Group Inc

  • SPTM
  • SPY
  • SPYV
  • VV
  • SPYG
  • IWF
  • VONV
Woodard & CO Asset Management Group Inc 's Q1 2025 Portfolio
Portfolio Value 456 Million
Stocks 143
Filing on May 07, 2025 Q1 2025

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJH
Stephenson & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 39
Filing on May 07, 2025 Q1 2025

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • SPY
  • AAPL
Oxler Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 85
Filing on May 07, 2025 Q1 2025

David R. Rahn & Associates Inc.

  • GOOGL
  • GDX
  • GLD
  • GOOG
  • AAPL
  • AMZN
  • BWX
David R. Rahn & Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 324 Million
Stocks 126
Filing on May 07, 2025 Q1 2025

Agp Franklin, LLC

  • PLTR
  • NVDA
  • AMZN
  • COST
  • QQQM
  • JPM
  • MSFT
Agp Franklin, LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 79
Filing on May 07, 2025 Q1 2025

Schubert & CO

  • FISV
  • AAPL
  • DFAC
  • DHR
  • DFIV
  • DFIC
  • DUHP
Schubert & CO's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 64
Filing on May 07, 2025 Q1 2025

Paradigm, Strategies In Wealth Management, LLC

  • SCHD
  • SCHG
  • JPST
  • IJR
  • HEFA
  • SCHF
  • PG
Paradigm, Strategies In Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 53
Filing on May 07, 2025 Q1 2025

Maridea Wealth Management LLC

  • WBIG
  • WBIL
  • SGOV
  • WBIF
  • QQQ
  • WBIY
  • GLD
Maridea Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 229
Filing on May 07, 2025 Q1 2025

Graham Capital Wealth Management, LLC

  • LNG
  • CI
  • EOG
  • VTOL
  • UDR
  • NVGS
  • IAU
Graham Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 69.6 Million
Stocks 69
Filing on May 07, 2025 Q1 2025

Lazard Freres Gestion S.A.S.

  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • V
  • ACN
  • ZTS
Lazard Freres Gestion S.A.S.'s Q1 2025 Portfolio
Portfolio Value 4.11 Billion
Stocks 103
Filing on May 07, 2025 Q1 2025

Solidarilty Wealth, LLC

  • AAPL
  • ALSN
  • AMZN
  • MSFT
  • BRK-B
  • NRP
  • GOOGL
Solidarilty Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 405 Million
Stocks 89
Filing on May 07, 2025 Q1 2025

Mitchell Sinkler & Starr

  • AAPL
  • MSFT
  • ABT
  • JPM
  • JNJ
  • GOOGL
  • HD
Mitchell Sinkler & Starr's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 152
Filing on May 07, 2025 Q1 2025

Lpl Financial LLC

  • IVV
  • SPY
  • AAPL
  • QQQ
  • VTI
  • MSFT
  • NVDA
Lpl Financial LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 5344
Filing on May 07, 2025 Q1 2025

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • VUG
  • GOOGL
  • XLK
Abbot Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 127