Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Ug Investment Advisers Ltd.

  • BABA
  • QCOM
  • MU
  • BEKE
  • AAPL
  • AMKR
  • VCSH
Ug Investment Advisers Ltd.'s Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 12
Filing on Apr 21, 2025 Q1 2025

Segment Wealth Management, LLC

  • VTI
  • BRK-B
  • BRK-A
  • SPGI
  • QQQ
  • AAPL
  • AVGO
Segment Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 282
Filing on Apr 21, 2025 Q1 2025

Advisor Resource Council

  • SPY
  • SPY
  • AAPL
  • QQQ
  • XLK
  • GLD
  • SPAB
Advisor Resource Council's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 596
Filing on Apr 21, 2025 Q1 2025

Private Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • V
  • AMZN
  • GOOGL
  • BRK-B
Private Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 162
Filing on Apr 21, 2025 Q1 2025

Congress Park Capital LLC

  • JFR
  • ICSH
  • IVV
  • NEA
  • AMZN
  • MELI
  • BRK-B
Congress Park Capital LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 106
Filing on Apr 21, 2025 Q1 2025

Carr Financial Group Corp

  • BND
  • SCHX
  • VIG
  • VTI
  • EMXC
  • IQLT
  • IJH
Carr Financial Group Corp's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 175
Filing on Apr 21, 2025 Q1 2025

Cornerstone Management, Inc.

  • VUG
  • VTV
  • JPST
  • AGG
  • FLRN
  • EFA
  • VTI
Cornerstone Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 534 Billion
Stocks 54
Filing on Apr 21, 2025 Q1 2025

Davies Financial Advisors, Inc.

  • QQQ
  • SFLR
  • SPY
  • AAPL
  • IAU
  • MSFT
  • HYG
Davies Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 65
Filing on Apr 21, 2025 Q1 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFCF
  • DFAI
  • DUHP
  • VNQ
Heritage Wealth Management, Inc./Texas's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 35
Filing on Apr 21, 2025 Q1 2025

Evanson Asset Management, LLC

  • DFAC
  • PHYS
  • AAPL
  • DFAS
  • DFAX
  • DFUS
  • DFAT
Evanson Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 307
Filing on Apr 21, 2025 Q1 2025

Thoma Bravo, L.P.

  • NDAQ
  • SWI
  • MLNK
  • CYBR
  • NABL
Thoma Bravo, L.P.'s Q1 2025 Portfolio
Portfolio Value 5.45 Billion
Stocks 7
Filing on Apr 21, 2025 Q1 2025

Meriwether Wealth & Planning, LLC

  • SCHV
  • SCHG
  • FBND
  • DFAS
  • BSCR
  • BSCQ
  • JPM
Meriwether Wealth & Planning, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 123
Filing on Apr 21, 2025 Q1 2025

Citizens & Northern Corp

  • VONG
  • IGE
  • FREL
  • IEMG
  • IJH
  • SPMD
  • AAPL
Citizens & Northern Corp's Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 118
Filing on Apr 21, 2025 Q1 2025

Cpa Asset Management LLC

  • FBND
  • DFIP
  • DFAE
  • IAU
  • DUHP
  • DFAI
  • BRK-A
Cpa Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 227 Billion
Stocks 84
Filing on Apr 21, 2025 Q1 2025

L.M. Kohn & Company

  • AAPL
  • NVDA
  • GABC
  • AMZN
  • COST
  • SPY
  • MSFT
L.M. Kohn & Company's Q1 2025 Portfolio
Portfolio Value 373 Million
Stocks 275
Filing on Apr 21, 2025 Q1 2025

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • GOOGL
  • LOW
  • V
  • SYK
  • ABT
Brady Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 313 Billion
Stocks 113
Filing on Apr 21, 2025 Q1 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTJ
  • IBTI
  • IBTK
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 135
Filing on Apr 21, 2025 Q1 2025

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • ITOT
Kraft Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 46