Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Brady Martz Wealth Solutions, LLC

  • SCHV
  • SCHD
  • SCHG
  • ITOT
  • SCHF
  • IDOG
  • HYMB
Brady Martz Wealth Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 139
Filing on Apr 21, 2025 Q1 2025

E Rn Financial, LLC

  • RWL
  • VOOG
  • SPYG
  • SPYV
  • SPDW
  • VEA
  • MDYV
E Rn Financial, LLC's Q1 2025 Portfolio
Portfolio Value 620 Million
Stocks 180
Filing on Apr 21, 2025 Q1 2025

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • JMEE
  • SPAB
  • JEPI
  • IVV
Advisory Resource Group's Q1 2025 Portfolio
Portfolio Value 410 Million
Stocks 162
Filing on Apr 21, 2025 Q1 2025

Autumn Glory Partners, LLC

  • VOO
  • OKE
  • MSFT
  • BRK-B
  • DGRO
  • SPY
  • UL
Autumn Glory Partners, LLC's Q1 2025 Portfolio
Portfolio Value 203 Million
Stocks 214
Filing on Apr 21, 2025 Q1 2025

Bay Colony Advisory Group, Inc D

  • CGDV
  • VTI
  • AAPL
  • AMZN
  • IVV
  • BRK-B
  • MSFT
Bay Colony Advisory Group, Inc D's Q1 2025 Portfolio
Portfolio Value 631 Million
Stocks 443
Filing on Apr 21, 2025 Q1 2025

Compass Capital Corp /Ma/ /Adv

  • AAPL
  • MSFT
  • VOOG
  • AMZN
  • SPY
  • BUCK
  • NVDA
Compass Capital Corp /Ma/ /Adv's Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 186
Filing on Apr 21, 2025 Q1 2025

Matthew Goff Investment Advisor, LLC

  • BRK-B
  • MSFT
  • V
  • BK
  • IBDQ
  • BAC
  • RSP
Matthew Goff Investment Advisor, LLC's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 104
Filing on Apr 21, 2025 Q1 2025

Strategic Point Investment Advisors, LLC

  • SPY
  • IEI
  • IVV
  • IVE
  • ITOT
  • IWF
  • IAU
Strategic Point Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 600 Million
Stocks 35
Filing on Apr 21, 2025 Q1 2025

Norris Perne & French LLP

  • MSFT
  • GOOGL
  • BRK-B
  • V
  • AMZN
  • IVV
  • LNG
Norris Perne & French LLP's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 143
Filing on Apr 21, 2025 Q1 2025

Hcr Wealth Advisors

  • AAPL
  • VYM
  • VUG
  • IJR
  • NVDA
  • IVV
  • MSFT
Hcr Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 759 Million
Stocks 230
Filing on Apr 21, 2025 Q1 2025

Townsend Asset Management Corp

  • QQQ
  • DGRW
  • AMZN
  • QCOM
  • V
  • JPM
  • WAB
Townsend Asset Management Corp 's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 174
Filing on Apr 21, 2025 Q1 2025

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • BIL
  • LQD
  • JEPI
  • MLPX
  • AOK
Curran Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 100
Filing on Apr 21, 2025 Q1 2025

Bricktown Capital, LLC

  • IVV
  • BND
  • USHY
  • ACWI
  • AGG
  • IWV
  • SPLG
Bricktown Capital, LLC's Q1 2025 Portfolio
Portfolio Value 534 Billion
Stocks 26
Filing on Apr 21, 2025 Q1 2025

Gfs Advisors, LLC

  • DIS
  • VWO
  • BABA
  • ACWI
  • EWJ
  • NU
  • SHV
Gfs Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 122
Filing on Apr 21, 2025 Q1 2025

United Advisor Group, LLC

  • QQQM
  • AAPL
  • NVDA
  • DGRW
  • ACIO
  • AMZN
  • RDVY
United Advisor Group, LLC's Q1 2025 Portfolio
Portfolio Value 455 Million
Stocks 346
Filing on Apr 21, 2025 Q1 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 4
Filing on Apr 21, 2025 Q1 2025

Ttp Investments, Inc.

  • MOAT
  • SSO
  • AAPL
  • NVDA
  • SPDN
  • META
  • SPG
Ttp Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 37
Filing on Apr 21, 2025 Q1 2025

Kempner Capital Management Inc.

  • MU
  • TSM
  • BSM
  • SHEL
  • DIS
  • XOM
  • MRK
Kempner Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 49