Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 21, 2025
Q1 2025
Hartford Financial Management Inc.
- JCPB
- MSFT
- JMUB
- AAPL
- COST
- JPM
- LLY
Filing on Apr 21, 2025
Q1 2025
Org Wealth Partners, LLC
- BRK-A
- BRK-B
- ET
- XOM
- ABT
- AAPL
- JPST
Filing on Apr 21, 2025
Q1 2025
Trivant Custom Portfolio Group, LLC
- AAPL
- USIG
- NVDA
- MSFT
- MBSD
- STIP
- AMZN
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- AMZN
- XLF
- USIG
Filing on Apr 21, 2025
Q1 2025
Matthews International Capital Management LLC
- PDD
- SE
- YMM
- LEGN
- TCOM
- YUMC
- BEKE
Filing on Apr 21, 2025
Q1 2025
Heartwood Wealth Advisors LLC
- VV
- VB
- VEA
- SCHE
- GDXJ
- VONE
- VO
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Janney Capital Management LLC
- IEFA
- XLC
- MSFT
- XLK
- TOTL
- JPM
- C
Filing on Apr 21, 2025
Q1 2025
Montz Harcus Wealth Management LLC
- SPLG
- SPY
- PRF
- SPMD
- IEFA
- MDY
- SPSM
Filing on Apr 21, 2025
Q1 2025
Boston Premier Wealth LLC
- VTI
- QQQ
- FVD
- IJH
- AVLV
- IJR
- RSP
Filing on Apr 21, 2025
Q1 2025
West Hill Financial Advisors, Inc.
- VOO
- VONG
- VONV
- VEA
- FBND
- SCHR
- VWO
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Filing on Apr 21, 2025
Q1 2025
Harrell Investment Partners, LLC
- AAPL
- AVGO
- JPM
- MSFT
- MSI
- XLK
- XLV
Filing on Apr 21, 2025
Q1 2025
Catalina Capital Group, LLC
- USFR
- AAPL
- IVV
- DGRW
- NVDA
- JPST
- MSFT
Filing on Apr 21, 2025
Q1 2025
Rolek Wealth Management LLC
- VUG
- VOO
- VTI
- VGT
- ITOT
- MSFT
- MGK
Filing on Apr 21, 2025
Q1 2025
Guided Capital Wealth Management, LLC
- USFR
- QUAL
- RDVY
- DEED
- FXR
- IWM
- JGRO