Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Silverleafe Capital Partners, LLC

  • WEST
  • BRK-A
  • QQQ
  • FDX
  • AGG
  • IVV
  • AAPL
Silverleafe Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 88
Filing on Apr 21, 2025 Q1 2025

Fox Financial, Inc

  • DLN
  • SPTM
  • SMLF
  • QQQ
  • IWR
  • XLK
  • OMFL
Fox Financial, Inc's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 13
Filing on Apr 21, 2025 Q1 2025

Luken Investment Analytics, LLC

  • SPLG
  • QQQM
  • RDVI
  • QQQ
  • SPY
  • RSP
  • IVV
Luken Investment Analytics, LLC's Q1 2025 Portfolio
Portfolio Value 214 Billion
Stocks 148
Filing on Apr 21, 2025 Q1 2025

Bigelow Investment Advisors, LLC

  • IVV
  • SPY
  • VIG
  • IAU
  • AAPL
  • IJH
  • IJR
Bigelow Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 210 Million
Stocks 146
Filing on Apr 21, 2025 Q1 2025

Mc Hugh Group, LLC

  • SPY
  • BRK-B
  • NVDA
  • MSFT
  • V
  • AAPL
  • MA
Mc Hugh Group, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 66
Filing on Apr 21, 2025 Q1 2025

Johnson Investment Counsel Inc

  • IVV
  • AAPL
  • IWB
  • PG
  • MSFT
  • IWR
  • CINF
Johnson Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 10.2 Billion
Stocks 805
Filing on Apr 21, 2025 Q1 2025

Beacon Capital Management, LLC

  • SPY
  • VTI
  • QQQ
  • MGK
  • VUG
  • DIA
  • VOOV
Beacon Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 609 Million
Stocks 1134
Filing on Apr 21, 2025 Q1 2025

Green Square Capital Advisors LLC

  • VOO
  • QQQ
  • NVDA
  • DIA
  • DSTL
  • GOOGL
  • IVV
Green Square Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 652 Million
Stocks 170
Filing on Apr 21, 2025 Q1 2025

Davidson Capital Management Inc.

  • VCIT
  • SPHQ
  • XMMO
  • RSP
  • QQQ
  • VCLT
  • VIOO
Davidson Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 83
Filing on Apr 21, 2025 Q1 2025

Community Bank, N.A.

  • AAPL
  • IEFA
  • IVV
  • IBM
  • MSFT
  • JPM
  • VTI
Community Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 734 Million
Stocks 574
Filing on Apr 21, 2025 Q4 2024

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • DIVO
  • ISTB
  • DFNM
  • IEMG
Mbl Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 932 Million
Stocks 255
Filing on Apr 21, 2025 Q1 2025

Grandview Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • SPY
  • QQQ
  • VYM
  • BRK-B
Grandview Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 123
Filing on Apr 21, 2025 Q1 2025

Psi Advisors, LLC

  • SPLG
  • QQQ
  • JEPQ
  • KNG
  • COWZ
  • BUFR
  • DGRO
Psi Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 304 Million
Stocks 900
Filing on Apr 21, 2025 Q1 2025

Builder Investment Group Inc /Adv

  • NVDA
  • LLY
  • DFAS
  • DFAI
  • MSFT
  • FISV
  • V
Builder Investment Group Inc /Adv's Q1 2025 Portfolio
Portfolio Value 352 Billion
Stocks 98
Filing on Apr 21, 2025 Q1 2025

Aspiriant, LLC

  • IVV
  • IUSV
  • VBR
  • ACWV
  • VTEB
  • VIG
  • VOO
Aspiriant, LLC's Q1 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 288
Filing on Apr 21, 2025 Q1 2025

Ldr Capital Management LLC

  • AMT
  • REXR
  • EQIX
  • VICI
  • ELS
  • CHCT
  • VRE
Ldr Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 47.9 Million
Stocks 29
Filing on Apr 21, 2025 Q1 2025

State Of Alaska, Department Of Revenue

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
State Of Alaska, Department Of Revenue's Q1 2025 Portfolio
Portfolio Value 8.82 Billion
Stocks 2116
Filing on Apr 21, 2025 Q1 2025

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • COST
  • QQQ
  • BRK-B
  • NVDA
  • AMZN
Kiley Juergens Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 362 Million
Stocks 73