Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 06, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Orin Green Financial, LLC
- IVV
- CMF
- VEA
- IJH
- QCOM
- MUB
- EFA
Filing on May 06, 2025
Q1 2025
Tempus Wealth Planning, LLC
- GE
- NVDA
- MSFT
- SCHZ
- CGDV
- AAPL
- QQQ
Filing on May 06, 2025
Q1 2025
Avantax Advisory Services, Inc.
- IVV
- VONG
- AGG
- SCHD
- VTV
- IEFA
- AAPL
Filing on May 06, 2025
Q1 2025
John G Ullman & Associates Inc
- EMR
- GLW
- OGE
- TSM
- CSCO
- IBM
- NVS
Filing on May 06, 2025
Q1 2025
Cetera Investment Advisers
- IVV
- AAPL
- QQQ
- NVDA
- MSFT
- VOO
- SPY
Filing on May 06, 2025
Q1 2025
Westover Capital Advisors, LLC
- AAPL
- NVDA
- GLD
- GOOGL
- MSFT
- AMZN
- JPM
Filing on May 06, 2025
Q1 2025
My Wealth Management Inc.
- TLT
- IEF
- IVV
- PTLC
- SPTS
- SHM
- QDPL
Filing on May 06, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025
Norwood Investment Partners, LP
- DRVN
- APG
- ALIT
- GFL
- PAR
- EEFT
- DSGR
Filing on May 06, 2025
Q1 2025
Financial & Tax Architects, LLC
- SPY
- BCI
- EFA
- IEF
- USRT
- AGG
- FBND
Filing on May 06, 2025
Q1 2025
1492 Capital Management LLC
- VRNA
- LNTH
- EHC
- IMAX
- CRS
- ZETA
- CPA
Filing on May 06, 2025
Q1 2025
Maryland Capital Advisors Inc.
- IGSB
- VCSH
- AAPL
- VTI
- VTV
- DFAU
- DFNM
Filing on May 06, 2025
Q1 2025
Guardian Wealth Management, Inc.
- AZO
- LLY
- ABBV
- APO
- STRL
- NNI
- VRSN
Filing on May 06, 2025
Q1 2025
Mc Collum Christoferson Group LLC
- COST
- AAPL
- MSFT
- ECL
- V
- HLT
- IT
Filing on May 06, 2025
Q1 2025
Wilkins Investment Counsel Inc
- NEM
- ADP
- IBM
- CB
- PG
- MRK
- CTVA
Filing on May 06, 2025
Q1 2025
Filing on May 06, 2025
Q1 2025