Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Kingswood Wealth Advisors, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
Kingswood Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.62 Trillion
Stocks 766
Filing on Apr 21, 2025 Q1 2025

Helios Capital Management Pte. LTD

  • GLD
  • HDB
  • IBN
  • BABA
  • UBS
  • LLY
  • DIS
Helios Capital Management Pte. LTD's Q1 2025 Portfolio
Portfolio Value 55.1 Million
Stocks 25
Filing on Apr 21, 2025 Q1 2025

Liquid Strategies, LLC

  • VOO
  • AGG
  • VCSH
  • MUB
  • IEF
  • IEFA
  • IJR
Liquid Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 531 Million
Stocks 14
Filing on Apr 21, 2025 Q1 2025

Ayalon Insurance Comp Ltd.

  • ACWI
  • XLK
  • XLV
  • XLC
  • XLF
  • VFH
  • SPY
Ayalon Insurance Comp Ltd.'s Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 59
Filing on Apr 21, 2025 Q1 2025

Accelerate Investment Advisors LLC

  • SPLG
  • AGG
  • IDEV
  • FBND
  • VO
  • IVV
  • AAPL
Accelerate Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 119 Billion
Stocks 115
Filing on Apr 21, 2025 Q1 2025

Essex Savings Bank

  • AAPL
  • CVX
  • XOM
  • ADP
  • BRK-A
  • JNJ
  • MSFT
Essex Savings Bank's Q1 2025 Portfolio
Portfolio Value 400 Million
Stocks 545
Filing on Apr 18, 2025 Q1 2025

Mn Wealth Advisors, LLC

  • BBUS
  • JGRO
  • JAVA
  • AVUS
  • JIRE
  • JCPB
  • BBIN
Mn Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 106
Filing on Apr 18, 2025 Q1 2025

Hoge Financial Services, LLC

  • IWB
  • BIV
  • VT
  • VTV
  • EFA
  • VB
  • FLOT
Hoge Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 57
Filing on Apr 18, 2025 Q1 2025

Pegasus Asset Management, Inc.

  • SCHB
  • AAPL
  • MSFT
  • META
  • MA
  • GOOG
  • PH
Pegasus Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 64
Filing on Apr 18, 2025 Q1 2025

Newton One Investments LLC

  • BND
  • VCIT
  • VUG
  • VEU
  • IVV
  • IJH
  • VTEB
Newton One Investments LLC's Q1 2025 Portfolio
Portfolio Value 280 Million
Stocks 118
Filing on Apr 18, 2025 Q1 2025

Puzo Michael J

  • AAPL
  • MA
  • MSFT
  • GOOGL
  • ADP
  • NVDA
  • ABT
Puzo Michael J's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 322
Filing on Apr 18, 2025 Q1 2025

S. R. Schill & Associates

  • IEFA
  • USRT
  • VTWO
  • SPLG
  • SPTI
  • SPTS
  • VGLT
S. R. Schill & Associates's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 29
Filing on Apr 18, 2025 Q1 2025

Roman Butler Fullerton & CO

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • MA
  • LLY
  • VIG
Roman Butler Fullerton & CO's Q1 2025 Portfolio
Portfolio Value 261 Million
Stocks 221
Filing on Apr 18, 2025 Q1 2025

Broderick Brian C

  • AAPL
  • NVDA
  • GOOGL
  • MA
  • MSFT
  • ADP
  • PG
Broderick Brian C's Q1 2025 Portfolio
Portfolio Value 446 Million
Stocks 335
Filing on Apr 18, 2025 Q1 2025

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • CHD
  • WSO
  • ROL
  • DE
Crown Oak Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 22
Filing on Apr 18, 2025 Q1 2025

Jp Wealth Management, Inc.

  • DFAC
  • QQQM
  • STEW
  • QQEW
  • TSI
  • QQQ
  • IAU
Jp Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 16
Filing on Apr 18, 2025 Q1 2025

Financial Partners Group, LLC

  • BRK-B
  • GOOGL
  • JPM
  • MSFT
  • PANW
  • ECL
  • UPS
Financial Partners Group, LLC's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 81
Filing on Apr 18, 2025 Q1 2025

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • JPM
  • ETN
  • PANW
  • GS
  • IBM
Wells Trecaso Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 114