Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Steele Capital Management, Inc.

  • IVV
  • FNDX
  • SCHF
  • VOO
  • VEA
  • QQQ
  • VCSH
Steele Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.92 Trillion
Stocks 79
Filing on Apr 16, 2025 Q1 2025

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • BRK-B
  • SPY
  • MSFT
  • LINC
Pullen Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 104
Filing on Apr 16, 2025 Q1 2025

Caldwell Sutter Capital, Inc.

  • AAPL
  • V
  • MSA
  • DGICA
  • KNTK
  • BRK-B
  • MSFT
Caldwell Sutter Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 889
Filing on Apr 16, 2025 Q1 2025

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • COST
  • IWV
  • XOM
  • JPM
  • PGR
Ipswich Investment Management Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 186
Filing on Apr 16, 2025 Q1 2025

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • JNJ
  • V
  • META
Byrne Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 560
Filing on Apr 16, 2025 Q1 2025

Campbell Newman Asset Management Inc

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • V
  • MA
  • AJG
Campbell Newman Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 105
Filing on Apr 16, 2025 Q1 2025

Retirement Financial Solutions, LLC

  • SPLG
  • VO
  • VBR
  • SPSM
  • IEF
  • QQQM
  • EEM
Retirement Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 38
Filing on Apr 16, 2025 Q1 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFAT
  • DFIV
  • DFUV
  • DFUS
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 49
Filing on Apr 16, 2025 Q1 2025

Goldstone Financial Group, LLC

  • VOO
  • BUFR
  • QQQ
  • VTV
  • JQUA
  • IVV
  • VTI
Goldstone Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 661 Billion
Stocks 202
Filing on Apr 16, 2025 Q1 2025

Wealth Enhancement Advisory Services, LLC

  • IVV
  • AAPL
  • AGG
  • MSFT
  • NVDA
  • VWO
  • IMTM
Wealth Enhancement Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 49 Billion
Stocks 2974
Filing on Apr 16, 2025 Q1 2025

Farmers & Merchants Investments Inc

  • IVV
  • VEA
  • NNI
  • IJR
  • MSFT
  • AAPL
  • IJH
Farmers & Merchants Investments Inc's Q1 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 1747
Filing on Apr 16, 2025 Q1 2025

Hmv Wealth Advisors, LLC

  • DFAT
  • AVUV
  • VTI
  • DFAC
  • DFIV
  • AVDV
  • DFEM
Hmv Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 80
Filing on Apr 16, 2025 Q1 2025

Sky Investment Group LLC

  • MSFT
  • NVDA
  • GOOGL
  • ABT
  • PM
  • AXP
  • MA
Sky Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 521 Million
Stocks 137
Filing on Apr 16, 2025 Q1 2025

North Crest Asset Manangement, LLC

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • JPM
  • GOOGL
North Crest Asset Manangement, LLC's Q1 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 592
Filing on Apr 16, 2025 Q1 2025

Hassell Wealth Management, LLC

  • VTI
  • BNDX
  • VCIT
  • VEA
  • DFSV
  • VGIT
  • VCSH
Hassell Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 25
Filing on Apr 16, 2025 Q1 2025

Tobam

  • T
  • CBOE
  • VZ
  • GIS
  • HSY
  • MCK
  • CHD
Tobam's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 251
Filing on Apr 16, 2025 Q1 2025

Aubrey Capital Management LTD

  • MELI
  • SE
  • TCOM
  • GRAB
  • IBN
  • DIDIY
  • MMYT
Aubrey Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 229 Million
Stocks 52
Filing on Apr 16, 2025 Q1 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 226