Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Capital Planning Advisors, LLC
- VEA
- GLDM
- USFR
- SPHQ
- IWF
- XMHQ
- DYNF
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Neos Investment Management LLC
- NVDA
- MSFT
- AAPL
- AMZN
- AVGO
- META
- VTWO
Filing on Nov 07, 2025
Q3 2025
Founders Financial Alliance, LLC
- AAPL
- NVDA
- MSFT
- AMZN
- IVV
- JPM
- PULS
Filing on Nov 07, 2025
Q3 2025
Schwarz Dygos Wheeler Investment Advisors LLC
- BRK-B
- AAPL
- DFAU
- PHYS
- DGRO
- GOOGL
- DVY
Filing on Nov 07, 2025
Q3 2025
Zweig Di Menna Associates LLC
- APP
- AMZN
- AVGO
- TSM
- PWR
- NVDA
- CYBR
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Northwestern Mutual Investment Management Company, LLC
- EFA
- IVV
- IJH
- VOO
- IJR
- LQD
- NVDA
Filing on Nov 07, 2025
Q3 2025
Providence Financial Advisors, LLC
- IVV
- AVLV
- SPY
- JIRE
- FBCG
- IWY
- MSFT
Filing on Nov 07, 2025
Q3 2025
Texas Yale Capital Corp.
- JBL
- CTAS
- EPD
- AAPL
- HD
- BRK-B
- QQQ
Filing on Nov 07, 2025
Q3 2025
Mc Mill Wealth Management
- SPIB
- DFUV
- AVUV
- SPLG
- DFIV
- DFUS
- AVLV
Filing on Nov 07, 2025
Q3 2025
Generation Capital Management LLC
- TBIL
- JAAA
- TFLO
- AAPL
- GOOG
- VOO
- MSFT
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Amica Retiree Medical Trust
- NVDA
- MSFT
- AAPL
- AMZN
- META
- GOOGL
- BRK-B
Filing on Nov 07, 2025
Q3 2025
Amica Mutual Insurance CO
- IXUS
- NVDA
- MSFT
- AAPL
- AMZN
- META
- GOOGL
Filing on Nov 07, 2025
Q3 2025
Phillips Wealth Planners LLC
- VOO
- MSFT
- JPM
- AVGO
- XLK
- ABBV
- WMB
Filing on Nov 07, 2025
Q3 2025
Atticus Wealth Management, LLC
- SPY
- IWF
- HTRB
- SPYV
- AAPL
- SPLV
- MSFT