Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2025 Q1 2025

Moss Adams Wealth Advisors LLC

  • VTI
  • JCPB
  • IJR
  • XLU
  • XLRE
  • BUG
  • XLC
Moss Adams Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 950 Billion
Stocks 367
Filing on Apr 14, 2025 Q1 2025

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • COWZ
  • VGT
  • SLQD
  • BNDX
Wiser Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 49
Filing on Apr 14, 2025 Q1 2025

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • SPYG
  • SPYV
  • MSFT
Courier Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 373
Filing on Apr 14, 2025 Q1 2025

Wela Strategies, Inc.

  • IVV
  • SPTI
  • LQD
  • IEFA
  • BND
  • VNQ
  • VWO
Wela Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 237 Million
Stocks 64
Filing on Apr 14, 2025 Q1 2025

Strategic Wealth Investment Group, LLC

  • BIL
  • AAPL
  • SPTL
  • AMZN
  • MSFT
  • SPTI
  • META
Strategic Wealth Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 54.4 Million
Stocks 47
Filing on Apr 14, 2025 Q1 2025

Wesbanco Bank Inc

  • AAPL
  • AGG
  • MSFT
  • JPM
  • AMZN
  • AVGO
  • GOOGL
Wesbanco Bank Inc's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 1199
Filing on Apr 14, 2025 Q1 2025

Selective Wealth Management, Inc.

  • VOO
  • SGOV
  • WCLD
  • META
  • JEPI
  • SPLG
  • AAPL
Selective Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Million
Stocks 104
Filing on Apr 14, 2025 Q1 2025

New Square Capital LLC

  • VTI
  • VEU
  • SCHX
  • SPLV
  • IGSB
  • PDP
  • IJH
New Square Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 1178
Filing on Apr 14, 2025 Q1 2025

Centricity Wealth Management, LLC

  • VOO
  • JPST
  • EFA
  • IBDT
  • IBDS
  • IVV
  • VOOV
Centricity Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 449
Filing on Apr 14, 2025 Q1 2025

Greystone Financial Group, LLC

  • SHYG
  • BIV
  • BSV
  • BLV
  • AAPL
  • EMB
  • WMT
Greystone Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 539 Million
Stocks 99
Filing on Apr 14, 2025 Q1 2025

Toth Financial Advisory Corp

  • MSFT
  • AAPL
  • SYK
  • QLD
  • V
  • REGL
  • NOBL
Toth Financial Advisory Corp's Q1 2025 Portfolio
Portfolio Value 795 Million
Stocks 712
Filing on Apr 14, 2025 Q1 2025

Baldwin Brothers LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • TIP
  • V
Baldwin Brothers LLC's Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 253
Filing on Apr 14, 2025 Q1 2025

Foundation Resource Management Inc

  • BRK-B
  • XOM
  • CVX
  • TECK
  • AEM
  • NEM
  • COP
Foundation Resource Management Inc's Q1 2025 Portfolio
Portfolio Value 635 Million
Stocks 50
Filing on Apr 14, 2025 Q1 2025

Fenimore Asset Management Inc

  • BRO
  • ROST
  • CDW
  • SYK
  • MKL
  • PGR
  • IEX
Fenimore Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 4.42 Billion
Stocks 91
Filing on Apr 14, 2025 Q1 2025

Shorepath Capital Management LLC

  • BAC
  • GS
  • META
  • AAPL
  • V
  • BRK-B
  • HON
Shorepath Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 23
Filing on Apr 14, 2025 Q1 2025

Vert Asset Management LLC

  • AMT
  • WELL
  • SPG
  • DLR
  • EQIX
  • PLD
  • EXR
Vert Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 45
Filing on Apr 14, 2025 Q1 2025

Outlook Wealth Advisors, LLC

  • BMAR
  • IVV
  • QMAR
  • FMAR
  • HYDB
  • QQQ
  • VTV
Outlook Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 298 Million
Stocks 262
Filing on Apr 14, 2025 Q1 2025

Werlinich Asset Management, LLC

  • NVDA
  • UNP
  • JPM
  • HUBB
  • LMT
  • MSFT
  • BX
Werlinich Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 59