Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2025 Q1 2025

Mc Carthy & Cox

  • JCPB
  • UCON
  • VIG
  • JPIB
  • JAAA
  • GSSC
  • BSCP
Mc Carthy & Cox's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 61
Filing on Apr 14, 2025 Q1 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • DIVO
  • HEGD
  • IXUS
  • BALT
Financial Designs Corp's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 20
Filing on Apr 14, 2025 Q1 2025

First Citizens Bank & Trust CO

  • AGG
  • IWY
  • IWX
  • IWS
  • MUB
  • IWP
  • IEFA
First Citizens Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 5.9 Billion
Stocks 773
Filing on Apr 14, 2025 Q1 2025

Ahl Investment Management, Inc.

  • KO
  • PFFD
  • JPM
  • MSFT
  • AAPL
  • SCHB
  • XOM
Ahl Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 68
Filing on Apr 14, 2025 Q1 2025

Camelot Technology Advisors, Inc.

  • IVV
  • IEFA
  • SPY
  • PHYS
  • XLI
  • QQQ
  • XLE
Camelot Technology Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 53
Filing on Apr 14, 2025 Q1 2025

Priebe Wealth Holdings LLC

  • SPLG
  • ARKW
  • SPYG
  • BRK-B
  • DUSA
  • SPYV
  • SDVY
Priebe Wealth Holdings LLC's Q1 2025 Portfolio
Portfolio Value 160 Billion
Stocks 77
Filing on Apr 14, 2025 Q1 2025

Single Point Partners, LLC

  • IVV
  • IJH
  • AGG
  • IJR
  • IWB
  • MUB
  • VO
Single Point Partners, LLC's Q1 2025 Portfolio
Portfolio Value 426 Million
Stocks 87
Filing on Apr 14, 2025 Q1 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q1 2025 Portfolio
Portfolio Value 271 Billion
Stocks 5
Filing on Apr 14, 2025 Q1 2025

Compass Planning Associates Inc

  • VTV
  • SPY
  • VEU
  • BSV
  • VTI
  • BIV
  • MGV
Compass Planning Associates Inc's Q1 2025 Portfolio
Portfolio Value 98.9 Billion
Stocks 131
Filing on Apr 14, 2025 Q1 2025

Abacus Planning Group, Inc.

  • DSTL
  • VTI
  • VBR
  • STIP
  • VXUS
  • VEA
  • UNP
Abacus Planning Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 552 Million
Stocks 236
Filing on Apr 14, 2025 Q1 2025

Tanglewood Wealth Management, Inc.

  • VTI
  • IEI
  • VEA
  • IAU
  • IEF
  • GLD
  • QQQ
Tanglewood Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 850 Million
Stocks 36
Filing on Apr 14, 2025 Q1 2025

Ironwood Wealth Management, Inc.

  • BKLN
  • JPST
  • PULS
  • IUSV
  • IJR
  • IVV
  • IVE
Ironwood Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 22
Filing on Apr 14, 2025 Q1 2025

Cedar Mountain Advisors, LLC

  • IWD
  • IWF
  • IWP
  • IWS
  • IJR
  • SPSB
  • QQQ
Cedar Mountain Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 435 Million
Stocks 353
Filing on Apr 14, 2025 Q1 2025

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • EMLP
  • SDVY
  • XLF
  • AAPL
  • XLV
Capital Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.94 Billion
Stocks 682
Filing on Apr 14, 2025 Q1 2025

Bcs Wealth Management

  • VOO
  • SCHX
  • BSCP
  • BSCQ
  • SCHF
  • VCSH
  • SPYV
Bcs Wealth Management's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 243
Filing on Apr 14, 2025 Q1 2025

Pillar Financial Advisors, LLC

  • DFAS
  • DFUS
  • DFUV
  • DFIC
  • DFAT
  • DFAR
  • DFSV
Pillar Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 111
Filing on Apr 14, 2025 Q1 2025

Wedge Capital Management L L P

  • AAPL
  • SSNC
  • GDDY
  • CVLT
  • MSFT
  • DOX
  • INTU
Wedge Capital Management L L P's Q1 2025 Portfolio
Portfolio Value 5.04 Billion
Stocks 512
Filing on Apr 14, 2025 Q1 2025

Disciplined Equity Management, Inc.

  • DFUV
  • DFUS
  • DFAT
  • DFAS
  • DFIV
  • MO
  • VZ
Disciplined Equity Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 59