Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Ignite Planners, LLC

  • AAPL
  • SCHG
  • BUFR
  • NVDA
  • MSFT
  • BRK-B
  • AMZN
Ignite Planners, LLC's Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 329
Filing on May 05, 2025 Q1 2025

Pfg Advisors

  • AAPL
  • QQQ
  • VUG
  • MSFT
  • VTI
  • VOO
  • VIG
Pfg Advisors's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 695
Filing on May 05, 2025 Q1 2025

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • HSUN
  • ROUS
  • AAPL
Hartford Funds Management CO LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 99
Filing on May 05, 2025 Q1 2025

Flynn Zito Capital Management, LLC

  • PRF
  • HFXI
  • AAPL
  • FLQM
  • IWF
  • SPLG
  • MSFT
Flynn Zito Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 126
Filing on May 05, 2025 Q1 2025

Nelson Capital Management, LLC

  • NVDA
  • MSFT
  • IGSB
  • VEA
  • SPTS
  • AAPL
  • VB
Nelson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 101
Filing on May 05, 2025 Q1 2025

Oakwell Private Wealth Management, LLC

  • VTI
  • VEA
  • DFEM
  • IJR
  • AVUV
  • ITOT
  • VCIT
Oakwell Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 362 Million
Stocks 68
Filing on May 05, 2025 Q1 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • SCHX
  • ARKK
  • JPST
  • SCHA
  • SPY
  • IVW
Ascension Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 36
Filing on May 05, 2025 Q1 2025

Four Tree Island Advisory LLC

  • EQH
  • JXN
  • MLI
  • WLFC
  • AER
  • AMAT
  • AB
Four Tree Island Advisory LLC's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 21
Filing on May 05, 2025 Q1 2025

Financial Sense Advisors, Inc.

  • VOO
  • PAAS
  • TSLA
  • HESM
  • GOOG
  • NEM
  • NWL
Financial Sense Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 114
Filing on May 05, 2025 Q1 2025

Riverpoint Wealth Management Holdings, LLC

  • GSLC
  • SCHF
  • VEA
  • VO
  • FNDA
  • IVV
  • FBND
Riverpoint Wealth Management Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 54
Filing on May 05, 2025 Q1 2025

Greenwood Gearhart Inc

  • VOO
  • SCHX
  • IGIB
  • IGSB
  • JPST
  • AAPL
  • VXUS
Greenwood Gearhart Inc's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 106
Filing on May 05, 2025 Q1 2025

Babb Wealth Advisors LLC

  • DFAX
  • DFAC
  • DFAT
  • DFUS
  • DFCF
  • DFSD
  • GBCI
Babb Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 19
Filing on May 05, 2025 Q1 2025

Garner Asset Management Corp

  • BRK-B
  • QQQ
  • AAPL
  • RMR
  • NVDA
  • VTI
  • AMZN
Garner Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 155
Filing on May 05, 2025 Q1 2025

Kennondale Capital Management LLC

  • BRK-B
  • IBKR
  • MPC
  • MKL
  • COF
  • TROW
  • MMM
Kennondale Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 81
Filing on May 05, 2025 Q1 2025

Highlander Partners, L.P.

  • VRT
  • BX
  • AMZN
  • YMM
  • BABA
  • TCBI
  • WSC
Highlander Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 48
Filing on May 05, 2025 Q1 2025

Leading Securities CO LTD

  • FINV
  • DADA
  • ATAT
Leading Securities CO LTD's Q1 2025 Portfolio
Portfolio Value 16.6 Billion
Stocks 4
Filing on May 05, 2025 Q1 2025

Y Intercept (Hong Kong) LTD

  • NVO
  • GOOG
  • MRVL
  • DECK
  • NOW
  • BX
  • GOOGL
Y Intercept (Hong Kong) LTD's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1142
Filing on May 05, 2025 Q1 2025

Lauterbach Financial Advisors, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFUV
  • DFIV
  • JPM
  • DFUS
Lauterbach Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 73