Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • SPTS
  • TIPX
  • BOND
Treasure Coast Financial Planning's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 40
Filing on May 05, 2025 Q1 2025

Peregrine Asset Advisers, Inc.

  • LTH
  • MSFT
  • TLT
  • SPY
  • NVDA
  • AMZN
  • SHW
Peregrine Asset Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 161
Filing on May 05, 2025 Q1 2025

Peterson Wealth Services

  • VUG
  • AAPL
  • NVDA
  • COST
  • JPM
  • AMZN
  • TSLA
Peterson Wealth Services's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 206
Filing on May 05, 2025 Q1 2025

4 Wealth Advisors, Inc.

  • MPRO
  • JEPI
  • VGSH
  • GOVT
  • VCIT
  • AAPL
  • JEPQ
4 Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 125
Filing on May 05, 2025 Q1 2025

Miller Financial Services LLC

  • ETN
  • AAPL
  • IEF
  • AMZN
  • IWM
  • UPS
  • TLT
Miller Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 69.6 Billion
Stocks 97
Filing on May 05, 2025 Q1 2025

William Allan, LLC

  • MA
  • AAPL
  • COST
  • AMAT
  • WMT
  • ADP
  • SBUX
William Allan, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 50
Filing on May 05, 2025 Q1 2025

Wealth Dimensions Group, Ltd.

  • VGSH
  • DFAI
  • PG
  • VONV
  • IVV
  • BSV
  • VYM
Wealth Dimensions Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 161
Filing on May 05, 2025 Q1 2025

Los Angeles Capital Management LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • NFLX
Los Angeles Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 22.3 Billion
Stocks 1078
Filing on May 05, 2025 Q1 2025

Millstone Evans Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • BRK-B
  • DFAC
  • ORCL
  • IMCV
Millstone Evans Group, LLC's Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 797
Filing on May 05, 2025 Q1 2025

Verus Financial Partners, Inc.

  • VTI
  • BND
  • AVSF
  • VXUS
  • VBR
  • AVIG
  • MGC
Verus Financial Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 901 Million
Stocks 104
Filing on May 05, 2025 Q1 2025

Emergence Gp Partners, LLC

  • VEEV
  • DOCS
  • BLND
Emergence Gp Partners, LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 4
Filing on May 05, 2025 Q1 2025

Allianz Asset Management Gmb H

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • META
  • SPLG
Allianz Asset Management Gmb H's Q1 2025 Portfolio
Portfolio Value 70.3 Billion
Stocks 3998
Filing on May 05, 2025 Q1 2025

Arcadia Wealth Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • IWF
  • IWD
  • BNDX
Arcadia Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 63
Filing on May 05, 2025 Q1 2025

Lindbrook Capital, LLC

  • VTI
  • VXUS
  • AAPL
  • GBDC
  • SPY
  • IWF
  • NVDA
Lindbrook Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 2787
Filing on May 05, 2025 Q1 2025

Rocky Mountain Advisers, LLC

  • SCHD
  • JPM
  • UTF
  • SCHB
  • BRK-A
  • BRK-B
  • VOO
Rocky Mountain Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 269
Filing on May 05, 2025 Q1 2025

Souders Financial Advisors

  • CGCP
  • VOO
  • CGDV
  • VXUS
  • CGUS
  • SCHD
  • PG
Souders Financial Advisors's Q1 2025 Portfolio
Portfolio Value 641 Million
Stocks 184
Filing on May 05, 2025 Q1 2025

Parkworth Wealth Management, Inc.

  • AVUS
  • DFAC
  • DFCF
  • BIV
  • AVDE
  • DFIC
  • DFAT
Parkworth Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 1226
Filing on May 05, 2025 Q1 2025

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • SPY
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
Coastwise Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 122