Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • VUG
  • CWI
  • MDY
  • AAPL
Wealth Alliance Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 196
Filing on Apr 10, 2025 Q1 2025

Tru Wealth Advisors, LLC

  • VTI
  • JAAA
  • BSCS
  • FBND
  • IWF
  • BSCU
  • AVUV
Tru Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 158
Filing on Apr 10, 2025 Q1 2025

Brand Asset Management Group, Inc.

  • IEMG
  • IJH
  • SCZ
  • VO
  • VONG
  • IWF
  • SCHF
Brand Asset Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 89
Filing on Apr 10, 2025 Q1 2025

Teamwork Financial Advisors, LLC

  • AAPL
  • JEPI
  • AMZN
  • JEPQ
  • NVDA
  • COWZ
  • TSLA
Teamwork Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 173
Filing on Apr 10, 2025 Q1 2025

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • RSP
  • IJR
  • EEM
  • JHPI
  • EWJ
Granite Bay Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 72
Filing on Apr 10, 2025 Q1 2025

Veracity Capital LLC

  • IUSV
  • IUSG
  • VO
  • AAPL
  • SPY
  • MSFT
  • AMZN
Veracity Capital LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 226
Filing on Apr 10, 2025 Q1 2025

Platt Investment Counsel, LLC

  • ESGV
  • QQQ
  • IJH
  • VCSH
  • IWM
  • BLV
  • TSLA
Platt Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 10
Filing on Apr 10, 2025 Q1 2025

Sendero Wealth Management, LLC

  • VTI
  • ITOT
  • GNR
  • GOOGL
  • AMZN
  • NVDA
  • MSFT
Sendero Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 278
Filing on Apr 10, 2025 Q1 2025

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • SHYG
  • SGOV
  • VTV
  • VIG
  • VGIT
Financial Advisory Partners, LLC's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 64
Filing on Apr 10, 2025 Q1 2025

Freedom Financial Partners LLC

  • AVUS
  • VOO
  • AVDE
  • CGXU
  • AAPL
  • VO
  • RLY
Freedom Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 215 Billion
Stocks 76
Filing on Apr 10, 2025 Q1 2025

Ifs Advisors, LLC

  • IVV
  • SGOV
  • DGRO
  • VGT
  • IJH
  • SCHA
  • IJR
Ifs Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 199
Filing on Apr 10, 2025 Q1 2025

Nixon Peabody Trust CO

  • IDEV
  • AVLV
  • MSFT
  • AAPL
  • IWB
  • MSA
  • NVDA
Nixon Peabody Trust CO's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 153
Filing on Apr 10, 2025 Q1 2025

Financial Management Professionals, Inc.

  • GSLC
  • DFAI
  • SCHG
  • JHMM
  • SCHX
  • GSIE
  • BND
Financial Management Professionals, Inc.'s Q1 2025 Portfolio
Portfolio Value 765 Million
Stocks 996
Filing on Apr 10, 2025 Q1 2025

Firethorn Wealth Partners, LLC

  • DFAC
  • JAAA
  • IVV
  • SPLG
  • DFAU
  • QUAL
  • IVW
Firethorn Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 172
Filing on Apr 10, 2025 Q1 2025

Northside Capital Management, LLC

  • META
  • DVY
  • TXN
  • EOG
  • MBB
  • VYM
  • LLY
Northside Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 615 Million
Stocks 129
Filing on Apr 10, 2025 Q1 2025

Alpha Wealth Funds, LLC

  • SGOV
  • SPY
  • LQD
  • MDY
  • ET
  • IJR
  • IXUS
Alpha Wealth Funds, LLC's Q1 2025 Portfolio
Portfolio Value 99 Billion
Stocks 38
Filing on Apr 10, 2025 Q1 2025

Benin Management Corp

  • SPY
  • AAPL
  • MSFT
  • V
  • QQQ
  • DIA
  • PEP
Benin Management Corp's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 127
Filing on Apr 10, 2025 Q1 2025

Smi Advisory Services, LLC

  • BSCP
  • GLD
  • BIV
  • IWD
  • IVV
  • VXF
  • SCHO
Smi Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 55