Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Cathy Pareto & Associates, Inc

  • AAPL
  • COWZ
  • JPST
  • VB
  • SCHV
  • SCHM
  • VOE
Cathy Pareto & Associates, Inc's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 82
Filing on Apr 10, 2025 Q1 2025

Arrien Investments, Inc.

  • SPAB
  • EFA
  • SPLG
  • QEFA
  • IVV
  • IDU
  • ITA
Arrien Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 33
Filing on Apr 10, 2025 Q1 2025

Floyd Financial Group LLC

  • JCPB
  • SCHX
  • NVDA
  • MSFT
  • RSP
  • OIH
  • XLF
Floyd Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 55
Filing on Apr 10, 2025 Q1 2025

Richard P Slaughter Associates Inc

  • IWY
  • JIRE
  • IWX
  • GSSC
  • AAPL
  • IQLT
  • FTLS
Richard P Slaughter Associates Inc's Q1 2025 Portfolio
Portfolio Value 318 Million
Stocks 127
Filing on Apr 10, 2025 Q1 2025

Quadratic Capital Management LLC

  • SCHP
  • VGLT
Quadratic Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 388 Million
Stocks 2
Filing on Apr 10, 2025 Q1 2025

Brave Asset Management Inc

  • EFV
  • XLK
  • SPY
  • AAPL
  • VOO
  • ZD
  • MSFT
Brave Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 319 Million
Stocks 167
Filing on Apr 10, 2025 Q1 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • BIL
  • BUFR
  • MSFT
  • UPS
  • AAPL
Iams Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 218 Billion
Stocks 157
Filing on Apr 10, 2025 Q1 2025

Lakeshore Capital Group, Inc.

  • IVV
  • QQQ
  • DIA
  • FCOR
  • HDV
  • BAB
  • COST
Lakeshore Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 75
Filing on Apr 10, 2025 Q1 2025

Strategic Planning Group, LLC

  • AAPL
  • AMZN
  • HYDB
  • NVDA
  • MSFT
  • GOOG
  • SCHG
Strategic Planning Group, LLC's Q1 2025 Portfolio
Portfolio Value 511 Billion
Stocks 79
Filing on Apr 10, 2025 Q1 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • COST
  • IJH
  • AMZN
  • PGR
Greenfield Savings Bank's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 145
Filing on Apr 10, 2025 Q1 2025

Ss&H Financial Advisors, Inc.

  • JPM
  • AAPL
  • MSFT
  • NVDA
  • ABBV
  • AMZN
  • PG
Ss&H Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 122
Filing on Apr 10, 2025 Q1 2025

Watershed Private Wealth LLC

  • IVV
  • AGG
  • VUG
  • QUAL
  • EFV
  • DYNF
  • VTV
Watershed Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 111
Filing on Apr 10, 2025 Q1 2025

Cpr Investments Inc.

  • GLD
  • BIL
  • TLT
  • VOO
  • IEI
  • SHY
  • IDU
Cpr Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 62.2 Million
Stocks 37
Filing on Apr 10, 2025 Q1 2025

Contravisory Investment Management, Inc.

  • SPOT
  • NFLX
  • CTAS
  • UBS
  • JPM
  • COST
  • AFL
Contravisory Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 450 Million
Stocks 373
Filing on Apr 10, 2025 Q1 2025

Accel Wealth Management

  • DGRO
  • VNLA
  • SCHG
  • AAPL
  • VTV
  • VTI
  • VDE
Accel Wealth Management's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 256
Filing on Apr 10, 2025 Q1 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • ANGL
  • SVOL
  • INDA
  • EMB
  • AAPL
Peak Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 72
Filing on Apr 10, 2025 Q1 2025

True Wealth Advisors, LLC

  • SPY
  • ACIO
  • DRSK
  • QQQ
  • DBEF
  • SDVY
  • FBND
True Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 208
Filing on Apr 10, 2025 Q1 2025

Mc Alister, Sweet & Associates, Inc.

  • IVV
  • VUG
  • COWZ
  • RSP
  • XLF
  • AAPL
  • BRK-B
Mc Alister, Sweet & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 30