Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Bogart Wealth, LLC

  • XOM
  • VOO
  • ACWI
  • JIRE
  • BND
  • CGDV
  • UITB
Bogart Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 1455
Filing on Jul 29, 2025 Q2 2025

Corda Investment Management, Llc.

  • CME
  • BK
  • AAPL
  • SCHW
  • DE
  • UL
  • AMZN
Corda Investment Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 78
Filing on Jul 29, 2025 Q2 2025

Townsend & Associates, Inc

  • SHV
  • ISTB
  • TLT
  • IUSV
  • HDV
  • EFV
  • NTR
Townsend & Associates, Inc's Q2 2025 Portfolio
Portfolio Value 948 Million
Stocks 112
Filing on Jul 29, 2025 Q2 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • MSFT
  • COST
  • GOOGL
  • GOOG
  • NVDA
  • AMGN
Alan B. Lancz & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 128
Filing on Jul 29, 2025 Q2 2025

Crewe Advisors LLC

  • SPY
  • IJH
  • IEFA
  • BND
  • BRK-A
  • ESGV
  • DBEF
Crewe Advisors LLC's Q2 2025 Portfolio
Portfolio Value 677 Million
Stocks 747
Filing on Jul 29, 2025 Q2 2025

Schnieders Capital Management LLC

  • MSFT
  • AAPL
  • AMZN
  • META
  • QQQ
  • GOOGL
  • NVDA
Schnieders Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 562 Million
Stocks 224
Filing on Jul 29, 2025 Q2 2025

Princeton Global Asset Management LLC

  • MSFT
  • AVGO
  • TSM
  • JPM
  • BX
  • PWR
  • V
Princeton Global Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 755
Filing on Jul 29, 2025 Q2 2025

Salus Financial Advisors, LLC

  • IVV
  • IUSV
  • IEFA
  • FBND
  • FBCG
  • FDEM
  • FCOR
Salus Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 33
Filing on Jul 29, 2025 Q2 2025

Financial Advisors, LLC

  • USMV
  • SCHG
  • SCHV
  • QUAL
  • HAWX
  • IJR
  • ESGU
Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 535 Million
Stocks 78
Filing on Jul 29, 2025 Q2 2025

Lmg Wealth Partners, LLC

  • IVW
  • WMT
  • MSFT
  • AAPL
  • VBR
  • IWP
  • IWO
Lmg Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 487 Billion
Stocks 139
Filing on Jul 29, 2025 Q2 2025

Altus Wealth Group LLC

  • IVV
  • COWZ
  • MOAT
  • SPMO
  • XMHQ
  • IWF
  • MSFT
Altus Wealth Group LLC's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 138
Filing on Jul 29, 2025 Q2 2025

Madison Wealth Partners, Inc

  • IUSG
  • DGRO
  • IUSV
  • IJR
  • DYNF
  • IVV
  • ONEQ
Madison Wealth Partners, Inc's Q2 2025 Portfolio
Portfolio Value 405 Million
Stocks 174
Filing on Jul 29, 2025 Q2 2025

Mcia Inc

  • VUG
  • VTV
  • VEA
  • EQL
  • HTRB
  • VB
  • JEPI
Mcia Inc's Q2 2025 Portfolio
Portfolio Value 518 Million
Stocks 73
Filing on Jul 29, 2025 Q2 2025

Balboa Wealth Partners

  • NVDA
  • TSLA
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • AMD
Balboa Wealth Partners's Q2 2025 Portfolio
Portfolio Value 476 Million
Stocks 378
Filing on Jul 29, 2025 Q2 2025

Liberty Square Wealth Partners LLC

  • VOO
  • SPLG
  • RDVY
  • IQLT
  • AAPL
  • SCHD
  • QQQ
Liberty Square Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 289 Billion
Stocks 147
Filing on Jul 29, 2025 Q2 2025

Birmingham Capital Management CO Inc/Al

  • DE
  • CAT
  • ALL
  • MCD
  • LLY
  • EMR
  • RTX
Birmingham Capital Management CO Inc/Al's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 99
Filing on Jul 29, 2025 Q2 2025

Lb Partners LLC

  • GOGO
  • WOW
  • TIGO
  • COF
  • RELY
  • AXP
  • LPRO
Lb Partners LLC's Q2 2025 Portfolio
Portfolio Value 157 Billion
Stocks 23
Filing on Jul 29, 2025 Q2 2025

Eos Management, L.P.

  • SPY
  • BRK-B
  • META
  • MSFT
  • ORLY
  • BABA
  • AMZN
Eos Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 38