Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Bremer Bank National Association

  • SPY
  • AGG
  • ACWI
  • AAPL
  • NVDA
  • IVV
  • IWM
Bremer Bank National Association's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 312
Filing on Apr 10, 2025 Q1 2025

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • VWO
  • VEA
  • JPST
  • DFAT
  • DFAR
Crestmont Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 77
Filing on Apr 10, 2025 Q1 2025

Garrett Investment Advisors LLC

  • JCPB
  • SPYV
  • SPYG
  • SPDW
  • AVDE
  • VTI
  • JMBS
Garrett Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 926 Million
Stocks 289
Filing on Apr 10, 2025 Q1 2025

Silverberg Bernstein Capital Management LLC

  • HLIT
  • PTC
  • MTSI
  • SPGI
  • DMRC
  • PDFS
  • TXN
Silverberg Bernstein Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 62
Filing on Apr 10, 2025 Q1 2025

Unigestion Holding Sa

  • AAPL
  • CSCO
  • MA
  • MSFT
  • V
  • MMC
  • ADP
Unigestion Holding Sa's Q1 2025 Portfolio
Portfolio Value 1.68 Billion
Stocks 370
Filing on Apr 10, 2025 Q1 2025

First Financial Corp

  • THFF
  • VOO
  • VGT
  • VEA
  • MSFT
  • AAPL
  • VO
First Financial Corp 's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 455
Filing on Apr 10, 2025 Q1 2025

Romano Brothers And Company

  • ABBV
  • AAPL
  • VOO
  • CACI
  • VIG
  • SPY
  • AVGO
Romano Brothers And Company's Q1 2025 Portfolio
Portfolio Value 757 Million
Stocks 301
Filing on Apr 10, 2025 Q1 2025

Trinity Street Asset Management LLP

  • HDB
  • RYAAY
  • TSM
  • ICLR
  • MSFT
  • GOOGL
  • CI
Trinity Street Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 984 Million
Stocks 16
Filing on Apr 10, 2025 Q1 2025

Armstrong Advisory Group, Inc

  • IVV
  • BND
  • IEF
  • VGT
  • SCHK
  • SPLG
  • IEI
Armstrong Advisory Group, Inc's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 880
Filing on Apr 10, 2025 Q1 2025

Rialto Wealth Management, LLC

  • SPTM
  • VOO
  • IEFA
  • VEA
  • BND
  • VCSH
  • VONE
Rialto Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 994
Filing on Apr 09, 2025 Q1 2025

Twele Capital Management, Inc.

  • IVV
  • VOO
  • BND
  • IEF
  • AGG
  • VYM
  • IEFA
Twele Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 470 Million
Stocks 39
Filing on Apr 09, 2025 Q1 2025

Marshall & Sullivan Inc

  • IWM
  • MSFT
  • MA
  • VWO
  • SYK
  • LLY
  • GOOGL
Marshall & Sullivan Inc 's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 42
Filing on Apr 09, 2025 Q1 2025

Juncture Wealth Strategies, LLC

  • VV
  • DFUV
  • SCHB
  • DFAT
  • SCHD
  • SPYV
  • AGG
Juncture Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 122
Filing on Apr 09, 2025 Q1 2025

Smith Anglin Financial, LLC

  • VUG
  • DGRO
  • AVUS
  • EYLD
  • FYLD
  • TLH
  • WCBR
Smith Anglin Financial, LLC's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 214
Filing on Apr 09, 2025 Q1 2025

Whipplewood Advisors, LLC

  • JAAA
  • VEA
  • AAPL
  • JEPI
  • VIG
  • MSFT
  • VT
Whipplewood Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 2067
Filing on Apr 09, 2025 Q1 2025

Spring Capital Management, LLC

  • AAPL
  • BRO
  • ETN
  • DE
  • QCOM
  • ORCL
  • V
Spring Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 50
Filing on Apr 09, 2025 Q1 2025

Ewg Elevate Inc.

  • GLD
  • SPY
  • SCHF
  • VFH
  • LMBS
  • SCHG
  • SCHV
Ewg Elevate Inc.'s Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 121
Filing on Apr 09, 2025 Q1 2025

Mkd Wealth Coaches, LLC

  • IVV
  • IJH
  • AGG
  • IWB
  • IJR
  • DBMF
  • MUB
Mkd Wealth Coaches, LLC's Q1 2025 Portfolio
Portfolio Value 88.4 Billion
Stocks 25