Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 09, 2025 Q1 2025

Kure Advisory, LLC

  • DFAU
  • DFAI
  • BALT
  • VGSH
  • IJR
  • SCHD
  • VUG
Kure Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 43
Filing on Apr 09, 2025 Q1 2025

Legacy Financial Group LLC

  • IUSG
  • SDY
  • BUFD
  • VOO
  • VB
  • IUSB
  • IGIB
Legacy Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 567 Million
Stocks 111
Filing on Apr 09, 2025 Q1 2025

Threadgill Financial, LLC

  • VT
  • AZO
  • V
  • MA
  • AMZN
  • ORLY
  • ROP
Threadgill Financial, LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 44
Filing on Apr 09, 2025 Q1 2025

Jb Global.Com LLC

  • VCSH
  • VCIT
  • SCHV
  • VBR
  • DXJ
  • IGSB
  • AAPL
Jb Global.Com LLC's Q1 2025 Portfolio
Portfolio Value 96.2 Billion
Stocks 32
Filing on Apr 09, 2025 Q1 2025

Tmt General Partner LTD

  • XPEV
  • API
Tmt General Partner LTD's Q1 2025 Portfolio
Portfolio Value 350 Billion
Stocks 2
Filing on Apr 09, 2025 Q1 2025

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • PNOV
  • XLE
Buska Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 319 Billion
Stocks 64
Filing on Apr 09, 2025 Q1 2025

Selway Asset Management

  • AAPL
  • SHV
  • MSFT
  • JPM
  • GOOGL
  • HD
  • CI
Selway Asset Management's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 75
Filing on Apr 09, 2025 Q1 2025

Planned Solutions, Inc.

  • MOAT
  • FNDX
  • JPIE
  • ITOT
  • QQQ
  • MINT
  • JVAL
Planned Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 113
Filing on Apr 09, 2025 Q1 2025

Bourgeon Capital Management LLC

  • JPM
  • GOOGL
  • MSFT
  • MRK
  • AMZN
  • AMGN
  • AAPL
Bourgeon Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 450 Million
Stocks 105
Filing on Apr 09, 2025 Q1 2025

Rfg Advisory, LLC

  • PRF
  • SPYG
  • BND
  • FBND
  • DFAX
  • SPTM
  • SPMD
Rfg Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 851
Filing on Apr 09, 2025 Q1 2025

Capital Asset Advisory Services LLC

  • VV
  • AGG
  • IDEV
  • TFLO
  • BIL
  • SPDW
  • VO
Capital Asset Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 1.94 Billion
Stocks 282
Filing on Apr 09, 2025 Q1 2025

Chickasaw Capital Management LLC

  • TRGP
  • MPLX
  • ET
  • WES
  • OKE
  • WMB
  • EPD
Chickasaw Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 94
Filing on Apr 09, 2025 Q1 2025

Swisher Financial Concepts, Inc.

  • ABBV
  • CGDV
  • VTI
  • VXUS
  • CGCP
  • EUSA
  • COWZ
Swisher Financial Concepts, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 80
Filing on Apr 09, 2025 Q1 2025

Canaan Partners Xi LLC

  • TYRA
  • RCII
  • RLYB
Canaan Partners Xi LLC's Q1 2025 Portfolio
Portfolio Value 42.5 Million
Stocks 4
Filing on Apr 09, 2025 Q1 2025

Leibman Financial Services, Inc.

  • USFR
  • BRK-B
  • EPI
  • URI
  • TSM
  • FCX
  • ARE
Leibman Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 53
Filing on Apr 09, 2025 Q1 2025

Freestate Advisors LLC

  • SPYV
  • SCHF
  • SHYG
  • VOO
  • IGIB
  • SPY
  • AGG
Freestate Advisors LLC's Q1 2025 Portfolio
Portfolio Value 100 Million
Stocks 36
Filing on Apr 09, 2025 Q1 2025

Bank & Trust CO

  • OTTR
  • LLY
  • MSFT
  • ORI
  • AEE
  • AAPL
  • WMT
Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 289
Filing on Apr 09, 2025 Q1 2025

Mc Lean Asset Management Corp

  • DFUS
  • DFUV
  • AAPL
  • DFAS
  • DFIV
  • DFAT
  • AVUS
Mc Lean Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 303 Billion
Stocks 149