Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 09, 2025 Q1 2025

Kwmg, LLC

  • VEA
  • VOT
  • VNQ
  • XLK
  • TIP
  • VOE
  • BND
Kwmg, LLC's Q1 2025 Portfolio
Portfolio Value 969 Million
Stocks 143
Filing on Apr 09, 2025 Q1 2025

Sentry Investment Management LLC

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
Sentry Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 481
Filing on Apr 09, 2025 Q1 2025

Inves Trust

  • MSFT
  • VEA
  • JPM
  • AAPL
  • PM
  • ADP
  • LLY
Inves Trust's Q1 2025 Portfolio
Portfolio Value 366 Billion
Stocks 91
Filing on Apr 09, 2025 Q1 2025

ETF Portfolio Partners, Inc.

  • VTI
  • AGG
  • MGK
  • MGV
  • BLV
  • VEU
  • QQQ
ETF Portfolio Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 64
Filing on Apr 09, 2025 Q1 2025

Fulton Bank, N.A.

  • AAPL
  • MSFT
  • FULT
  • NVDA
  • VOO
  • IWF
  • AMZN
Fulton Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 1065
Filing on Apr 09, 2025 Q1 2025

St Germain D J CO Inc

  • JQUA
  • AAPL
  • SPBO
  • GOOGL
  • BRK-B
  • META
  • JPUS
St Germain D J CO Inc's Q1 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 812
Filing on Apr 09, 2025 Q1 2025

Hbw Advisory Services LLC

  • VOO
  • JEPI
  • QQQ
  • COWZ
  • SPMO
  • PAVE
  • MOAT
Hbw Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 634 Million
Stocks 386
Filing on Apr 09, 2025 Q1 2025

Osher Van De Voorde Investment Management

  • V
  • AMGN
  • CVX
  • BRK-B
  • MDT
  • TXN
  • ENB
Osher Van De Voorde Investment Management's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 31
Filing on Apr 09, 2025 Q1 2025

Merit Financial Group, LLC

  • IUSV
  • VOO
  • VUG
  • AAPL
  • IVV
  • IUSG
  • SPY
Merit Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 1411
Filing on Apr 09, 2025 Q4 2024

Compass Investment Advisers LLC

  • VUG
  • VIG
  • VTV
  • MSFT
  • IEFA
  • VYM
  • VOO
Compass Investment Advisers LLC's Q4 2024 Portfolio
Portfolio Value 34.4 Billion
Stocks 29
Filing on Apr 09, 2025 Q1 2025

Baxter Bros Inc

  • BRK-B
  • MSFT
  • INTU
  • V
  • XOM
  • UNP
  • ADP
Baxter Bros Inc's Q1 2025 Portfolio
Portfolio Value 748 Million
Stocks 148
Filing on Apr 09, 2025 Q1 2025

Zrc Wealth Management, LLC

  • IUSB
  • FNDX
  • IUSG
  • AVDE
  • SCHX
  • VO
  • AAPL
Zrc Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 231 Billion
Stocks 498
Filing on Apr 09, 2025 Q1 2025

Paladin Wealth, LLC

  • SPLG
  • JMBS
  • AMZN
  • MSFT
  • AAPL
  • NVDA
  • META
Paladin Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 95
Filing on Apr 09, 2025 Q1 2025

Cypress Financial Planning LLC

  • VCIT
  • IVV
  • VGIT
  • VCSH
  • VEA
  • VNQ
  • VXF
Cypress Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 276 Million
Stocks 82
Filing on Apr 09, 2025 Q1 2025

Milestone Asset Management, LLC

  • LQDH
  • FLTR
  • BUFR
  • BSJP
  • FLRN
  • PULS
  • SPY
Milestone Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 470 Billion
Stocks 343
Filing on Apr 09, 2025 Q1 2025

Bennett Associates Wealth Management

  • FTCS
  • IEFA
  • VO
  • GSLC
  • EMXC
  • RODM
  • MGK
Bennett Associates Wealth Management's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 43
Filing on Apr 09, 2025 Q1 2025

Pioneer Wealth Management Group

  • DFAU
  • SCHZ
  • DFAI
  • VCIT
  • DFAE
  • SCHH
  • DFCF
Pioneer Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 38
Filing on Apr 09, 2025 Q1 2025

Schwab Charitable Fund

  • NVDA
  • ITOT
  • RBLX
  • AJG
  • VT
  • WMT
  • IVV
Schwab Charitable Fund's Q1 2025 Portfolio
Portfolio Value 3.46 Billion
Stocks 40