Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 09, 2025 Q1 2025

Hummer Financial Advisory Services Inc

  • SPY
  • ACN
  • MDY
  • AMZN
  • GWW
  • VB
  • MSFT
Hummer Financial Advisory Services Inc's Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 107
Filing on Apr 09, 2025 Q1 2025

Inspirion Wealth Advisors, LLC

  • JAAA
  • VYM
  • VUG
  • VOE
  • VBR
  • ABBV
  • CGXU
Inspirion Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 713 Million
Stocks 158
Filing on Apr 09, 2025 Q1 2025

Mitchell & Pahl Private Wealth, LLC

  • AAPL
  • MSFT
  • UNH
  • AVGO
  • XOM
  • PG
  • WM
Mitchell & Pahl Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 145
Filing on Apr 09, 2025 Q1 2025

Navigation Wealth Management, Inc.

  • IWM
  • SPY
  • JNK
  • ZECP
  • SPXL
  • IEFA
  • LUV
Navigation Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 65.3 Million
Stocks 11
Filing on Apr 09, 2025 Q1 2025

O'Keefe Stevens Advisory, Inc.

  • NVDA
  • QCOM
  • AMGN
  • L
  • BRK-B
  • GLW
  • HCC
O'Keefe Stevens Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 68
Filing on Apr 09, 2025 Q1 2025

Signature Securities Group Corporation

  • IVV
  • DGRO
  • IJR
  • QQQ
  • MOAT
  • AGG
  • FVD
Signature Securities Group Corporation's Q1 2025 Portfolio
Portfolio Value 380 Million
Stocks 215
Filing on Apr 09, 2025 Q1 2025

High Net Worth Advisory Group LLC

  • VOO
  • AGG
  • VIG
  • AAPL
  • NVDA
  • VYM
  • JEPI
High Net Worth Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 215
Filing on Apr 09, 2025 Q1 2025

Affiance Financial, LLC

  • VOO
  • AGG
  • VTI
  • VEA
  • IEFA
  • CGUS
  • IWF
Affiance Financial, LLC's Q1 2025 Portfolio
Portfolio Value 428 Million
Stocks 102
Filing on Apr 09, 2025 Q1 2025

Gradient Investments LLC

  • SPLG
  • SPAB
  • MSFT
  • AMZN
  • AAPL
  • JMBS
  • NVDA
Gradient Investments LLC's Q1 2025 Portfolio
Portfolio Value 3.96 Billion
Stocks 320
Filing on Apr 09, 2025 Q1 2025

Marquette Asset Management, LLC

  • SCHG
  • DFAI
  • SCHD
  • IWF
  • AVUV
  • AGG
  • VO
Marquette Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 147
Filing on Apr 09, 2025 Q1 2025

International City Management Association Retirement Corp

  • IWR
  • BSV
  • IVV
  • VCSH
  • SPSM
  • EEM
International City Management Association Retirement Corp's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 6
Filing on Apr 09, 2025 Q1 2025

Vantagepoint Investment Advisers LLC

  • AGG
  • TLT
  • SPHY
  • IVV
  • VCSH
  • BSV
  • IGSB
Vantagepoint Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 874 Million
Stocks 9
Filing on Apr 09, 2025 Q1 2025

Anderson Hoagland & CO

  • MSFT
  • IAU
  • VFMF
  • IWM
  • AMZN
  • NVDA
  • VFVA
Anderson Hoagland & CO's Q1 2025 Portfolio
Portfolio Value 922 Million
Stocks 135
Filing on Apr 09, 2025 Q1 2025

Lbmc Investment Advisors, LLC

  • IVV
  • RSP
  • IWM
  • HDV
  • IEFA
  • EFA
  • DVY
Lbmc Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 201
Filing on Apr 09, 2025 Q1 2025

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • AAPL
  • AMZN
  • MSFT
  • HUBS
  • GOOGL
Harbor Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 1176
Filing on Apr 09, 2025 Q1 2025

Xxec, Inc.

  • MA
  • MSFT
  • V
  • TER
  • INTU
  • GNTX
  • MCO
Xxec, Inc.'s Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 21
Filing on Apr 09, 2025 Q1 2025

Keystone Financial Planning, Inc.

  • SCHD
  • VZ
  • MSFT
  • BMY
  • USB
  • CME
  • SPYD
Keystone Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 323 Million
Stocks 46
Filing on Apr 09, 2025 Q1 2025

Roxbury Financial LLC

  • MSFT
  • FBCG
  • V
  • AAPL
  • GOOGL
  • AMZN
  • FSTA
Roxbury Financial LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 349