Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 09, 2025 Q1 2025

Weybosset Research & Management LLC

  • CPRT
  • DE
  • AGM
  • TJX
  • KEYS
  • BRK-B
  • CMI
Weybosset Research & Management LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 34
Filing on Apr 09, 2025 Q1 2025

Nbc Securities, Inc.

  • BRK-A
  • RY
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • AVGO
Nbc Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 2119
Filing on Apr 09, 2025 Q1 2025

Qv Investors Inc.

  • SLF
  • ENB
  • GIB
  • RY
  • CNI
  • FTS
  • FNV
Qv Investors Inc.'s Q1 2025 Portfolio
Portfolio Value 990 Million
Stocks 65
Filing on Apr 09, 2025 Q1 2025

Baker Tilly Wealth Management, LLC

  • VOO
  • PVAL
  • IJH
  • MSFT
  • NVDA
  • QQQ
  • BRK-B
Baker Tilly Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 237
Filing on Apr 09, 2025 Q1 2025

Mid American Wealth Advisory Group, Inc.

  • HYS
  • TUA
  • IBHE
  • IBHF
  • NVBW
  • BIL
  • LTPZ
Mid American Wealth Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 48
Filing on Apr 09, 2025 Q1 2025

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • SCHD
  • IWY
  • HEFA
  • PG
  • TSPA
Future Financial Wealth Managment LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 448
Filing on Apr 09, 2025 Q1 2025

Gunderson Capital Management Inc.

  • GLD
  • NVDA
  • PLTR
  • GS
  • TMUS
  • META
  • BABA
Gunderson Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 29
Filing on Apr 09, 2025 Q1 2025

Enterprise Bank & Trust CO

  • IJH
  • AAPL
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • VNQ
Enterprise Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 130
Filing on Apr 09, 2025 Q1 2025

West Financial Advisors, LLC

  • VOO
  • BND
  • SPY
  • VEA
  • VTEB
  • DFAE
  • IJH
West Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 525 Million
Stocks 203
Filing on Apr 09, 2025 Q1 2025

Aua Capital Management, LLC

  • SPY
  • EFA
  • SUB
  • MUB
  • AMZN
  • SHM
  • SHY
Aua Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 77
Filing on Apr 09, 2025 Q1 2025

Worth Asset Management, LLC

  • SGOV
  • BIL
  • HYG
  • SPLG
  • SHY
  • VUG
  • IEI
Worth Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 361
Filing on Apr 09, 2025 Q1 2025

Fiduciary Alliance LLC

  • AAPL
  • SPY
  • MSFT
  • JPM
  • BRK-B
  • AMZN
  • NVDA
Fiduciary Alliance LLC's Q1 2025 Portfolio
Portfolio Value 1.02 Trillion
Stocks 385
Filing on Apr 09, 2025 Q1 2025

Moller Financial Services

  • GUNR
  • VTIP
  • FNDA
  • VB
  • IVV
  • VV
  • FNDX
Moller Financial Services's Q1 2025 Portfolio
Portfolio Value 404 Million
Stocks 66
Filing on Apr 09, 2025 Q1 2025

Pmg Wealth Management, Inc.

  • XLG
  • VIG
  • QUAL
  • BUFR
  • MINT
  • OEF
  • DGRW
Pmg Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 94.2 Billion
Stocks 42
Filing on Apr 09, 2025 Q1 2025

Websterrogers Financial Advisors, LLC

  • VUG
  • AVUS
  • DIHP
  • AVDE
  • DUHP
  • AVEM
  • AVLV
Websterrogers Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 84
Filing on Apr 09, 2025 Q1 2025

Ervin Investment Management, LLC

  • BRK-B
  • MSFT
  • AAPL
  • L
  • GOOGL
  • SPTM
  • MKL
Ervin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 38
Filing on Apr 09, 2025 Q1 2025

Parkside Advisors LLC

  • IWB
  • IWM
  • IEF
  • EFA
  • AGG
  • VMBS
  • QQQM
Parkside Advisors LLC's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 81
Filing on Apr 09, 2025 Q1 2025

Talbot Financial, LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • JPM
  • GS
Talbot Financial, LLC's Q1 2025 Portfolio
Portfolio Value 798 Billion
Stocks 63