Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 02, 2025 Q1 2025

Pettee Investors, Inc.

  • JPM
  • JNJ
  • HOMZ
  • AAPL
  • MSFT
  • ABBV
  • URI
Pettee Investors, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 110
Filing on May 02, 2025 Q1 2025

Asset Advisors Investment Management, LLC

  • SCHD
  • MSFT
  • SCHB
  • COST
  • INTU
  • CTAS
  • XLK
Asset Advisors Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 945 Million
Stocks 113
Filing on May 02, 2025 Q1 2025

Bailard, Inc.

  • AAPL
  • MSFT
  • SPY
  • EFA
  • NVDA
  • GLD
  • BND
Bailard, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 735
Filing on May 02, 2025 Q1 2025

Carrhae Capital LLP

  • EEM
  • ASHR
  • EGO
  • IBN
  • BABA
  • SE
  • CPA
Carrhae Capital LLP's Q1 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 24
Filing on May 02, 2025 Q1 2025

Fee Only Financial Planning, L.C.

  • VUG
  • VTV
  • VO
  • VBR
  • VB
  • VBK
  • VEU
Fee Only Financial Planning, L.C.'s Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 41
Filing on May 02, 2025 Q1 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • IAGG
Kooman & Associates's Q1 2025 Portfolio
Portfolio Value 273 Billion
Stocks 46
Filing on May 02, 2025 Q1 2025

Easterly Investment Partners LLC

  • SPY
  • BAC
  • EQIX
  • DLR
  • CSCO
  • JPM
  • LNC
Easterly Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 193
Filing on May 02, 2025 Q1 2025

Montis Financial, LLC

  • IEFA
  • PFF
  • VCSH
  • VYM
  • VEA
  • AAPL
  • RSP
Montis Financial, LLC's Q1 2025 Portfolio
Portfolio Value 338 Million
Stocks 144
Filing on May 02, 2025 Q1 2025

Kingsview Wealth Management, LLC

  • MPRO
  • AAPL
  • SGOV
  • AGG
  • MAMB
  • NVDA
  • SPYG
Kingsview Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.73 Billion
Stocks 1206
Filing on May 02, 2025 Q1 2025

Members Trust CO

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IEF
  • IGSB
Members Trust CO's Q1 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 152
Filing on May 02, 2025 Q1 2025

Frederick Financial Consultants, LLC

  • FITE
  • AIRR
  • RWR
  • FV
  • BUFR
  • IWF
  • RDVY
Frederick Financial Consultants, LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 91
Filing on May 02, 2025 Q1 2025

Concord Wealth Partners

  • SPSB
  • SPTI
  • SHV
  • SPIB
  • HYBL
  • NVDA
  • SPDW
Concord Wealth Partners's Q1 2025 Portfolio
Portfolio Value 599 Million
Stocks 815
Filing on May 02, 2025 Q1 2025

Mtc Wealth Management LLC

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IGSB
  • IJH
Mtc Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 13
Filing on May 02, 2025 Q1 2025

Dynasty Wealth Management, LLC

  • IVV
  • TTAC
  • SPYG
  • FBND
  • FBCG
  • DYNF
  • IEFA
Dynasty Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 6 Trillion
Stocks 248
Filing on May 02, 2025 Q1 2025

Graypoint LLC

  • IVV
  • IWF
  • SPY
  • AAPL
  • IWD
  • NVDA
  • IJH
Graypoint LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 506
Filing on May 02, 2025 Q1 2025

Litman Gregory Wealth Management LLC

  • VOO
  • IVV
  • VEA
  • IDEV
  • VTI
  • IJH
  • VWO
Litman Gregory Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 138
Filing on May 02, 2025 Q1 2025

Burns Matteson Capital Management, LLC

  • GLW
  • SPHQ
  • COWZ
  • SCHD
  • IWY
  • IWP
  • XMHQ
Burns Matteson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 176
Filing on May 02, 2025 Q1 2025

Ascent Wealth Partners, LLC

  • IWF
  • QQQ
  • AAPL
  • MDY
  • IQLT
  • MSFT
  • ADP
Ascent Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 735 Million
Stocks 166