Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 08, 2025 Q1 2025

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VO
  • LRGF
  • DFAT
  • DFAX
Conrad Siegel Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 50
Filing on Apr 08, 2025 Q1 2025

Founders Capital Management

  • QQQ
  • MSFT
  • AAPL
  • JPM
  • RTX
  • XOM
  • SPYG
Founders Capital Management's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 370
Filing on Apr 08, 2025 Q1 2025

Japan Post Holdings Co., Ltd.

  • AFL
Japan Post Holdings Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 5.82 Trillion
Stocks 1
Filing on Apr 08, 2025 Q1 2025

Peoples Bank/Ks

  • BRK-B
  • MSFT
  • AAPL
  • QQQ
  • PFF
  • XOM
  • MCD
Peoples Bank/Ks's Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 333
Filing on Apr 08, 2025 Q1 2025

Fifth Third Wealth Advisors LLC

  • IVV
  • SPY
  • AAPL
  • IEFA
  • MSFT
  • NVDA
  • IJH
Fifth Third Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.93 Trillion
Stocks 706
Filing on Apr 08, 2025 Q1 2025

Nipun Capital, L.P.

  • INDA
  • MCHI
  • FXI
  • SMIN
  • VWO
  • PDD
  • TSM
Nipun Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 10
Filing on Apr 08, 2025 Q1 2025

Cascade Investment Advisors, Inc.

  • AAPL
  • MSFT
  • AMZN
  • SCHW
  • USB
  • GOOGL
  • VTI
Cascade Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 113
Filing on Apr 08, 2025 Q1 2025

Cerro Pacific Wealth Advisors LLC

  • QQQ
  • AAPL
  • JPST
  • NVDA
  • VIG
  • VOOG
  • AVUV
Cerro Pacific Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 163
Filing on Apr 08, 2025 Q1 2025

Burr Financial Services, LLC

  • NVDA
  • PLTR
  • META
  • AMZN
  • PANW
  • TSLA
  • AVGO
Burr Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 35
Filing on Apr 08, 2025 Q1 2025

Veery Capital, LLC

  • SCHG
  • SCHV
  • IDEV
  • VTV
  • VUG
  • BND
  • IEMG
Veery Capital, LLC's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 92
Filing on Apr 08, 2025 Q1 2025

Dumont & Blake Investment Advisors LLC

  • SPY
  • QQQ
  • RSP
  • AAPL
  • MSFT
  • MDY
  • DVY
Dumont & Blake Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 334 Million
Stocks 207
Filing on Apr 08, 2025 Q1 2025

Verde Capital Management

  • ESGV
  • MOAT
  • FNDF
  • QQQM
  • IJH
  • HEFA
  • BIV
Verde Capital Management's Q1 2025 Portfolio
Portfolio Value 337 Million
Stocks 64
Filing on Apr 08, 2025 Q1 2025

Ables, Iannone, Moore & Associates, Inc.

  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • V
  • JPM
  • MSFT
Ables, Iannone, Moore & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 57
Filing on Apr 08, 2025 Q1 2025

Ivc Wealth Advisors LLC

  • VUG
  • AAPL
  • JEPI
  • PVAL
  • SCHV
  • JAAA
  • USIG
Ivc Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 162
Filing on Apr 08, 2025 Q1 2025

Presidio Capital Management, LLC

  • SCHD
  • QQQ
  • FBND
  • BRK-B
  • COWZ
  • SHV
  • MLPX
Presidio Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 76
Filing on Apr 08, 2025 Q1 2025

Aletheian Wealth Advisors LLC

  • BND
  • ITOT
  • VEA
  • BNDX
  • VWO
  • IVV
  • VNQ
Aletheian Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 95
Filing on Apr 08, 2025 Q1 2025

J2 Capital Management Inc

  • TFLO
  • BIL
  • SGOV
  • SSUS
  • JEPI
  • PTMC
  • HDV
J2 Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 104
Filing on Apr 08, 2025 Q1 2025

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • MLPB
  • PDBC
  • VOT
Marion Wealth Management's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 128