Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Evergreen Private Wealth LLC
- CHKP
- BRK-B
- NFLX
- QEFA
- TLH
- JPM
- MSFT
Filing on May 01, 2025
Q1 2025
Cohen Capital Management, Inc.
- SYK
- TMO
- MSFT
- UNH
- AMAT
- JPM
- SCHW
Filing on May 01, 2025
Q1 2025
Catalyst Financial Partners LLC
- IVV
- IEFA
- IJR
- IJH
- AAPL
- AGG
- HTRB
Filing on May 01, 2025
Q1 2025
Transcendent Capital Group LLC
- FTSM
- AAPL
- MSFT
- IJH
- IVV
- SPLG
- IVW
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Hohimer Wealth Management, LLC
- MSFT
- GBIL
- BSV
- VUG
- NVDA
- AMZN
- VEA
Filing on May 01, 2025
Q1 2025
Arcadia Investment Advisors LLC
- VV
- SCHX
- CWI
- FNDF
- OEF
- IWL
- IWM
Filing on May 01, 2025
Q1 2025
Prepared Retirement Institute LLC
- VIG
- SCHD
- SPYG
- IHDG
- BND
- SPC
- FALN
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Apollon Wealth Management, LLC
- AAPL
- IVV
- NVDA
- MSFT
- VOO
- AMZN
- VONG
Filing on May 01, 2025
Q1 2025
Trail Ridge Investment Advisors, LLC
- GSIE
- EMXC
- VNLA
- AAPL
- IVV
- MSFT
- COST
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Lokken Investment Group LLC
- VTV
- VUG
- GLD
- MGMT
- AAPL
- VB
- FBND
Filing on May 01, 2025
Q1 2025
Elite Wealth Management, Inc.
- MSFT
- AMZN
- AAPL
- NVDA
- META
- GOOGL
- ISRG