Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 02, 2025
Q1 2025
Melfa Wealth Management, LLC
- DFAC
- AAPL
- PMO
- EVN
- VTI
- DFSV
- DFAU
Filing on May 02, 2025
Q1 2025
Massachusetts Financial Services CO
- MSFT
- NVDA
- AMZN
- AAPL
- META
- GOOGL
- JPM
Filing on May 02, 2025
Q1 2025
Times Square Capital Management, LLC
- CYBR
- HUBS
- VRSK
- LNG
- FROG
- BJ
- EME
Filing on May 02, 2025
Q1 2025
Sumitomo Life Insurance CO
- VYM
- SCHD
- TIP
- EMB
- BKLN
- AAPL
- MSFT
Filing on May 01, 2025
Q1 2025
Lji Wealth Management, LLC
- ITOT
- SLQD
- VTI
- ONEQ
- IWM
- FLOT
- YYY
Filing on May 01, 2025
Q1 2025
Dakota Wealth Management
- KLAC
- BIL
- IVV
- AAPL
- MSFT
- AMZN
- RSP
Filing on May 01, 2025
Q1 2025
Castlekeep Investment Advisors LLC
- BILS
- BRK-B
- VGK
- KBE
- VIG
- TPYP
- BRK-A
Filing on May 01, 2025
Q1 2025
Strata Wealth Advisors, LLC
- VGSH
- FNDF
- VUG
- BRK-B
- FNDX
- DFEV
- CGXU
Filing on May 01, 2025
Q1 2025
Private Capital Advisors, Inc.
- LLY
- AAPL
- GOOGL
- PANW
- NFLX
- UNH
- META
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Fortress Financial Solutions, LLC
- QQQ
- VCIT
- PFF
- IVV
- AAPL
- IJH
- ITOT
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Edgestream Partners, L.P.
- SPY
- MSFT
- XOM
- JNJ
- QQQ
- NOVT
- OKE
Filing on May 01, 2025
Q1 2025
Filing on May 01, 2025
Q1 2025
Check Capital Management Inc
- BRK-B
- BRK-B
- MKL
- AER
- LKQ
- SU
- FCNCA
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