Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 08, 2025 Q1 2025

Myecfo, LLC

  • SCHB
  • VEA
  • CMF
  • SCHF
  • SCHZ
  • NYF
  • VT
Myecfo, LLC's Q1 2025 Portfolio
Portfolio Value 189 Billion
Stocks 58
Filing on Apr 08, 2025 Q1 2025

Taylor & Morgan Wealth Management, LLC

  • SPY
  • IVV
  • SPSM
  • IWR
  • AAPL
  • VOE
  • RSP
Taylor & Morgan Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 66
Filing on Apr 08, 2025 Q1 2025

Abner Herrman & Brock LLC

  • NVDA
  • IBM
  • NFLX
  • JPM
  • MSFT
  • AMZN
  • MS
Abner Herrman & Brock LLC's Q1 2025 Portfolio
Portfolio Value 783 Million
Stocks 53
Filing on Apr 08, 2025 Q1 2025

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • GBIL
  • JPUS
  • JPIN
  • SPTM
Sterneck Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 100
Filing on Apr 08, 2025 Q1 2025

Bowman & CO S.C.

  • VOO
  • AGG
  • AVUV
  • JAAA
  • AAPL
  • JPM
  • MSFT
Bowman & CO S.C.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 109
Filing on Apr 08, 2025 Q1 2025

Allied Investment Advisors, LLC

  • SCHD
  • VHT
  • MSFT
  • VPU
  • JPM
  • CAT
  • WFC
Allied Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 86
Filing on Apr 08, 2025 Q1 2025

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • VWO
  • IJR
  • VMBS
Whitcomb & Hess, Inc.'s Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 54
Filing on Apr 08, 2025 Q1 2025

Asset Management Advisors, LLC

  • BRK-B
  • WMB
  • BEPC
  • NEE
  • AAPL
  • VRSN
  • LEN
Asset Management Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 16
Filing on Apr 08, 2025 Q1 2025

Boston Standard Wealth Management, LLC

  • VTI
  • BND
  • SPDW
  • IAGG
  • SPTM
  • SPTS
  • MUB
Boston Standard Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 48
Filing on Apr 08, 2025 Q1 2025

Catalyst Private Wealth, LLC

  • ITOT
  • IVV
  • IXUS
  • DASH
  • AFRM
  • META
  • VXUS
Catalyst Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 78
Filing on Apr 08, 2025 Q1 2025

Stolper CO

  • BRK-B
  • JPM
  • AAPL
  • OKE
  • CVX
  • AFL
  • DFS
Stolper CO's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 87
Filing on Apr 08, 2025 Q1 2025

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • VYM
  • IVV
  • SCHD
  • JAAA
Asset Allocation & Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 90
Filing on Apr 08, 2025 Q1 2025

First Community Trust Na

  • AAPL
  • MSFT
  • DE
  • AMAT
  • NVDA
  • META
  • PG
First Community Trust Na's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 313
Filing on Apr 08, 2025 Q1 2025

Trust CO

  • SHV
  • AGG
  • VTV
  • VUG
  • BND
  • FNDF
  • EDIV
Trust CO's Q1 2025 Portfolio
Portfolio Value 810 Million
Stocks 446
Filing on Apr 08, 2025 Q1 2025

Livelsberger Financial Advisory

  • ABBV
  • AAPL
  • ABT
  • XOM
  • PH
Livelsberger Financial Advisory's Q1 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 5
Filing on Apr 08, 2025 Q1 2025

Rooted Wealth Advisors, Inc.

  • VOO
  • DGRO
  • JEPI
  • IXUS
  • GTO
  • SPYG
  • VO
Rooted Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 93
Filing on Apr 08, 2025 Q1 2025

Beese Fulmer Investment Management, Inc.

  • AAPL
  • MSFT
  • MA
  • AMZN
  • BRK-B
  • AVGO
  • ORLY
Beese Fulmer Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 252
Filing on Apr 08, 2025 Q1 2025

Weinberger Asset Management, Inc

  • VTI
  • PM
  • SCHG
  • SCHB
  • VBR
  • DFAU
  • VTV
Weinberger Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 80