Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Catalyst Financial Partners LLC

  • IVV
  • IEFA
  • IJR
  • IJH
  • AAPL
  • AGG
  • HTRB
Catalyst Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 543 Billion
Stocks 286
Filing on May 01, 2025 Q1 2025

Transcendent Capital Group LLC

  • FTSM
  • AAPL
  • MSFT
  • IJH
  • IVV
  • SPLG
  • IVW
Transcendent Capital Group LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 88
Filing on May 01, 2025 Q1 2025

Sigma Planning Corp

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • MSFT
  • SPY
Sigma Planning Corp's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 1203
Filing on May 01, 2025 Q1 2025

Red Wave Investments LLC

  • VTI
  • QQQ
  • SGOV
  • VT
  • VTV
  • VO
  • VB
Red Wave Investments LLC's Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 98
Filing on May 01, 2025 Q1 2025

Bogart Wealth, LLC

  • XOM
  • VOO
  • BND
  • QUAL
  • UITB
  • CGDV
  • ACWI
Bogart Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1413
Filing on May 01, 2025 Q1 2025

Hohimer Wealth Management, LLC

  • MSFT
  • GBIL
  • BSV
  • VUG
  • NVDA
  • AMZN
  • VEA
Hohimer Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 258
Filing on May 01, 2025 Q1 2025

Arcadia Investment Advisors LLC

  • VV
  • SCHX
  • CWI
  • FNDF
  • OEF
  • IWL
  • IWM
Arcadia Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 80
Filing on May 01, 2025 Q1 2025

Prepared Retirement Institute LLC

  • VIG
  • SCHD
  • SPYG
  • IHDG
  • BND
  • SPC
  • FALN
Prepared Retirement Institute LLC's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 85
Filing on May 01, 2025 Q1 2025

Pioneer Trust Bank N A

  • BRK-B
  • MSFT
  • AAPL
  • SPY
  • VMI
  • GOOG
  • UNH
Pioneer Trust Bank N A's Q1 2025 Portfolio
Portfolio Value 370 Million
Stocks 129
Filing on May 01, 2025 Q1 2025

Apollon Wealth Management, LLC

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • VOO
  • AMZN
  • VONG
Apollon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.34 Billion
Stocks 1207
Filing on May 01, 2025 Q1 2025

Trail Ridge Investment Advisors, LLC

  • GSIE
  • EMXC
  • VNLA
  • AAPL
  • IVV
  • MSFT
  • COST
Trail Ridge Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 102
Filing on May 01, 2025 Q1 2025

Apollon Financial, LLC

  • NVDA
  • IVV
  • AAPL
  • AMZN
  • MSFT
  • VIG
  • XLK
Apollon Financial, LLC's Q1 2025 Portfolio
Portfolio Value 425 Billion
Stocks 200
Filing on May 01, 2025 Q1 2025

Lauer Wealth, LLC

  • QQQ
  • USFR
  • DGRW
  • ILCV
  • DFAU
  • TSLA
  • VGSH
Lauer Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 57
Filing on May 01, 2025 Q1 2025

Lokken Investment Group LLC

  • VTV
  • VUG
  • GLD
  • MGMT
  • AAPL
  • VB
  • FBND
Lokken Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 132
Filing on May 01, 2025 Q1 2025

Elite Wealth Management, Inc.

  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • META
  • GOOGL
  • ISRG
Elite Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 343 Million
Stocks 33
Filing on May 01, 2025 Q1 2025

Baer Investment Advisory LLC

  • NVDA
  • AMZN
  • CSGP
  • NFLX
  • APD
  • VEEV
  • MSFT
Baer Investment Advisory LLC's Q1 2025 Portfolio
Portfolio Value 77.3 Billion
Stocks 25
Filing on May 01, 2025 Q1 2025

Sbi Securities Co., Ltd.

  • NVDA
  • VOO
  • VTI
  • AAPL
  • QQQ
  • VT
  • AMZN
Sbi Securities Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 3 Trillion
Stocks 4132
Filing on May 01, 2025 Q1 2025

Zeit Capital LLC

  • MGV
  • MGK
  • VGK
  • BND
  • BSV
  • VWO
  • VPL
Zeit Capital LLC's Q1 2025 Portfolio
Portfolio Value 130 Million
Stocks 26