Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 08, 2025 Q1 2025

Somerset Trust CO

  • MSFT
  • AAPL
  • JPM
  • LOW
  • WMT
  • CSCO
  • JNJ
Somerset Trust CO's Q1 2025 Portfolio
Portfolio Value 269 Million
Stocks 213
Filing on Apr 08, 2025 Q1 2025

Ifg Advisors, LLC

  • SPY
  • EFA
  • CTAS
  • VOO
  • QQQ
  • IJR
  • MDY
Ifg Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 149
Filing on Apr 08, 2025 Q1 2025

Btc Capital Management, Inc.

  • BND
  • AAPL
  • MSFT
  • EFA
  • NVDA
  • IWF
  • GOOGL
Btc Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 531
Filing on Apr 08, 2025 Q1 2025

Hfg Wealth Management, LLC

  • IAPR
  • MRSK
  • FTGC
  • IGLD
  • BUFR
  • DFAU
  • SFLR
Hfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 51
Filing on Apr 08, 2025 Q1 2025

Andrew Hill Investment Advisors, Inc.

  • JNJ
  • PGR
  • GLD
  • EQT
  • FBND
  • MSFT
  • JPM
Andrew Hill Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 99.3 Million
Stocks 44
Filing on Apr 08, 2025 Q1 2025

Delphi Management Inc /Ma/

  • BRK-B
  • AAPL
  • WRB
  • NFG
  • SSNC
  • GHC
  • INGR
Delphi Management Inc /Ma/'s Q1 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 78
Filing on Apr 08, 2025 Q1 2025

Doliver Advisors, LP

  • XOM
  • IUSG
  • IVV
  • AMZN
  • AAPL
  • META
  • GOOG
Doliver Advisors, LP's Q1 2025 Portfolio
Portfolio Value 337 Million
Stocks 163
Filing on Apr 08, 2025 Q1 2025

Retirement Wealth Solutions LLC

  • VOO
  • VEA
  • IVV
  • BNDX
  • VWO
  • BSV
  • DYNF
Retirement Wealth Solutions LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 435
Filing on Apr 08, 2025 Q1 2025

Burns J W & CO Inc

  • AAPL
  • MSFT
  • V
  • AMZN
  • BRK-B
  • GOOG
  • QQQ
Burns J W & CO Inc's Q1 2025 Portfolio
Portfolio Value 768 Million
Stocks 187
Filing on Apr 08, 2025 Q1 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • SPSB
  • XLK
  • SCHA
Advisory Alpha, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 299
Filing on Apr 08, 2025 Q1 2025

Legacy Financial Strategies, LLC

  • SCHG
  • SCHB
  • AGG
  • DGRO
  • AVLV
  • IGM
  • IJR
Legacy Financial Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 452 Million
Stocks 119
Filing on Apr 08, 2025 Q1 2025

St. Louis Financial Planners Asset Management, LLC

  • BIL
  • TFLO
  • SPY
  • BSCP
  • PLTR
  • TSLA
  • AAPL
St. Louis Financial Planners Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 26
Filing on Apr 08, 2025 Q1 2025

Spartan Planning & Wealth Management

  • SHY
  • SPTM
  • STIP
  • SPDW
  • BIL
  • GOVT
  • HEGD
Spartan Planning & Wealth Management's Q1 2025 Portfolio
Portfolio Value 99.2 Million
Stocks 65
Filing on Apr 08, 2025 Q1 2025

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • MOAT
  • NEE
  • META
  • ENB
  • GOOGL
S.E.E.D. Planning Group LLC's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 73
Filing on Apr 08, 2025 Q1 2025

Rothschild Investment LLC

  • AAPL
  • NVDA
  • JPM
  • BRK-B
  • GOOGL
  • BX
  • MSFT
Rothschild Investment LLC's Q1 2025 Portfolio
Portfolio Value 1.49 Trillion
Stocks 3026
Filing on Apr 08, 2025 Q1 2025

Red Spruce Capital, LLC

  • GOOGL
  • BSCQ
  • BSCR
  • ABBV
  • BSCS
  • AVGO
  • MSFT
Red Spruce Capital, LLC's Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 91
Filing on Apr 08, 2025 Q1 2025

Private Client Services, LLC

  • IVV
  • RSP
  • OEF
  • IEFA
  • SPY
  • BIL
  • COWZ
Private Client Services, LLC's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 185
Filing on Apr 08, 2025 Q1 2025

Lind Value Ii Ap S

  • SNX
  • ARW
  • AVT
  • M
  • LESL
  • NVO
Lind Value Ii Ap S's Q1 2025 Portfolio
Portfolio Value 225 Billion
Stocks 9