Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Berkeley, Inc

  • DSTL
  • V
  • NVR
  • LOW
  • IHDG
  • MKL
  • IDHQ
Berkeley, Inc's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 65
Filing on May 01, 2025 Q1 2025

A&I Financial Services, LLC

  • IWM
  • ITOT
  • DBMF
  • VEA
  • AAPL
  • CGGR
  • CGUS
A&I Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 72
Filing on May 01, 2025 Q1 2025

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFEV
  • DFEM
  • DFIC
  • DFAX
  • DFUS
Asset Dedication, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 1131
Filing on May 01, 2025 Q1 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • DFAI
  • DLN
  • VEU
  • AGO
Lri Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Trillion
Stocks 1488
Filing on May 01, 2025 Q1 2025

Oldfather Financial Services, LLC

  • VOO
  • MDY
  • IWM
  • SPY
  • AGG
  • BRK-A
  • EFA
Oldfather Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 78
Filing on May 01, 2025 Q1 2025

Wilkinson Global Asset Management LLC

  • TJX
  • JPM
  • MSFT
  • AAPL
  • AMGN
  • SHW
  • UNP
Wilkinson Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 112
Filing on May 01, 2025 Q1 2025

Marks Group Wealth Management, Inc

  • GOOG
  • AAPL
  • RSG
  • ICE
  • SYK
  • V
  • FDS
Marks Group Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 478
Filing on May 01, 2025 Q1 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • BKLN
  • VGSH
  • HFRO
  • HYG
Aegon Usa Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 93.1 Million
Stocks 38
Filing on May 01, 2025 Q1 2025

Woodside Wealth Management LLC

  • VOO
  • SPSB
  • VUG
  • DFAC
  • PRF
  • USMV
  • VTI
Woodside Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 108 Billion
Stocks 76
Filing on May 01, 2025 Q1 2025

General Electric CO

  • HYLN
General Electric CO's Q1 2025 Portfolio
Portfolio Value 7.7 Million
Stocks 1
Filing on May 01, 2025 Q1 2025

Cwm, LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • AAPL
  • IVW
  • SPDW
Cwm, LLC's Q1 2025 Portfolio
Portfolio Value 25.1 Billion
Stocks 5238
Filing on May 01, 2025 Q1 2025

Drystone LLC

  • VXUS
  • TT
  • VNQ
  • HLT
  • ROK
  • EXPD
  • MSFT
Drystone LLC's Q1 2025 Portfolio
Portfolio Value 82.4 Million
Stocks 18
Filing on May 01, 2025 Q1 2025

Greatmark Investment Partners, Inc.

  • AFL
  • AAPL
  • AXP
  • MSFT
  • SCHW
  • QCOM
  • AN
Greatmark Investment Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 733 Million
Stocks 141
Filing on May 01, 2025 Q1 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DFCF
United Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 319 Billion
Stocks 21
Filing on May 01, 2025 Q1 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • GINN
  • SPSM
Hughes Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 511 Billion
Stocks 1071
Filing on May 01, 2025 Q1 2025

Dock Street Asset Management Inc

  • NVDA
  • PLTR
  • AMZN
  • V
  • AAPL
  • MSFT
  • MA
Dock Street Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 824 Million
Stocks 58
Filing on May 01, 2025 Q1 2025

Tfr Capital, Llc.

  • MSFT
  • AAPL
  • NVDA
  • RWL
  • AMZN
  • IVV
  • BSCP
Tfr Capital, Llc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 150
Filing on May 01, 2025 Q1 2025

Schear Investment Advisers, LLC

  • NVDA
  • VOO
  • AVGO
  • AAPL
  • LLY
  • GOOGL
  • MSFT
Schear Investment Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 89