Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 28, 2025
Q2 2025
Rosenberg Matthew Hamilton
- SPTM
- VTI
- JPST
- BIV
- VCIT
- SCHF
- JMST
Filing on Jul 28, 2025
Q2 2025
Eq Wealth Advisors, LLC
- CGMS
- BRK-B
- SCHP
- BNDX
- CGGR
- DFIV
- DFSV
Filing on Jul 28, 2025
Q2 2025
Curated Wealth Partners LLC
- APO
- ARES
- VOO
- SPY
- DFAI
- TEX
- AAPL
Filing on Jul 28, 2025
Q2 2025
Deroy & Devereaux Private Investment Counsel Inc
- JPM
- RS
- HCA
- MS
- RJF
- JBT
- AZO
Filing on Jul 28, 2025
Q2 2025
Harbour Investments, Inc.
- VOO
- QQQ
- SDVY
- BUFR
- IJH
- UCON
- AAPL
Filing on Jul 28, 2025
Q2 2025
Private Wealth Asset Management, LLC
- IEFA
- IEMG
- IJH
- IVV
- BRK-B
- IJR
- MSFT
Filing on Jul 28, 2025
Q2 2025
Diversified Investment Strategies, LLC
- XOM
- GDDY
- JOE
- DKS
- CALM
- FAST
- WMT
Filing on Jul 28, 2025
Q2 2025
Mitchell Mcleod Pugh & Williams Inc
- VOO
- VUG
- VTV
- AAPL
- VO
- MSFT
- NVDA
Filing on Jul 28, 2025
Q2 2025
Corundum Trust Company, Inc
- MMM
- IJR
- DVY
- MSFT
- IJK
- IVV
- IJJ
Filing on Jul 28, 2025
Q2 2025
Brown Financial Advisory
- SPLG
- VB
- IWB
- SPDW
- DFAR
- VONE
- SPAB
Filing on Jul 28, 2025
Q2 2025
Aegon Asset Management Uk PLC
- MSFT
- NVDA
- AVGO
- AAPL
- META
- AMZN
- JPM
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Heritage Wealth Management, Inc. /Ca/
- SPY
- AVLV
- SCHG
- VGSH
- AAPL
- SCHR
- AVGO
Filing on Jul 28, 2025
Q2 2025
Virtus Wealth Solutions LLC
- DWUS
- DWAW
- QQQ
- NVDA
- MOAT
- AVGO
- META
Filing on Jul 28, 2025
Q2 2025
Jgp Wealth Management, LLC
- IVV
- AAPL
- MSFT
- KLAC
- ITOT
- DGRO
- JPM
Filing on Jul 28, 2025
Q2 2025
Arlington Financial Advisors, LLC
- CGGO
- JCPB
- GRID
- FNDF
- AVEM
- VTIP
- DSTL
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Cypress Wealth Services, LLC
- AAPL
- IVV
- QUAL
- SPLG
- DYNF
- EFV
- IVW