Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 28, 2025
Q2 2025
Ritholtz Wealth Management
- VTI
- IVV
- QQQ
- STIP
- FBND
- BND
- SPY
Filing on Jul 28, 2025
Q2 2025
Granite Group Advisors, LLC
- DIS
- MSFT
- PEP
- AAPL
- JPM
- TXN
- PNC
Filing on Jul 28, 2025
Q2 2025
Lunt Capital Management, Inc.
- USFR
- PALC
- BIL
- FCTR
- TFLO
- PAMC
- TPL
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Rmr Capital Management, LLC
- SGOV
- BRK-B
- TSLX
- RSP
- BRK-A
- COST
- CASH
Filing on Jul 28, 2025
Q2 2025
Triton Wealth Management, Pllc
- SCHG
- KNX
- SPMO
- QQQ
- BUFR
- NVDA
- AAPL
Filing on Jul 28, 2025
Q2 2025
Sfg Wealth Management, Llc.
- SPY
- MDYG
- XLV
- SPTM
- IEF
- SPMB
- ITOT
Filing on Jul 28, 2025
Q2 2025
Applied Fundamental Research, LLC
- IAC
- DY
- NOMD
- GLPI
- UFPT
- FIGS
- NABL
Filing on Jul 28, 2025
Q2 2025
Sterling Financial Planning, Inc.
- IJJ
- IAU
- IVW
- IJT
- IJK
- DFIV
- FNDX
Filing on Jul 28, 2025
Q2 2025
Delap Wealth Advisory, LLC
- ITOT
- IDEV
- VEA
- DFAC
- VTI
- VGIT
- DFEM
Filing on Jul 28, 2025
Q2 2025
Sagespring Wealth Partners, LLC
- FBCG
- VOO
- DYNF
- TTAC
- NETZ
- JAVA
- IVV
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Cgc Financial Services, LLC
- SCHD
- JMEE
- AVUV
- IMTM
- IWY
- IJH
- NUDV
Filing on Jul 28, 2025
Q2 2025
Hamilton Point Investment Advisors, LLC
- BRK-A
- BNDX
- MSFT
- EME
- AAPL
- AXP
- RTX
Filing on Jul 28, 2025
Q2 2025
Mowery & Schoenfeld Wealth Management, LLC
- TSLA
- FTEC
- TSLA
- DFAC
- AAPL
- NVDA
- MSFT
Filing on Jul 28, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
J.Safra Asset Management Corp
- QQQ
- XLK
- IWF
- XLF
- XLC
- AAXJ
- XLE
Filing on Jul 28, 2025
Q2 2025