Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Sky Oak Wealth, LLC

  • JPST
  • SPYV
  • AAPL
  • IUSV
  • SCHG
  • LLY
  • SPLG
Sky Oak Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 245
Filing on May 01, 2025 Q1 2025

Grant

  • TFLO
  • GLD
  • JEPI
  • ORCL
  • VOO
  • COWZ
  • AGG
Grant's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 134
Filing on May 01, 2025 Q1 2025

Bridge Generations Wealth Management LLC

  • DFAC
  • DFAT
  • TLH
  • SPTI
  • DFEM
  • DFIC
  • DIHP
Bridge Generations Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 159 Billion
Stocks 151
Filing on May 01, 2025 Q1 2025

Ark & Tlk Investments, LLC

  • DFAC
  • DFUS
  • DFIC
  • TFLO
  • DFAX
  • VGSH
  • IWF
Ark & Tlk Investments, LLC's Q1 2025 Portfolio
Portfolio Value 284 Billion
Stocks 112
Filing on May 01, 2025 Q1 2025

Fidelity D & D Bancorp Inc

  • SPDW
  • IBM
  • XMPT
  • AVLV
  • RPV
  • SPIB
  • AVES
Fidelity D & D Bancorp Inc's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 162
Filing on May 01, 2025 Q1 2025

Walker Financial Services, Inc.

  • AGG
  • SCHD
  • SPSB
  • FBND
  • STIP
  • VXUS
  • VGIT
Walker Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 31
Filing on May 01, 2025 Q1 2025

Ballentine Partners, LLC

  • VTI
  • IEFA
  • ITOT
  • VEA
  • IEMG
  • IVV
  • SPY
Ballentine Partners, LLC's Q1 2025 Portfolio
Portfolio Value 5.74 Billion
Stocks 1776
Filing on May 01, 2025 Q1 2025

Acorn Wealth Advisors, LLC

  • BND
  • SCHD
  • MOAT
  • DFCF
  • MSFT
  • VIG
  • DFAC
Acorn Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 222 Million
Stocks 231
Filing on May 01, 2025 Q1 2025

Kathmere Capital Management, LLC

  • VEA
  • VLUE
  • VV
  • VGIT
  • QUAL
  • MTUM
  • JEPI
Kathmere Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 441
Filing on May 01, 2025 Q1 2025

Family Firm, Inc.

  • IWV
  • VEA
  • BND
  • STIP
  • IGE
  • IVV
  • VTHR
Family Firm, Inc.'s Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 214
Filing on May 01, 2025 Q1 2025

Fort Sheridan Advisors LLC

  • AAPL
  • MSFT
  • EPD
  • CME
  • OKE
  • JPM
  • AMZN
Fort Sheridan Advisors LLC's Q1 2025 Portfolio
Portfolio Value 646 Million
Stocks 248
Filing on May 01, 2025 Q1 2025

B & T Capital Management Dba Alpha Capital Management

  • QQQ
  • VIGI
  • SCHG
  • BIL
  • XLE
  • SCHX
  • VNQ
B & T Capital Management Dba Alpha Capital Management's Q1 2025 Portfolio
Portfolio Value 500 Million
Stocks 115
Filing on May 01, 2025 Q1 2025

Auour Investments LLC

  • SPLG
  • BIL
  • SPDW
  • VEA
  • SPYV
  • SPIB
  • SPTI
Auour Investments LLC's Q1 2025 Portfolio
Portfolio Value 269 Million
Stocks 78
Filing on May 01, 2025 Q1 2025

American Financial Advisors, LLC

  • QQQ
  • BRK-B
  • VIG
  • IWB
  • VIGI
  • FTCS
  • VBK
American Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 658 Million
Stocks 147
Filing on May 01, 2025 Q1 2025

Berbice Capital Management LLC

  • NVDA
  • META
  • MSFT
  • AMZN
  • V
  • MA
  • AVGO
Berbice Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 168
Filing on May 01, 2025 Q1 2025

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • VCSH
  • QQQ
  • FRDM
  • VT
Coyle Financial Counsel LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 76
Filing on May 01, 2025 Q1 2025

Focused Wealth Management, Inc

  • SPYG
  • VTV
  • QQQ
  • VCIT
  • SGOV
  • VYM
  • AAPL
Focused Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 737 Million
Stocks 197
Filing on May 01, 2025 Q1 2025

Lane & Associates LLC

  • VTI
  • SPYG
  • SCHX
  • SPY
  • EFG
  • DFIV
  • IEFA
Lane & Associates LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 115