Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Dkm Wealth Management, Inc.

  • TBLD
  • SYLD
  • ITOT
  • IVV
  • AAPL
  • VTI
  • QQQ
Dkm Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 91.6 Billion
Stocks 49
Filing on Apr 11, 2025 Q1 2025

Independence Bank Of Kentucky

  • SPY
  • MSFT
  • AAPL
  • JPM
  • VTI
  • AMZN
  • NVDA
Independence Bank Of Kentucky's Q1 2025 Portfolio
Portfolio Value 631 Million
Stocks 613
Filing on Apr 11, 2025 Q1 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • AAPL
  • GOOGL
  • IVW
  • AZO
  • WMB
  • BRK-B
Blue Zone Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 327 Million
Stocks 106
Filing on Apr 11, 2025 Q1 2025

Stokes Capital Advisors, LLC

  • MSFT
  • MINT
  • TJX
  • V
  • MCD
  • AVGO
  • JPM
Stokes Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 73
Filing on Apr 11, 2025 Q1 2025

Seneca House Advisors

  • RSP
  • JAAA
  • MKL
  • MSFT
  • IBDX
  • GOOGL
  • STWD
Seneca House Advisors's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 87
Filing on Apr 11, 2025 Q1 2025

Successful Portfolios LLC

  • SPY
  • NVDA
  • IVV
  • SCHO
  • BSV
  • MSFT
  • VTI
Successful Portfolios LLC's Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 158
Filing on Apr 11, 2025 Q1 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • PSTP
  • BUFF
  • SPEM
  • OSCV
Kfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 189
Filing on Apr 11, 2025 Q1 2025

Harrington Investments, Inc

  • AAPL
  • MSFT
  • NFLX
  • MMC
  • GOOGL
  • AMZN
  • COST
Harrington Investments, Inc's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 82
Filing on Apr 11, 2025 Q1 2025

D. Scott Neal, Inc.

  • GLD
  • QQQ
  • UNM
  • AJG
  • XLC
  • NSA
  • FLEX
D. Scott Neal, Inc.'s Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 61
Filing on Apr 11, 2025 Q1 2025

Alliance Wealth Advisors, LLC

  • UITB
  • DGRO
  • PLTR
  • QQQ
  • VTV
  • AVUV
  • IJH
Alliance Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 141
Filing on Apr 11, 2025 Q1 2025

Epiq Partners, LLC

  • IWV
  • IWF
  • JBBB
  • HRL
  • AGG
  • HBAN
  • ORCC
Epiq Partners, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 75
Filing on Apr 11, 2025 Q1 2025

Hudson Valley Investment Advisors Inc

  • SPIB
  • LLY
  • ISRG
  • SPSB
  • MSFT
  • NVDA
  • AAPL
Hudson Valley Investment Advisors Inc 's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 169
Filing on Apr 11, 2025 Q1 2025

Tealwood Asset Management Inc

  • POWW
  • BJ
  • ABBV
  • GOOGL
  • META
  • WRB
  • ALSN
Tealwood Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 127
Filing on Apr 11, 2025 Q1 2025

Sara Bay Financial

  • HLIO
  • NVDA
  • LEU
  • META
  • JPM
  • PSTG
  • AMZN
Sara Bay Financial's Q1 2025 Portfolio
Portfolio Value 227 Billion
Stocks 76
Filing on Apr 11, 2025 Q1 2025

Gridiron Partners, LLC

  • AGG
  • BND
  • SPY
  • VTI
  • NMZ
  • PML
  • NZF
Gridiron Partners, LLC's Q1 2025 Portfolio
Portfolio Value 156 Billion
Stocks 63
Filing on Apr 11, 2025 Q4 2024

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q4 2024 Portfolio
Portfolio Value 120 Billion
Stocks 63
Filing on Apr 11, 2025 Q1 2025

City State Bank

  • AAPL
  • BIV
  • DFCF
  • BSV
  • BND
  • BRK-B
  • AGG
City State Bank's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 752
Filing on Apr 11, 2025 Q1 2025

First Affirmative Financial Network

  • VGIT
  • SPTS
  • AAPL
  • NVDA
  • MSFT
  • DSI
  • GOOGL
First Affirmative Financial Network's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 269