Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Cortland Associates Inc

  • BKNG
  • KD
  • WTW
  • V
  • FCNCA
  • AMZN
  • CI
Cortland Associates Inc's Q1 2025 Portfolio
Portfolio Value 776 Million
Stocks 56
Filing on May 01, 2025 Q1 2025

Fulcrum Equity Management

  • ITOT
  • URTH
  • RSP
  • OKE
  • XLK
  • XLC
  • SPY
Fulcrum Equity Management's Q1 2025 Portfolio
Portfolio Value 88.9 Million
Stocks 96
Filing on May 01, 2025 Q1 2025

Harmony Asset Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • LLY
  • V
Harmony Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 161
Filing on May 01, 2025 Q1 2025

Horizon Advisory Services, Inc.

  • RDVY
  • HGER
  • JEPI
  • IBTI
  • IBTF
  • NBTB
  • SDVY
Horizon Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 46
Filing on May 01, 2025 Q1 2025

Omega Financial Group, LLC

  • VNQ
  • AGG
  • ISTB
  • IJR
  • IVV
  • IJH
  • SCHM
Omega Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 80
Filing on May 01, 2025 Q1 2025

Blue Square Asset Management, LLC

  • GBIL
  • VOO
  • IJR
  • QQQ
  • SCHF
  • NVDA
  • ISRG
Blue Square Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 63
Filing on May 01, 2025 Q1 2025

Martin Capital Advisors, LLP

  • AAPL
  • ISRG
  • NVDA
  • QQQ
  • VTI
  • MA
  • COST
Martin Capital Advisors, LLP's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 67
Filing on May 01, 2025 Q1 2025

Forum Private Client Group LLC

  • JCPB
  • VYM
  • DFAS
  • IWY
  • DFAI
  • IUSB
  • IXUS
Forum Private Client Group LLC's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 76
Filing on May 01, 2025 Q1 2025

Applied Capital Llc/Fl

  • MSFT
  • META
  • TRV
  • GOOG
  • CAT
  • PH
  • WSO
Applied Capital Llc/Fl's Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 86
Filing on May 01, 2025 Q1 2025

Wealth Trust Asset Management, LLC

  • WLTG
  • BILS
  • AGG
  • CHRW
  • BIL
  • FLOT
  • AAPL
Wealth Trust Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 85
Filing on May 01, 2025 Q1 2025

Hippocratic Financial Advisors, LLC

  • DFAC
  • DFSD
  • DUHP
  • VYM
  • BIL
  • DFIC
  • DFCF
Hippocratic Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 20
Filing on May 01, 2025 Q1 2025

Fortem Financial Group, LLC

  • AMLP
  • NVDA
  • URA
  • PLTR
  • TSLA
  • AAPL
  • AVGO
Fortem Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 185
Filing on May 01, 2025 Q1 2025

Beirne Wealth Consulting Services, LLC

  • AGG
  • IWD
  • VEA
  • LRGF
  • IVV
  • IEMG
  • IEF
Beirne Wealth Consulting Services, LLC's Q1 2025 Portfolio
Portfolio Value 281 Billion
Stocks 102
Filing on May 01, 2025 Q1 2025

Ifc Advisors LLC

  • MGK
  • PREF
  • VO
  • GENI
  • AAPL
  • ACWI
  • BRK-B
Ifc Advisors LLC's Q1 2025 Portfolio
Portfolio Value 479 Billion
Stocks 164
Filing on May 01, 2025 Q1 2025

Stieven Capital Advisors, L.P.

  • WAL
  • WBS
  • COLB
  • UMBF
  • EWBC
  • AX
  • CFG
Stieven Capital Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 498 Million
Stocks 45
Filing on May 01, 2025 Q1 2025

Exchange Capital Management, Inc.

  • MSFT
  • VGT
  • AMZN
  • GOOGL
  • DDWM
  • BRK-B
  • VFH
Exchange Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 558 Million
Stocks 207
Filing on May 01, 2025 Q1 2025

Ma Private Wealth

  • VOO
  • BND
  • QUAL
  • DYNF
  • IVW
  • VMBS
  • EFG
Ma Private Wealth's Q1 2025 Portfolio
Portfolio Value 530 Million
Stocks 75
Filing on May 01, 2025 Q1 2025

Quest 10 Wealth Builders, Inc.

  • VOO
  • IVV
  • VUG
  • VTV
  • IYW
  • GLD
  • IWY
Quest 10 Wealth Builders, Inc.'s Q1 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 801