Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Fifth Third Securities, Inc.

  • VOO
  • IVV
  • QQQ
  • SPY
  • VTI
  • VUG
  • DGRO
Fifth Third Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 292
Filing on May 01, 2025 Q1 2025

Ownership Capital B.V.

  • MA
  • EW
  • ANSS
  • WDAY
  • INTU
  • PTC
  • ZTS
Ownership Capital B.V.'s Q1 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 22
Filing on Apr 30, 2025 Q1 2025

Spear Holdings Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Spear Holdings Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on Apr 30, 2025 Q1 2025

Austin Wealth Management, LLC

  • DFAU
  • DFAC
  • DFNM
  • MFUS
  • SPYC
  • DFIC
  • BIL
Austin Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 499 Billion
Stocks 129
Filing on Apr 30, 2025 Q1 2025

Fidelis Capital Partners, LLC

  • SPY
  • AAPL
  • IVV
  • MSFT
  • NVDA
  • VOO
  • AMZN
Fidelis Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 430
Filing on Apr 30, 2025 Q1 2025

Croban

  • VYMI
  • SIHY
  • DES
  • VSLU
  • IGSB
  • IDU
  • TCHP
Croban's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 74
Filing on Apr 30, 2025 Q1 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • AAPL
  • QQQ
  • XLK
  • VGT
  • SCHG
  • VTI
Fingerlakes Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 86
Filing on Apr 30, 2025 Q1 2025

Country Club Bank

  • VTI
  • VXUS
  • IVV
  • MSFT
  • BRK-B
  • EFA
  • WMT
Country Club Bank 's Q1 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 319
Filing on Apr 30, 2025 Q1 2025

Sage Rhino Capital LLC

  • RSP
  • IAU
  • VO
  • VB
  • AVUV
  • GBIL
  • IEFA
Sage Rhino Capital LLC's Q1 2025 Portfolio
Portfolio Value 419 Million
Stocks 265
Filing on Apr 30, 2025 Q1 2025

Clientfirst Wealth Management, LLC

  • DDS
  • IWF
  • SPY
  • VOO
  • AAPL
  • IWD
  • IWM
Clientfirst Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 87.5 Million
Stocks 46
Filing on Apr 30, 2025 Q1 2025

Wespac Advisors, LLC

  • IVV
  • PULS
  • VOO
  • CLOI
  • AAPL
  • T
  • OKE
Wespac Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 115 Million
Stocks 153
Filing on Apr 30, 2025 Q1 2025

Kesler, Norman & Wride, LLC

  • KR
  • SPY
  • AAPL
  • MSFT
  • IBDQ
  • UNH
  • COST
Kesler, Norman & Wride, LLC's Q1 2025 Portfolio
Portfolio Value 501 Million
Stocks 209
Filing on Apr 30, 2025 Q1 2025

Fonville Wealth Management LLC

  • DFAU
  • BND
  • VUSB
  • AVUV
  • DFAI
  • AVLV
  • AVEM
Fonville Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 339 Billion
Stocks 119
Filing on Apr 30, 2025 Q1 2025

Xponance, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Xponance, Inc.'s Q1 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 1445
Filing on Apr 30, 2025 Q1 2025

Wendel Se

  • IHS
Wendel Se's Q1 2025 Portfolio
Portfolio Value 329 Billion
Stocks 1
Filing on Apr 30, 2025 Q1 2025

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • XOM
New England Professional Planning Group Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 46
Filing on Apr 30, 2025 Q1 2025

Stegent Equity Advisors, Inc.

  • GLTR
  • FTLS
  • FIW
  • RDVY
  • KBWP
  • COWZ
  • IEO
Stegent Equity Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 84.8 Million
Stocks 97
Filing on Apr 30, 2025 Q1 2025

Ade, LLC

  • VOO
  • IVV
  • BNDX
  • VEA
  • MUB
  • VXUS
  • QUAL
Ade, LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 76