Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 30, 2025
Q1 2025
Parr Mcknight Wealth Management Group, LLC
- IVV
- AAPL
- MSFT
- BND
- IUSB
- IEFA
- JPM
Filing on Apr 30, 2025
Q1 2025
Argi Investment Services, LLC
- VOO
- IEF
- SCHP
- VT
- BWX
- GLD
- VWO
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Phillips Financial Management, LLC
- IVV
- DFCF
- DFIC
- DFSD
- IJH
- VXUS
- IXUS
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- RSP
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Lattice Capital Management, LLC
- NVDA
- MSFT
- AAPL
- ISRG
- GOOGL
- NFLX
- PLTR
Filing on Apr 30, 2025
Q1 2025
Alan B. Lancz & Associates, Inc.
- AAPL
- COST
- MSFT
- GOOGL
- AMGN
- BRK-B
- GOOG
Filing on Apr 30, 2025
Q1 2025
Vision Capital Management, Inc.
- IVV
- VEA
- AAPL
- IJR
- VBK
- VWO
- MSFT
Filing on Apr 30, 2025
Q1 2025
Telos Capital Management, Inc.
- AAPL
- VTI
- QCOM
- HD
- V
- PEP
- VEU
Filing on Apr 30, 2025
Q1 2025
Narus Financial Partners, LLC
- WMT
- GLD
- VEA
- XLK
- DECK
- VO
- NVDA
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Steadview Capital Management LLC
- CVNA
- HOOD
- DASH
- APP
- SHOP
- DUOL
- SPOT
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025