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
Parr Mcknight Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 695 Billion
Stocks 227
Filing on Apr 30, 2025 Q1 2025

Argi Investment Services, LLC

  • VOO
  • IEF
  • SCHP
  • VT
  • BWX
  • GLD
  • VWO
Argi Investment Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 24
Filing on Apr 30, 2025 Q1 2025

Sharkey, Howes & Javer

  • IVV
  • IUSB
  • QUAL
  • DYNF
  • IVW
  • IVE
  • EFV
Sharkey, Howes & Javer's Q1 2025 Portfolio
Portfolio Value 654 Million
Stocks 149
Filing on Apr 30, 2025 Q1 2025

Sharpepoint LLC

  • LLY
  • TLT
  • SPYV
  • AMZN
  • NVDA
  • CRWD
  • GE
Sharpepoint LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 77
Filing on Apr 30, 2025 Q1 2025

Phillips Financial Management, LLC

  • IVV
  • DFCF
  • DFIC
  • DFSD
  • IJH
  • VXUS
  • IXUS
Phillips Financial Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 258
Filing on Apr 30, 2025 Q1 2025

Cerity Partners LLC

  • VOO
  • AAPL
  • MSFT
  • SPY
  • NVDA
  • IVV
  • PG
Cerity Partners LLC's Q1 2025 Portfolio
Portfolio Value 48.7 Billion
Stocks 2474
Filing on Apr 30, 2025 Q1 2025

Bernardo Wealth Planning LLC

  • IVV
  • MGK
  • MGV
  • VONV
  • CGCP
  • VONG
  • RSP
Bernardo Wealth Planning LLC's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 113
Filing on Apr 30, 2025 Q1 2025

Mjp Associates Inc

  • VOO
  • VIG
  • IEF
  • MINT
  • AAPL
  • JAAA
  • JMST
Mjp Associates Inc 's Q1 2025 Portfolio
Portfolio Value 564 Million
Stocks 225
Filing on Apr 30, 2025 Q1 2025

Lattice Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • ISRG
  • GOOGL
  • NFLX
  • PLTR
Lattice Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 95 Million
Stocks 22
Filing on Apr 30, 2025 Q1 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • COST
  • MSFT
  • GOOGL
  • AMGN
  • BRK-B
  • GOOG
Alan B. Lancz & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 92.8 Million
Stocks 123
Filing on Apr 30, 2025 Q1 2025

Vision Capital Management, Inc.

  • IVV
  • VEA
  • AAPL
  • IJR
  • VBK
  • VWO
  • MSFT
Vision Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 684 Million
Stocks 151
Filing on Apr 30, 2025 Q1 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • HD
  • V
  • PEP
  • VEU
Telos Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 191
Filing on Apr 30, 2025 Q1 2025

Narus Financial Partners, LLC

  • WMT
  • GLD
  • VEA
  • XLK
  • DECK
  • VO
  • NVDA
Narus Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 149
Filing on Apr 30, 2025 Q1 2025

Code Waechter LLC

  • SCHG
  • CALF
  • CGDV
  • COWZ
  • SCHR
  • IJS
  • SCHX
Code Waechter LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 126
Filing on Apr 30, 2025 Q1 2025

Peoples Bank

  • PEBO
  • IVV
  • IVW
  • IJH
  • SPY
  • VGIT
  • IGIB
Peoples Bank 's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 140
Filing on Apr 30, 2025 Q1 2025

Steadview Capital Management LLC

  • CVNA
  • HOOD
  • DASH
  • APP
  • SHOP
  • DUOL
  • SPOT
Steadview Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 10
Filing on Apr 30, 2025 Q1 2025

Allworth Financial LP

  • VTI
  • BSV
  • BND
  • SPDW
  • SPYG
  • SPYV
  • GOVT
Allworth Financial LP's Q1 2025 Portfolio
Portfolio Value 17.4 Billion
Stocks 4056
Filing on Apr 30, 2025 Q1 2025

Round Rock Advisors, LLC

  • JPST
  • VYM
  • QQQ
  • VO
  • IJR
  • AAPL
  • SMH
Round Rock Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 534 Million
Stocks 216