Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • DFCF
  • IEI
  • BRK-B
  • IEF
  • IVV
Tru Independence Asset Management 2, LLC's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 90
Filing on Apr 30, 2025 Q1 2025

Cornerstone Investment Partners, LLC

  • META
  • V
  • GOOGL
  • CB
  • AVGO
  • ELV
  • HCA
Cornerstone Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 188
Filing on Apr 30, 2025 Q1 2025

Dmg Group, LLC

  • AAPL
  • AGG
  • UCBI
  • MSFT
  • IGIB
  • META
  • IGSB
Dmg Group, LLC's Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 126
Filing on Apr 30, 2025 Q1 2025

Thrive Capital Management, LLC

  • STIP
  • XAR
  • FDN
  • VXF
  • QYLD
  • VYM
  • VCIT
Thrive Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 114
Filing on Apr 30, 2025 Q1 2025

Correct Capital Wealth Management

  • MSTR
  • DGRO
  • AVUV
  • FBND
  • AVEM
  • AVDE
  • PULS
Correct Capital Wealth Management's Q1 2025 Portfolio
Portfolio Value 354 Million
Stocks 141
Filing on Apr 30, 2025 Q1 2025

Lountzis Asset Management, LLC

  • BRK-B
  • PGR
  • WFC
  • AMAT
  • IDXX
  • BRO
  • ORCL
Lountzis Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 52
Filing on Apr 30, 2025 Q1 2025

Hunter Associates Investment Management LLC

  • AAPL
  • GSLC
  • MSFT
  • IHDG
  • SCHD
  • FBND
  • FISV
Hunter Associates Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 247
Filing on Apr 30, 2025 Q1 2025

Astra Wealth Partners LLC

  • IVV
  • IEFA
  • VTI
  • DISV
  • IJJ
  • VEA
  • IJH
Astra Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 76
Filing on Apr 30, 2025 Q1 2025

Peoples Financial Services Corp.

  • LLY
  • AAPL
  • PFIS
  • MSFT
  • AMZN
  • AVGO
  • MCD
Peoples Financial Services Corp.'s Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 396
Filing on Apr 30, 2025 Q1 2025

Stonebrook Private Inc.

  • QUAL
  • AAPL
  • MSFT
  • EFV
  • DYNF
  • EFG
  • SPLG
Stonebrook Private Inc.'s Q1 2025 Portfolio
Portfolio Value 385 Billion
Stocks 188
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