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
Filing on Apr 30, 2025
Q1 2025
Cornerstone Investment Partners, LLC
- META
- V
- GOOGL
- CB
- AVGO
- ELV
- HCA
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 30, 2025
Q1 2025
Thrive Capital Management, LLC
- STIP
- XAR
- FDN
- VXF
- QYLD
- VYM
- VCIT
Filing on Apr 30, 2025
Q1 2025
Correct Capital Wealth Management
- MSTR
- DGRO
- AVUV
- FBND
- AVEM
- AVDE
- PULS
Filing on Apr 30, 2025
Q1 2025
Lountzis Asset Management, LLC
- BRK-B
- PGR
- WFC
- AMAT
- IDXX
- BRO
- ORCL
Filing on Apr 30, 2025
Q1 2025
Hunter Associates Investment Management LLC
- AAPL
- GSLC
- MSFT
- IHDG
- SCHD
- FBND
- FISV
Filing on Apr 30, 2025
Q1 2025
Astra Wealth Partners LLC
- IVV
- IEFA
- VTI
- DISV
- IJJ
- VEA
- IJH
Filing on Apr 30, 2025
Q1 2025
Peoples Financial Services Corp.
- LLY
- AAPL
- PFIS
- MSFT
- AMZN
- AVGO
- MCD
Filing on Apr 30, 2025
Q1 2025
Stonebrook Private Inc.
- QUAL
- AAPL
- MSFT
- EFV
- DYNF
- EFG
- SPLG
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