Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Sequent Asset Management, LLC

  • XLK
  • SLB
  • SPYG
  • IWP
  • SPY
  • VOO
  • IWO
Sequent Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 115 Million
Stocks 83
Filing on Apr 29, 2025 Q1 2025

Brickley Wealth Management

  • VTV
  • AAPL
  • IEFA
  • VUG
  • AVDV
  • VBK
  • VBR
Brickley Wealth Management's Q1 2025 Portfolio
Portfolio Value 482 Million
Stocks 45
Filing on Apr 29, 2025 Q1 2025

Seascape Capital Management

  • DBND
  • EMXC
  • GOVT
  • JPIE
  • AAPL
  • NRG
  • ABBV
Seascape Capital Management's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 100
Filing on Apr 29, 2025 Q1 2025

Capital Investment Advisory Services, LLC

  • BIL
  • AAPL
  • NVDA
  • JPST
  • AMZN
  • VTV
  • SPLV
Capital Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 1000
Filing on Apr 29, 2025 Q1 2025

Eukles Asset Management

  • NVDA
  • AAPL
  • MSFT
  • IWF
  • MA
  • CBOE
  • URI
Eukles Asset Management's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 224
Filing on Apr 29, 2025 Q1 2025

Truist Financial Corp

  • IVV
  • SPY
  • GOVT
  • MSFT
  • AAPL
  • KO
  • NVDA
Truist Financial Corp's Q1 2025 Portfolio
Portfolio Value 61.3 Billion
Stocks 4983
Filing on Apr 29, 2025 Q1 2025

Elite Financial, Inc.

  • SCHD
  • VONG
  • VTV
  • IWN
  • IUSB
  • SCHG
  • VGSH
Elite Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 112
Filing on Apr 29, 2025 Q1 2025

Columbia River Financial Group, LLC

  • HDV
  • DWX
  • SPAB
  • VXF
  • BSV
  • VUG
  • SPLG
Columbia River Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 124
Filing on Apr 29, 2025 Q1 2025

Lightrock Netherlands B.V.

  • BC
  • LITE
  • WTFC
  • LNN
  • PFSI
  • FSLR
  • MWA
Lightrock Netherlands B.V.'s Q1 2025 Portfolio
Portfolio Value 380 Billion
Stocks 39
Filing on Apr 29, 2025 Q1 2025

Phil A. Younker & Associates, Ltd.

  • SCHZ
  • SCHB
  • SCHO
  • GAL
  • AOR
  • SCHD
  • SGOV
Phil A. Younker & Associates, Ltd.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 30
Filing on Apr 29, 2025 Q1 2025

Morris Financial Concepts, Inc.

  • IVV
  • SCHX
  • IEFA
  • IJR
  • SHY
  • ISTB
  • SHV
Morris Financial Concepts, Inc.'s Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 198
Filing on Apr 29, 2025 Q1 2025

Brookstone Capital Management

  • SPY
  • QQQ
  • VTV
  • VUG
  • AAPL
  • IVV
  • NVDA
Brookstone Capital Management's Q1 2025 Portfolio
Portfolio Value 6.07 Billion
Stocks 1014
Filing on Apr 29, 2025 Q1 2025

Smart Wealth LLC

  • NVDA
  • VGSH
  • JEPI
  • BRK-B
  • FJAN
  • RDVY
  • FJUL
Smart Wealth LLC's Q1 2025 Portfolio
Portfolio Value 279 Billion
Stocks 153
Filing on Apr 29, 2025 Q1 2025

Global Wealth Management Investment Advisory, Inc.

  • VGSH
  • JEPI
  • VCIT
  • AAPL
  • QQQ
  • IVV
  • IEFA
Global Wealth Management Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 139
Filing on Apr 29, 2025 Q1 2025

Catalyst Capital Advisors LLC

  • IJH
  • IWB
  • USMV
  • IWM
  • VWO
  • SPY
  • IJR
Catalyst Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 4.83 Billion
Stocks 584
Filing on Apr 29, 2025 Q1 2025

Wedgewood Investors Inc

  • ERIE
  • MSFT
  • AAPL
  • UNP
  • PM
  • SPY
  • SCHX
Wedgewood Investors Inc 's Q1 2025 Portfolio
Portfolio Value 83.6 Million
Stocks 97
Filing on Apr 29, 2025 Q1 2025

Nichols & Pratt Advisers LLP

  • AAPL
  • ADP
  • JNJ
  • MA
  • GOOG
  • MSFT
  • PG
Nichols & Pratt Advisers LLP 's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 184
Filing on Apr 29, 2025 Q1 2025

Hm Payson & CO

  • AAPL
  • MSFT
  • AVGO
  • GOOG
  • NVDA
  • AMZN
  • V
Hm Payson & CO's Q1 2025 Portfolio
Portfolio Value 5.6 Billion
Stocks 1446