Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Sebold Capital Management, Inc.

  • RSP
  • VO
  • VIG
  • FNDE
  • VEA
  • FTSM
  • VGT
Sebold Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 73
Filing on Apr 28, 2025 Q1 2025

Trustees Of Dartmouth College

  • SPY
  • ORCC
  • VTV
  • IJR
  • XOM
Trustees Of Dartmouth College's Q1 2025 Portfolio
Portfolio Value 353 Billion
Stocks 5
Filing on Apr 28, 2025 Q1 2025

Axis Wealth Partners, LLC

  • FBND
  • DGRW
  • VYMI
  • VOO
  • SCHD
  • IVE
  • IJH
Axis Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 140
Filing on Apr 28, 2025 Q1 2025

First Horizon Advisors, Inc.

  • SPY
  • IVV
  • AAPL
  • JPM
  • MSFT
  • IJH
  • CSCO
First Horizon Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.53 Billion
Stocks 1840
Filing on Apr 28, 2025 Q1 2025

Hgk Asset Management Inc

  • HDB
  • RYAAY
  • TSM
  • ICLR
  • HCA
  • C
  • JPM
Hgk Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 486 Million
Stocks 101
Filing on Apr 28, 2025 Q1 2025

Fsr Wealth Management Ltd.

  • AZBJ
  • AZBO
  • AZAJ
  • AZAO
  • JPM
  • PFEB
  • META
Fsr Wealth Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 75.8 Billion
Stocks 39
Filing on Apr 28, 2025 Q1 2025

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • VTEB
  • VWO
  • DFAU
  • BNDX
Level Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 52
Filing on Apr 28, 2025 Q1 2025

Cannon Global Investment Management, LLC

  • SPY
  • X
  • X
  • HES
  • ANSS
  • AGNC
  • X
Cannon Global Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 49.7 Million
Stocks 78
Filing on Apr 28, 2025 Q1 2025

Elmwood Wealth Management, Inc.

  • USFR
  • VEA
  • TFLO
  • SUB
  • JMST
  • TOTL
  • JPST
Elmwood Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 129
Filing on Apr 28, 2025 Q1 2025

Weaver Consulting Group

  • TFLO
  • DIVZ
  • QUAL
  • JAAA
  • VTI
  • AAPL
  • AOM
Weaver Consulting Group's Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 222
Filing on Apr 28, 2025 Q1 2025

Private Trust CO Na

  • AAPL
  • MSFT
  • SPY
  • NVDA
  • AMZN
  • IVV
  • GOOGL
Private Trust CO Na's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 2469
Filing on Apr 28, 2025 Q1 2025

Uma Financial Services, Inc.

  • IVV
  • SPLG
  • QUAL
  • DFAI
  • IVW
  • DYNF
  • ITOT
Uma Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 562 Million
Stocks 10994
Filing on Apr 28, 2025 Q1 2025

O'Brien Wealth Partners LLC

  • SPLG
  • ITOT
  • DBEF
  • USMC
  • COWZ
  • SPTI
  • VTI
O'Brien Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 511 Million
Stocks 72
Filing on Apr 28, 2025 Q1 2025

Pinnacle Financial Partners Inc

  • MSFT
  • AAPL
  • SPY
  • VOO
  • AMZN
  • V
  • JPM
Pinnacle Financial Partners Inc's Q1 2025 Portfolio
Portfolio Value 4.82 Billion
Stocks 1072
Filing on Apr 28, 2025 Q1 2025

Fiduciary Group LLC

  • AAPL
  • VOO
  • MSFT
  • SHY
  • BRK-B
  • GOOG
  • AGG
Fiduciary Group LLC's Q1 2025 Portfolio
Portfolio Value 975 Million
Stocks 273
Filing on Apr 28, 2025 Q1 2025

Instrumental Wealth, LLC

  • IJH
  • IVW
  • IVE
  • IEFA
  • IVV
  • COWZ
  • RSP
Instrumental Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 56
Filing on Apr 28, 2025 Q1 2025

Acuitas Investments, LLC

  • HMST
  • MG
  • NGS
  • ARHS
  • ANGO
  • OPRT
  • PGNY
Acuitas Investments, LLC's Q1 2025 Portfolio
Portfolio Value 98.9 Million
Stocks 66
Filing on Apr 28, 2025 Q1 2025

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • IWF
  • IWD
  • GOOG
Mainstream Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 86