Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Apr 28, 2025 Q1 2025

Alley Investment Management Company, LLC

  • JPM
  • AAPL
  • AMP
  • PM
  • PAYX
  • ABBV
  • MSFT
Alley Investment Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 770 Million
Stocks 88
Filing on Apr 28, 2025 Q1 2025

Yelin Lapidot Holdings Management Ltd.

  • QQQM
  • XLF
  • SPY
  • XLV
  • ZIM
  • META
  • RSP
Yelin Lapidot Holdings Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 518 Billion
Stocks 115
Filing on Apr 28, 2025 Q1 2025

Sensible Financial Planning & Management, Llc.

  • SCHP
  • BNDX
  • USIG
  • MBB
  • STIP
  • VTI
  • VOO
Sensible Financial Planning & Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 501 Million
Stocks 30
Filing on Apr 28, 2025 Q1 2025

Equita Financial Network, Inc.

  • VTI
  • VEA
  • DFSV
  • VCIT
  • DISV
  • DFEM
  • SPTI
Equita Financial Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 86
Filing on Apr 28, 2025 Q1 2025

Arbor Fi Advisors, LLC

  • IVV
  • SPYG
  • VYM
  • DFCF
  • DFAI
  • DUHP
  • DYNF
Arbor Fi Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 46
Filing on Apr 28, 2025 Q1 2025

Swmg, LLC

  • IVV
  • SPSB
  • IUSB
  • IVW
  • QUAL
  • DYNF
  • IVE
Swmg, LLC's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 111
Filing on Apr 28, 2025 Q1 2025

American Capital Advisory, LLC

  • DFAC
  • DFUS
  • GTO
  • DFAI
  • DFIC
  • DFAU
  • AAPL
American Capital Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 185 Billion
Stocks 802
Filing on Apr 28, 2025 Q1 2025

Mc Ginn Investment Management, Inc.

  • AAPL
  • META
  • MSFT
  • JPM
  • XOM
  • HD
  • BAC
Mc Ginn Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 44
Filing on Apr 28, 2025 Q1 2025

Financial Advocates Investment Management

  • NVDA
  • SPY
  • SPYG
  • VTI
  • AMZN
  • GOVT
  • IVW
Financial Advocates Investment Management's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 722
Filing on Apr 28, 2025 Q1 2025

Cibra Capital LTD

  • ITCI
  • K
  • BERY
  • HES
  • DESP
  • FYBR
  • AMED
Cibra Capital LTD's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 25