Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

Guardian Investment Management

  • AAPL
  • BX
  • DHR
  • AMGN
  • COST
  • WMT
  • MSFT
Guardian Investment Management's Q1 2025 Portfolio
Portfolio Value 124 Million
Stocks 57
Filing on Apr 25, 2025 Q1 2025

Ledgewood Wealth Advisors, LLC

  • MSEX
  • DFAU
  • PFS
  • DFCF
  • BSCP
  • DFAI
  • BSCS
Ledgewood Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 70
Filing on Apr 25, 2025 Q1 2025

Blb&B Advisors, LLC

  • VEA
  • IVV
  • IJH
  • VWO
  • AAPL
  • IJR
  • DJP
Blb&B Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 276
Filing on Apr 25, 2025 Q1 2025

Smith Group Asset Management, LLC

  • AAPL
  • MSFT
  • COST
  • META
  • BKNG
  • PH
  • KLAC
Smith Group Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 179
Filing on Apr 25, 2025 Q1 2025

Impact Investors, Inc

  • SPTL
  • NULG
  • IAU
  • AGZ
  • ESGD
  • SUSB
  • VGIT
Impact Investors, Inc's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 153
Filing on Apr 25, 2025 Q1 2025

Hapanowicz & Associates Financial Services, Inc

  • VONV
  • VONG
  • SPY
  • VIG
  • VOT
  • FYX
  • VONE
Hapanowicz & Associates Financial Services, Inc's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 32
Filing on Apr 25, 2025 Q1 2025

Round Angle Advisors LLC

  • IJH
  • VTV
  • AAPL
  • NOBL
  • GLD
  • VOE
  • VGIT
Round Angle Advisors LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 57
Filing on Apr 25, 2025 Q1 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • IEF
  • SCHM
  • AMZN
Lincoln Capital Corp's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 91
Filing on Apr 25, 2025 Q1 2025

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • EFA
  • VEA
  • SPYV
  • IVW
  • AAPL
Sterling Group Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 59
Filing on Apr 25, 2025 Q1 2025

Cidel Asset Management Inc

  • RY
  • MSFT
  • WTW
  • QSR
  • ABT
  • AZN
  • FTS
Cidel Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 340
Filing on Apr 25, 2025 Q1 2025

Dean, Jacobson Financial Services, LLC

  • SPY
  • IEFA
  • BIL
  • XLRE
  • JPST
  • TPL
  • AAPL
Dean, Jacobson Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 130 Million
Stocks 11
Filing on Apr 25, 2025 Q1 2025

Clear Creek Financial Management, LLC

  • SPLG
  • IVW
  • SPAB
  • IVV
  • DIA
  • SPYG
  • QQQ
Clear Creek Financial Management, LLC's Q1 2025 Portfolio
Portfolio Value 903 Million
Stocks 519
Filing on Apr 25, 2025 Q1 2025

Von Berge Wealth Management Group, LLC

  • VO
  • MGV
  • MGK
  • VB
  • VTV
  • FNDF
  • VEA
Von Berge Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 63
Filing on Apr 25, 2025 Q1 2025

Lansing Street Advisors

  • VOO
  • MCD
  • CMG
  • QQQ
  • VEA
  • SPY
  • IVW
Lansing Street Advisors's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 135
Filing on Apr 25, 2025 Q1 2025

Quarry Hill Advisors, LLC

  • AVUV
  • DFAC
  • AVDV
  • DFIC
  • DFSU
  • DFEM
  • AVRE
Quarry Hill Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 45
Filing on Apr 25, 2025 Q1 2025

Fort Vancouver Investment Management, LLC

  • VOO
  • AVUV
  • SCHF
  • AVEM
  • VXF
  • VCSH
  • DFIC
Fort Vancouver Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 53
Filing on Apr 25, 2025 Q1 2025

Kieckhefer Group LLC

  • NVDA
  • PLTR
  • XOM
  • VOT
  • QQQ
  • ISRG
  • COP
Kieckhefer Group LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 46
Filing on Apr 25, 2025 Q1 2025

Mather Group, Llc.

  • SCHG
  • SCHV
  • LII
  • SPEU
  • VPL
  • DFIS
  • SPTI
Mather Group, Llc.'s Q1 2025 Portfolio
Portfolio Value 8.58 Billion
Stocks 1795