Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 23, 2025
Q2 2025
Magnolia Capital Management LTD
- QQQ
- SPY
- IJH
- DIA
- AAPL
- IJR
- BRK-B
Filing on Jul 23, 2025
Q2 2025
Tpg Financial Advisors, LLC
- JPIE
- SPYV
- SPYG
- IEF
- SPSM
- SPTI
- SPMD
Filing on Jul 23, 2025
Q2 2025
Venturi Wealth Management, LLC
- BNDX
- IEFA
- IEMG
- EMB
- VCIT
- MSFT
- USHY
Filing on Jul 23, 2025
Q2 2025
Sax Wealth Advisors, LLC
- DFUS
- FBND
- QQQM
- QUAL
- DFAC
- DFAT
- IJH
Filing on Jul 23, 2025
Q2 2025
1 North Wealth Services LLC
- VCIT
- JEPI
- JAAA
- TOTL
- GLD
- PULS
- EMB
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Wheelhouse Advisory Group LLC
- VOOG
- VOO
- VHT
- VV
- MGK
- VIG
- VGT
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Colony Family Offices, LLC
- DFUS
- IEFA
- IJR
- VWO
- DFAE
- VTEB
- GUNR
Filing on Jul 23, 2025
Q2 2025
Ellsworth Advisors, LLC
- NVDA
- GLD
- FTSM
- HGER
- META
- MSFT
- AAPL
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Indiana Trust & Investment Management CO
- NVDA
- SPY
- AAPL
- AMZN
- LLY
- JPM
- GOOGL
Filing on Jul 23, 2025
Q2 2025
Integris Wealth Management, LLC
- BSV
- IVV
- VEA
- VTI
- DISV
- DFEM
- DFSV
Filing on Jul 23, 2025
Q2 2025
Harvey Investment CO LLC
- ORLY
- BRK-B
- TJX
- FAST
- VRSK
- ABT
- COST
Filing on Jul 23, 2025
Q2 2025
Center For Asset Management LLC
- MGK
- GOVT
- MSFT
- MINT
- MGV
- VOO
- VMBS
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Elevate Wealth Advisory, Inc
- ITOT
- VGIT
- BSV
- DFIV
- STIP
- IDEV
- AVDV
Filing on Jul 23, 2025
Q2 2025
Heathbridge Capital Management Ltd.
- AEP
- TD
- VZ
- TRP
- MSFT
- AEM
- MFC