Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

Hillman CO

  • MA
  • MSFT
  • INTU
  • Z
  • VO
  • VBR
  • FISV
Hillman CO's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 14
Filing on Apr 25, 2025 Q1 2025

K2 Financial Inc.

  • VEA
  • SCHX
  • MUB
  • SUB
  • VWO
  • VTEB
  • BNDX
K2 Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 60
Filing on Apr 25, 2025 Q1 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • V
  • XOM
  • RTX
Franklin, Parlapiano, Turner & Welch, LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 50
Filing on Apr 25, 2025 Q1 2025

Essex LLC

  • VCIT
  • VCSH
  • SJNK
  • XLK
  • SCHX
  • SCHM
  • FPEI
Essex LLC's Q1 2025 Portfolio
Portfolio Value 455 Million
Stocks 168
Filing on Apr 25, 2025 Q1 2025

G&S Capital LLC

  • SPY
  • SPTM
  • VTV
  • BIL
  • QQQ
  • MDY
  • IJR
G&S Capital LLC's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 124
Filing on Apr 25, 2025 Q1 2025

Townsend & Associates, Inc

  • SHV
  • ISTB
  • HDV
  • IUSV
  • TLT
  • EFV
  • AIG
Townsend & Associates, Inc's Q1 2025 Portfolio
Portfolio Value 956 Million
Stocks 99
Filing on Apr 25, 2025 Q1 2025

Impac Tfolio, LLC

  • ESGV
  • ESGU
  • ESGD
  • EUSB
  • ESGE
  • SUSC
  • MUB
Impac Tfolio, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 31
Filing on Apr 25, 2025 Q1 2025

Red Door Wealth Management, LLC

  • BRK-B
  • AAPL
  • SCHX
  • NVDA
  • MSFT
  • AMZN
  • JPM
Red Door Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 238
Filing on Apr 25, 2025 Q1 2025

Rochester Wealth Strategies, LLC

  • VTV
  • VUG
  • VWO
  • VEA
  • SPAB
  • IJH
  • IJR
Rochester Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 23
Filing on Apr 25, 2025 Q1 2025

Spinnaker Trust

  • SPLG
  • ESGD
  • XLK
  • SUSA
  • ISTB
  • MMM
  • AAPL
Spinnaker Trust's Q1 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 322
Filing on Apr 25, 2025 Q1 2025

Enzi Wealth

  • JHMM
  • IVV
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Apr 25, 2025 Q1 2025

Cmg Global Holdings, LLC

  • FBND
  • BND
  • QQQ
  • AAPL
  • SPY
  • MDY
  • IWM
Cmg Global Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 86
Filing on Apr 25, 2025 Q1 2025

Intelligence Driven Advisers, LLC

  • DFUS
  • QEFA
  • IWY
  • IUSB
  • SCHR
  • COWZ
  • DYNF
Intelligence Driven Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 515 Million
Stocks 102
Filing on Apr 25, 2025 Q1 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • USFR
  • IEFA
  • SPMD
  • IWM
  • VIG
New Perspectives, Inc's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 38
Filing on Apr 25, 2025 Q1 2025

Yardley Wealth Management LLC

  • DFAU
  • AVDE
  • DFNM
  • FRDM
  • DFIP
  • DFCF
  • DFSD
Yardley Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 40
Filing on Apr 25, 2025 Q1 2025

First Fiduciary Investment Counsel, Inc.

  • JPM
  • MSFT
  • LOW
  • HON
  • GS
  • JNJ
  • NVS
First Fiduciary Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 68
Filing on Apr 25, 2025 Q1 2025

Insight Inv LLC

  • MSFT
  • AAPL
  • COST
  • NFLX
  • BRK-B
  • UNH
  • AMZN
Insight Inv LLC's Q1 2025 Portfolio
Portfolio Value 282 Million
Stocks 133
Filing on Apr 25, 2025 Q1 2025

Peregrine Capital Management LLC

  • AMZN
  • ARES
  • GOOGL
  • NOW
  • NET
  • V
  • CRWD
Peregrine Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 327