Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 25, 2025
Q1 2025
Peregrine Capital Management LLC
- AMZN
- ARES
- GOOGL
- NOW
- NET
- V
- CRWD
Filing on Apr 25, 2025
Q1 2025
Taylor Frigon Capital Management LLC
- MPWR
- TW
- PRCT
- CVNA
- PCOR
- CYBR
- KRNT
Filing on Apr 25, 2025
Q1 2025
Morgan Rosel Wealth Management, LLC
- VTI
- SCHF
- SPY
- USMV
- BOND
- SCHE
- IAUM
Filing on Apr 25, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Mid Atlantic Capital Management, Inc.
- SPY
- IVV
- VUG
- VYM
- IJR
- IWF
- VEA
Filing on Apr 25, 2025
Q1 2025
Arbor Investment Advisors, LLC
- IWB
- PRF
- VEA
- TFLO
- BSV
- AGG
- TIP
Filing on Apr 25, 2025
Q1 2025
Canandaigua National Bank & Trust CO
- IUSV
- SPYG
- SPY
- FNDF
- MSFT
- MDYV
- AAPL
Filing on Apr 25, 2025
Q1 2025
Red Cedar Investment Management, LLC
- VONE
- IWB
- VTWO
- IWM
- IEMG
- EWJ
- SCHF
Filing on Apr 25, 2025
Q1 2025
Valley National Advisers Inc
- SCHX
- AAPL
- SCHB
- FBND
- SCHG
- MSFT
- VTV
Filing on Apr 25, 2025
Q1 2025
Di Nuzzo Private Wealth, Inc.
- DFSD
- DFCF
- DFUS
- DFIC
- DFAS
- DUHP
- DFSV
Filing on Apr 25, 2025
Q1 2025
Custos Family Office, LLC
- IVV
- USMV
- FVAL
- IEMG
- DGRO
- VWO
- IEFA
Filing on Apr 25, 2025
Q1 2025
Canandaigua National Trust CO Of Florida
- LLY
- SPY
- IUSV
- FNDF
- SPYG
- MDYV
- MSFT
Filing on Apr 25, 2025
Q1 2025
Washington Trust Advisors, Inc.
- AAPL
- V
- PWR
- META
- PANW
- AMZN
- BRK-B
Filing on Apr 25, 2025
Q1 2025
Socha Financial Group, LLC
- SCHB
- FMIL
- QQQ
- XLK
- IBM
- CAPE
- GLW
Filing on Apr 25, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Westside Investment Management, Inc.
- VYM
- AAPL
- VTI
- QQQ
- AMZN
- MSFT
- UBER
Filing on Apr 25, 2025
Q1 2025
Tradewinds Capital Management, LLC
- GLDM
- EWS
- XLF
- COMT
- XLY
- SPYG
- SCHX
Filing on Apr 25, 2025
Q1 2025
Nicholson Meyer Capital Management, Inc.
- BRK-B
- IWB
- GLD
- FNDX
- GSLC
- GBIL
- IXN