Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

Innovative Wealth Building LLC

  • VOO
  • DFUS
  • IVV
  • DGRO
  • VO
  • QQQ
  • AGG
Innovative Wealth Building LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 50
Filing on Apr 25, 2025 Q1 2025

Bank Plus Wealth Management LLC

  • IVV
  • JCPB
  • JPIE
  • AAPL
  • SPY
  • BND
  • TOTR
Bank Plus Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 98
Filing on Apr 25, 2025 Q1 2025

Bck Partners, Inc.

  • VOO
  • VCSH
  • VO
  • IGIB
  • VB
  • SCHF
  • SCHE
Bck Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 25
Filing on Apr 25, 2025 Q1 2025

Buttonwood Financial Advisors Inc.

  • MOAT
  • FBND
  • FHLC
  • BRK-B
  • GOOGL
  • MSFT
  • META
Buttonwood Financial Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 96
Filing on Apr 25, 2025 Q1 2025

Crown Wealth Group, LLC

  • DFUS
  • SPLG
  • BALT
  • QUAL
  • MSFT
  • SGOV
  • VUG
Crown Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 108
Filing on Apr 25, 2025 Q1 2025

Waterfront Wealth Inc.

  • AMRN
  • BRK-B
  • AAPL
  • DFAC
  • BGY
  • CBSH
  • ADX
Waterfront Wealth Inc.'s Q1 2025 Portfolio
Portfolio Value 408 Million
Stocks 257
Filing on Apr 25, 2025 Q1 2025

Strid Group, LLC

  • SCHB
  • VEU
  • DALI
  • QVAL
  • VWO
  • IBDQ
  • FV
Strid Group, LLC's Q1 2025 Portfolio
Portfolio Value 636 Million
Stocks 62
Filing on Apr 25, 2025 Q1 2025

Wealthstar Advisors, LLC

  • SPXL
  • LQD
  • HYG
  • TXN
  • IGSB
  • IGIB
  • TLH
Wealthstar Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 134
Filing on Apr 25, 2025 Q1 2025

Lunate Capital LTD

  • RVMD
Lunate Capital LTD's Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 4
Filing on Apr 25, 2025 Q1 2025

Naviter Wealth, LLC

  • AMLP
  • DBMF
  • AAPL
  • JPST
  • MSFT
  • XOM
  • NVDA
Naviter Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 274
Filing on Apr 25, 2025 Q1 2025

Essex Financial Services, Inc.

  • AAPL
  • QQQ
  • MSFT
  • VOOG
  • GLD
  • SPY
  • CODI
Essex Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 631
Filing on Apr 25, 2025 Q1 2025

Hutchens & Kramer Investment Management Group, LLC

  • DFAC
  • DFIC
  • LLY
  • AVUS
  • DFCF
  • VOO
  • BOND
Hutchens & Kramer Investment Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 159
Filing on Apr 25, 2025 Q1 2025

Hills Bank & Trust CO

  • SPY
  • VEA
  • MDY
  • BSCQ
  • IBTF
  • BSCR
  • BSCS
Hills Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 460
Filing on Apr 25, 2025 Q1 2025

Stonebridge Financial Group, LLC

  • DGRO
  • USFR
  • MUNI
  • GLD
  • SMMU
  • AAPL
  • XLV
Stonebridge Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 940 Billion
Stocks 1005
Filing on Apr 25, 2025 Q1 2025

Skylands Capital, LLC

  • UNP
  • AAPL
  • GOOGL
  • GM
  • CCI
  • BECN
  • OSK
Skylands Capital, LLC's Q1 2025 Portfolio
Portfolio Value 619 Million
Stocks 153
Filing on Apr 25, 2025 Q1 2025

Northcape Wealth Management, LLC

  • GLD
  • JAAA
  • LQD
  • IEFA
  • IQLT
  • KMI
  • AAPL
Northcape Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 134
Filing on Apr 25, 2025 Q1 2025

Prakash Investment Advisors LLC

  • NVDA
  • NFLX
  • META
  • TSLA
  • AAPL
  • AMZN
  • SPOT
Prakash Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 53
Filing on Apr 25, 2025 Q1 2025

Kbc Group Nv

  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
  • META
  • AVGO
Kbc Group Nv's Q1 2025 Portfolio
Portfolio Value 32.2 Billion
Stocks 2558