Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Hobbs Wealth Management, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • EFG
  • EFV
  • IVE
Hobbs Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 87.5 Billion
Stocks 41
Filing on Apr 24, 2025 Q1 2025

Mallini Complete Financial Planning LLC

  • VTI
  • BND
  • VXUS
  • VTEB
  • ESGV
  • USAC
  • EAGG
Mallini Complete Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 59
Filing on Apr 24, 2025 Q1 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GS
  • AMZN
  • ETN
  • GOOGL
  • META
J. L. Bainbridge & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 937 Million
Stocks 103
Filing on Apr 24, 2025 Q1 2025

Overbrook Management Corp

  • NVDA
  • MSFT
  • AMZN
  • META
  • TMUS
  • GOOG
  • V
Overbrook Management Corp's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 47
Filing on Apr 24, 2025 Q1 2025

Capitol Family Office, Inc.

  • VTI
  • IJR
  • XLK
  • AAPL
  • NKE
  • BRK-B
  • MSFT
Capitol Family Office, Inc.'s Q1 2025 Portfolio
Portfolio Value 70.6 Million
Stocks 48
Filing on Apr 24, 2025 Q1 2025

Golden State Wealth Management, LLC

  • IVV
  • AAPL
  • AGG
  • FVD
  • QQQ
  • WINN
  • AMZN
Golden State Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 673 Billion
Stocks 1673
Filing on Apr 24, 2025 Q1 2025

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • OEF
  • DGRO
  • IJH
  • IEO
  • PG
Altus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 41
Filing on Apr 24, 2025 Q1 2025

Laurel Wealth Planning LLC

  • VOO
  • EFIV
  • ESGU
  • IFRA
  • ESGD
  • SPYV
  • MOAT
Laurel Wealth Planning LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 56
Filing on Apr 24, 2025 Q1 2025

Westend Capital Management, LLC

  • BA
  • META
  • GE
  • GILD
  • AAPL
  • ET
  • BABA
Westend Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 263 Billion
Stocks 232
Filing on Apr 24, 2025 Q1 2025

Marathon Asset Management LTD

  • CNHI
  • AMZN
  • CCEP
  • ELV
  • META
  • MSFT
  • GOOGL
Marathon Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 81
Filing on Apr 24, 2025 Q1 2025

Cwc Advisors, Llc.

  • VGIT
  • FLTR
  • CLOI
  • AAPL
  • EDV
  • TLT
  • BXSL
Cwc Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 138
Filing on Apr 24, 2025 Q1 2025

Confluence Wealth Services, Inc.

  • CGDV
  • VIG
  • JEPI
  • IWF
  • VYMI
  • DFIV
  • DGRO
Confluence Wealth Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 336
Filing on Apr 24, 2025 Q1 2025

Monument Group Wealth Advisors, LLC

  • DFAC
  • DFAI
  • VTI
  • VEA
  • DFAE
  • VTV
  • VB
Monument Group Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 51
Filing on Apr 24, 2025 Q1 2025

Fulcrum Asset Management LLP

  • WMT
  • MCK
  • ABC
  • AAPL
  • CAH
  • NVDA
  • MSFT
Fulcrum Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 516 Billion
Stocks 205
Filing on Apr 24, 2025 Q1 2025

Spence Asset Management

  • V
  • MA
  • TYL
  • ISRG
  • AMZN
  • GS
  • MSFT
Spence Asset Management's Q1 2025 Portfolio
Portfolio Value 402 Million
Stocks 38
Filing on Apr 24, 2025 Q1 2025

Patron Partners, LLC

  • PB
  • AAPL
  • NVDA
  • COST
  • VV
  • AMZN
  • MSFT
Patron Partners, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 176
Filing on Apr 24, 2025 Q1 2025

Mendel Capital Management LLC

  • XLK
  • SCHD
  • IYW
  • VIG
  • VOO
  • AAPL
  • DVY
Mendel Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 163 Million
Stocks 101
Filing on Apr 24, 2025 Q1 2025

Smart Portfolios, LLC

  • BOND
  • COWZ
  • XLC
  • AAPL
  • PKW
  • FDNI
  • NETZ
Smart Portfolios, LLC's Q1 2025 Portfolio
Portfolio Value 83.2 Million
Stocks 94