Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • IMTM
  • EES
  • FNDA
  • FNDC
Shore Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 66
Filing on Apr 24, 2025 Q1 2025

Bsw Wealth Partners

  • IVV
  • AVDE
  • VTEB
  • AVUS
  • VGIT
  • SPY
  • AAPL
Bsw Wealth Partners's Q1 2025 Portfolio
Portfolio Value 653 Million
Stocks 306
Filing on Apr 24, 2025 Q1 2025

Elevated Capital Advisors, LLC

  • SPLG
  • AAPL
  • VUG
  • VEA
  • VTV
  • MSFT
  • BNDX
Elevated Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 252
Filing on Apr 24, 2025 Q1 2025

Jag Capital Management, LLC

  • AAPL
  • AMZN
  • NVDA
  • META
  • MSFT
  • NFLX
  • MA
Jag Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 729 Million
Stocks 147
Filing on Apr 24, 2025 Q1 2025

Trust CO Of Virginia

  • MSFT
  • SPIB
  • GVI
  • VO
  • AVGO
  • VB
  • AAPL
Trust CO Of Virginia 's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 379
Filing on Apr 24, 2025 Q1 2025

Schwartz Investment Counsel Inc

  • TPL
  • MA
  • TXN
  • ROP
  • SPGI
  • ACN
  • CHE
Schwartz Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 2.69 Billion
Stocks 126
Filing on Apr 24, 2025 Q1 2025

Mascoma Wealth Management LLC

  • IVV
  • AGG
  • FBND
  • VEA
  • JPST
  • SHV
  • IUSG
Mascoma Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 497
Filing on Apr 24, 2025 Q1 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IWD
  • VIG
  • EQWL
Cm Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 86
Filing on Apr 24, 2025 Q1 2025

Cushing Asset Management, LP

  • ET
  • TRGP
  • LNG
  • OKE
  • MPLX
  • PAGP
  • KMI
Cushing Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 61
Filing on Apr 24, 2025 Q1 2025

3 Chopt Investment Partners, LLC

  • VOO
  • VB
  • NVDA
  • AAPL
  • BRK-B
  • MSFT
  • GOOG
3 Chopt Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 228
Filing on Apr 24, 2025 Q1 2025

Kessler Investment Group, LLC

  • AAPL
  • GOOGL
  • CRWD
  • PLTR
  • DELL
  • UBER
  • AMZN
Kessler Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 216
Filing on Apr 24, 2025 Q1 2025

Hartmann Taylor Wealth Management, LLC

  • VTV
  • CGGR
  • CGDV
  • CGMU
  • VXUS
  • VEU
  • SCHB
Hartmann Taylor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 51
Filing on Apr 24, 2025 Q1 2025

Kingdom Financial Group Llc.

  • IWY
  • MUB
  • IWX
  • VMBS
  • USIG
  • VOO
  • EFV
Kingdom Financial Group Llc.'s Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 45
Filing on Apr 24, 2025 Q1 2025

U S Global Investors Inc

  • LUV
  • AAL
  • DAL
  • UAL
  • SKYW
  • ALGT
  • SNCY
U S Global Investors Inc's Q1 2025 Portfolio
Portfolio Value 744 Million
Stocks 170
Filing on Apr 24, 2025 Q1 2025

Sims Investment Management, LLC

  • SCHX
  • SCHA
  • SCHD
  • QYLD
  • XYLD
  • SCHO
  • QQQM
Sims Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 224 Billion
Stocks 41
Filing on Apr 24, 2025 Q1 2025

Copeland Capital Management, LLC

  • EHC
  • ENSG
  • HLNE
  • KNSL
  • CASY
  • CHE
  • LMAT
Copeland Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.85 Billion
Stocks 460
Filing on Apr 24, 2025 Q1 2025

Gold Investment Management Ltd.

  • MSFT
  • TD
  • BNS
  • TSM
  • MFC
  • SU
  • RY
Gold Investment Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 216
Filing on Apr 24, 2025 Q1 2025

Qsm Asset Management LTD

  • PFE
  • INTC
  • ZBH
  • CAG
  • UHS
  • KHC
  • CNHI
Qsm Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 18