Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Scott & Selber, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AVGO
  • AMZN
  • GOOG
  • KMI
Scott & Selber, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 88
Filing on Apr 24, 2025 Q1 2025

Old North State Wealth Management, LLC

  • BRK-B
  • AMZN
  • AAPL
  • CVS
  • GILD
  • F
  • ET
Old North State Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 110
Filing on Apr 24, 2025 Q1 2025

Transcend Capital Advisors, LLC

  • AAPL
  • BRK-B
  • MSFT
  • ORCC
  • GLD
  • FSK
  • OWL
Transcend Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 608
Filing on Apr 24, 2025 Q1 2025

Cornerstone Enterprises, LLC

  • SPHY
  • JEPI
  • SGOV
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
Cornerstone Enterprises, LLC's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 28
Filing on Apr 24, 2025 Q1 2025

Cavalier Investments, LLC

  • QQQ
  • HWM
  • AMZN
  • SMH
  • META
  • XLC
  • IWM
Cavalier Investments, LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 75
Filing on Apr 24, 2025 Q1 2025

Corundum Trust Company, Inc

  • MMM
  • IJR
  • DVY
  • MSFT
  • IJK
  • IVV
  • IJJ
Corundum Trust Company, Inc's Q1 2025 Portfolio
Portfolio Value 34.7 Billion
Stocks 50
Filing on Apr 24, 2025 Q1 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • MA
  • MSFT
  • INTU
  • GOOGL
  • SYK
  • AMZN
  • FISV
Loring Wolcott & Coolidge Fiduciary Advisors LLP's Q1 2025 Portfolio
Portfolio Value 10.3 Billion
Stocks 661
Filing on Apr 24, 2025 Q1 2025

Money Concepts Capital Corp

  • SPMO
  • SVAL
  • IWS
  • XMMO
  • VOO
  • QQQ
  • RSP
Money Concepts Capital Corp's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 417
Filing on Apr 24, 2025 Q1 2025

Reston Wealth Management LLC

  • FNDX
  • SPYG
  • SPDW
  • SPAB
  • SPMD
  • SMLF
  • SPYV
Reston Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 49
Filing on Apr 24, 2025 Q1 2025

Oakworth Capital, Inc.

  • IWD
  • BND
  • IWF
  • VEA
  • IWR
  • SHV
  • VCSH
Oakworth Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 833
Filing on Apr 24, 2025 Q1 2025

Philip James Wealth Mangement, LLC

  • BRK-B
  • XOM
  • OXYWS
  • QCOM
  • OXY
  • INTC
  • MOAT
Philip James Wealth Mangement, LLC's Q1 2025 Portfolio
Portfolio Value 822 Billion
Stocks 167
Filing on Apr 24, 2025 Q1 2025

Achmea Investment Management B.V.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • JPM
Achmea Investment Management B.V.'s Q1 2025 Portfolio
Portfolio Value 6.87 Billion
Stocks 356
Filing on Apr 24, 2025 Q1 2025

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHH
  • SCHA
  • SCHP
  • SCHO
Zynergy Retirement Planning Llc's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 115
Filing on Apr 24, 2025 Q1 2025

Quilter PLC

  • MSFT
  • AMZN
  • V
  • AAPL
  • NVDA
  • JPM
  • GOOGL
Quilter PLC's Q1 2025 Portfolio
Portfolio Value 4.73 Billion
Stocks 292
Filing on Apr 24, 2025 Q1 2025

Waverton Investment Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • V
  • TMO
  • MMC
  • CME
Waverton Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 5.74 Billion
Stocks 102
Filing on Apr 24, 2025 Q1 2025

Aspect Partners, LLC

  • SPY
  • VTI
  • GLD
  • IAGG
  • IEFA
  • EFA
  • IYR
Aspect Partners, LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 699
Filing on Apr 24, 2025 Q1 2025

Canal Insurance CO

  • MSFT
  • NOC
  • CVX
  • ABBV
  • DUK
  • IBM
  • LMT
Canal Insurance CO's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 89
Filing on Apr 24, 2025 Q1 2025

Wolff Financial Management LLC

  • VUG
  • VEA
  • SDY
  • DGRO
  • VYM
  • VB
  • VCSH
Wolff Financial Management LLC's Q1 2025 Portfolio
Portfolio Value 361 Million
Stocks 97