Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Trust CO Of Vermont

  • AAPL
  • MSFT
  • BRK-B
  • AMZN
  • GOOG
  • JPM
  • COST
Trust CO Of Vermont's Q1 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 1311
Filing on Apr 24, 2025 Q1 2025

Santori & Peters, Inc.

  • WAB
  • AME
  • JAAA
  • BUFD
  • CAPE
  • VTV
  • SCHX
Santori & Peters, Inc.'s Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 64
Filing on Apr 24, 2025 Q1 2025

Tfc Financial Management

  • IVV
  • IDEV
  • SHY
  • IEMG
  • DFUV
  • JQUA
  • DFAT
Tfc Financial Management's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 958
Filing on Apr 24, 2025 Q1 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • SPYV
  • VCIT
  • JPM
  • VCSH
  • BSV
Stone Point Wealth LLC's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 140
Filing on Apr 24, 2025 Q1 2025

Elite Life Management LLC

  • SCHX
  • VEA
  • NVDA
  • AAPL
  • MSFT
  • DFCF
  • GOOG
Elite Life Management LLC's Q1 2025 Portfolio
Portfolio Value 32.1 Billion
Stocks 27
Filing on Apr 24, 2025 Q1 2025

Tanager Wealth Management LLP

  • XHLF
  • VEA
  • ITOT
  • VTI
  • MOAT
  • BKAG
  • AGG
Tanager Wealth Management LLP's Q1 2025 Portfolio
Portfolio Value 769 Billion
Stocks 116
Filing on Apr 24, 2025 Q1 2025

Total Wealth Planning & Management, Inc.

  • ABBV
  • AAPL
  • MSFT
  • UNM
  • AMZN
  • JPM
  • XOM
Total Wealth Planning & Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 199
Filing on Apr 24, 2025 Q1 2025

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • FBND
  • DFIV
  • DFAE
  • VGSH
Falcon Wealth Planning's Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 163
Filing on Apr 24, 2025 Q1 2025

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • VOO
  • Z
  • PAYC
  • OMCL
Avory & Company, LLC's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 31
Filing on Apr 24, 2025 Q1 2025

Tranquility Partners, LLC

  • MSFT
  • BX
  • AAPL
  • COST
  • AMZN
  • BXSL
  • HCA
Tranquility Partners, LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 207
Filing on Apr 24, 2025 Q1 2025

Victrix Investment Advisors

  • NVDA
  • BRK-B
  • AAPL
  • AMZN
  • VOO
  • GOOGL
  • MSFT
Victrix Investment Advisors's Q1 2025 Portfolio
Portfolio Value 190 Billion
Stocks 95
Filing on Apr 24, 2025 Q1 2025

Primoris Wealth Advisors, LLC

  • FBND
  • VOO
  • IWO
  • SPMO
  • AAPL
  • FTEC
  • META
Primoris Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 95
Filing on Apr 24, 2025 Q1 2025

Alta Wealth Advisors LLC

  • SPYV
  • SPYG
  • SPMD
  • NVDA
  • AAPL
  • SPY
  • RSP
Alta Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 141
Filing on Apr 24, 2025 Q1 2025

Diversified Trust CO

  • VOO
  • VEU
  • COKE
  • AAPL
  • SPY
  • MSFT
  • VXF
Diversified Trust CO's Q1 2025 Portfolio
Portfolio Value 3.23 Billion
Stocks 1101
Filing on Apr 24, 2025 Q1 2025

Etesian Wealth Advisors, Inc.

  • MOAT
  • UCON
  • VEA
  • IVV
  • SPY
  • IJR
  • AAPL
Etesian Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 138
Filing on Apr 24, 2025 Q1 2025

Park Place Capital Corp

  • ACIO
  • VEA
  • OSCV
  • DRSK
  • RSP
  • ADME
  • SPLG
Park Place Capital Corp's Q1 2025 Portfolio
Portfolio Value 323 Million
Stocks 825
Filing on Apr 24, 2025 Q1 2025

Family Investment Center, Inc.

  • BIV
  • SPHQ
  • SPMO
  • RISR
  • JIRE
  • AVUV
  • VIG
Family Investment Center, Inc.'s Q1 2025 Portfolio
Portfolio Value 362 Million
Stocks 78
Filing on Apr 24, 2025 Q1 2025

Quaero Capital S.A.

  • NEE
  • TSM
  • ETN
  • HASI
  • WCN
  • HUBB
  • TRP
Quaero Capital S.A.'s Q1 2025 Portfolio
Portfolio Value 28.4 Million
Stocks 55