Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Beacon Financial Advisory LLC

  • JEPI
  • CGDV
  • FVD
  • JEPQ
  • AAPL
  • VIG
  • MSFT
Beacon Financial Advisory LLC's Q1 2025 Portfolio
Portfolio Value 298 Million
Stocks 329
Filing on Apr 24, 2025 Q1 2025

Hidden Cove Wealth Management, LLC

  • SCHD
  • VNLA
  • IWY
  • JAAA
  • AAPL
  • IOO
  • SCHZ
Hidden Cove Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 64
Filing on Apr 24, 2025 Q1 2025

Board Of The Pension Protection Fund

  • RSG
  • CBOE
  • ABC
  • SPOT
  • WMB
  • MMC
  • RTX
Board Of The Pension Protection Fund's Q1 2025 Portfolio
Portfolio Value 87.6 Billion
Stocks 141
Filing on Apr 24, 2025 Q1 2025

Boyd Wealth Management, LLC

  • AGG
  • VOO
  • SCHF
  • SPYG
  • VTV
  • HYLB
  • IVV
Boyd Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 44
Filing on Apr 24, 2025 Q1 2025

Tepp Ria, LLC

  • IVV
  • VYM
  • QQQ
  • XLV
  • GLD
  • IAK
  • IYF
Tepp Ria, LLC's Q1 2025 Portfolio
Portfolio Value 73.6 Billion
Stocks 27
Filing on Apr 24, 2025 Q1 2025

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust

  • V
  • AMZN
  • AAPL
  • MSFT
  • BRK-A
  • DASH
  • ABT
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust's Q1 2025 Portfolio
Portfolio Value 7.47 Billion
Stocks 20
Filing on Apr 24, 2025 Q1 2025

Cnb Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • XOM
  • UNP
Cnb Bank's Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 541
Filing on Apr 24, 2025 Q1 2025

First Merchants Corp

  • BSV
  • AAPL
  • LLY
  • MSFT
  • AGG
  • AVGO
  • GOOGL
First Merchants Corp's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 514
Filing on Apr 24, 2025 Q1 2025

Swisspartners Advisors LTD

  • GXC
  • GLD
  • DHI
  • EDIV
  • IMCV
  • STLA
  • APA
Swisspartners Advisors LTD's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 23
Filing on Apr 24, 2025 Q1 2025

Graphene Investments Sas

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AVGO
  • BKR
  • TMUS
Graphene Investments Sas's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 45
Filing on Apr 24, 2025 Q1 2025

Perpetual LTD

  • MELI
  • SE
  • ICE
  • ATO
  • CRH.L
  • PM
  • SPOT
Perpetual LTD's Q1 2025 Portfolio
Portfolio Value 8.28 Trillion
Stocks 674
Filing on Apr 23, 2025 Q1 2025

4 Thought Financial Group Inc.

  • SPY
  • VO
  • IJR
  • IVV
  • EFA
  • VWO
  • TLT
4 Thought Financial Group Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 89
Filing on Apr 23, 2025 Q1 2025

Mfg Wealth Management, Inc.

  • LQD
  • T
  • NVDA
  • XLU
  • PANW
  • C
  • AAPL
Mfg Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 58
Filing on Apr 23, 2025 Q1 2025

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • VEA
  • SPTI
  • SLYV
  • FTSM
  • AVEM
Capasso Planning Partners LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 99
Filing on Apr 23, 2025 Q1 2025

Bank Of Stockton

  • IVV
  • IJH
  • BIV
  • IJR
  • IVE
  • AAPL
  • IEMG
Bank Of Stockton's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 153
Filing on Apr 23, 2025 Q1 2025

Kraft, Davis & Associates, LLC

  • VTI
  • IVV
  • QUAL
  • VIG
  • DGRW
  • SPSB
  • VUG
Kraft, Davis & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 126
Filing on Apr 23, 2025 Q1 2025

Investment Advisory Services Inc

  • VIG
  • QQQ
  • JEPI
  • MSFT
  • SCHD
  • COWZ
  • AAPL
Investment Advisory Services Inc 's Q1 2025 Portfolio
Portfolio Value 270 Million
Stocks 115
Filing on Apr 23, 2025 Q1 2025

Oak Wealth Advisors LLC

  • AVUS
  • AVDE
  • IVV
  • DFAI
  • AVEM
  • AVUV
  • DFAU
Oak Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 53