Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Motiv8 Investments LLC

  • POCT
  • PJAN
  • PJUL
  • PAPR
  • SPY
  • BND
  • USIG
Motiv8 Investments LLC's Q1 2025 Portfolio
Portfolio Value 151 Billion
Stocks 97
Filing on Apr 23, 2025 Q1 2025

Pds Planning, Inc

  • VEA
  • IVV
  • AGG
  • VO
  • VIG
  • VWO
  • AVUV
Pds Planning, Inc's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 476
Filing on Apr 23, 2025 Q1 2025

Hibernia Wealth Partners, LLC

  • BIL
  • DIVO
  • SPY
  • BUFR
  • XLSR
  • FISR
  • JNK
Hibernia Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 45
Filing on Apr 23, 2025 Q1 2025

Holistic Planning, LLC

  • USFR
  • FTSM
  • STXV
  • STXG
  • STRV
  • VOO
  • VTV
Holistic Planning, LLC's Q1 2025 Portfolio
Portfolio Value 295 Billion
Stocks 239
Filing on Apr 23, 2025 Q1 2025

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • IUSV
  • WFC
  • FNA
High Mark Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 574
Filing on Apr 23, 2025 Q1 2025

Nadler Financial Group, Inc.

  • VTV
  • VTI
  • VO
  • VOO
  • VUG
  • VONG
  • SCHG
Nadler Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 902 Million
Stocks 124
Filing on Apr 23, 2025 Q1 2025

Intelligent Financial Strategies

  • BRK-B
  • VOO
  • VTI
  • BRK-A
  • DFUV
  • AAPL
  • VIG
Intelligent Financial Strategies's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 82
Filing on Apr 23, 2025 Q1 2025

Wingate Wealth Advisors, Inc.

  • FNDF
  • FNDX
  • DGRW
  • BRK-B
  • RSP
  • IQLT
  • DFAE
Wingate Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 86.9 Billion
Stocks 92
Filing on Apr 23, 2025 Q1 2025

Wright Fund Management, LLC

  • JNK
  • USHY
  • SPHY
  • SRLN
  • HYG
  • SJNK
  • VCLT
Wright Fund Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 77
Filing on Apr 23, 2025 Q1 2025

My Personal Cfo, LLC

  • VTI
  • MSFT
  • AVUS
  • AAPL
  • OKTA
  • QQQ
  • SPY
My Personal Cfo, LLC's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Lakewood Asset Management LLC

  • BRK-B
  • BIL
  • FNDX
  • MCK
  • AZO
  • VT
  • WSM
Lakewood Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 101
Filing on Apr 23, 2025 Q1 2025

Hikari Power LTD

  • BRK-A
  • JNJ
  • V
  • ROP
  • DHR
  • XOM
  • SHEL
Hikari Power LTD's Q1 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 60
Filing on Apr 23, 2025 Q1 2025

Gen Trust, LLC

  • VOO
  • AGG
  • SPY
  • BND
  • VPL
  • VGK
  • VWO
Gen Trust, LLC's Q1 2025 Portfolio
Portfolio Value 2.06 Billion
Stocks 189
Filing on Apr 23, 2025 Q1 2025

Beech Hill Advisors, Inc.

  • AMZN
  • META
  • GOOGL
  • AAPL
  • UBER
  • MSFT
  • AVGO
Beech Hill Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Million
Stocks 98
Filing on Apr 23, 2025 Q1 2025

Austin Asset Management CO Inc

  • DFAC
  • DFUS
  • STIP
  • DFAS
  • NVDA
  • VNQ
  • BSV
Austin Asset Management CO Inc's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 81
Filing on Apr 23, 2025 Q1 2025

Atala Financial Inc

  • VTI
  • IBM
  • DE
  • GOOGL
  • AAL
  • MSFT
  • ACN
Atala Financial Inc's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 473
Filing on Apr 23, 2025 Q1 2025

Dlk Investment Management, LLC

  • AAPL
  • MSFT
  • V
  • GOOG
  • COST
  • ICE
  • WM
Dlk Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 239 Billion
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Kg&L Capital Management,Llc

  • PG
  • JPM
  • GOOGL
  • AAPL
  • SPY
  • AMZN
  • XOM
Kg&L Capital Management,Llc's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 193