Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Penobscot Investment Management Company, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • JPM
  • GOOGL
  • V
Penobscot Investment Management Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 310
Filing on Jul 21, 2025 Q2 2025

Oak Hill Wealth Advisors, LLC

  • VEA
  • VTV
  • VIG
  • VUG
  • VV
  • VO
  • BNDX
Oak Hill Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 482 Billion
Stocks 145
Filing on Jul 21, 2025 Q2 2025

Mc Naughton Wealth Management, LLC

  • BND
  • IVW
  • QUAL
  • IVE
  • DYNF
  • VOO
  • VO
Mc Naughton Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 73
Filing on Jul 21, 2025 Q2 2025

Willner & Heller, LLC

  • NVDA
  • MSFT
  • IWF
  • AAPL
  • RDVY
  • AMZN
  • AVGO
Willner & Heller, LLC's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 152
Filing on Jul 21, 2025 Q2 2025

Diligent Investors, LLC

  • SPYG
  • AAPL
  • SPYV
  • MSFT
  • SCHO
  • SPDW
  • NVDA
Diligent Investors, LLC's Q2 2025 Portfolio
Portfolio Value 373 Million
Stocks 335
Filing on Jul 21, 2025 Q2 2025

Checchi Capital Advisers, LLC

  • QQQ
  • SPY
  • EEM
  • MSFT
  • BWX
  • AAPL
  • NVDA
Checchi Capital Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 578
Filing on Jul 21, 2025 Q2 2025

Accel Wealth Management

  • DGRO
  • VNLA
  • SCHG
  • VTI
  • AMZN
  • VTV
  • AAPL
Accel Wealth Management's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 269
Filing on Jul 21, 2025 Q2 2025

Financial Insights, Inc.

  • SPLG
  • SCHD
  • MSFT
  • DBEF
  • VUG
  • QQQ
  • AAPL
Financial Insights, Inc.'s Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 127
Filing on Jul 21, 2025 Q2 2025

Silvia Mccoll Wealth Management, LLC

  • CGDV
  • VBR
  • AAPL
  • CVX
  • IJH
  • MSFT
  • SCHD
Silvia Mccoll Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 116
Filing on Jul 21, 2025 Q2 2025

Clarius Group, LLC

  • PCAR
  • MSFT
  • VOO
  • IDEV
  • DIHP
  • AMZN
  • VTI
Clarius Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 480
Filing on Jul 21, 2025 Q2 2025

Talbot Financial, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • GS
  • JPM
Talbot Financial, LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Trillion
Stocks 64
Filing on Jul 21, 2025 Q2 2025

Rockingstone Advisors LLC

  • NVDA
  • JPST
  • VGSH
  • VTI
  • SPOT
  • MSFT
  • XLK
Rockingstone Advisors LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 105
Filing on Jul 21, 2025 Q2 2025

White & CO Financial Planning Inc

  • SCHX
  • SCHA
  • SCHM
  • SCHC
  • SCHF
  • SCHI
  • SPLB
White & CO Financial Planning Inc's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 19
Filing on Jul 21, 2025 Q2 2025

Ervin Investment Management, LLC

  • BRK-B
  • MSFT
  • SPTM
  • AAPL
  • L
  • GOOGL
  • MKL
Ervin Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 40
Filing on Jul 21, 2025 Q2 2025

Echo Wealth Management, LLC

  • JPIE
  • AVIG
  • AVDE
  • AVUV
  • AVLV
  • AVUS
  • COWZ
Echo Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 144 Million
Stocks 46
Filing on Jul 21, 2025 Q2 2025

Team Financial Group, LLC

  • DGRW
  • EPS
  • USFR
  • USMF
  • SCHG
  • PTRB
  • WTV
Team Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 203 Billion
Stocks 251
Filing on Jul 21, 2025 Q2 2025

Jgp Global Gestao De Recursos Ltda.

  • STNE
  • NGD
  • XP
  • KTOS
  • NU
  • PPTA
  • BGNE
Jgp Global Gestao De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 190 Million
Stocks 45
Filing on Jul 21, 2025 Q2 2025

Silver Lake Advisory, LLC

  • BRK-B
  • CSCO
  • ABBV
  • VIGI
  • ABT
  • PAYX
  • KMI
Silver Lake Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 104