Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Ti Trust, Inc

  • HURN
  • VTI
  • VEU
  • MDY
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 126
Filing on Apr 23, 2025 Q1 2025

Virtus Wealth Solutions LLC

  • DWUS
  • DWAW
  • QQQ
  • NVDA
  • MOAT
  • FTCS
  • QQEW
Virtus Wealth Solutions LLC's Q1 2025 Portfolio
Portfolio Value 330 Billion
Stocks 38
Filing on Apr 23, 2025 Q1 2025

Chung Wu Investment Group, LLC

  • IVV
  • DIA
  • MSFT
  • AAPL
  • JPM
  • EOS
  • UNH
Chung Wu Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 83.7 Billion
Stocks 68
Filing on Apr 23, 2025 Q1 2025

Peavine Capital, LLC

  • GOVT
  • SPY
  • AAPL
  • CAT
  • DFAS
  • DFUS
  • JNJ
Peavine Capital, LLC's Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 10
Filing on Apr 23, 2025 Q1 2025

Allodium Investment Consultants, LLC

  • DFUS
  • DFAI
  • DFAS
  • VNQ
  • AVIG
  • DFAE
  • DFIS
Allodium Investment Consultants, LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 46
Filing on Apr 23, 2025 Q1 2025

Sfg Wealth Management, Llc.

  • SPY
  • AVUV
  • XLV
  • MDYG
  • IEF
  • SPTM
  • AVUS
Sfg Wealth Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 115
Filing on Apr 23, 2025 Q1 2025

Madrona Financial Services, LLC

  • IVV
  • QQQ
  • MSFT
  • DYNF
  • SECT
  • FV
  • COWZ
Madrona Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 109
Filing on Apr 23, 2025 Q1 2025

Kpp Advisory Services LLC

  • QQQ
  • IVV
  • XMHQ
  • QQQM
  • AAPL
  • JHMM
  • MSFT
Kpp Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 527 Billion
Stocks 292
Filing on Apr 23, 2025 Q1 2025

Western Financial Corp/Ca

  • EFSC
  • ARWR
  • WFC
  • NFLX
  • META
  • GE
  • COST
Western Financial Corp/Ca's Q1 2025 Portfolio
Portfolio Value 172 Billion
Stocks 121
Filing on Apr 23, 2025 Q1 2025

Vision Point Advisory Group, LLC

  • SPTM
  • SHY
  • SPAB
  • LQD
  • DE
  • BRK-B
  • QQQ
Vision Point Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 205
Filing on Apr 23, 2025 Q1 2025

Cottonwood Capital Advisors, LLC

  • MBSD
  • IYW
  • RDVY
  • ITB
  • HYDB
  • SOXX
  • FTA
Cottonwood Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 124
Filing on Apr 23, 2025 Q1 2025

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • COST
  • HD
  • ABBV
  • LOW
  • WMT
Baugh & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 39
Filing on Apr 23, 2025 Q1 2025

Trellis Wealth Advisors LLC

  • DFAX
  • DFAC
  • VTI
  • AVUS
  • AVDE
  • BSV
  • BND
Trellis Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 35
Filing on Apr 23, 2025 Q1 2025

Ami Asset Management Corp

  • AAPL
  • MSFT
  • GOOGL
  • NFLX
  • AMZN
  • BDX
  • CHD
Ami Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 90
Filing on Apr 23, 2025 Q1 2025

Penobscot Investment Management Company, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • AVGO
  • V
  • GOOGL
Penobscot Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 301
Filing on Apr 23, 2025 Q1 2025

Onyx Financial Advisors, LLC

  • DFAC
  • DFAX
  • DFSD
  • DFAR
  • MSFT
  • DFCF
  • PKI
Onyx Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Billion
Stocks 17
Filing on Apr 23, 2025 Q1 2025

Oak Hill Wealth Advisors, LLC

  • VTV
  • VEA
  • VIG
  • VV
  • VUG
  • VO
  • BNDX
Oak Hill Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 431 Billion
Stocks 138
Filing on Apr 23, 2025 Q1 2025

Life Steps Financial, Inc.

  • QQQ
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • SDY
  • IJH
Life Steps Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 82