Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 23, 2025
Q1 2025
Western Wealth Management, LLC
- QQQ
- AAPL
- BRK-B
- SPLG
- QQQM
- MSFT
- NVDA
Filing on Apr 23, 2025
Q1 2025
Wealth Management Resources, Inc.
- SPHQ
- FBND
- IEF
- SCHD
- SPYG
- IHDG
- ISTB
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Boyar Asset Management Inc.
- MSFT
- JPM
- AMP
- HD
- UBER
- BAC
- BK
Filing on Apr 23, 2025
Q1 2025
Flavin Financial Services, Inc.
- MSFT
- AAPL
- JPST
- IBTG
- JPM
- BRK-B
- FDHY
Filing on Apr 23, 2025
Q1 2025
Robeco Institutional Asset Management B.V.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- GOOGL
- V
Filing on Apr 23, 2025
Q1 2025
Terra Nova Asset Management LLC
- MSFT
- XLC
- SGOL
- GOOGL
- AMZN
- AJG
- AAPL
Filing on Apr 23, 2025
Q1 2025
Kavar Capital Partners Group, LLC
- AAPL
- FNDX
- SCHX
- SCHF
- BRK-B
- NVDA
- GOOGL
Filing on Apr 23, 2025
Q1 2025
Sequoia Financial Advisors, LLC
- VTI
- IXUS
- AAPL
- VONG
- DSTL
- MSFT
- VCSH
Filing on Apr 23, 2025
Q1 2025
Aspetuck Financial Management LLC
- NVDA
- FLRN
- MSFT
- IJR
- FTEC
- AAPL
- USFR
Filing on Apr 23, 2025
Q1 2025
Lifelong Wealth Advisors, Inc.
- GSLC
- SPLG
- IYW
- QUAL
- IVW
- ORCL
- DYNF
Filing on Apr 23, 2025
Q1 2025
Pure Financial Advisors, LLC
- SPY
- BND
- IEFA
- IGSB
- DFAT
- DUHP
- VNQ
Filing on Apr 23, 2025
Q1 2025
Sol Capital Management CO
- SPLG
- VO
- QQQM
- CGGR
- PAXS
- CGXU
- PDO
Filing on Apr 23, 2025
Q1 2025
Live Oak Investment Partners
- VNLA
- VEA
- PGX
- SRLN
- FTLS
- XMHQ
- QAI
Filing on Apr 23, 2025
Q1 2025
Generate Investment Management LTD
- AMZN
- NVDA
- META
- MSFT
- TSM
- BRK-B
- AAPL
Filing on Apr 23, 2025
Q1 2025
Alpine Bank Wealth Management
- SPHQ
- SPMO
- USFR
- HEQT
- AGRH
- VUSB
- IVV
Filing on Apr 23, 2025
Q1 2025
Nri Wealth Management Lc
- IVV
- QQQ
- VGT
- NVDA
- AAPL
- VTI
- BRK-B
Filing on Apr 23, 2025
Q1 2025
Financial Life Planners
- QQQ
- IVV
- NVDA
- AAPL
- MSFT
- BRK-B
- MDY