Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Hbk Sorce Advisory LLC

  • SCHX
  • VEA
  • AAPL
  • SCHB
  • OMFL
  • VOO
  • DFCF
Hbk Sorce Advisory LLC's Q1 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 597
Filing on Apr 23, 2025 Q1 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • BRK-B
  • AAPL
  • IJH
  • IVV
Pinnacle Bancorp, Inc.'s Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 898
Filing on Apr 23, 2025 Q1 2025

Sylvest Advisors, LLC

  • IWD
  • SCHF
  • COWZ
  • IWF
  • VO
  • IJR
  • MSFT
Sylvest Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 160 Billion
Stocks 71
Filing on Apr 23, 2025 Q1 2025

Ferguson Shapiro LLC

  • PTLC
  • QDEC
  • QJUN
  • CLOI
  • QSPT
  • MOAT
  • GLIN
Ferguson Shapiro LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 67
Filing on Apr 23, 2025 Q1 2025

Alpha Financial Advisors, LLC

  • TSPA
  • DFAU
  • DFIC
  • CGGR
  • FIXD
  • DFSV
  • DFCF
Alpha Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 225 Billion
Stocks 48
Filing on Apr 23, 2025 Q1 2025

Financial Guidance Group, Inc.

  • SCHD
  • QQQ
  • JEPI
  • SPY
  • QEFA
  • COWZ
  • ACIO
Financial Guidance Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 72
Filing on Apr 23, 2025 Q1 2025

Genesis Private Wealth, LLC

  • FBND
  • IWF
  • IWD
  • PTRB
  • GLD
  • CGGR
  • VTEB
Genesis Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 189 Billion
Stocks 144
Filing on Apr 23, 2025 Q1 2025

Sage Investment Counsel LLC

  • PNFP
  • AAPL
  • BRK-A
  • BRK-B
  • ET
  • V
  • EPD
Sage Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 78.9 Billion
Stocks 119
Filing on Apr 23, 2025 Q1 2025

Spectrum Investment Advisors, Inc.

  • DFAU
  • VOO
  • DFAI
  • IXUS
  • MBB
  • PLW
  • VBR
Spectrum Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 25
Filing on Apr 23, 2025 Q1 2025

Shaker Investments LLC

  • AX
  • AMZN
  • GOOGL
  • META
  • AVGO
  • AAPL
  • PODD
Shaker Investments LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 94
Filing on Apr 23, 2025 Q1 2025

Mount Vernon Associates Inc

  • AAPL
  • COST
  • MSFT
  • AMZN
  • META
  • GOOG
  • JPM
Mount Vernon Associates Inc 's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 52
Filing on Apr 23, 2025 Q1 2025

Gimbal Financial

  • DGRO
  • IAU
  • IVV
  • LLY
  • SLV
  • IYF
  • PTLC
Gimbal Financial's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 40
Filing on Apr 23, 2025 Q1 2025

B.O.S.S. Retirement Advisors, LLC

  • VOO
  • VTI
  • SPLG
  • COST
  • VXUS
  • SIXO
  • IWY
B.O.S.S. Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 172
Filing on Apr 23, 2025 Q1 2025

Independent Solutions Wealth Management, LLC

  • COST
  • IVW
  • IVE
  • AAPL
  • AGG
  • NVDA
  • LEXI
Independent Solutions Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 447 Billion
Stocks 173
Filing on Apr 23, 2025 Q1 2025

Pmv Capital Advisers, LLC

  • IVV
  • BTAL
  • KMLM
  • UGL
  • GLD
  • QQQ
  • TLT
Pmv Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 41.2 Billion
Stocks 76
Filing on Apr 23, 2025 Q1 2025

Spire Wealth Management

  • IVV
  • AAPL
  • JPST
  • NVDA
  • MSFT
  • AMZN
  • VGT
Spire Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 2464
Filing on Apr 23, 2025 Q1 2025

Timonier Family Office, Ltd.

  • DFUV
  • DUHP
  • DFUS
  • DFAU
  • DFAS
  • DFIC
  • DFSV
Timonier Family Office, Ltd.'s Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 50
Filing on Apr 23, 2025 Q1 2025

Bessemer Group Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Bessemer Group Inc's Q1 2025 Portfolio
Portfolio Value 55.8 Billion
Stocks 7924