Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Valicenti Advisory Services Inc

  • SCHX
  • AAPL
  • AMZN
  • MSFT
  • JPM
  • ISRG
  • JQUA
Valicenti Advisory Services Inc's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 71
Filing on Apr 23, 2025 Q1 2025

Adams Diversified Equity Fund, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • JPM
Adams Diversified Equity Fund, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 97
Filing on Apr 23, 2025 Q1 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 40
Filing on Apr 23, 2025 Q1 2025

Trust CO Of Kansas

  • TCHP
  • BRK-B
  • AAPL
  • MSFT
  • XOM
  • AMZN
  • RTX
Trust CO Of Kansas's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 56
Filing on Apr 23, 2025 Q1 2025

E&G Advisors, LP

  • IWF
  • VIG
  • SPY
  • QQQ
  • VTV
  • JPM
  • RSP
E&G Advisors, LP's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 207
Filing on Apr 23, 2025 Q1 2025

Golden State Equity Partners

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • DGRW
  • SPLG
  • JPM
Golden State Equity Partners's Q1 2025 Portfolio
Portfolio Value 491 Million
Stocks 430
Filing on Apr 23, 2025 Q1 2025

Daymark Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • PG
  • AMZN
  • JPM
  • VOO
Daymark Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 498
Filing on Apr 23, 2025 Q1 2025

Slocum, Gordon & CO LLP

  • XOM
  • MRK
  • PG
  • NEE
  • JNJ
  • AEP
  • PPL
Slocum, Gordon & CO LLP's Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 135
Filing on Apr 23, 2025 Q1 2025

S.A. Mason LLC

  • NVDA
  • VTI
  • MSFT
  • IVV
  • VO
  • SPY
  • AAPL
S.A. Mason LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 348
Filing on Apr 23, 2025 Q1 2025

Lecap Asset Management LTD

  • JBHT
  • A
  • HOLX
  • KNX
  • HUM
  • EVR
  • DXCM
Lecap Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 428 Billion
Stocks 278
Filing on Apr 23, 2025 Q1 2025

Global Assets Advisory, LLC

  • XOM
  • NVDA
  • AAPL
  • AMZN
  • JEPI
  • BRK-B
  • VOO
Global Assets Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 531 Billion
Stocks 263
Filing on Apr 23, 2025 Q1 2025

Summerhill Capital Management Lnc.

  • GOOGL
  • JPM
  • META
  • BIP
  • AMZN
  • RY
  • MSFT
Summerhill Capital Management Lnc.'s Q1 2025 Portfolio
Portfolio Value 74.6 Billion
Stocks 21
Filing on Apr 23, 2025 Q1 2025

Mill Capital Management, LLC

  • AAPL
  • BRK-A
  • MSFT
  • V
  • GOOG
  • JPM
  • XOM
Mill Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 119
Filing on Apr 23, 2025 Q1 2025

Spider Management Company, LLC

  • SPY
  • RSP
  • GRNT
  • VLUE
Spider Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 4
Filing on Apr 23, 2025 Q1 2025

Silver Lake Advisory, LLC

  • BRK-B
  • ABBV
  • CSCO
  • PAYX
  • ABT
  • VIGI
  • KMI
Silver Lake Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 229 Million
Stocks 99
Filing on Apr 23, 2025 Q1 2025

Field & Main Bank

  • MSFT
  • AAPL
  • WMT
  • JPM
  • VO
  • NVDA
  • LLY
Field & Main Bank's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 261
Filing on Apr 23, 2025 Q1 2025

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IEMG
Koesten, Hirschmann & Crabtree, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 235
Filing on Apr 23, 2025 Q1 2025

Bank Of Italy

  • RACE
  • STLA
  • SUSL
  • USSG
  • IQSU
  • EFIV
Bank Of Italy's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 8