Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 23, 2025
Q1 2025
New Covenant Trust Company, N.A.
- VTI
- VXUS
- BND
- ESGV
- AAPL
- MSFT
- VOO
Filing on Apr 23, 2025
Q1 2025
Navis Wealth Advisors, LLC
- SPY
- QQQ
- VOO
- PULS
- ZS
- NVDA
- KLAC
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Cornerstone Wealth Group, LLC
- SPY
- NVDA
- NVDA
- AAPL
- AGG
- IVV
- SCHX
Filing on Apr 23, 2025
Q1 2025
Bluesphere Advisors, LLC
- IVV
- IWF
- IWY
- IOO
- MSFT
- ITA
- GOOGL
Filing on Apr 23, 2025
Q1 2025
C2 C Wealth Management, LLC
- AAPL
- IVV
- CVX
- UTF
- MSFT
- XLK
- IWM
Filing on Apr 23, 2025
Q1 2025
Hi Line Capital Management, LLC
- BRK-A
- IDEV
- BRK-B
- LBRDK
- COP
- BABA
- CMCSA
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Sheets Smith Wealth Management
- VOO
- IVV
- KO
- V
- GOOG
- AMZN
- SCHX
Filing on Apr 23, 2025
Q1 2025
Retirement Guys Formula LLC
- PSFF
- JPST
- HEGD
- AAAU
- BCD
- AAPL
- SPY
Filing on Apr 23, 2025
Q1 2025
G2 Capital Management, LLC
- DFUS
- MOAT
- IUSB
- MUB
- BND
- DFAS
- SCHX
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Community Financial Services Group, LLC
- IEF
- MSFT
- AAPL
- XOM
- V
- QUAL
- AMZN
Filing on Apr 23, 2025
Q1 2025
Pacific Financial Group Inc
- IVV
- QQQ
- IVW
- IJR
- IVE
- SPY
- IJH
Filing on Apr 23, 2025
Q1 2025
Img Wealth Management, Inc.
- BUFR
- CGDV
- BUFQ
- BUFD
- QQQ
- FTCS
- VOO
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
St. Johns Investment Management Company, LLC
- SCHX
- AAPL
- SCHM
- SPY
- SCHA
- MSFT
- GLD