Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Jb Capital LLC

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
Jb Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 221
Filing on Apr 22, 2025 Q1 2025

Winebrenner Capital Management LLC

  • FTHY
  • DFCF
  • AAPL
  • CVX
  • FLRT
  • NVDA
  • BRK-B
Winebrenner Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 122
Filing on Apr 22, 2025 Q1 2025

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • IJR
  • IEFA
  • UPS
  • IWP
  • FTEC
Southern Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 78
Filing on Apr 22, 2025 Q1 2025

Spirepoint Private Client, LLC

  • UPS
  • AAPL
  • MSFT
  • CLH
  • PLTR
  • JNJ
  • AMLP
Spirepoint Private Client, LLC's Q1 2025 Portfolio
Portfolio Value 765 Billion
Stocks 214
Filing on Apr 22, 2025 Q1 2025

Davidson Kahn Capital Management, LLC

  • VOO
  • RSP
  • AMZN
  • QQQ
  • SCHB
  • GOOGL
  • EZM
Davidson Kahn Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 54
Filing on Apr 22, 2025 Q1 2025

Wood Trust Financial Corp

  • EFA
  • BRK-B
  • VOE
  • VOT
  • IWN
  • VWO
  • MSFT
Wood Trust Financial Corp's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 231
Filing on Apr 22, 2025 Q1 2025

Smith & Howard Wealth Management, LLC

  • AGG
  • VTI
  • IEFA
  • VTV
  • JMUB
  • BND
  • VEA
Smith & Howard Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 82
Filing on Apr 22, 2025 Q1 2025

Integris Wealth Management, LLC

  • BSV
  • IVV
  • VEA
  • VTI
  • DISV
  • DFEM
  • DFSV
Integris Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 351 Billion
Stocks 103
Filing on Apr 22, 2025 Q1 2025

Investment Planning Advisors, Inc.

  • SPLG
  • VXF
  • CGUS
  • CGCP
  • QQQM
  • SPTM
  • JPIE
Investment Planning Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 70
Filing on Apr 22, 2025 Q1 2025

Keudell

  • FLBL
  • FLTR
  • HEQT
  • SCHD
  • FNDF
  • VYM
  • GLDM
Keudell's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 218
Filing on Apr 22, 2025 Q1 2025

Embree Financial Group

  • QQQ
  • SPY
  • SCHX
  • AAPL
  • IWV
  • MSFT
  • DBEF
Embree Financial Group's Q1 2025 Portfolio
Portfolio Value 597 Billion
Stocks 202
Filing on Apr 22, 2025 Q1 2025

Yhb Investment Advisors, Inc.

  • AAPL
  • MSFT
  • AMZN
  • COST
  • BRK-B
  • V
  • IJH
Yhb Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 290
Filing on Apr 22, 2025 Q1 2025

Sunesis Advisors, LLC

  • VTI
  • BRK-A
  • AGG
  • VXUS
  • VEA
  • BSV
  • BIV
Sunesis Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 44
Filing on Apr 22, 2025 Q1 2025

Ledyard National Bank

  • DGRO
  • IVV
  • AAPL
  • IEFA
  • MSFT
  • MUB
  • DFAE
Ledyard National Bank's Q1 2025 Portfolio
Portfolio Value 988 Million
Stocks 305
Filing on Apr 22, 2025 Q1 2025

Keystone Financial Services

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
Keystone Financial Services's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 216
Filing on Apr 22, 2025 Q1 2025

Bridge Port Financial Solutions, LLC

  • IVV
  • BRK-B
  • USMV
  • VOO
  • PVAL
  • AAPL
  • JQUA
Bridge Port Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 222 Billion
Stocks 160
Filing on Apr 22, 2025 Q1 2025

Verus Wealth Management, LLC

  • MUB
  • VOO
  • VCIT
  • VEA
  • BND
  • VONV
  • SPHY
Verus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.3 Billion
Stocks 68
Filing on Apr 22, 2025 Q1 2025

Continuum Advisory, LLC

  • CGDV
  • AAPL
  • JCPB
  • VTI
  • VXF
  • MSFT
  • BND
Continuum Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 727 Million
Stocks 1658