Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Oak Hill Wealth Advisors, LLC

  • VTV
  • VEA
  • VIG
  • VV
  • VUG
  • VO
  • BNDX
Oak Hill Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 431 Billion
Stocks 138
Filing on Apr 23, 2025 Q1 2025

Life Steps Financial, Inc.

  • QQQ
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • SDY
  • IJH
Life Steps Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 82
Filing on Apr 23, 2025 Q1 2025

Goldstein Advisors, LLC

  • ITOT
  • GSLC
  • JGRO
  • QUAL
  • SPDW
  • DBMF
  • BOND
Goldstein Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 684 Billion
Stocks 202
Filing on Apr 23, 2025 Q1 2025

Haven Global Partners, LLC

  • IBN
  • RYAAY
  • UBS
  • CNI
  • GIB
  • ITUB
  • TSM
Haven Global Partners, LLC's Q1 2025 Portfolio
Portfolio Value 95.4 Billion
Stocks 10
Filing on Apr 23, 2025 Q1 2025

Salzhauer Michael

  • BAC
  • C
  • WFC
  • CMA
  • SNV
  • SMBK
  • FRST
Salzhauer Michael's Q1 2025 Portfolio
Portfolio Value 248 Million
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Nvest Financial, LLC

  • GLD
  • IWF
  • SPY
  • AAPL
  • IVE
  • BRK-B
  • VHT
Nvest Financial, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 95
Filing on Apr 23, 2025 Q1 2025

Western Wealth Management, LLC

  • QQQ
  • AAPL
  • BRK-B
  • SPLG
  • QQQM
  • MSFT
  • NVDA
Western Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 678
Filing on Apr 23, 2025 Q1 2025

Wealth Management Resources, Inc.

  • SPHQ
  • FBND
  • IEF
  • SCHD
  • SPYG
  • IHDG
  • ISTB
Wealth Management Resources, Inc.'s Q1 2025 Portfolio
Portfolio Value 276 Million
Stocks 33
Filing on Apr 23, 2025 Q1 2025

Sabal Trust CO

  • MSFT
  • JPM
  • WM
  • ABBV
  • AAPL
  • XOM
  • HD
Sabal Trust CO's Q1 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 324
Filing on Apr 23, 2025 Q1 2025

Boyar Asset Management Inc.

  • MSFT
  • JPM
  • AMP
  • HD
  • UBER
  • BAC
  • BK
Boyar Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 77
Filing on Apr 23, 2025 Q1 2025

Flavin Financial Services, Inc.

  • MSFT
  • AAPL
  • JPST
  • IBTG
  • JPM
  • BRK-B
  • FDHY
Flavin Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 70
Filing on Apr 23, 2025 Q1 2025

Robeco Institutional Asset Management B.V.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • V
Robeco Institutional Asset Management B.V.'s Q1 2025 Portfolio
Portfolio Value 50.6 Billion
Stocks 899
Filing on Apr 23, 2025 Q1 2025

Terra Nova Asset Management LLC

  • MSFT
  • XLC
  • SGOL
  • GOOGL
  • AMZN
  • AJG
  • AAPL
Terra Nova Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 85
Filing on Apr 23, 2025 Q1 2025

Kavar Capital Partners Group, LLC

  • AAPL
  • FNDX
  • SCHX
  • SCHF
  • BRK-B
  • NVDA
  • GOOGL
Kavar Capital Partners Group, LLC's Q1 2025 Portfolio
Portfolio Value 599 Million
Stocks 177
Filing on Apr 23, 2025 Q1 2025

Sequoia Financial Advisors, LLC

  • VTI
  • IXUS
  • AAPL
  • VONG
  • DSTL
  • MSFT
  • VCSH
Sequoia Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 11.6 Billion
Stocks 1369
Filing on Apr 23, 2025 Q1 2025

Aspetuck Financial Management LLC

  • NVDA
  • FLRN
  • MSFT
  • IJR
  • FTEC
  • AAPL
  • USFR
Aspetuck Financial Management LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 68
Filing on Apr 23, 2025 Q1 2025

Lifelong Wealth Advisors, Inc.

  • GSLC
  • SPLG
  • IYW
  • QUAL
  • IVW
  • ORCL
  • DYNF
Lifelong Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 68
Filing on Apr 23, 2025 Q1 2025

Pure Financial Advisors, LLC

  • SPY
  • BND
  • IEFA
  • IGSB
  • DFAT
  • DUHP
  • VNQ
Pure Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.63 Billion
Stocks 381