Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 23, 2025 Q1 2025

Nri Wealth Management Lc

  • IVV
  • QQQ
  • VGT
  • NVDA
  • AAPL
  • VTI
  • BRK-B
Nri Wealth Management Lc's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 25
Filing on Apr 23, 2025 Q1 2025

Financial Life Planners

  • QQQ
  • IVV
  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • MDY
Financial Life Planners's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 83
Filing on Apr 23, 2025 Q1 2025

Nova R Wealth, Inc.

  • IVV
  • VGIT
  • BME
  • AVLV
  • ISRG
  • IEFA
  • JMOM
Nova R Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 77
Filing on Apr 23, 2025 Q1 2025

Creative Financial Designs Inc

  • SPYV
  • IOO
  • VONG
  • FBND
  • VTV
  • VCSH
  • SPTS
Creative Financial Designs Inc 's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 2060
Filing on Apr 23, 2025 Q1 2025

Nationwide Fund Advisors

  • IVV
  • IEFA
  • IEMG
  • TLT
  • IEF
  • IJR
  • GOVT
Nationwide Fund Advisors's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 7
Filing on Apr 23, 2025 Q1 2025

Tsa Wealth Managment LLC

  • SPLG
  • SCHZ
  • QUAL
  • IVW
  • DYNF
  • IVV
  • OEF
Tsa Wealth Managment LLC's Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 72
Filing on Apr 23, 2025 Q1 2025

Phillips Wealth Planners LLC

  • VOO
  • MSFT
  • JPM
  • UNH
  • BRK-A
  • XLK
  • AVGO
Phillips Wealth Planners LLC's Q1 2025 Portfolio
Portfolio Value 94.6 Billion
Stocks 173
Filing on Apr 23, 2025 Q1 2025

Wealth Effects LLC

  • NVDA
  • AAPL
  • AMZN
  • VTI
  • JPM
  • META
  • MSFT
Wealth Effects LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 198
Filing on Apr 23, 2025 Q1 2025

Security National Bank

  • NVDA
  • BRK-A
  • BRK-B
  • AAPL
  • MUSA
  • MSFT
  • AMZN
Security National Bank's Q1 2025 Portfolio
Portfolio Value 516 Million
Stocks 389
Filing on Apr 23, 2025 Q1 2025

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 26
Filing on Apr 23, 2025 Q1 2025

New World Advisors LLC

  • TJX
  • IVV
  • IJR
  • AAPL
  • MSFT
  • AMZN
  • IGSB
New World Advisors LLC's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 79
Filing on Apr 23, 2025 Q1 2025

Omnia Family Wealth, LLC

  • VTI
  • GLD
  • SGOV
  • IEFA
  • VEA
  • AAPL
  • IAU
Omnia Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 91
Filing on Apr 23, 2025 Q1 2025

Perigon Wealth Management, LLC

  • AAPL
  • NVDA
  • IVV
  • AMZN
  • QQQ
  • MSFT
  • VOO
Perigon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 1031
Filing on Apr 23, 2025 Q1 2025

Cvfg LLC

  • SPY
  • AAPL
  • DIA
  • VTI
  • CWI
  • SPMD
  • RSP
Cvfg LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 91
Filing on Apr 23, 2025 Q1 2025

White Pine Investment CO

  • BRK-B
  • GOOGL
  • FNDX
  • GSIE
  • USMV
  • SFM
  • MSFT
White Pine Investment CO's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 64
Filing on Apr 23, 2025 Q1 2025

Tiger Oak Management, L.L.C.

  • NVDA
  • DGRW
  • AAPL
  • JEPI
  • SDY
  • MSFT
  • AMZN
Tiger Oak Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 259 Billion
Stocks 107
Filing on Apr 23, 2025 Q1 2025

Inman Jager Wealth Management, LLC

  • MSFT
  • IVV
  • TOTL
  • BND
  • IJH
  • DVY
  • IWM
Inman Jager Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 83
Filing on Apr 23, 2025 Q1 2025

Tyche Wealth Partners LLC

  • SPY
  • PEP
  • AAPL
  • XOM
  • VIG
  • MSFT
  • PTLC
Tyche Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 462 Billion
Stocks 297