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
Filing on Apr 23, 2025
Q1 2025
Life Steps Financial, Inc.
- QQQ
- SPY
- AAPL
- NVDA
- MSFT
- SDY
- IJH
Filing on Apr 23, 2025
Q1 2025
Goldstein Advisors, LLC
- ITOT
- GSLC
- JGRO
- QUAL
- SPDW
- DBMF
- BOND
Filing on Apr 23, 2025
Q1 2025
Haven Global Partners, LLC
- IBN
- RYAAY
- UBS
- CNI
- GIB
- ITUB
- TSM
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Western Wealth Management, LLC
- QQQ
- AAPL
- BRK-B
- SPLG
- QQQM
- MSFT
- NVDA
Filing on Apr 23, 2025
Q1 2025
Wealth Management Resources, Inc.
- SPHQ
- FBND
- IEF
- SCHD
- SPYG
- IHDG
- ISTB
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Boyar Asset Management Inc.
- MSFT
- JPM
- AMP
- HD
- UBER
- BAC
- BK
Filing on Apr 23, 2025
Q1 2025
Flavin Financial Services, Inc.
- MSFT
- AAPL
- JPST
- IBTG
- JPM
- BRK-B
- FDHY
Filing on Apr 23, 2025
Q1 2025
Robeco Institutional Asset Management B.V.
- AAPL
- NVDA
- MSFT
- AMZN
- META
- GOOGL
- V
Filing on Apr 23, 2025
Q1 2025
Terra Nova Asset Management LLC
- MSFT
- XLC
- SGOL
- GOOGL
- AMZN
- AJG
- AAPL
Filing on Apr 23, 2025
Q1 2025
Kavar Capital Partners Group, LLC
- AAPL
- FNDX
- SCHX
- SCHF
- BRK-B
- NVDA
- GOOGL
Filing on Apr 23, 2025
Q1 2025
Sequoia Financial Advisors, LLC
- VTI
- IXUS
- AAPL
- VONG
- DSTL
- MSFT
- VCSH
Filing on Apr 23, 2025
Q1 2025
Aspetuck Financial Management LLC
- NVDA
- FLRN
- MSFT
- IJR
- FTEC
- AAPL
- USFR
Filing on Apr 23, 2025
Q1 2025
Lifelong Wealth Advisors, Inc.
- GSLC
- SPLG
- IYW
- QUAL
- IVW
- ORCL
- DYNF
Filing on Apr 23, 2025
Q1 2025
Pure Financial Advisors, LLC
- SPY
- BND
- IEFA
- IGSB
- DFAT
- DUHP
- VNQ