Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Hwg Holdings LP

  • IVV
  • AAPL
  • META
  • MSFT
  • GOOGL
  • JPM
  • CW
Hwg Holdings LP's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 131
Filing on Apr 22, 2025 Q1 2025

Capstone Capital Wealth Advisors

  • DFAC
  • DFIC
  • DFEM
  • VCSH
  • VTEB
  • VCIT
  • AAPL
Capstone Capital Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 23
Filing on Apr 22, 2025 Q1 2025

Antonelli Financial Advisors, LLC

  • QQQ
  • VTV
  • AAPL
  • EFA
  • FDN
  • AMZN
  • VCLT
Antonelli Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 46
Filing on Apr 22, 2025 Q1 2025

Whalen Wealth Management Inc.

  • SHV
  • CTA
  • VCSH
  • IJJ
  • XLF
  • JAAA
  • SLQD
Whalen Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 117
Filing on Apr 22, 2025 Q1 2025

Stiles Financial Services Inc

  • NVDA
  • AAPL
  • BRK-B
  • COST
  • AMZN
  • MSFT
  • QCOM
Stiles Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 170
Filing on Apr 22, 2025 Q1 2025

Fort Henry Capital, LLC

  • IVV
  • AGG
  • BSV
  • IJR
  • VNQ
  • DFAI
  • DFAE
Fort Henry Capital, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 14
Filing on Apr 22, 2025 Q1 2025

Centerpoint Advisory Group

  • JGRO
  • VIG
  • AAPL
  • NVDA
  • DSTL
  • OMFL
  • IWF
Centerpoint Advisory Group's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 94
Filing on Apr 22, 2025 Q1 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • IVV
  • VOO
  • XLE
M3 Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 136
Filing on Apr 22, 2025 Q1 2025

Icapital Wealth LLC

  • MSFT
  • NVDA
  • MOAT
  • CRWD
  • TDIV
  • AMZN
  • AXON
Icapital Wealth LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 120
Filing on Apr 22, 2025 Q1 2025

Palumbo Wealth Management LLC

  • SPY
  • JPST
  • GLD
  • AAPL
  • DBC
  • WM
  • MSFT
Palumbo Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 187
Filing on Apr 22, 2025 Q1 2025

Joel Adams & Associates, Inc.

  • VOO
  • AGG
  • VTEB
  • EAGG
  • VSGX
  • IEFA
  • VXUS
Joel Adams & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 61
Filing on Apr 22, 2025 Q1 2025

True Mark Investments, LLC

  • VZ
  • T
  • BTI
  • ABBV
  • PM
  • ENB
  • MPLX
True Mark Investments, LLC's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 200
Filing on Apr 22, 2025 Q1 2025

Fma Wealth Management, LLC

  • JCPB
  • VEA
  • IWF
  • IWD
  • JPIE
  • JHMM
  • SMLF
Fma Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 42
Filing on Apr 22, 2025 Q1 2025

Cabana LLC

  • VNQ
  • XLE
  • XLB
  • ILF
  • QQQM
  • COMT
  • XLU
Cabana LLC's Q1 2025 Portfolio
Portfolio Value 16 Million
Stocks 13
Filing on Apr 22, 2025 Q1 2025

Verde Servicos Internacionais S.A.

  • TJX
  • WFC
  • CCEP
  • HWM
  • GFL
  • BA
  • NKE
Verde Servicos Internacionais S.A.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 34
Filing on Apr 22, 2025 Q1 2025

Jmac Enterprises LLC

  • AMGN
  • IWD
  • QQQ
  • IWF
  • IEI
  • XLI
  • PAVE
Jmac Enterprises LLC's Q1 2025 Portfolio
Portfolio Value 405 Million
Stocks 111
Filing on Apr 22, 2025 Q1 2025

Moser Wealth Advisors, LLC

  • MSFT
  • AMZN
  • AAPL
  • VBR
  • BRK-B
  • NVDA
  • MA
Moser Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 162
Filing on Apr 22, 2025 Q1 2025

Acorn Creek Capital LLC

  • VTV
  • VUG
  • BIV
  • DFIC
  • GLD
  • USFR
  • DFAS
Acorn Creek Capital LLC's Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 78