Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Runnymede Capital Advisors, Inc.

  • ROM
  • AMZN
  • AAPL
  • QQQ
  • MSFT
  • NVDA
  • IYW
Runnymede Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 323
Filing on Apr 22, 2025 Q1 2025

Consolidated Planning Corp

  • CGXU
  • DIVO
  • MGMT
  • GOVZ
  • FNDX
  • AAPL
  • JPM
Consolidated Planning Corp's Q1 2025 Portfolio
Portfolio Value 637 Million
Stocks 182
Filing on Apr 22, 2025 Q1 2025

Diversified Portfolios, Inc.

  • VTI
  • ICSH
  • AVDE
  • DFSD
  • FLOT
  • AVEM
  • SPY
Diversified Portfolios, Inc.'s Q1 2025 Portfolio
Portfolio Value 778 Million
Stocks 141
Filing on Apr 22, 2025 Q1 2025

Wetzel Investment Advisors, Inc.

  • VXUS
  • IWF
  • VOO
  • JPM
  • LLY
  • VTV
  • SPHQ
Wetzel Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Million
Stocks 122
Filing on Apr 22, 2025 Q1 2025

Three Cord True Wealth Management, LLC

  • SPYG
  • RECS
  • JAAA
  • AVLV
  • FNX
  • IOO
  • AVUV
Three Cord True Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 27
Filing on Apr 22, 2025 Q1 2025

Shariaportfolio, Inc.

  • SPUS
  • SPSK
  • TSLA
  • MSTR
  • SPRE
  • NVDA
  • CLSK
Shariaportfolio, Inc.'s Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 26
Filing on Apr 22, 2025 Q1 2025

Tanglewood Legacy Advisors, LLC

  • IUSV
  • IUSG
  • IWR
  • IWF
  • IWD
  • FMAY
  • DMAY
Tanglewood Legacy Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 228 Billion
Stocks 293
Filing on Apr 22, 2025 Q1 2025

Cornerstone Partners Capital Management, LLC

  • GNR
  • AGG
  • GVI
  • USRT
  • IVV
  • IEFA
  • KIND
Cornerstone Partners Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 48 Million
Stocks 9
Filing on Apr 22, 2025 Q1 2025

Cv Advisors LLC

  • SPY
  • AAPL
  • AMZN
  • MSFT
  • QQQ
  • GOOGL
  • NVDA
Cv Advisors LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 36
Filing on Apr 22, 2025 Q1 2025

Park Capital Management, LLC / Wi

  • HTRB
  • NVDA
  • IJR
  • AAPL
  • IVV
  • BRK-B
  • MSFT
Park Capital Management, LLC / Wi's Q1 2025 Portfolio
Portfolio Value 85.6 Billion
Stocks 60
Filing on Apr 22, 2025 Q1 2025

Yoder Wealth Management, Inc.

  • AAPL
  • FTEC
  • VIG
  • QUAL
  • VUG
  • USFR
  • VCIT
Yoder Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 108
Filing on Apr 22, 2025 Q1 2025

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • BRK-B
  • MUB
Jfs Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 1938
Filing on Apr 22, 2025 Q1 2025

Xml Financial, LLC

  • SCHG
  • SCHV
  • DGRO
  • AAPL
  • IWF
  • IWB
  • MSFT
Xml Financial, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 373
Filing on Apr 22, 2025 Q1 2025

Dopkins Wealth Management, LLC

  • DFAC
  • DFUV
  • DFIV
  • DFAT
  • VBK
  • AVDV
  • AVEM
Dopkins Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 84
Filing on Apr 22, 2025 Q1 2025

Prairie Wealth Advisors, Inc.

  • LNN
  • NVDA
  • GLD
  • AMZN
  • IAU
  • BALT
  • BXSL
Prairie Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 142
Filing on Apr 22, 2025 Q1 2025

Encompass Wealth Advisors, LLC

  • IVW
  • IVE
  • IEFA
  • IJR
  • IJH
  • JPST
  • AAPL
Encompass Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 100
Filing on Apr 22, 2025 Q1 2025

Flagship Harbor Advisors, LLC

  • SPYV
  • SPYG
  • AAPL
  • SGOV
  • SPY
  • VTI
  • SPLG
Flagship Harbor Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 746
Filing on Apr 22, 2025 Q1 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • AAPL
  • MSFT
  • ICE
  • AMZN
  • GOOGL
  • BSX
Brown, Lisle/Cummings, Inc.'s Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 784