Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Friday Financial

  • ITOT
  • SCHG
  • VGIT
  • IDEV
  • CWI
  • DFSD
  • SCHV
Friday Financial's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 71
Filing on Apr 22, 2025 Q1 2025

Rodgers & Associates, LTD

  • VTV
  • VBR
  • VOE
  • IWP
  • SPSB
  • IWF
  • SPYG
Rodgers & Associates, LTD's Q1 2025 Portfolio
Portfolio Value 818 Million
Stocks 97
Filing on Apr 22, 2025 Q1 2025

Grace & White Inc

  • UNM
  • AIT
  • WSO
  • INGR
  • RE
  • NUE
  • SIG
Grace & White Inc 's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 135
Filing on Apr 22, 2025 Q1 2025

Pennsylvania Capital Management Inc

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • JPIE
  • NVDA
  • FNDX
Pennsylvania Capital Management Inc 's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 99
Filing on Apr 22, 2025 Q1 2025

Amarillo National Bank

  • IVV
  • IDEV
  • IVE
  • AGG
  • IVW
  • IAGG
  • SPY
Amarillo National Bank's Q1 2025 Portfolio
Portfolio Value 513 Million
Stocks 132
Filing on Apr 22, 2025 Q1 2025

Illumine Investment Management, LLC

  • AAPL
  • JPST
  • COST
  • ISRG
  • WRB
  • DASH
  • SEIX
Illumine Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 90
Filing on Apr 22, 2025 Q1 2025

Duncker Streett & CO Inc

  • MSFT
  • MA
  • AAPL
  • AVGO
  • ABBV
  • NVDA
  • GOOGL
Duncker Streett & CO Inc's Q1 2025 Portfolio
Portfolio Value 498 Million
Stocks 503
Filing on Apr 22, 2025 Q1 2025

Ucla Foundation

  • SPY
Ucla Foundation's Q1 2025 Portfolio
Portfolio Value 93.6 Billion
Stocks 1
Filing on Apr 22, 2025 Q1 2025

Live Oak Private Wealth LLC

  • BRK-B
  • SCHW
  • AAPL
  • BAC
  • MSFT
  • LOW
  • GOOG
Live Oak Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 593 Million
Stocks 188
Filing on Apr 22, 2025 Q1 2025

Shelter Mutual Insurance CO

  • BRK-A
  • VXUS
  • USIG
  • WMT
  • V
  • VRTX
  • CME
Shelter Mutual Insurance CO's Q1 2025 Portfolio
Portfolio Value 399 Million
Stocks 57
Filing on Apr 22, 2025 Q1 2025

Ridgecrest Wealth Partners, LLC

  • AAPL
  • DGRO
  • GOOGL
  • VOO
  • NVDA
  • MSFT
  • IVV
Ridgecrest Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 112
Filing on Apr 22, 2025 Q1 2025

Hudson Value Partners, LLC

  • BRK-B
  • AAPL
  • MSFT
  • GOOGL
  • COST
  • V
  • MRK
Hudson Value Partners, LLC's Q1 2025 Portfolio
Portfolio Value 266 Billion
Stocks 100
Filing on Apr 22, 2025 Q1 2025

Jericho Financial, LLP

  • NFLX
  • AAPL
  • META
  • JPM
  • MSFT
  • AMZN
  • V
Jericho Financial, LLP's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 41
Filing on Apr 22, 2025 Q1 2025

First Bancorp, Inc

  • FNLC
  • VO
  • VEA
  • DFAE
  • AAPL
  • VGT
  • VB
First Bancorp, Inc 's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 222
Filing on Apr 22, 2025 Q1 2025

Shelter Ins Retirement Plan

  • IVV
  • IEFA
  • IEMG
  • BKNG
  • OTIS
  • MKL
  • STZ
Shelter Ins Retirement Plan's Q1 2025 Portfolio
Portfolio Value 77.2 Million
Stocks 8
Filing on Apr 22, 2025 Q1 2025

Comprehensive Money Management Services LLC

  • VTIP
  • VNQI
  • VPU
  • ICSH
  • VWOB
  • WY
  • VTI
Comprehensive Money Management Services LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 179
Filing on Apr 22, 2025 Q1 2025

1858 Wealth Management, LLC

  • AAPL
  • MSFT
  • CME
  • NVDA
  • META
  • AME
  • AMZN
1858 Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 117
Filing on Apr 22, 2025 Q1 2025

Stapp Wealth Management, Pllc

  • TOTL
  • SGOL
  • GLDM
  • TYA
  • COWZ
  • VFH
  • VOX
Stapp Wealth Management, Pllc's Q1 2025 Portfolio
Portfolio Value 43.7 Million
Stocks 25