Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 23, 2025
Q1 2025
Moran Wealth Management, LLC
- TT
- PH
- AVGO
- WSM
- MSFT
- PGR
- AMP
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Fourth Dimension Wealth, LLC
- AAPL
- SPTM
- JMBS
- XLK
- VUG
- SPTI
- DIA
Filing on Apr 23, 2025
Q1 2025
Pacific Sage Partners, LLC
- MSFT
- SCHR
- VGSH
- SCHF
- IWD
- SSUS
- AMZN
Filing on Apr 23, 2025
Q1 2025
Leading Edge Financial Planning LLC
- SPLG
- DFIC
- DUHP
- SCHB
- DFSV
- SPAB
- DFCF
Filing on Apr 23, 2025
Q1 2025
Carl Stuart Investment Advisor, Inc
- VTI
- IAU
- VOO
- VXUS
- RJF
- VOT
- XOM
Filing on Apr 23, 2025
Q1 2025
Unison Asset Management LLC
- BRK-B
- META
- GOOGL
- NU
- ELV
- JPM
- UNH
Filing on Apr 23, 2025
Q1 2025
International Assets Investment Management, LLC
- AAPL
- NVDA
- AMZN
- MSFT
- QQQ
- PLTR
- SGOV
Filing on Apr 23, 2025
Q1 2025
New Covenant Trust Company, N.A.
- VTI
- VXUS
- BND
- ESGV
- AAPL
- MSFT
- VOO
Filing on Apr 23, 2025
Q1 2025
Navis Wealth Advisors, LLC
- SPY
- QQQ
- VOO
- PULS
- ZS
- NVDA
- KLAC
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Cornerstone Wealth Group, LLC
- SPY
- NVDA
- NVDA
- AAPL
- AGG
- IVV
- SCHX
Filing on Apr 23, 2025
Q1 2025
Bluesphere Advisors, LLC
- IVV
- IWF
- IWY
- IOO
- MSFT
- ITA
- GOOGL
Filing on Apr 23, 2025
Q1 2025
C2 C Wealth Management, LLC
- AAPL
- IVV
- CVX
- UTF
- MSFT
- XLK
- IWM
Filing on Apr 23, 2025
Q1 2025
Hi Line Capital Management, LLC
- BRK-A
- IDEV
- BRK-B
- LBRDK
- COP
- BABA
- CMCSA
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Filing on Apr 23, 2025
Q1 2025
Sheets Smith Wealth Management
- VOO
- IVV
- KO
- V
- GOOG
- AMZN
- SCHX