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
Moran Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.89 Billion
Stocks 574
Filing on Apr 23, 2025 Q1 2025

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFIC
  • DFUV
  • AAPL
Symmetry Partners, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 194
Filing on Apr 23, 2025 Q1 2025

Fourth Dimension Wealth, LLC

  • AAPL
  • SPTM
  • JMBS
  • XLK
  • VUG
  • SPTI
  • DIA
Fourth Dimension Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 654
Filing on Apr 23, 2025 Q1 2025

Pacific Sage Partners, LLC

  • MSFT
  • SCHR
  • VGSH
  • SCHF
  • IWD
  • SSUS
  • AMZN
Pacific Sage Partners, LLC's Q1 2025 Portfolio
Portfolio Value 444 Billion
Stocks 110
Filing on Apr 23, 2025 Q1 2025

Leading Edge Financial Planning LLC

  • SPLG
  • DFIC
  • DUHP
  • SCHB
  • DFSV
  • SPAB
  • DFCF
Leading Edge Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 320 Billion
Stocks 58
Filing on Apr 23, 2025 Q1 2025

Carl Stuart Investment Advisor, Inc

  • VTI
  • IAU
  • VOO
  • VXUS
  • RJF
  • VOT
  • XOM
Carl Stuart Investment Advisor, Inc's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 16
Filing on Apr 23, 2025 Q1 2025

Unison Asset Management LLC

  • BRK-B
  • META
  • GOOGL
  • NU
  • ELV
  • JPM
  • UNH
Unison Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 27
Filing on Apr 23, 2025 Q1 2025

International Assets Investment Management, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • PLTR
  • SGOV
International Assets Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 761
Filing on Apr 23, 2025 Q1 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • BND
  • ESGV
  • AAPL
  • MSFT
  • VOO
New Covenant Trust Company, N.A.'s Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 86
Filing on Apr 23, 2025 Q1 2025

Navis Wealth Advisors, LLC

  • SPY
  • QQQ
  • VOO
  • PULS
  • ZS
  • NVDA
  • KLAC
Navis Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 99.6 Million
Stocks 105
Filing on Apr 23, 2025 Q1 2025

Gerber, LLC

  • QQQ
  • COWZ
  • AON
  • ARKK
  • AAPL
  • VTI
  • BLOK
Gerber, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Cornerstone Wealth Group, LLC

  • SPY
  • NVDA
  • NVDA
  • AAPL
  • AGG
  • IVV
  • SCHX
Cornerstone Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 292
Filing on Apr 23, 2025 Q1 2025

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • IOO
  • MSFT
  • ITA
  • GOOGL
Bluesphere Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 88
Filing on Apr 23, 2025 Q1 2025

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • CVX
  • UTF
  • MSFT
  • XLK
  • IWM
C2 C Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 87
Filing on Apr 23, 2025 Q1 2025

Hi Line Capital Management, LLC

  • BRK-A
  • IDEV
  • BRK-B
  • LBRDK
  • COP
  • BABA
  • CMCSA
Hi Line Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 39
Filing on Apr 23, 2025 Q1 2025

Berry Wealth Group, LP

  • AAPL
  • AVGO
  • MSI
  • JPM
  • MSFT
  • ETN
  • WMT
Berry Wealth Group, LP's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 96
Filing on Apr 23, 2025 Q1 2025

Balboa Wealth Partners

  • TSLA
  • NVDA
  • BIL
  • MSFT
  • AAPL
  • AMZN
  • SPY
Balboa Wealth Partners's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 327
Filing on Apr 23, 2025 Q1 2025

Sheets Smith Wealth Management

  • VOO
  • IVV
  • KO
  • V
  • GOOG
  • AMZN
  • SCHX
Sheets Smith Wealth Management's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 356