Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Congress Park Capital LLC

  • JFR
  • ICSH
  • IVV
  • NEA
  • AMZN
  • MELI
  • BRK-B
Congress Park Capital LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 106
Filing on Apr 21, 2025 Q1 2025

Carr Financial Group Corp

  • BND
  • SCHX
  • VIG
  • VTI
  • EMXC
  • IQLT
  • IJH
Carr Financial Group Corp's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 175
Filing on Apr 21, 2025 Q1 2025

Cornerstone Management, Inc.

  • VUG
  • VTV
  • JPST
  • AGG
  • FLRN
  • EFA
  • VTI
Cornerstone Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 534 Billion
Stocks 54
Filing on Apr 21, 2025 Q1 2025

Davies Financial Advisors, Inc.

  • QQQ
  • SFLR
  • SPY
  • AAPL
  • IAU
  • MSFT
  • HYG
Davies Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 65
Filing on Apr 21, 2025 Q1 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFCF
  • DFAI
  • DUHP
  • VNQ
Heritage Wealth Management, Inc./Texas's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 35
Filing on Apr 21, 2025 Q1 2025

Evanson Asset Management, LLC

  • DFAC
  • PHYS
  • AAPL
  • DFAS
  • DFAX
  • DFUS
  • DFAT
Evanson Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 307
Filing on Apr 21, 2025 Q1 2025

Thoma Bravo, L.P.

  • NDAQ
  • SWI
  • MLNK
  • CYBR
  • NABL
Thoma Bravo, L.P.'s Q1 2025 Portfolio
Portfolio Value 5.45 Billion
Stocks 7
Filing on Apr 21, 2025 Q1 2025

Meriwether Wealth & Planning, LLC

  • SCHV
  • SCHG
  • FBND
  • DFAS
  • BSCR
  • BSCQ
  • JPM
Meriwether Wealth & Planning, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 123
Filing on Apr 21, 2025 Q1 2025

Citizens & Northern Corp

  • VONG
  • IGE
  • FREL
  • IEMG
  • IJH
  • SPMD
  • AAPL
Citizens & Northern Corp's Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 118
Filing on Apr 21, 2025 Q1 2025

L.M. Kohn & Company

  • AAPL
  • NVDA
  • GABC
  • AMZN
  • COST
  • SPY
  • MSFT
L.M. Kohn & Company's Q1 2025 Portfolio
Portfolio Value 373 Million
Stocks 275
Filing on Apr 21, 2025 Q1 2025

Brady Family Wealth, LLC

  • AAPL
  • MSFT
  • GOOGL
  • LOW
  • V
  • SYK
  • ABT
Brady Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 313 Billion
Stocks 113
Filing on Apr 21, 2025 Q1 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTJ
  • IBTI
  • IBTK
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 135
Filing on Apr 21, 2025 Q1 2025

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • ITOT
Kraft Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 46
Filing on Apr 21, 2025 Q1 2025

Riverwater Partners LLC

  • LOPE
  • IDCC
  • LMNR
  • EFV
  • TGLS
  • AVSE
  • SNEX
Riverwater Partners LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 202
Filing on Apr 21, 2025 Q1 2025

Sincerus Advisory, LLC

  • SPY
  • EFA
  • IWR
  • MUB
  • VIG
  • VEA
  • AGG
Sincerus Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 94.8 Billion
Stocks 63
Filing on Apr 21, 2025 Q1 2025

Stableford Capital Ii LLC

  • BIL
  • SHV
  • IEF
  • AMZN
  • GOOGL
  • MSFT
  • RWM
Stableford Capital Ii LLC's Q1 2025 Portfolio
Portfolio Value 222 Million
Stocks 113
Filing on Apr 21, 2025 Q1 2025

Proathlete Wealth Management LLC

  • IVV
  • IWF
  • IJR
  • IJH
  • IWD
  • QQQ
  • IEFA
Proathlete Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 274 Billion
Stocks 2827
Filing on Apr 21, 2025 Q1 2025

Spirit Of America Management Corp

  • NVDA
  • WMB
  • TRGP
  • LNG
  • OKE
  • KMI
  • CVX
Spirit Of America Management Corp's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 395