Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Fiduciary Advisors, Inc.

  • VOO
  • VB
  • ISTB
  • VXUS
  • VO
  • VEA
  • MGC
Fiduciary Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 95
Filing on Jul 17, 2025 Q2 2025

Greenbush Financial Group, LLC

  • VOO
  • CGGR
  • BND
  • VTV
  • VXUS
  • GLD
  • CGDV
Greenbush Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 32
Filing on Jul 17, 2025 Q2 2025

Sound Income Strategies, LLC

  • TSLX
  • ARCC
  • HTGC
  • GBDC
  • ORCC
  • SHYG
  • HYEM
Sound Income Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 1609
Filing on Jul 17, 2025 Q2 2025

V Square Quantitative Management LLC

  • NVDA
  • MSFT
  • GOOGL
  • TSLA
  • GOOG
  • AVGO
  • V
V Square Quantitative Management LLC's Q2 2025 Portfolio
Portfolio Value 747 Billion
Stocks 617
Filing on Jul 17, 2025 Q2 2025

Klein Pavlis & Peasley Financial, Inc.

  • SGOV
  • CCJ
  • AEM
  • WPM
  • SCCO
  • OKE
  • SCHW
Klein Pavlis & Peasley Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 73
Filing on Jul 17, 2025 Q2 2025

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • MSFT
  • SPLV
Jackson, Grant Investment Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 385
Filing on Jul 17, 2025 Q2 2025

Vermillion Wealth Management, Inc.

  • DFUS
  • BND
  • DFCF
  • VGT
  • DFAI
  • DFAS
  • BRK-B
Vermillion Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 532
Filing on Jul 17, 2025 Q2 2025

Global Trust Asset Management, LLC

  • QQQ
  • BRK-B
  • AAPL
  • MSFT
  • SPY
  • PLTR
  • AMZN
Global Trust Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 504
Filing on Jul 17, 2025 Q2 2025

Investment Advisory Services Inc

  • VIG
  • QQQ
  • MSFT
  • JEPI
  • COWZ
  • WMT
  • AAPL
Investment Advisory Services Inc 's Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 131
Filing on Jul 17, 2025 Q2 2025

Clean Yield Group

  • AAPL
  • NVDA
  • AVGO
  • SFM
  • AWK
  • UL
  • CSCO
Clean Yield Group's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 409
Filing on Jul 17, 2025 Q2 2025

Independence Bank Of Kentucky

  • SPY
  • MSFT
  • JPM
  • AAPL
  • NVDA
  • VTI
  • AMZN
Independence Bank Of Kentucky's Q2 2025 Portfolio
Portfolio Value 692 Million
Stocks 615
Filing on Jul 17, 2025 Q2 2025

Heritage Investment Group, Inc.

  • DFAC
  • IVV
  • SUB
  • VTEB
  • DFUV
  • REET
  • DFUS
Heritage Investment Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 569 Million
Stocks 110
Filing on Jul 17, 2025 Q2 2025

Walker Asset Management, LLC

  • JKHY
  • ORLY
  • WMT
  • MSFT
  • NVDA
  • AAPL
  • TMFC
Walker Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 142
Filing on Jul 17, 2025 Q2 2025

Applied Capital LLC

  • DFAC
  • VOO
  • VEA
  • VTI
  • DFIC
  • VXF
  • BNDW
Applied Capital LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 46
Filing on Jul 17, 2025 Q2 2025

Norris Perne & French LLP

  • MSFT
  • AMZN
  • GOOGL
  • V
  • BRK-B
  • IVV
  • AMAT
Norris Perne & French LLP's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 153
Filing on Jul 17, 2025 Q2 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • IEFA
  • USFR
  • SPMD
  • IWM
  • GLDM
New Perspectives, Inc's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 36
Filing on Jul 17, 2025 Q2 2025

Capital Insight Partners, LLC

  • PRAY
  • MUB
  • AGG
  • IVV
  • VMBS
  • BIV
  • ISTB
Capital Insight Partners, LLC's Q2 2025 Portfolio
Portfolio Value 570 Million
Stocks 162
Filing on Jul 17, 2025 Q2 2025

Forefront Wealth Management Inc.

  • MSFT
  • JEPI
  • AMZN
  • JEPQ
  • TSM
  • AAPL
  • COST
Forefront Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 62