Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Kentucky Trust CO

  • MSFT
  • AAPL
  • USB
  • DNP
  • JPM
  • PFF
  • PG
Kentucky Trust CO's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 299
Filing on Apr 21, 2025 Q1 2025

True Link Financial Advisors, LLC

  • BIV
  • BSV
  • IVV
  • ITOT
  • SPIB
  • SHV
  • IEFA
True Link Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 94
Filing on Apr 21, 2025 Q1 2025

Cherry Tree Wealth Management, LLC

  • SPIB
  • BND
  • SPSB
  • VTV
  • VEA
  • IVV
  • FLRN
Cherry Tree Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 415 Billion
Stocks 756
Filing on Apr 21, 2025 Q1 2025

Life Goal Wealth Advisors

  • DGRO
  • CGGO
  • LRGF
  • VUG
  • BND
  • JPIE
  • CGMS
Life Goal Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 92.6 Billion
Stocks 63
Filing on Apr 21, 2025 Q1 2025

O'Dell Group, LLC

  • SPLG
  • DGRO
  • VTV
  • FDN
  • FXR
  • SPY
  • IJR
O'Dell Group, LLC's Q1 2025 Portfolio
Portfolio Value 382 Million
Stocks 33
Filing on Apr 21, 2025 Q1 2025

Long View Wealth Management

  • SCHD
  • HD
  • AAPL
  • ILCG
  • CGGR
  • GPC
  • SCHX
Long View Wealth Management's Q1 2025 Portfolio
Portfolio Value 333 Billion
Stocks 201
Filing on Apr 21, 2025 Q1 2025

Siligmueller & Norvid Wealth Advisors LLC

  • VCSH
  • SCHB
  • BSCS
  • IYY
  • CGDV
  • DGRW
  • BSCR
Siligmueller & Norvid Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 236 Billion
Stocks 92
Filing on Apr 21, 2025 Q1 2025

Riverbridge Partners LLC

  • LOPE
  • HEI
  • NVDA
  • MSFT
  • TYL
  • CSGP
  • MEDP
Riverbridge Partners LLC's Q1 2025 Portfolio
Portfolio Value 5.99 Billion
Stocks 180
Filing on Apr 21, 2025 Q1 2025

Provident Wealth Management, LLC

  • TSPA
  • COWZ
  • SCHG
  • DGRO
  • SCHX
  • VOE
  • VOT
Provident Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 136
Filing on Apr 21, 2025 Q1 2025

Old Second National Bank Of Aurora

  • IJH
  • NVDA
  • MSFT
  • VNQ
  • AAPL
  • BSCQ
  • VGK
Old Second National Bank Of Aurora's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 431
Filing on Apr 21, 2025 Q1 2025

River Street Advisors LLC

  • IJH
  • AAPL
  • NVDA
  • SPLG
  • BSCQ
  • JPM
  • VNQ
River Street Advisors LLC's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 221
Filing on Apr 21, 2025 Q1 2025

Five Pine Wealth Management

  • BND
  • VEU
  • VUG
  • VTV
  • VOO
  • VB
  • RDVY
Five Pine Wealth Management's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 38
Filing on Apr 21, 2025 Q1 2025

Colony Family Offices, LLC

  • DFUS
  • IEFA
  • IJR
  • VWO
  • GUNR
  • VTEB
  • DFAE
Colony Family Offices, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 70
Filing on Apr 21, 2025 Q1 2025

Philo Smith Capital Corp

  • BRO
  • PRI
  • AFL
  • RGA
  • AIG
  • AJG
  • CB
Philo Smith Capital Corp's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 61
Filing on Apr 21, 2025 Q1 2025

Org Partners LLC

  • VOXCF
  • RDVY
  • FV
  • AMLP
  • SPY
  • AAPL
  • BRK-B
Org Partners LLC's Q1 2025 Portfolio
Portfolio Value 338 Million
Stocks 30873
Filing on Apr 21, 2025 Q1 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • IVV
  • BRK-B
  • JAVA
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 736
Filing on Apr 21, 2025 Q1 2025

Investment Research & Advisory Group, Inc.

  • VOO
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • MA
  • V
Investment Research & Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 237 Million
Stocks 250
Filing on Apr 21, 2025 Q1 2025

Jim Saulnier & Associates, LLC

  • AOR
  • AOA
  • VEA
  • BIL
  • SGOV
  • BIV
  • GVI
Jim Saulnier & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 101