Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

City Holding CO

  • CHCO
  • MSFT
  • AAPL
  • META
  • AMZN
  • GOOGL
  • WMT
City Holding CO's Q2 2025 Portfolio
Portfolio Value 728 Million
Stocks 527
Filing on Jul 17, 2025 Q2 2025

Grandview Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • QQQ
  • SPY
  • VYM
  • BRK-B
Grandview Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 135
Filing on Jul 17, 2025 Q2 2025

San Luis Wealth Advisors LLC

  • JPST
  • AAPL
  • NVDA
  • SCHI
  • VTEB
  • VCLT
  • MSFT
San Luis Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 139
Filing on Jul 17, 2025 Q2 2025

Wagner Wealth Management, LLC

  • KNG
  • JPIE
  • JEPI
  • JMEE
  • UCON
  • SDVY
  • FID
Wagner Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 255
Filing on Jul 17, 2025 Q2 2025

Pmg Wealth Management, Inc.

  • XLG
  • VIG
  • OEF
  • BUFR
  • QUAL
  • MINT
  • DGRW
Pmg Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 53
Filing on Jul 17, 2025 Q2 2025

Patton Albertson Miller Group, LLC

  • NVDA
  • IVV
  • AAPL
  • ITOT
  • MSFT
  • IYW
  • AVGO
Patton Albertson Miller Group, LLC's Q2 2025 Portfolio
Portfolio Value 746 Million
Stocks 213
Filing on Jul 17, 2025 Q2 2025

Beacon Capital Management, LLC

  • SPY
  • QQQ
  • MGK
  • VTI
  • VUG
  • DIA
  • SVOL
Beacon Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 630 Million
Stocks 1073
Filing on Jul 17, 2025 Q2 2025

Tritonpoint Wealth, LLC

  • AAPL
  • MSFT
  • VUG
  • AMZN
  • JPM
  • GOOGL
  • GOOG
Tritonpoint Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.08 Trillion
Stocks 344
Filing on Jul 17, 2025 Q2 2025

Mustard Seed Financial, LLC

  • BSV
  • BIV
  • VCSH
  • VUG
  • VTV
  • VXUS
  • DFAI
Mustard Seed Financial, LLC's Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 86
Filing on Jul 17, 2025 Q2 2025

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • EQWL
  • DGRO
  • IJH
  • IQLT
  • IGV
Altus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 30
Filing on Jul 17, 2025 Q2 2025

Flywheel Private Wealth LLC

  • VIG
  • VBR
  • PWR
  • IEFA
  • IEMG
  • VYM
  • IJH
Flywheel Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 85
Filing on Jul 17, 2025 Q2 2025

Sonora Investment Management Group, LLC

  • MSFT
  • AAPL
  • ORCL
  • GOOG
  • AVGO
  • COST
  • JPM
Sonora Investment Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 304
Filing on Jul 17, 2025 Q2 2025

Porter White Investment Advisors, Inc.

  • DFAC
  • DFUV
  • AVUV
  • DFAX
  • AVDV
  • DFNM
  • DFIC
Porter White Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 215 Billion
Stocks 37
Filing on Jul 17, 2025 Q2 2025

Cwa Asset Management Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • BIL
  • META
  • BRK-B
Cwa Asset Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.27 Billion
Stocks 639
Filing on Jul 17, 2025 Q2 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • SPYV
  • JPM
  • VCIT
  • VCSH
  • DFIV
Stone Point Wealth LLC's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 142
Filing on Jul 17, 2025 Q2 2025

Coastline Trust CO

  • NVDA
  • MSFT
  • AAPL
  • IVV
  • IWR
  • META
  • AMZN
Coastline Trust CO's Q2 2025 Portfolio
Portfolio Value 868 Million
Stocks 565
Filing on Jul 17, 2025 Q2 2025

Fort Washington Investment Advisors Inc

  • MSFT
  • CTAS
  • META
  • AAPL
  • GOOG
  • AMZN
  • NVDA
Fort Washington Investment Advisors Inc 's Q2 2025 Portfolio
Portfolio Value 16.8 Billion
Stocks 432
Filing on Jul 17, 2025 Q2 2025

Guyasuta Investment Advisors Inc

  • MSFT
  • VST
  • BRK-B
  • MA
  • RSG
  • GOOG
  • PNC
Guyasuta Investment Advisors Inc's Q2 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 258