Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Catalina Capital Group, LLC

  • USFR
  • AAPL
  • IVV
  • DGRW
  • NVDA
  • JPST
  • MSFT
Catalina Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 181
Filing on Apr 21, 2025 Q1 2025

Rolek Wealth Management LLC

  • VUG
  • VOO
  • VTI
  • VGT
  • ITOT
  • MSFT
  • MGK
Rolek Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 96.6 Billion
Stocks 14
Filing on Apr 21, 2025 Q1 2025

Guided Capital Wealth Management, LLC

  • USFR
  • QUAL
  • RDVY
  • DEED
  • FXR
  • IWM
  • JGRO
Guided Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 35
Filing on Apr 21, 2025 Q1 2025

Envestnet Portfolio Solutions, Inc.

  • IVV
  • AGG
  • IWY
  • VOO
  • IUSB
  • IEFA
  • VEA
Envestnet Portfolio Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 23.7 Billion
Stocks 1528
Filing on Apr 21, 2025 Q1 2025

Hfg Advisors, Inc.

  • QQQ
  • FV
  • PG
  • RDVY
  • FDL
  • VOE
  • VOT
Hfg Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 94
Filing on Apr 21, 2025 Q1 2025

Sterling Investment Counsel, LLC

  • IVW
  • JEPI
  • QQQM
  • CGXU
  • AAPL
  • IJH
  • IVV
Sterling Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 228
Filing on Apr 21, 2025 Q1 2025

Wealthspan Partners, LLC

  • VUG
  • VTV
  • DE
  • VIG
  • IAU
  • DFCF
  • VYM
Wealthspan Partners, LLC's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 113
Filing on Apr 21, 2025 Q1 2025

Well Done, LLC

  • BRK-A
  • IVV
  • VOXX
  • USMV
  • BRK-B
  • QUAL
  • DGRO
Well Done, LLC's Q1 2025 Portfolio
Portfolio Value 557 Million
Stocks 178
Filing on Apr 21, 2025 Q1 2025

Hamilton Capital Partners, LLC

  • AAPL
  • GOOGL
  • TSLA
  • MSFT
  • AMZN
  • META
  • NVDA
Hamilton Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 24
Filing on Apr 21, 2025 Q1 2025

Emeth Value Capital, LLC

  • DRVN
  • BUR
  • SEAT
  • ARCO
Emeth Value Capital, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 5
Filing on Apr 21, 2025 Q1 2025

Adams Asset Advisors, LLC

  • OXY
  • SUN
  • ET
  • AAPL
  • DMLP
  • MO
  • BTI
Adams Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 643 Million
Stocks 77
Filing on Apr 21, 2025 Q1 2025

Lumbard & Kellner, LLC

  • ORCL
  • SPMD
  • MET
  • VYMI
  • RSP
  • PBR
  • GOOG
Lumbard & Kellner, LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 83
Filing on Apr 21, 2025 Q1 2025

Tci Wealth Advisors, Inc.

  • DFUS
  • DFAS
  • DFUV
  • AVUV
  • DFAC
  • DFIV
  • AVDV
Tci Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 229
Filing on Apr 21, 2025 Q1 2025

Boston Trust Walden Corp

  • MSFT
  • AAPL
  • JPM
  • V
  • GOOGL
  • JNJ
  • DCI
Boston Trust Walden Corp's Q1 2025 Portfolio
Portfolio Value 13.5 Billion
Stocks 587
Filing on Apr 21, 2025 Q1 2025

Redwood Wealth Management Group, LLC

  • IBM
  • MSFT
  • AAPL
  • NVDA
  • ET
  • AMZN
  • IVW
Redwood Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 157
Filing on Apr 21, 2025 Q1 2025

Duncan Williams Asset Management, LLC

  • VUG
  • DGRW
  • SCHD
  • AAPL
  • VTV
  • BRK-B
  • VOO
Duncan Williams Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 277 Billion
Stocks 147
Filing on Apr 21, 2025 Q1 2025

Global X Japan Co., Ltd.

  • QYLD
  • PFFD
  • AVGO
  • NVDA
  • META
  • AAPL
  • AMZN
Global X Japan Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 870 Billion
Stocks 302
Filing on Apr 21, 2025 Q1 2025

Greenup Street Wealth Management LLC

  • AVDE
  • IVV
  • SLQD
  • AVEM
  • IVE
  • VTV
  • IJH
Greenup Street Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 97