Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • COST
  • QQQ
  • BRK-B
  • NVDA
  • AMZN
Kiley Juergens Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 362 Million
Stocks 73
Filing on Apr 21, 2025 Q1 2025

Cwa Asset Management Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • BIL
  • AMZN
  • BRK-B
  • COST
Cwa Asset Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 600
Filing on Apr 21, 2025 Q1 2025

Cadent Capital Advisors, LLC

  • SPY
  • ITA
  • RSP
  • VIS
  • TLT
  • RWL
  • KYN
Cadent Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 159
Filing on Apr 21, 2025 Q1 2025

Analyst Ims Investment Management Services Ltd.

  • SPY
  • QQQ
  • VOO
  • IVV
  • AAXJ
  • WIX
  • ARE
Analyst Ims Investment Management Services Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 198
Filing on Apr 21, 2025 Q1 2025

Life Wealth Investments, LLC

  • IWY
  • USFR
  • IWX
  • AAPL
  • BUFF
  • EFV
  • EFG
Life Wealth Investments, LLC's Q1 2025 Portfolio
Portfolio Value 244 Billion
Stocks 193
Filing on Apr 21, 2025 Q1 2025

Mfa Wealth Advisors, LLC

  • BIV
  • SCHD
  • FNDF
  • IGIB
  • FLRN
  • MGV
  • AVUV
Mfa Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 402 Million
Stocks 88
Filing on Apr 21, 2025 Q1 2025

Warner Financial, Inc

  • VTV
  • VUG
  • VEA
  • VIG
  • VO
  • SCHG
  • QQQ
Warner Financial, Inc's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 114
Filing on Apr 21, 2025 Q1 2025

Barrett & Company, Inc.

  • VTI
  • USMV
  • IVW
  • NVDA
  • ILCV
  • IVV
  • AAPL
Barrett & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Billion
Stocks 620
Filing on Apr 21, 2025 Q1 2025

Dunhill Financial, LLC

  • VOO
  • VGLT
  • BND
  • BOND
  • DSI
  • VEU
  • FTHI
Dunhill Financial, LLC's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 1004
Filing on Apr 21, 2025 Q1 2025

Jbr CO Financial Management Inc

  • NVDA
  • VGT
  • BIL
  • AAPL
  • SPLG
  • QQQM
  • CVX
Jbr CO Financial Management Inc's Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 114
Filing on Apr 21, 2025 Q1 2025

White Wing Wealth Management

  • VTI
  • JPST
  • VB
  • VEA
  • QQQ
  • VIG
  • SCHJ
White Wing Wealth Management's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 26
Filing on Apr 21, 2025 Q1 2025

Pur Efi Wealth, LLC

  • SYK
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • WMT
  • IVV
Pur Efi Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 137
Filing on Apr 21, 2025 Q1 2025

North Landing Financial Partners, LLC

  • IVV
  • IEFA
  • AGG
  • VTV
  • IEMG
  • VEA
  • IJH
North Landing Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 94.2 Million
Stocks 39
Filing on Apr 21, 2025 Q1 2025

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • BABA
  • QCOM
  • VLO
  • APA
Summa Corp.'s Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 65
Filing on Apr 21, 2025 Q1 2025

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONV
  • VONG
  • VEA
Golden Road Advisors LLC's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 38
Filing on Apr 21, 2025 Q1 2025

Marino, Stram & Associates LLC

  • VYM
  • IVV
  • SDY
  • VTV
  • VUG
  • IJH
  • IJR
Marino, Stram & Associates LLC's Q1 2025 Portfolio
Portfolio Value 446 Million
Stocks 166
Filing on Apr 21, 2025 Q1 2025

Sofi Wealth, LLC

  • IVV
  • IVW
  • IVE
  • DYNF
  • VEA
  • MUB
  • IUSB
Sofi Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 40
Filing on Apr 21, 2025 Q1 2025

Blue Sky Wealth Advisors, LLC

  • SCHX
  • VCSH
  • SCHZ
  • SCHP
  • DFAX
  • SCHE
  • SCHF
Blue Sky Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 644 Million
Stocks 73