Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 18, 2025 Q1 2025

Mayfair Advisory Group, LLC

  • SCHD
  • VTV
  • JEPI
  • VUG
  • AAPL
  • SCHG
  • FBND
Mayfair Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 158
Filing on Apr 18, 2025 Q1 2025

Seed Wealth Management, Inc.

  • VMBS
  • JMBS
  • SCHP
  • SCHB
  • AVUV
  • AVUS
  • SPMB
Seed Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 149
Filing on Apr 18, 2025 Q1 2025

Capital Wealth Management, LLC

  • SPSB
  • VUG
  • VTV
  • NANR
  • SPEM
  • FBND
  • FNDF
Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 40
Filing on Apr 18, 2025 Q1 2025

Wolf Group Capital Advisors

  • XLG
  • HAWX
  • VLUE
  • FTGC
  • VTV
  • AAPL
  • ONEV
Wolf Group Capital Advisors's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 166
Filing on Apr 18, 2025 Q1 2025

Lion Street Advisors, LLC

  • GIS
  • COST
  • QQQ
  • SCHD
  • PULS
  • VOO
  • AAPL
Lion Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 266
Filing on Apr 18, 2025 Q1 2025

Cornerstone Wealth Management, LLC

  • AAPL
  • BBUS
  • SPMD
  • IVV
  • SPLG
  • NVDA
  • MSFT
Cornerstone Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 606
Filing on Apr 18, 2025 Q1 2025

Cushing Capital Partners, LLC

  • ACIO
  • DRSK
  • CGUS
  • SPLG
  • IAU
  • VEA
  • JUCY
Cushing Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 87
Filing on Apr 18, 2025 Q1 2025

Shepherd Financial Partners LLC

  • SPY
  • SPTM
  • IEFA
  • IVV
  • QUAL
  • SPYG
  • DYNF
Shepherd Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 831 Million
Stocks 230
Filing on Apr 18, 2025 Q1 2025

Mezzasalma Advisors, LLC

  • META
  • AAPL
  • TSLA
  • NVDA
  • BRK-B
  • GOOGL
  • V
Mezzasalma Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 280 Million
Stocks 147
Filing on Apr 18, 2025 Q1 2025

Bender Robert & Associates

  • AAPL
  • NVDA
  • ISRG
  • AMZN
  • MELI
  • META
  • LLY
Bender Robert & Associates's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 40
Filing on Apr 18, 2025 Q1 2025

Hemenway Trust CO LLC

  • AAPL
  • MA
  • MSFT
  • ABT
  • NVDA
  • GOOGL
  • AMZN
Hemenway Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 127
Filing on Apr 18, 2025 Q1 2025

Tcg Capital Management, LP

  • FNKO
Tcg Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 85.9 Million
Stocks 1
Filing on Apr 18, 2025 Q1 2025

Clarius Group, LLC

  • PCAR
  • MSFT
  • VOO
  • IDEV
  • DIHP
  • AMZN
  • VTI
Clarius Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 482
Filing on Apr 18, 2025 Q1 2025

Creative Capital Management Investments LLC

  • DFAX
  • DFAC
  • DFCF
  • AVUV
  • DFAE
  • PRF
  • AAPL
Creative Capital Management Investments LLC's Q1 2025 Portfolio
Portfolio Value 222 Million
Stocks 240
Filing on Apr 18, 2025 Q1 2025

Financial Perspectives, Inc

  • MDT
  • VYM
  • VGT
  • AAPL
  • BSX
  • MSFT
  • IVW
Financial Perspectives, Inc's Q1 2025 Portfolio
Portfolio Value 292 Billion
Stocks 724
Filing on Apr 18, 2025 Q1 2025

Market Street Wealth Management Advisors LLC

  • DFCF
  • DFSD
  • DUHP
  • SPLG
  • DFIC
  • VTV
  • BNDX
Market Street Wealth Management Advisors LLC's Q1 2025 Portfolio
Portfolio Value 522 Million
Stocks 96
Filing on Apr 18, 2025 Q1 2025

Planning Center, Inc.

  • DFSD
  • DFAX
  • DFAC
  • DUHP
  • DIHP
  • DFIP
  • DFIV
Planning Center, Inc.'s Q1 2025 Portfolio
Portfolio Value 600 Million
Stocks 72
Filing on Apr 18, 2025 Q1 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • FLOT
  • MSFT
Gsb Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 227