Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 18, 2025 Q1 2025

Colorado Capital Management, Inc.

  • USSG
  • DFAI
  • VTIP
  • DFAS
  • MGC
  • SPY
  • AAPL
Colorado Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 215 Million
Stocks 97
Filing on Apr 18, 2025 Q1 2025

Optivise Advisory Services LLC

  • TFLO
  • IVV
  • LGH
  • QQH
  • CWB
  • SPY
  • MSFT
Optivise Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 196
Filing on Apr 18, 2025 Q1 2025

Dhjj Financial Advisors, Ltd.

  • QQQ
  • IJH
  • SCHD
  • SCHG
  • JPST
  • IWM
  • FVD
Dhjj Financial Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 933
Filing on Apr 18, 2025 Q1 2025

Prosperity Wealth Management, Inc.

  • SCHX
  • SCHG
  • VOO
  • QQQ
  • MSFT
  • IUS
  • SPHY
Prosperity Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 217
Filing on Apr 18, 2025 Q1 2025

Roth Financial Partners LLC

  • IEFA
  • IVV
  • SPY
  • IJR
  • RSP
  • VGIT
  • VOO
Roth Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 31
Filing on Apr 18, 2025 Q1 2025

Marest Capital, LLC

  • SPY
  • AAPL
  • MSFT
  • JPM
  • META
  • GOOG
  • GS
Marest Capital, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 25
Filing on Apr 18, 2025 Q1 2025

Sander Capital Advisors Inc

  • MSFT
  • AAPL
  • AMZN
  • ORCL
  • PANW
  • V
  • ADBE
Sander Capital Advisors Inc's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 15
Filing on Apr 18, 2025 Q1 2025

Birch Hill Investment Advisors LLC

  • BRK-B
  • MSFT
  • MMC
  • AMZN
  • AAPL
  • ECL
  • TJX
Birch Hill Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 187
Filing on Apr 18, 2025 Q1 2025

Boomfish Wealth Group, LLC

  • BIL
  • MOAT
  • AGG
  • TLT
  • NVDA
  • MSFT
  • AAPL
Boomfish Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 82
Filing on Apr 18, 2025 Q1 2025

Clayton Financial Group LLC

  • VTV
  • VUG
  • VOT
  • VOE
  • IWF
  • VBR
  • IWD
Clayton Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 273 Billion
Stocks 119
Filing on Apr 18, 2025 Q1 2025

Central Trust CO

  • AAPL
  • CEF
  • SCHP
  • PHYS
  • MSFT
  • VTI
  • VUG
Central Trust CO's Q1 2025 Portfolio
Portfolio Value 3.97 Billion
Stocks 2024
Filing on Apr 18, 2025 Q1 2025

Tennessee Valley Asset Management Partners

  • SPLG
  • IUSG
  • VTI
  • SPYV
  • IEFA
  • DYNF
  • BRK-B
Tennessee Valley Asset Management Partners's Q1 2025 Portfolio
Portfolio Value 604 Million
Stocks 158
Filing on Apr 18, 2025 Q1 2025

Five Oceans Advisors

  • VGSH
  • SGOV
  • DFAC
  • DFIP
  • SCHB
  • DFIC
  • AAPL
Five Oceans Advisors's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 175
Filing on Apr 18, 2025 Q1 2025

Greenbush Financial Group, LLC

  • VOO
  • CGGR
  • BND
  • GLD
  • VTV
  • VXUS
  • JGRO
Greenbush Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 201 Billion
Stocks 33
Filing on Apr 18, 2025 Q1 2025

Wendell David Associates Inc

  • AAPL
  • MA
  • ADP
  • MSFT
  • TJX
  • SYK
  • LLY
Wendell David Associates Inc's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 151
Filing on Apr 18, 2025 Q1 2025

San Luis Wealth Advisors LLC

  • AAPL
  • JPST
  • VTEB
  • SCHI
  • IGLB
  • NVDA
  • MSFT
San Luis Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 135
Filing on Apr 18, 2025 Q1 2025

Huntleigh Advisors, Inc.

  • GOOGL
  • CFO
  • VIG
  • ARLP
  • AWF
  • FTHY
  • TLT
Huntleigh Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 14
Filing on Apr 18, 2025 Q1 2025

Global Trust Asset Management, LLC

  • QQQ
  • AAPL
  • BRK-B
  • SPY
  • MSFT
  • MA
  • V
Global Trust Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 491