Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Marathon Strategic Advisors, LLC

  • SPLG
  • SPEM
  • SPDW
  • IVV
  • SPMD
  • VEA
  • VNQI
Marathon Strategic Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 93 Billion
Stocks 37
Filing on Apr 17, 2025 Q1 2025

Conestoga Capital Advisors, LLC

  • CWST
  • DSGX
  • ROAD
  • MMSI
  • FSV
  • EXPO
  • NOVT
Conestoga Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 6.63 Billion
Stocks 123
Filing on Apr 17, 2025 Q1 2025

Louisbourg Investments Inc.

  • CNI
  • IVV
  • SHOP
  • MSFT
  • BNS
  • TD
  • GOOG
Louisbourg Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 368 Billion
Stocks 180
Filing on Apr 17, 2025 Q1 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • IEFA
  • AVUV
  • JMUB
Stephens Consulting, LLC's Q1 2025 Portfolio
Portfolio Value 399 Billion
Stocks 1515
Filing on Apr 17, 2025 Q1 2025

Grove Bank & Trust

  • VOO
  • IJH
  • AAPL
  • IJR
  • IVV
  • IEMG
  • IEFA
Grove Bank & Trust's Q1 2025 Portfolio
Portfolio Value 739 Million
Stocks 970
Filing on Apr 17, 2025 Q1 2025

Copia Wealth Management

  • TBIL
  • SPLG
  • GLD
  • COWZ
  • SPYV
  • STIP
  • XLG
Copia Wealth Management's Q1 2025 Portfolio
Portfolio Value 108 Billion
Stocks 452
Filing on Apr 17, 2025 Q1 2025

Breakwater Investment Management

  • VTI
  • SCHB
  • VXUS
  • BND
  • BNDX
  • MSFT
  • SPTM
Breakwater Investment Management's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 315
Filing on Apr 17, 2025 Q1 2025

Fogel Capital Management, Inc.

  • MSFT
  • GOOGL
  • BRK-B
  • CB
  • BAC
  • EPD
  • ET
Fogel Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 44
Filing on Apr 17, 2025 Q1 2025

Mountain Pacific Investment Advisers Inc

  • APH
  • AJG
  • AME
  • FISV
  • ROP
  • VRSK
  • ATR
Mountain Pacific Investment Advisers Inc's Q1 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 140
Filing on Apr 17, 2025 Q1 2025

Grimes & Company, Inc.

  • BKLN
  • SJNK
  • SHYG
  • IEFA
  • VB
  • IVV
  • JHML
Grimes & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 430
Filing on Apr 17, 2025 Q1 2025

Wd Rutherford LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • TMUS
  • COST
  • AMZN
Wd Rutherford LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 73
Filing on Apr 17, 2025 Q1 2025

Jlb & Associates Inc

  • AAPL
  • MA
  • TJX
  • ORCL
  • MSFT
  • PGR
  • APH
Jlb & Associates Inc's Q1 2025 Portfolio
Portfolio Value 667 Million
Stocks 75
Filing on Apr 17, 2025 Q1 2025

Inscription Capital, LLC

  • VT
  • SPY
  • AAPL
  • BAC
  • EPD
  • MSFT
  • BND
Inscription Capital, LLC's Q1 2025 Portfolio
Portfolio Value 620 Million
Stocks 341
Filing on Apr 17, 2025 Q1 2025

Blackston Financial Advisory Group, LLC

  • VOO
  • MGK
  • VTI
  • VV
  • VDC
  • VIG
  • MGC
Blackston Financial Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 139
Filing on Apr 17, 2025 Q1 2025

Fortitude Advisory Group L.L.C.

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • PULS
  • COST
Fortitude Advisory Group L.L.C.'s Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 205
Filing on Apr 17, 2025 Q1 2025

Signature Wealth Management Group

  • SO
  • IBDQ
  • IBDS
  • IBDU
  • IBDR
  • IBDT
  • IBDV
Signature Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 113
Filing on Apr 17, 2025 Q1 2025

Stockman Wealth Management, Inc.

  • IJR
  • IGSB
  • MBB
  • IDEV
  • AAPL
  • IJH
  • BRK-B
Stockman Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 654 Million
Stocks 166
Filing on Apr 17, 2025 Q1 2025

Community Trust & Investment CO

  • CTBI
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • AVGO
Community Trust & Investment CO's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 249