Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Highline Wealth Partners LLC

  • JAAA
  • NVDA
  • VOO
  • JPST
  • AAPL
  • IEFA
  • VONV
Highline Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 297 Billion
Stocks 1018
Filing on Apr 17, 2025 Q1 2025

Rja Asset Management LLC

  • AAPL
  • AFRM
  • META
  • TWLO
Rja Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 324 Billion
Stocks 4
Filing on Apr 17, 2025 Q1 2025

Variant Private Wealth, LLC

  • AAPL
  • GBTC
  • IVV
  • MSFT
  • IYW
  • IUSV
  • IJR
Variant Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 93.2 Billion
Stocks 40
Filing on Apr 17, 2025 Q1 2025

Sagespring Wealth Partners, LLC

  • VOO
  • FBCG
  • DYNF
  • TTAC
  • JAVA
  • NETZ
  • IVV
Sagespring Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 3.96 Trillion
Stocks 651
Filing on Apr 17, 2025 Q1 2025

Cypress Advisory Group LLC

  • SHV
  • BRK-B
  • MSFT
  • TJX
  • ROST
  • V
  • AAPL
Cypress Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 61
Filing on Apr 17, 2025 Q1 2025

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • FIXD
  • GSEW
  • AMZN
  • AAPL
  • SCHB
Great Lakes Retirement, Inc.'s Q1 2025 Portfolio
Portfolio Value 763 Billion
Stocks 203
Filing on Apr 17, 2025 Q1 2025

Precedent Wealth Partners, LLC

  • VTI
  • DON
  • VEA
  • IVV
  • SDY
  • XLG
  • DFEB
Precedent Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 360 Billion
Stocks 155
Filing on Apr 17, 2025 Q1 2025

Shikiar Asset Management Inc

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • BXSL
  • UBER
  • AMLP
Shikiar Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 335 Million
Stocks 78
Filing on Apr 17, 2025 Q1 2025

Brown Miller Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • ABT
  • GOOGL
  • CSCO
Brown Miller Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 280 Million
Stocks 265
Filing on Apr 17, 2025 Q1 2025

Pflug Koory, LLC

  • AAPL
  • BRK-B
  • VMC
  • MSFT
  • CAT
  • AMAT
  • HON
Pflug Koory, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 394
Filing on Apr 17, 2025 Q1 2025

Gem Asset Management, LLC

  • SYY
  • SPY
  • DFUS
  • DFAI
  • DFAS
  • DFAU
  • DFUV
Gem Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 95
Filing on Apr 17, 2025 Q1 2025

1900 Wealth Management LLC

  • SPLG
  • JAAA
  • DFUS
  • IVV
  • QUAL
  • SPMD
  • MTUM
1900 Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 214
Filing on Apr 17, 2025 Q1 2025

M.E. Allison & Co., Inc.

  • CGDV
  • SPY
  • CGGR
  • JAAA
  • JEPI
  • VYM
  • MSFT
M.E. Allison & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 154
Filing on Apr 17, 2025 Q1 2025

Verisail Partners, LLC

  • DFAC
  • DFIC
  • DFCF
  • DFSD
  • DFEM
  • DFNM
  • MAR
Verisail Partners, LLC's Q1 2025 Portfolio
Portfolio Value 217 Billion
Stocks 33
Filing on Apr 17, 2025 Q1 2025

Janney Montgomery Scott LLC

  • AAPL
  • IVV
  • MSFT
  • XLK
  • XLV
  • AMZN
  • NVDA
Janney Montgomery Scott LLC's Q1 2025 Portfolio
Portfolio Value 35.3 Billion
Stocks 2664
Filing on Apr 17, 2025 Q1 2025

Sprinkle Financial Consultants LLC

  • SCHX
  • OKE
  • IJR
  • DFUV
  • JGRO
  • JPSE
  • IVV
Sprinkle Financial Consultants LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 76
Filing on Apr 17, 2025 Q1 2025

Northstar Group, Inc.

  • BRK-B
  • VTI
  • BIL
  • AAPL
  • COST
  • VOO
  • AMZN
Northstar Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 613 Million
Stocks 150
Filing on Apr 17, 2025 Q1 2025

Cornerstone Wealth Advisors, Inc.

  • SCHR
  • VGSH
  • SCHG
  • VUG
  • VTV
  • VEA
  • SCHV
Cornerstone Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 45