Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PFG
  • AAPL
  • IWB
  • PWR
Trust Point Inc.'s Q1 2025 Portfolio
Portfolio Value 1.1 Trillion
Stocks 589
Filing on Apr 17, 2025 Q1 2025

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHD
  • SCHB
  • SCHG
  • SCHZ
  • SCHF
  • SCHA
Christensen, King & Associates Investment Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 211 Billion
Stocks 97
Filing on Apr 17, 2025 Q1 2025

Cyndeo Wealth Partners, LLC

  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • NVDA
  • ABBV
  • ABT
Cyndeo Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 448
Filing on Apr 17, 2025 Q1 2025

Stewardship Advisors, LLC

  • IVV
  • QQQM
  • RWL
  • SPAB
  • IMFL
  • VEA
  • VTEB
Stewardship Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 146
Filing on Apr 17, 2025 Q1 2025

Hanson & Doremus Investment Management

  • SCHB
  • VGIT
  • VCIT
  • VEA
  • ESGV
  • VWO
  • MSFT
Hanson & Doremus Investment Management's Q1 2025 Portfolio
Portfolio Value 685 Million
Stocks 467
Filing on Apr 17, 2025 Q1 2025

Abound Wealth Management

  • IJR
  • AGG
  • VEA
  • IVV
  • IEMG
  • SCHX
  • VTI
Abound Wealth Management's Q1 2025 Portfolio
Portfolio Value 300 Billion
Stocks 1270
Filing on Apr 17, 2025 Q1 2025

Acropolis Investment Management, LLC

  • VOO
  • BND
  • VEA
  • VGSH
  • IJR
  • IGIB
  • IJH
Acropolis Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 298
Filing on Apr 17, 2025 Q1 2025

Pictet & Cie (Europe) Sa

  • AMZN
  • MSFT
  • NVDA
  • GOOGL
  • V
  • UNH
  • META
Pictet & Cie (Europe) Sa's Q1 2025 Portfolio
Portfolio Value 4.16 Billion
Stocks 186
Filing on Apr 17, 2025 Q1 2025

Mn Services Vermogensbeheer B.V.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • TSLA
  • AVGO
Mn Services Vermogensbeheer B.V.'s Q1 2025 Portfolio
Portfolio Value 12.9 Billion
Stocks 462
Filing on Apr 17, 2025 Q1 2025

Ht Partners LLC

  • SCHB
  • EFA
  • VEA
  • VTEB
  • VTI
  • EEM
  • QQQ
Ht Partners LLC's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 50
Filing on Apr 17, 2025 Q1 2025

Retirement Solution Inc.

  • DUHP
  • DFUS
  • DFSV
  • DFAC
  • MSFT
  • AAPL
  • QQQ
Retirement Solution Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 42
Filing on Apr 17, 2025 Q1 2025

Fortis Advisors, LLC

  • BSV
  • DBND
  • EMXC
  • MLPX
  • VIG
  • SCHP
  • GLDM
Fortis Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 111
Filing on Apr 17, 2025 Q1 2025

North Star Investment Management Corp.

  • JPM
  • AAPL
  • IVW
  • VCSH
  • VTI
  • MSFT
  • SPY
North Star Investment Management Corp.'s Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 1204
Filing on Apr 17, 2025 Q1 2025

Tuttle Capital Management, LLC

  • WELL
  • TMUS
  • PGR
  • MMC
  • HCA
  • WCN
  • V
Tuttle Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 13 Million
Stocks 58
Filing on Apr 17, 2025 Q1 2025

Morton Capital Management Llc/Ca

  • OUNZ
  • USFR
  • DFAX
  • DFAC
  • HAP
  • MSFT
  • AAPL
Morton Capital Management Llc/Ca's Q1 2025 Portfolio
Portfolio Value 518 Billion
Stocks 111
Filing on Apr 17, 2025 Q1 2025

Rhs Financial, LLC

  • FNDX
  • FNDE
  • SCHB
  • VTI
  • FNDF
  • VEA
  • IVLU
Rhs Financial, LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 127
Filing on Apr 17, 2025 Q1 2025

Fairvoy Private Wealth, LLC

  • RSP
  • SHV
  • PULS
  • LMBS
  • FTSL
  • IVV
  • SO
Fairvoy Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 364 Billion
Stocks 173
Filing on Apr 17, 2025 Q1 2025

Asio Capital, LLC

  • IVV
  • JMUB
  • MUB
  • NVDA
  • IJR
  • VCSH
  • META
Asio Capital, LLC's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 106