Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Affinity Capital Advisors, LLC

  • IUSB
  • IVV
  • VUG
  • VTV
  • AAPL
  • EFV
  • ESGU
Affinity Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 154
Filing on Apr 16, 2025 Q1 2025

Biltmore Wealth Management, LLC

  • XLI
  • XLK
  • XLV
  • SMMU
  • XLY
  • XLP
  • XLU
Biltmore Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 58
Filing on Apr 16, 2025 Q1 2025

Blodgett Wealth Advisors, LLC

  • IWF
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • LLY
Blodgett Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 61
Filing on Apr 16, 2025 Q1 2025

David J Yvars Group

  • IVV
  • QQQ
  • NVDA
  • MSFT
  • IJH
  • AAPL
  • SPOT
David J Yvars Group's Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 67
Filing on Apr 16, 2025 Q1 2025

Tenon Financial LLC

  • VOO
  • VXF
  • BND
  • VXUS
  • VEA
  • VTI
  • BSCQ
Tenon Financial LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 46
Filing on Apr 16, 2025 Q1 2025

Massachusetts Wealth Management

  • XLK
  • JPM
  • VCSH
  • XLF
  • XOM
  • XLI
  • MSFT
Massachusetts Wealth Management's Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 83
Filing on Apr 16, 2025 Q1 2025

Morey & Quinn Wealth Partners, LLC

  • BRK-B
  • FTCS
  • AAPL
  • NVDA
  • FVD
  • UNP
  • MSFT
Morey & Quinn Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 125
Filing on Apr 16, 2025 Q1 2025

Ritholtz Wealth Management

  • VTI
  • IVV
  • STIP
  • AAPL
  • BND
  • FBND
  • AGG
Ritholtz Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.29 Billion
Stocks 921
Filing on Apr 16, 2025 Q1 2025

Aries Wealth Management

  • AAPL
  • VUG
  • MSFT
  • SPY
  • VO
  • VB
  • EFA
Aries Wealth Management's Q1 2025 Portfolio
Portfolio Value 361 Million
Stocks 226
Filing on Apr 16, 2025 Q1 2025

Scott Capital Advisors, LLC

  • VOO
  • SCHD
  • VUG
  • VB
  • BIV
  • QQQ
  • JPIE
Scott Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 334 Million
Stocks 50
Filing on Apr 16, 2025 Q1 2025

Pacific Sun Financial Corp

  • AAPL
  • FDN
  • BRK-B
  • SLYG
  • XLK
  • CIBR
  • PPA
Pacific Sun Financial Corp's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 178
Filing on Apr 16, 2025 Q1 2025

Foster Victor Wealth Advisors, LLC

  • VTV
  • AMZN
  • SCHX
  • MA
  • IQLT
  • MSFT
  • QCOM
Foster Victor Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 195
Filing on Apr 16, 2025 Q1 2025

Cogent Blue Wealth Advisors, LLC

  • AVDV
  • VGIT
  • DUHP
  • ITOT
  • IDEV
  • DIHP
  • DFAT
Cogent Blue Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 67
Filing on Apr 16, 2025 Q1 2025

Lakeridge Wealth Management LLC

  • FDVV
  • SHW
  • LQD
  • ISTB
  • FNX
  • AVUS
  • AAPL
Lakeridge Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 151
Filing on Apr 16, 2025 Q1 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • IJH
  • TDIV
  • NVDA
  • AVUV
  • USTB
Avaii Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 171 Million
Stocks 124
Filing on Apr 16, 2025 Q1 2025

Everpar Advisors LLC

  • JPM
  • AAPL
  • MSFT
  • IVV
  • NVDA
  • OKE
  • AMZN
Everpar Advisors LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 252
Filing on Apr 16, 2025 Q1 2025

Dover Advisors, LLC

  • AAPL
  • MSFT
  • BRK-A
  • JPM
  • BRK-B
  • AMZN
  • KO
Dover Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 162
Filing on Apr 16, 2025 Q1 2025

Greenhouse Wealth Management, LLC

  • SPY
  • VTV
  • IVV
  • VOO
  • VTI
  • VB
  • VXUS
Greenhouse Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 53