Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Hoey Investments, Inc

  • NVDA
  • AMZN
  • META
  • MSFT
  • AAPL
  • PLTR
  • WFC
Hoey Investments, Inc's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 381
Filing on Apr 16, 2025 Q1 2025

Cra Financial Services, LLC

  • AAPL
  • SCHD
  • AMZN
  • SCHG
  • QQQ
  • MSFT
  • VIG
Cra Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 271
Filing on Apr 16, 2025 Q1 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 532
Filing on Apr 16, 2025 Q1 2025

Palouse Capital Management, Inc.

  • BIL
  • BKR
  • TSN
  • NEM
  • MSFT
  • HBAN
  • NTAP
Palouse Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 136
Filing on Apr 16, 2025 Q1 2025

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • SPLV
  • RPV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 500 Million
Stocks 128
Filing on Apr 16, 2025 Q1 2025

Tpg Financial Advisors, LLC

  • JPIE
  • SPYG
  • SPYV
  • IEF
  • SPTI
  • SPSM
  • SPMD
Tpg Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 65
Filing on Apr 16, 2025 Q1 2025

Robbins Farley LLC

  • SCHD
  • NVDA
  • AMZN
  • TJX
  • V
  • WMT
  • HD
Robbins Farley LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 155
Filing on Apr 16, 2025 Q1 2025

Iag Wealth Partners, LLC

  • SPLG
  • DLN
  • AVIV
  • GSLC
  • MMIT
  • DON
  • IVV
Iag Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 570 Million
Stocks 500
Filing on Apr 16, 2025 Q1 2025

Capital Investment Services Of America, Inc.

  • VCSH
  • MSFT
  • NVDA
  • GOOG
  • ORCL
  • TYL
  • FISV
Capital Investment Services Of America, Inc.'s Q1 2025 Portfolio
Portfolio Value 920 Million
Stocks 77
Filing on Apr 16, 2025 Q1 2025

Southland Equity Partners LLC

  • PMAR
  • AAPL
  • BOND
  • FDL
  • SCHD
  • PJAN
  • QTEC
Southland Equity Partners LLC's Q1 2025 Portfolio
Portfolio Value 430 Billion
Stocks 229
Filing on Apr 16, 2025 Q1 2025

Viewpoint Investment Partners Corp

  • TIP
  • EMLC
  • HYG
  • VTI
  • AOR
  • VOO
  • BRK-B
Viewpoint Investment Partners Corp's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 33
Filing on Apr 16, 2025 Q1 2025

Pathway Financial Advisors LLC

  • GBIL
  • VTV
  • VUG
  • VO
  • VGIT
  • SPY
  • IEMG
Pathway Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 169
Filing on Apr 16, 2025 Q1 2025

Vista Finance, LLC

  • GLD
  • ARCC
  • AMLP
  • EEM
  • XLU
  • FSK
  • XLP
Vista Finance, LLC's Q1 2025 Portfolio
Portfolio Value 92.8 Million
Stocks 54
Filing on Apr 16, 2025 Q1 2025

Hennessy Advisors Inc

  • EAT
  • UGI
  • CAKE
  • ALK
  • PTON
  • LNC
  • MAT
Hennessy Advisors Inc's Q1 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 295
Filing on Apr 16, 2025 Q1 2025

Yoffe Investment Management, LLC

  • VB
  • IBM
  • VTI
  • PG
  • WMT
  • HON
  • MSFT
Yoffe Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 68.1 Billion
Stocks 112
Filing on Apr 16, 2025 Q1 2025

Praetorian Wealth Management, Inc.

  • IVW
  • IVE
  • VEA
  • VOT
  • VOE
  • IVV
  • VO
Praetorian Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 58
Filing on Apr 16, 2025 Q1 2025

Marmo Financial Group, LLC

  • SPY
  • VUG
  • MGV
  • XSMO
  • QQQM
  • VFH
  • VCLT
Marmo Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 183 Billion
Stocks 27
Filing on Apr 16, 2025 Q1 2025

Bnc Wealth Management, LLC

  • AMZN
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • TSLA
  • META
Bnc Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 98