Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Bernard Wealth Management Corp.

  • SCHX
  • NVDA
  • AAPL
  • SCHD
  • LLY
  • SCHM
  • MSFT
Bernard Wealth Management Corp.'s Q1 2025 Portfolio
Portfolio Value 205 Billion
Stocks 392
Filing on Apr 16, 2025 Q1 2025

Griffin Asset Management, Inc.

  • OLED
  • AAPL
  • MSFT
  • V
  • TJX
  • ABBV
  • WFC
Griffin Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 199
Filing on Apr 16, 2025 Q1 2025

Azzad Asset Management Inc /Adv

  • AAPL
  • NVDA
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q1 2025 Portfolio
Portfolio Value 849 Billion
Stocks 303
Filing on Apr 16, 2025 Q1 2025

Shanker Valleau Wealth Advisors, Inc.

  • DFAC
  • ORCL
  • DFAX
  • DFUV
  • VCSH
  • DFIV
  • AVRE
Shanker Valleau Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 41
Filing on Apr 16, 2025 Q1 2025

Destiny Capital Corp/Co

  • SPYG
  • IVV
  • SPYV
  • QQQ
  • FBND
  • IJH
  • SPAB
Destiny Capital Corp/Co's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 46
Filing on Apr 16, 2025 Q1 2025

Noble Family Wealth, LLC

  • VIG
  • SCHD
  • VTV
  • VEA
  • SCHA
  • SCHV
  • VUG
Noble Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 363 Billion
Stocks 61
Filing on Apr 16, 2025 Q1 2025

Tritonpoint Wealth, LLC

  • AAPL
  • AMZN
  • VUG
  • MSFT
  • JPM
  • GOOGL
  • V
Tritonpoint Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Trillion
Stocks 338
Filing on Apr 16, 2025 Q1 2025

Matauro, LLC

  • IEF
  • PHYS
  • SPY
  • RSP
  • COWZ
  • RYE
  • USCI
Matauro, LLC's Q1 2025 Portfolio
Portfolio Value 492 Billion
Stocks 125
Filing on Apr 16, 2025 Q1 2025

Stock Yards Bank & Trust CO

  • AAPL
  • MSFT
  • LLY
  • JPM
  • IVV
  • V
  • GOOGL
Stock Yards Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 2.73 Billion
Stocks 662
Filing on Apr 16, 2025 Q1 2025

Jackson Square Capital, LLC

  • AAPL
  • NVDA
  • LLY
  • AVGO
  • MSFT
  • AMZN
  • BRK-B
Jackson Square Capital, LLC's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 132
Filing on Apr 16, 2025 Q1 2025

Rye Brook Capital LLC

  • QQQ
  • SRUUF
  • SMH
  • KWEB
  • XLI
  • GLD
  • RSP
Rye Brook Capital LLC's Q1 2025 Portfolio
Portfolio Value 79.8 Million
Stocks 20
Filing on Apr 16, 2025 Q1 2025

Meritas Wealth Management, LLC

  • DFUV
  • DFAT
  • DFUS
  • AVUV
  • DFIV
  • AAPL
  • AVLV
Meritas Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 53
Filing on Apr 16, 2025 Q1 2025

Opinicus Capital, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • VUG
  • VEA
  • AMZN
Opinicus Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 98
Filing on Apr 16, 2025 Q1 2025

Salem Investment Counselors Inc

  • LOW
  • AAPL
  • NVDA
  • MSFT
  • META
  • BRK-B
  • AMZN
Salem Investment Counselors Inc's Q1 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 1220
Filing on Apr 16, 2025 Q1 2025

Ccm Investment Advisers LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • META
  • AVGO
Ccm Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 70
Filing on Apr 16, 2025 Q1 2025

Wealth Advisors Northwest LLC

  • DFAC
  • DFIC
  • DFSV
  • DUHP
  • AMZN
  • DFAU
  • DISV
Wealth Advisors Northwest LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 55
Filing on Apr 16, 2025 Q1 2025

Defined Wealth Management, LLC

  • IEFA
  • VOO
  • VUG
  • IUSV
  • SPY
  • VTV
  • IVV
Defined Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 108
Filing on Apr 16, 2025 Q1 2025

Argus Investors' Counsel, Inc.

  • COST
  • AAPL
  • JPM
  • LLY
  • META
  • V
  • NVDA
Argus Investors' Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 114