Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Stanley Laman Group, Ltd.

  • MSFT
  • OKTA
  • LIN
  • VOO
  • CCJ
  • RTX
  • ETR
Stanley Laman Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 529 Million
Stocks 283
Filing on Apr 16, 2025 Q1 2025

Mount Yale Investment Advisors, LLC

  • AAPL
  • SPYV
  • SPYG
  • QUS
  • IVV
  • COWZ
  • GOOGL
Mount Yale Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 537
Filing on Apr 16, 2025 Q1 2025

Signature Resources Capital Management, LLC

  • AVUS
  • DFAC
  • DFSD
  • DFIC
  • AVDE
  • DFAU
  • DFAI
Signature Resources Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 381
Filing on Apr 16, 2025 Q1 2025

Tudor Financial Inc.

  • VOO
  • DIA
  • HYG
  • IWB
  • SCHD
  • SCHF
  • CTAS
Tudor Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 135
Filing on Apr 16, 2025 Q1 2025

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • MINT
  • AAPL
  • IBTM
  • XLK
Krilogy Financial LLC's Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 222
Filing on Apr 16, 2025 Q1 2025

Howard Capital Management Group, LLC

  • NVDA
  • AAPL
  • SPY
  • MSFT
  • AMZN
  • COST
  • JPM
Howard Capital Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 138
Filing on Apr 16, 2025 Q1 2025

West Branch Capital LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • SPY
  • GOOGL
  • PG
West Branch Capital LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 530
Filing on Apr 16, 2025 Q1 2025

Sowa Financial Group, Inc.

  • IAU
  • AAPL
  • FBCG
  • PVAL
  • HGER
  • V
  • IYH
Sowa Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 29
Filing on Apr 16, 2025 Q1 2025

Osprey Private Wealth LLC

  • V
  • META
  • NVDA
  • GOOG
  • JPM
  • ABBV
  • BRK-B
Osprey Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 48
Filing on Apr 16, 2025 Q1 2025

Founders Grove Wealth Partners, LLC

  • VEA
  • BIL
  • LLY
  • VUG
  • VGT
  • IVW
  • VV
Founders Grove Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 359 Billion
Stocks 122
Filing on Apr 16, 2025 Q1 2025

General Catalyst Group Management, LLC

  • IOT
  • GTLB
  • SNOW
  • EVLV
  • OSCR
  • BIGC
  • PET
General Catalyst Group Management, LLC's Q1 2025 Portfolio
Portfolio Value 820 Million
Stocks 11
Filing on Apr 16, 2025 Q1 2025

Private Wealth Group, LLC

  • SPLG
  • BIL
  • RSP
  • SPYV
  • SPMD
  • BRK-B
  • SPSM
Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 58
Filing on Apr 16, 2025 Q1 2025

Dodds Wealth, LLC

  • SPIB
  • VCIT
  • IGIB
  • SCHV
  • GOVT
  • SCHB
  • VOO
Dodds Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 59
Filing on Apr 16, 2025 Q1 2025

Jacksonville Wealth Management, LLC

  • SPY
  • QQQ
  • RSP
  • DIA
  • NVDA
  • AAPL
  • IWM
Jacksonville Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 60
Filing on Apr 16, 2025 Q1 2025

Bar Harbor Wealth Management

  • XLK
  • LLY
  • IVV
  • AGG
  • AAPL
  • JNJ
  • COST
Bar Harbor Wealth Management's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 255
Filing on Apr 16, 2025 Q1 2025

Sanchez Wealth Management Group

  • JHML
  • SPY
  • IWF
  • DGRW
  • IVV
  • MTUM
  • COWZ
Sanchez Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 46
Filing on Apr 16, 2025 Q1 2025

Twin Peaks Wealth Advisors, LLC

  • AAPL
  • IVV
  • FIXD
  • META
  • IUSB
  • BUFR
  • FTSM
Twin Peaks Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 140
Filing on Apr 16, 2025 Q1 2025

Pps&V Asset Management Consultants, Inc.

  • IVV
  • QQQ
  • SCHG
  • VYM
  • AAPL
  • IJR
  • SCHD
Pps&V Asset Management Consultants, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 37