Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Martel Wealth Advisors Inc

  • VYM
  • VUG
  • BSV
  • IEFA
  • VIG
  • SCHV
  • SCHG
Martel Wealth Advisors Inc's Q1 2025 Portfolio
Portfolio Value 502 Billion
Stocks 69
Filing on Apr 16, 2025 Q1 2025

Lynch Asset Management, Inc.

  • NVDA
  • GOOGL
  • META
  • ABBV
  • AAPL
  • AMZN
  • NVO
Lynch Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 222 Million
Stocks 44
Filing on Apr 16, 2025 Q1 2025

Bensler, LLC

  • MSFT
  • AAPL
  • NVDA
  • SPAB
  • JAAA
  • PAVE
  • SPHY
Bensler, LLC's Q1 2025 Portfolio
Portfolio Value 799 Billion
Stocks 157
Filing on Apr 16, 2025 Q1 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • DBEF
  • IVV
  • IWB
  • IEF
  • HEFA
Schoolcraft Capital LLC's Q1 2025 Portfolio
Portfolio Value 509 Billion
Stocks 74
Filing on Apr 16, 2025 Q1 2025

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPY
  • DIA
  • APO
Smithbridge Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 533 Million
Stocks 126
Filing on Apr 16, 2025 Q1 2025

Centurion Wealth Management LLC

  • GSLC
  • AAPL
  • IVV
  • JEPI
  • NVDA
  • JEPQ
  • TFLO
Centurion Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 320 Billion
Stocks 214
Filing on Apr 16, 2025 Q1 2025

Crowley Wealth Management, Inc.

  • AAPL
  • ABBV
  • LOW
  • JPM
  • TSLA
  • HD
  • SSO
Crowley Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 416
Filing on Apr 16, 2025 Q1 2025

Seros Financial, LLC

  • SPMO
  • QQQ
  • BRK-B
  • IVE
  • AUSF
  • FPE
  • DJUN
Seros Financial, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 55
Filing on Apr 16, 2025 Q1 2025

Donald L. Hagan, LLC

  • SSUS
  • SSXU
  • UPS
  • SSFI
  • BIL
  • SPLG
  • XLK
Donald L. Hagan, LLC's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 92
Filing on Apr 16, 2025 Q1 2025

Kelly Financial Group LLC

  • BBUS
  • BBIN
  • JCPB
  • LDUR
  • AGG
  • JEMA
  • IWF
Kelly Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 320 Billion
Stocks 80
Filing on Apr 16, 2025 Q1 2025

F&V Capital Management, LLC

  • CVX
  • RTX
  • URI
  • ALL
  • GILD
  • PSX
  • NEM
F&V Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 385 Million
Stocks 55
Filing on Apr 16, 2025 Q1 2025

Relyea Zuckerberg Hanson LLC

  • VUG
  • VTV
  • IWF
  • IWD
  • BIL
  • VEA
  • MSFT
Relyea Zuckerberg Hanson LLC's Q1 2025 Portfolio
Portfolio Value 738 Million
Stocks 252
Filing on Apr 16, 2025 Q1 2025

Hickory Asset Management, Inc.

  • VOO
  • QQQ
  • RDVY
  • DJUL
  • QQQM
  • VYM
  • VTV
Hickory Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 89
Filing on Apr 16, 2025 Q1 2025

Cypress Point Wealth Management, LLC

  • PLTR
  • DFAC
  • DFIC
  • DFUS
  • VTI
  • VOO
  • DFAU
Cypress Point Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 274 Million
Stocks 68
Filing on Apr 16, 2025 Q1 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 600 Billion
Stocks 55
Filing on Apr 16, 2025 Q1 2025

Cva Family Office, LLC

  • SCHD
  • FNDF
  • VGT
  • VOO
  • IVV
  • DFAC
  • DFAU
Cva Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 634 Million
Stocks 1388
Filing on Apr 16, 2025 Q1 2025

New Century Financial Group, LLC

  • VOO
  • MDY
  • NFLT
  • CVX
  • SPYG
  • SPY
  • VO
New Century Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 86.5 Billion
Stocks 130
Filing on Apr 16, 2025 Q1 2025

Rtd Financial Advisors, Inc.

  • IVV
  • BND
  • IJH
  • GTO
  • IWF
  • IWP
  • IWB
Rtd Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 743 Million
Stocks 117