Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Sound Stewardship, LLC

  • BND
  • FNDB
  • IVV
  • GLTR
  • SCZ
  • FNDA
  • BSCQ
Sound Stewardship, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 60
Filing on Apr 16, 2025 Q1 2025

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • IGSB
  • SCHF
  • BND
  • SHYG
Powers Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 107
Filing on Apr 16, 2025 Q1 2025

Folger Nolan Fleming Douglas Capital Management, Inc

  • VGT
  • CTVA
  • DOW
  • MSFT
  • AAPL
  • JPM
  • PG
Folger Nolan Fleming Douglas Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 817 Million
Stocks 164
Filing on Apr 16, 2025 Q1 2025

Marshall Financial Group LLC

  • OBND
  • HTRB
  • JBBB
  • QLD
  • JEPQ
  • LGOV
  • SCHR
Marshall Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 449 Million
Stocks 232
Filing on Apr 16, 2025 Q1 2025

Everhart Financial Group, Inc.

  • VTV
  • VUG
  • VTI
  • BIV
  • AAPL
  • NVDA
  • MSFT
Everhart Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 719 Million
Stocks 328
Filing on Apr 16, 2025 Q1 2025

Randolph CO Inc

  • AVGO
  • BIL
  • BX
  • JPM
  • COST
  • GLW
  • CTAS
Randolph CO Inc's Q1 2025 Portfolio
Portfolio Value 854 Million
Stocks 45
Filing on Apr 16, 2025 Q1 2025

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • IVV
  • IJR
  • XLV
  • VTEB
  • VEA
Hilltop Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 51
Filing on Apr 16, 2025 Q1 2025

Puff Wealth Management, LLC

  • JPM
  • RGA
  • PSA
  • AAPL
  • MS
  • AMG
  • WFC
Puff Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 100
Filing on Apr 16, 2025 Q1 2025

Big Sur Wealth Management LLC

  • BRK-A
  • SPY
  • VGK
  • IWV
  • AAPL
  • NVDA
  • BX
Big Sur Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 154
Filing on Apr 16, 2025 Q1 2025

New England Research & Management, Inc.

  • AAPL
  • GOOGL
  • CHD
  • URI
  • JNJ
  • MSFT
  • GS
New England Research & Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 146
Filing on Apr 16, 2025 Q1 2025

Metropolis Capital LTD

  • MSFT
  • STT
  • TXN
  • CMCSA
  • BKNG
  • CCK
  • MA
Metropolis Capital LTD's Q1 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 15
Filing on Apr 16, 2025 Q1 2025

Steele Capital Management, Inc.

  • IVV
  • FNDX
  • SCHF
  • VOO
  • VEA
  • QQQ
  • VCSH
Steele Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.92 Trillion
Stocks 79
Filing on Apr 16, 2025 Q1 2025

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • BRK-B
  • SPY
  • MSFT
  • LINC
Pullen Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 104
Filing on Apr 16, 2025 Q1 2025

Caldwell Sutter Capital, Inc.

  • AAPL
  • V
  • MSA
  • DGICA
  • KNTK
  • BRK-B
  • MSFT
Caldwell Sutter Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 889
Filing on Apr 16, 2025 Q1 2025

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • COST
  • IWV
  • XOM
  • JPM
  • PGR
Ipswich Investment Management Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 186
Filing on Apr 16, 2025 Q1 2025

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • JNJ
  • V
  • META
Byrne Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 560
Filing on Apr 16, 2025 Q1 2025

Campbell Newman Asset Management Inc

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • V
  • MA
  • AJG
Campbell Newman Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 105
Filing on Apr 16, 2025 Q1 2025

Retirement Financial Solutions, LLC

  • SPLG
  • VO
  • VBR
  • SPSM
  • IEF
  • QQQM
  • EEM
Retirement Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 38