Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFAT
  • DFIV
  • DFUV
  • DFUS
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 49
Filing on Apr 16, 2025 Q1 2025

Goldstone Financial Group, LLC

  • VOO
  • BUFR
  • QQQ
  • VTV
  • JQUA
  • IVV
  • VTI
Goldstone Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 661 Billion
Stocks 202
Filing on Apr 16, 2025 Q1 2025

Wealth Enhancement Advisory Services, LLC

  • IVV
  • AAPL
  • AGG
  • MSFT
  • NVDA
  • VWO
  • IMTM
Wealth Enhancement Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 49 Billion
Stocks 2974
Filing on Apr 16, 2025 Q1 2025

Farmers & Merchants Investments Inc

  • IVV
  • VEA
  • NNI
  • IJR
  • MSFT
  • AAPL
  • IJH
Farmers & Merchants Investments Inc's Q1 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 1747
Filing on Apr 16, 2025 Q1 2025

Hmv Wealth Advisors, LLC

  • DFAT
  • AVUV
  • VTI
  • DFAC
  • DFIV
  • AVDV
  • DFEM
Hmv Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 80
Filing on Apr 16, 2025 Q1 2025

Sky Investment Group LLC

  • MSFT
  • NVDA
  • GOOGL
  • ABT
  • PM
  • AXP
  • MA
Sky Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 521 Million
Stocks 137
Filing on Apr 16, 2025 Q1 2025

North Crest Asset Manangement, LLC

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • JPM
  • GOOGL
North Crest Asset Manangement, LLC's Q1 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 592
Filing on Apr 16, 2025 Q1 2025

Hassell Wealth Management, LLC

  • VTI
  • BNDX
  • VCIT
  • VEA
  • DFSV
  • VGIT
  • VCSH
Hassell Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 25
Filing on Apr 16, 2025 Q1 2025

Tobam

  • T
  • CBOE
  • VZ
  • GIS
  • HSY
  • MCK
  • CHD
Tobam's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 251
Filing on Apr 16, 2025 Q1 2025

Aubrey Capital Management LTD

  • MELI
  • SE
  • TCOM
  • GRAB
  • IBN
  • DIDIY
  • MMYT
Aubrey Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 229 Million
Stocks 52
Filing on Apr 16, 2025 Q1 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 226
Filing on Apr 16, 2025 Q1 2025

Verity & Verity, LLC

  • GILD
  • ABBV
  • AVGO
  • CVX
  • RTX
  • JPM
  • AMGN
Verity & Verity, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 128
Filing on Apr 16, 2025 Q1 2025

Paragon Capital Management LTD

  • VIG
  • SPHQ
  • ABNB
  • COIN
  • MSFT
  • COWZ
  • IQLT
Paragon Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 197
Filing on Apr 16, 2025 Q1 2025

Delta Capital Management LLC

  • CWB
  • XOM
  • AAPL
  • JPM
  • PG
  • SCHW
  • SONY
Delta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 102
Filing on Apr 16, 2025 Q1 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q1 2025 Portfolio
Portfolio Value 61.5 Million
Stocks 5
Filing on Apr 16, 2025 Q1 2025

Albert D Mason Inc

  • GOOG
  • SNA
  • NVS
  • ADP
  • META
  • CMI
  • KLAC
Albert D Mason Inc's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 144
Filing on Apr 16, 2025 Q1 2025

Quintet Private Bank (Europe) S.A.

  • MSFT
  • NVDA
  • GOOGL
  • V
  • JPM
  • PG
  • DIS
Quintet Private Bank (Europe) S.A.'s Q1 2025 Portfolio
Portfolio Value 1.7 Trillion
Stocks 205
Filing on Apr 16, 2025 Q1 2025

Gen Financial Management, Inc.

  • VIG
  • VIGI
  • SCHX
  • VGSH
  • COWZ
  • VTEB
  • BND
Gen Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 51