Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Bank Of Stockton

  • IVV
  • IJH
  • IJR
  • BIV
  • IVE
  • AAPL
  • MSFT
Bank Of Stockton's Q2 2025 Portfolio
Portfolio Value 334 Million
Stocks 153
Filing on Jul 14, 2025 Q2 2025

Cordant, Inc.

  • VEA
  • VGSH
  • VTI
  • VCSH
  • VCIT
  • VWO
  • SPY
Cordant, Inc.'s Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 68
Filing on Jul 14, 2025 Q2 2025

Hoey Investments, Inc

  • NVDA
  • AMZN
  • META
  • MSFT
  • PLTR
  • AAPL
  • AVGO
Hoey Investments, Inc's Q2 2025 Portfolio
Portfolio Value 667 Million
Stocks 419
Filing on Jul 14, 2025 Q2 2025

E&G Advisors, LP

  • IWF
  • VIG
  • SPY
  • QQQ
  • VTV
  • GLD
  • JPM
E&G Advisors, LP's Q2 2025 Portfolio
Portfolio Value 375 Million
Stocks 210
Filing on Jul 14, 2025 Q2 2025

Chicago Trust CO Na

  • MSFT
  • AAPL
  • NVDA
  • WTFC
  • ABT
  • AMZN
  • ABBV
Chicago Trust CO Na's Q2 2025 Portfolio
Portfolio Value 564 Million
Stocks 701
Filing on Jul 14, 2025 Q2 2025

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • FLOT
  • SPIB
  • SPSB
  • META
Occidental Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 717 Million
Stocks 268
Filing on Jul 14, 2025 Q2 2025

Avalon Advisory Group

  • VTI
  • IEF
  • VEU
  • ITOT
  • SCHF
  • SCHB
  • VXUS
Avalon Advisory Group's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 16
Filing on Jul 14, 2025 Q2 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 567
Filing on Jul 14, 2025 Q2 2025

Counterpoint Mutual Funds LLC

  • USHY
  • HYG
  • IVV
  • JNK
  • ESLT
  • NEP
  • NRG
Counterpoint Mutual Funds LLC's Q2 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 299
Filing on Jul 14, 2025 Q2 2025

Buttonwood Financial Group, LLC

  • DYNF
  • QUAL
  • SPLG
  • AVUS
  • IYW
  • MGC
  • SPYG
Buttonwood Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 30
Filing on Jul 14, 2025 Q2 2025

Wealth Advisory Solutions, LLC

  • SPY
  • IJH
  • SPLG
  • LLY
  • EFA
  • AMZN
  • RSP
Wealth Advisory Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 393 Million
Stocks 140
Filing on Jul 14, 2025 Q2 2025

Steigerwald, Gordon & Koch Inc.

  • MSFT
  • AAPL
  • JPM
  • IBM
  • V
  • RTX
  • DE
Steigerwald, Gordon & Koch Inc.'s Q2 2025 Portfolio
Portfolio Value 932 Million
Stocks 124
Filing on Jul 14, 2025 Q2 2025

Argent Capital Management LLC

  • MSFT
  • AMZN
  • NVDA
  • MA
  • GOOGL
  • AVGO
  • TDG
Argent Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 154
Filing on Jul 14, 2025 Q2 2025

Farmers Trust CO

  • SPY
  • MSFT
  • JPM
  • AAPL
  • MCD
  • CSCO
  • GOOGL
Farmers Trust CO's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 185
Filing on Jul 14, 2025 Q2 2025

Crew Capital Management, Ltd.

  • QQQ
  • PG
  • AAPL
  • XLK
  • BRK-B
  • MSFT
  • XLV
Crew Capital Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 123 Million
Stocks 113
Filing on Jul 14, 2025 Q2 2025

Mfa Wealth Advisors, LLC

  • BIV
  • IGIB
  • FNDF
  • SCHD
  • FLRN
  • MGV
  • PAVE
Mfa Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 415 Million
Stocks 88
Filing on Jul 14, 2025 Q2 2025

Leonard Rickey Investment Advisors P.L.L.C.

  • IJH
  • FNDX
  • VTI
  • DFAC
  • VEU
  • VCSH
  • VTIP
Leonard Rickey Investment Advisors P.L.L.C.'s Q2 2025 Portfolio
Portfolio Value 494 Million
Stocks 113
Filing on Jul 14, 2025 Q2 2025

Gries Financial LLC

  • IVV
  • QUAL
  • DYNF
  • SPY
  • MSFT
  • IYW
  • NVDA
Gries Financial LLC's Q2 2025 Portfolio
Portfolio Value 472 Million
Stocks 295