Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 15, 2025 Q1 2025

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • GOOGL
  • JPM
  • XOM
  • AXP
  • ABBV
  • MSFT
Allen Mooney & Barnes Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 615 Billion
Stocks 154
Filing on Apr 15, 2025 Q1 2025

Mc Elhenny Sheffield Capital Management, LLC

  • MSMR
  • IEF
  • GLD
  • XLF
  • XLC
  • XOM
  • AAPL
Mc Elhenny Sheffield Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 264 Million
Stocks 99
Filing on Apr 15, 2025 Q1 2025

Farrell Financial LLC

  • VV
  • SCHX
  • ESGV
  • AAPL
  • VCIT
  • VEA
  • VO
Farrell Financial LLC's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 64
Filing on Apr 15, 2025 Q1 2025

Bradyco, Inc.

  • BRK-B
  • MSFT
  • GOOG
  • COST
  • AMZN
  • AAPL
  • BRK-A
Bradyco, Inc.'s Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 49
Filing on Apr 15, 2025 Q1 2025

Mogy Joel R Investment Counsel Inc

  • NVDA
  • AAPL
  • MSFT
  • COST
  • BRK-B
  • AMZN
  • V
Mogy Joel R Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 105
Filing on Apr 15, 2025 Q1 2025

Kelly Financial Services LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • IVE
  • TLH
Kelly Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 113
Filing on Apr 15, 2025 Q1 2025

Fmb Wealth Management

  • DFAC
  • AVUS
  • DFAX
  • DFAU
  • DFUS
  • DFAT
  • DFAI
Fmb Wealth Management's Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 103
Filing on Apr 15, 2025 Q1 2025

Yarger Wealth Strategies, LLC

  • VONG
  • TDVG
  • HTAB
  • AAPL
  • DGRO
  • VYM
  • JAAA
Yarger Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 97
Filing on Apr 15, 2025 Q1 2025

Apricus Wealth, LLC

  • CVX
  • ABBV
  • AMGN
  • SLB
  • STT
  • BAC
  • TSN
Apricus Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 117
Filing on Apr 15, 2025 Q1 2025

Sapient Capital LLC

  • LLY
  • APP
  • AAPL
  • MSFT
  • GOOGL
  • VST
  • AVGO
Sapient Capital LLC's Q1 2025 Portfolio
Portfolio Value 5.01 Billion
Stocks 364
Filing on Apr 15, 2025 Q1 2025

Members Wealth LLC

  • IVV
  • FBND
  • SPYG
  • SGOV
  • BND
  • IBDV
  • SCHD
Members Wealth LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 102
Filing on Apr 15, 2025 Q1 2025

Forth Right Wealth Management, LLC

  • VOO
  • NOBL
  • SCHD
  • IUSV
  • IUSG
  • BIV
  • SCHA
Forth Right Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 65
Filing on Apr 15, 2025 Q1 2025

Net Worth Advisory Group

  • BNDX
  • TIP
  • SHY
  • IEF
  • LQD
  • VCIT
  • CORP
Net Worth Advisory Group's Q1 2025 Portfolio
Portfolio Value 318 Billion
Stocks 367
Filing on Apr 15, 2025 Q1 2025

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • QQEW
  • RYF
  • AAPL
Davis Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 143
Filing on Apr 15, 2025 Q1 2025

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 4
Filing on Apr 15, 2025 Q1 2025

Erickson Financial Group, LLC

  • CGDV
  • MGK
  • ESGU
  • QQQ
  • IWO
  • QQQJ
  • VCIT
Erickson Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 26
Filing on Apr 15, 2025 Q1 2025

Define Financial, LLC

  • VTIP
  • AVDV
  • AVUV
  • VTI
  • VEU
  • VNQ
  • VWO
Define Financial, LLC's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 33
Filing on Apr 15, 2025 Q1 2025

Braun Bostich & Associates Inc.

  • VOO
  • TLT
  • QUAL
  • DYNF
  • SPYG
  • BNDX
  • VCIT
Braun Bostich & Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 111