Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 15, 2025 Q1 2025

Greenwood Capital Associates LLC

  • AAPL
  • MSFT
  • IVV
  • BBEU
  • GOOGL
  • BRK-B
  • AMZN
Greenwood Capital Associates LLC's Q1 2025 Portfolio
Portfolio Value 727 Million
Stocks 234
Filing on Apr 15, 2025 Q1 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • MDYV
  • MDYG
  • SLYV
Balanced Wealth Group LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 65
Filing on Apr 15, 2025 Q1 2025

Tran Capital Management, L.P.

  • AMZN
  • MSFT
  • NVDA
  • DHR
  • META
  • PANW
  • TSM
Tran Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 641 Million
Stocks 65
Filing on Apr 15, 2025 Q1 2025

Total Wealth Planning, LLC

  • SCHZ
  • VTV
  • VUG
  • VCSH
  • DFEM
  • DFIV
  • DFIS
Total Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 611 Million
Stocks 91
Filing on Apr 15, 2025 Q1 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • AAPL
  • DVY
  • VUG
  • RSP
First United Bank & Trust's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 562
Filing on Apr 15, 2025 Q1 2025

Sterling Investment Management, LLC

  • BRK-B
  • VMBS
  • GLD
  • BIL
  • BRK-A
  • CNI
  • BSV
Sterling Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 54
Filing on Apr 15, 2025 Q1 2025

Sagace Wealth Management LLC

  • VCIT
  • VO
  • SRLN
  • RSP
  • VCSH
  • VB
  • IQLT
Sagace Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 66
Filing on Apr 15, 2025 Q1 2025

Gps Wealth Strategies Group, LLC

  • XLG
  • NVDA
  • QQQ
  • VGT
  • AAPL
  • DGRW
  • AMZN
Gps Wealth Strategies Group, LLC's Q1 2025 Portfolio
Portfolio Value 705 Million
Stocks 1517
Filing on Apr 15, 2025 Q1 2025

Fifth Third Bancorp

  • AAPL
  • NVDA
  • MSFT
  • IVV
  • AMZN
  • OEF
  • GOOGL
Fifth Third Bancorp's Q1 2025 Portfolio
Portfolio Value 25.9 Billion
Stocks 2520
Filing on Apr 15, 2025 Q1 2025

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAC
  • DFAI
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 79
Filing on Apr 15, 2025 Q1 2025

Echo45 Advisors LLC

  • VEA
  • RSP
  • BSV
  • PDBC
  • VGSH
  • SJNK
  • VWO
Echo45 Advisors LLC's Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 52
Filing on Apr 15, 2025 Q1 2025

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • VTV
  • SPYV
  • IWF
  • JAAA
  • AAPL
Simon Quick Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 611
Filing on Apr 15, 2025 Q1 2025

Capital Advisors, Ltd. LLC

  • SPY
  • IWF
  • VIG
  • QUAL
  • IWD
  • USMV
  • VTI
Capital Advisors, Ltd. LLC's Q1 2025 Portfolio
Portfolio Value 759 Million
Stocks 1508
Filing on Apr 15, 2025 Q1 2025

Axecap Investments, LLC

  • TMUS
  • MSI
  • FTNT
  • AVGO
  • ABBV
  • TRGP
  • NOW
Axecap Investments, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 70
Filing on Apr 15, 2025 Q1 2025

Murphy, Middleton, Hinkle & Parker, Inc.

  • SCHG
  • SCHV
  • EFA
  • CCBG
  • HD
  • SPY
  • MSFT
Murphy, Middleton, Hinkle & Parker, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 132
Filing on Apr 15, 2025 Q1 2025

Visionary Horizons, LLC

  • SCHG
  • SPYV
  • FNDF
  • AVUV
  • AVUS
  • RSP
  • QQQ
Visionary Horizons, LLC's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 89
Filing on Apr 15, 2025 Q1 2025

Capital Advisory Group Advisory Services, LLC

  • SPY
  • SPTM
  • QQQ
  • FLRN
  • FLOT
  • SPYV
  • SPYG
Capital Advisory Group Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 174
Filing on Apr 15, 2025 Q1 2025

Millburn Ridgefield Corp

  • IJH
  • IWB
  • IWM
  • USMV
  • VWO
  • SPY
  • IJR
Millburn Ridgefield Corp's Q1 2025 Portfolio
Portfolio Value 4.12 Billion
Stocks 49