Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 15, 2025 Q1 2025

Alpha Omega Wealth Management LLC

  • JPST
  • MSFT
  • AAPL
  • CVX
  • VZ
  • ABBV
  • CVS
Alpha Omega Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 202
Filing on Apr 15, 2025 Q1 2025

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • LLY
  • MSFT
  • AMZN
Cohen Klingenstein LLC's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 208
Filing on Apr 15, 2025 Q1 2025

Skyline Advisors, Inc.

  • VTI
  • IXUS
  • IUSB
  • QUAL
  • MSFT
  • SCHD
  • SCHG
Skyline Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 254 Billion
Stocks 88
Filing on Apr 15, 2025 Q1 2025

Stephens Group Asset Management, LLC

  • VOE
  • VTV
  • VUG
  • SPTI
  • IWS
  • VOT
  • VBR
Stephens Group Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 32
Filing on Apr 15, 2025 Q1 2025

Exchange Bank

  • MUB
  • AAPL
  • JNJ
  • AGG
  • PG
  • CVX
  • MSFT
Exchange Bank's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 181
Filing on Apr 15, 2025 Q1 2025

Paladin Advisory Group, LLC

  • IWF
  • IEFA
  • JPST
  • NOBL
  • AAPL
  • SCHD
  • AVLV
Paladin Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 229
Filing on Apr 15, 2025 Q1 2025

Zhang Financial LLC

  • DFUS
  • VOO
  • VTI
  • DFAC
  • VXUS
  • ITOT
  • VT
Zhang Financial LLC's Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 301
Filing on Apr 15, 2025 Q1 2025

Noble Wealth Management Pbc

  • AAPL
  • BUFR
  • IJR
  • GLD
  • XSMO
  • GSEW
  • FLC
Noble Wealth Management Pbc's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 498
Filing on Apr 15, 2025 Q1 2025

New Gen Asset Management LTD

  • HYG
  • USAS
  • CNQ
  • IAG
  • RCI
  • CDE
  • BB
New Gen Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 30
Filing on Apr 15, 2025 Q1 2025

Coerente Capital Management

  • MSFT
  • GOOGL
  • ADP
  • SAP
  • ABT
  • V
  • JNJ
Coerente Capital Management's Q1 2025 Portfolio
Portfolio Value 499 Million
Stocks 38
Filing on Apr 15, 2025 Q1 2025

Flywheel Private Wealth LLC

  • VIG
  • VBR
  • IEFA
  • IEMG
  • VYM
  • IJH
  • AVUV
Flywheel Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 82
Filing on Apr 15, 2025 Q1 2025

Ulland Investment Advisors, LLC

  • NVDA
  • AXON
  • META
  • GOOG
  • QQQ
  • UNH
  • JEPI
Ulland Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 225
Filing on Apr 15, 2025 Q1 2025

Chris Bulman Inc

  • PJUN
  • AAPL
  • BUFR
  • QQQ
  • VIG
  • VTV
  • VUG
Chris Bulman Inc's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 121
Filing on Apr 15, 2025 Q1 2025

Baker Ellis Asset Management LLC

  • VTI
  • BRK-B
  • MSFT
  • VGT
  • VYM
  • VOO
  • FBND
Baker Ellis Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 668 Million
Stocks 221
Filing on Apr 15, 2025 Q1 2025

Thompson Investment Management, Inc.

  • GOOGL
  • MSFT
  • XOM
  • WBD
  • C
  • JPM
  • LKQ
Thompson Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 652 Million
Stocks 491
Filing on Apr 15, 2025 Q1 2025

Magnolia Private Wealth, LLC

  • SGOV
  • JAAA
  • TUA
  • AVUS
  • FNDX
  • AVDE
  • BILS
Magnolia Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 110
Filing on Apr 15, 2025 Q1 2025

Investment Partners Asset Management, Inc.

  • AAPL
  • JEPI
  • MSFT
  • PFFV
  • XYLD
  • NVDA
  • GOOGL
Investment Partners Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 147
Filing on Apr 15, 2025 Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • VXUS
  • IVV
  • IWB
  • FBND
  • IEFA
  • AGG
  • VEA
Mc Kinley Carter Wealth Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 303