Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Sweeney & Michel, LLC

  • ITOT
  • DGRO
  • HDV
  • AAPL
  • SHYG
  • GOOG
  • BRK-B
Sweeney & Michel, LLC's Q2 2025 Portfolio
Portfolio Value 282 Billion
Stocks 130
Filing on Jul 14, 2025 Q2 2025

U.S. Capital Wealth Advisors, LLC

  • HPK
  • AAPL
  • NVDA
  • SPY
  • EPD
  • MSFT
  • PLTR
U.S. Capital Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 893
Filing on Jul 14, 2025 Q2 2025

Edge Wealth Management LLC

  • MSFT
  • AAPL
  • PFF
  • GOOGL
  • SHY
  • JPM
  • IWM
Edge Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 488 Million
Stocks 82
Filing on Jul 14, 2025 Q2 2025

Harbor Group, Inc.

  • JCPB
  • BKCI
  • FBND
  • MOAT
  • FLQM
  • IQLT
  • PVAL
Harbor Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 555 Million
Stocks 100
Filing on Jul 14, 2025 Q2 2025

Enzi Wealth

  • IVV
  • JHMM
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 69
Filing on Jul 14, 2025 Q2 2025

Abacus Wealth Partners, LLC

  • DFSB
  • DFAT
  • NUSC
  • JSTC
  • DFSU
  • NUMV
  • DFSI
Abacus Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 655 Billion
Stocks 113
Filing on Jul 14, 2025 Q2 2025

Westend Capital Management, LLC

  • BA
  • META
  • CCJ
  • NFLX
  • GE
  • SNOW
  • ET
Westend Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 325 Billion
Stocks 228
Filing on Jul 14, 2025 Q2 2025

Foundation Resource Management Inc

  • BRK-B
  • XOM
  • NEM
  • TECK
  • AEM
  • CVX
  • DG
Foundation Resource Management Inc's Q2 2025 Portfolio
Portfolio Value 635 Million
Stocks 50
Filing on Jul 14, 2025 Q2 2025

Rja Asset Management LLC

  • AAPL
  • AFRM
  • META
  • TWLO
Rja Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 4
Filing on Jul 14, 2025 Q2 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • MSFT
  • BIL
  • UPS
  • BUFR
  • FTGS
Iams Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 168
Filing on Jul 14, 2025 Q2 2025

Masso Torrence Wealth Management Inc.

  • NVDA
  • XMHQ
  • AAPL
  • DIVB
  • JEPI
  • QQQ
  • DGRW
Masso Torrence Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 200 Million
Stocks 100
Filing on Jul 14, 2025 Q2 2025

Bank & Trust CO

  • OTTR
  • LLY
  • MSFT
  • ORI
  • WMT
  • AEE
  • C
Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 288
Filing on Jul 14, 2025 Q2 2025

Whitener Capital Management, Inc.

  • JPM
  • AAPL
  • MSFT
  • NVDA
  • WMT
  • AMZN
  • GOOGL
Whitener Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 373 Million
Stocks 155
Filing on Jul 14, 2025 Q2 2025

Able Financial Group, LLC

  • DFAC
  • FBND
  • RDVY
  • JMUB
  • IDEV
  • AVUV
  • IGSB
Able Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 414 Billion
Stocks 204
Filing on Jul 14, 2025 Q2 2025

Maryland Capital Advisors Inc.

  • IGSB
  • VCSH
  • VTI
  • AAPL
  • DFAU
  • VTV
  • DFIV
Maryland Capital Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 246 Million
Stocks 268
Filing on Jul 14, 2025 Q2 2025

Lakeshore Financial Planning, Inc.

  • IVV
  • PULS
  • XLF
  • VOO
  • VHT
  • MSFT
  • SCHD
Lakeshore Financial Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 77
Filing on Jul 14, 2025 Q2 2025

Strategic Planning Group, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • HYDB
  • GOOG
  • NFLX
Strategic Planning Group, LLC's Q2 2025 Portfolio
Portfolio Value 616 Billion
Stocks 77
Filing on Jul 14, 2025 Q1 2025

Strategic Planning, Inc.

  • AAPL
  • AMZN
  • CVS
  • NVDA
  • KHC
  • F
  • DOW
Strategic Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 57