Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Ellenbecker Investment Group
- IVV
- AGG
- IWF
- VB
- IWD
- VWO
- VEA
Filing on Apr 15, 2025
Q1 2025
Charis Legacy Partners, LLC
- VOO
- VXUS
- VTI
- VXF
- BND
- RSP
- VEA
Filing on Apr 15, 2025
Q1 2025
Bannerman Wealth Management Group, LLC
- DFAC
- DFCF
- DFAS
- DFAI
- AVLV
- AVUS
- DFAE
Filing on Apr 15, 2025
Q1 2025
Usa Financial Portformulas Corp
- SPY
- DIA
- IVW
- IVV
- LQD
- BIL
- IEF
Filing on Apr 15, 2025
Q1 2025
My Legacy Advisors, LLC
- IUSB
- IVV
- AAPL
- MSFT
- HYG
- SHYG
- SPLG
Filing on Apr 15, 2025
Q1 2025
Curbstone Financial Management Corp
- FLRN
- VCSH
- SCHF
- MDY
- VOO
- AAPL
- SCHM
Filing on Apr 15, 2025
Q1 2025
Alhambra Investment Partners LLC
- AAPL
- FNDX
- VBR
- DGRO
- COST
- STIP
- IAU
Filing on Apr 15, 2025
Q1 2025
Redhawk Wealth Advisors, Inc.
- GLD
- SPLG
- USTB
- CLOI
- JMBS
- SPY
- FDL
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Strategic Equity Management
- SCHX
- SPY
- VV
- IWV
- ITOT
- IVW
- COWZ
Filing on Apr 15, 2025
Q1 2025
Columbia Advisory Partners LLC
- DGRW
- SCHD
- USMF
- VOE
- JVAL
- LQDH
- COWZ
Filing on Apr 15, 2025
Q1 2025
Filing on Apr 15, 2025
Q1 2025
Founders Capital Management, LLC
- BRK-B
- GOOG
- META
- MSFT
- WFC
- AXP
- AAPL
Filing on Apr 15, 2025
Q1 2025
Kozak & Associates, Inc.
- RWL
- IETC
- SPY
- QQQ
- SPYG
- IYG
- AAPL
Filing on Apr 15, 2025
Q1 2025
Latko Wealth Management, Ltd.
- IVV
- DIA
- QQQM
- SCHD
- SPY
- QQQ
- IEI
Filing on Apr 15, 2025
Q1 2025
Mv Capital Management, Inc.
- IWD
- IWF
- IVV
- ABBV
- ABT
- IVW
- AGG
Filing on Apr 15, 2025
Q1 2025