Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Butensky & Cohen Financial Security, Inc

  • MO
  • KMI
  • WRB
  • V
  • RTX
  • ATO
  • BK
Butensky & Cohen Financial Security, Inc's Q1 2025 Portfolio
Portfolio Value 318 Million
Stocks 135
Filing on Apr 11, 2025 Q1 2025

Congress Asset Management CO

  • AAPL
  • NVDA
  • MSFT
  • COST
  • OLLI
  • V
  • META
Congress Asset Management CO 's Q1 2025 Portfolio
Portfolio Value 12.9 Billion
Stocks 5840
Filing on Apr 11, 2025 Q1 2025

Ridgeline Wealth, LLC

  • AVUS
  • SPLG
  • DFIC
  • DFUS
  • SGOV
  • OEF
  • JAAA
Ridgeline Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 54
Filing on Apr 11, 2025 Q1 2025

Radnor Capital Management, LLC

  • MRK
  • AZO
  • XOM
  • AAPL
  • IBM
  • JPM
  • AXP
Radnor Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 597 Million
Stocks 317
Filing on Apr 11, 2025 Q1 2025

Reinhart Partners, Inc.

  • NSP
  • FCNCA
  • LNTH
  • AGO
  • FTDR
  • AL
  • IDCC
Reinhart Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.58 Billion
Stocks 80
Filing on Apr 11, 2025 Q1 2025

Cranbrook Wealth Management, LLC

  • BIV
  • IVV
  • IEFA
  • VO
  • BNDX
  • SCHF
  • IJR
Cranbrook Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 425
Filing on Apr 11, 2025 Q1 2025

Udine Wealth Management, Inc.

  • BIL
  • MSFT
  • AAPL
  • SHV
  • GOOG
  • BAC
  • BRK-B
Udine Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 28
Filing on Apr 11, 2025 Q1 2025

Verum Partners LLC

  • GOVT
  • IJR
  • VOO
  • JPST
  • VT
  • IVV
  • FNDF
Verum Partners LLC's Q1 2025 Portfolio
Portfolio Value 371 Billion
Stocks 160
Filing on Apr 11, 2025 Q1 2025

Sovereign Financial Group, Inc.

  • VEA
  • SPY
  • VUG
  • VTV
  • QQQ
  • IVV
  • AAPL
Sovereign Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 286
Filing on Apr 11, 2025 Q1 2025

Sar Wealth Management Group, LLC

  • FV
  • FBND
  • VTI
  • RSP
  • SDY
  • SCHD
  • ITOT
Sar Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 149 Billion
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Pitti Group Wealth Management, LLC

  • EFA
  • VTI
  • BUFQ
  • META
  • JNJ
  • NFLX
  • IJH
Pitti Group Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 76.3 Million
Stocks 73
Filing on Apr 11, 2025 Q1 2025

Tide Cove Capital Partners LLC

  • VTI
  • BND
  • AGG
  • VNQ
  • VYM
  • VIG
  • VUG
Tide Cove Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 11
Filing on Apr 11, 2025 Q1 2025

Pines Wealth Management, LLC

  • IVV
  • MSFT
  • MUB
  • GLTR
  • AAPL
  • AMZN
  • NVDA
Pines Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 216 Billion
Stocks 198
Filing on Apr 11, 2025 Q1 2025

Eagle Rock Investment Company, LLC

  • BND
  • AVGO
  • GOOGL
  • META
  • MSFT
  • AAPL
  • CB
Eagle Rock Investment Company, LLC's Q1 2025 Portfolio
Portfolio Value 564 Million
Stocks 160
Filing on Apr 11, 2025 Q1 2025

Sandbox Financial Partners, LLC

  • AAPL
  • VUG
  • MSFT
  • AMZN
  • JEPI
  • SPY
  • VTV
Sandbox Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 275 Million
Stocks 109
Filing on Apr 11, 2025 Q1 2025

Mc Namara Financial Services, Inc.

  • IVV
  • SPDW
  • SPAB
  • SPEM
  • BIL
  • TOTL
  • MUB
Mc Namara Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 459 Million
Stocks 89
Filing on Apr 11, 2025 Q1 2025

Sea Crest Wealth Management, LLC

  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AMZN
  • GOOG
  • BRK-B
Sea Crest Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 852 Million
Stocks 657
Filing on Apr 11, 2025 Q1 2025

Arkfeld Wealth Strategies, L.L.C.

  • BRK-B
  • AMZN
  • AAPL
  • CHRD
  • TJX
  • CASY
  • SHV
Arkfeld Wealth Strategies, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 98