Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2025 Q1 2025

Patriot Financial Group Insurance Agency, LLC

  • IVV
  • IVE
  • AAPL
  • MSFT
  • IJR
  • SCHG
  • BRK-B
Patriot Financial Group Insurance Agency, LLC's Q1 2025 Portfolio
Portfolio Value 685 Million
Stocks 493
Filing on Apr 14, 2025 Q1 2025

Baron Financial Group, LLC

  • SPY
  • IWM
  • VTIP
  • QQQ
  • GLD
  • EFA
  • CWB
Baron Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 47
Filing on Apr 14, 2025 Q1 2025

Seilern Investment Management LTD

  • MA
  • UNH
  • MSFT
  • IDXX
  • EW
  • WST
  • VEEV
Seilern Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 1.53 Trillion
Stocks 23
Filing on Apr 14, 2025 Q1 2025

Rda Financial Network

  • MSFT
  • AAPL
  • QQQ
  • NVDA
  • AMZN
  • AVGO
  • GOOGL
Rda Financial Network's Q1 2025 Portfolio
Portfolio Value 329 Million
Stocks 243
Filing on Apr 14, 2025 Q1 2025

Miracle Mile Advisors, LLC

  • GBIL
  • BND
  • QUAL
  • QQQ
  • MBB
  • AAPL
  • SCHF
Miracle Mile Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.76 Billion
Stocks 647
Filing on Apr 14, 2025 Q1 2025

Revolve Wealth Partners, LLC

  • VTI
  • IEFA
  • IVAL
  • HYMB
  • QMOM
  • ITAN
  • SYLD
Revolve Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 660 Million
Stocks 225
Filing on Apr 14, 2025 Q1 2025

Financial Advisory Corp

  • IVV
  • IWP
  • TFLO
  • VBR
  • VEA
  • SCZ
  • VTV
Financial Advisory Corp's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 47
Filing on Apr 14, 2025 Q1 2025

Charter Oak Capital Management, LLC

  • IVV
  • AGG
  • VXUS
  • BSV
  • VXF
  • IGIB
  • VEU
Charter Oak Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 200
Filing on Apr 14, 2025 Q1 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • DFEM
  • DFIC
  • AVUS
Rockwood Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 981 Billion
Stocks 97
Filing on Apr 14, 2025 Q1 2025

Umb Bank, N.A.

  • UMBF
  • IVV
  • AAPL
  • MSFT
  • BRK-A
  • NVDA
  • AMZN
Umb Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 5.92 Billion
Stocks 2921
Filing on Apr 14, 2025 Q1 2025

Wedmont Private Capital

  • VEA
  • VWO
  • VTI
  • IEFA
  • VOO
  • VTC
  • GOVT
Wedmont Private Capital's Q1 2025 Portfolio
Portfolio Value 1.99 Billion
Stocks 700
Filing on Apr 14, 2025 Q1 2025

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • DBEF
  • SCHD
  • QQQM
  • VBR
  • PHYS
  • VBK
Whitaker Myers Wealth Managers, Ltd.'s Q1 2025 Portfolio
Portfolio Value 357 Billion
Stocks 113
Filing on Apr 14, 2025 Q1 2025

Wynn Capital, LLC

  • SCHB
  • MSFT
  • AAPL
  • TSLA
  • JPM
  • GOOG
  • META
Wynn Capital, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 108
Filing on Apr 14, 2025 Q1 2025

Arbor Wealth Advisors LLC

  • VTV
  • VXUS
  • VB
  • VBR
  • VTI
  • DFAC
  • BWA
Arbor Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 48
Filing on Apr 14, 2025 Q1 2025

Kmg Fiduciary Partners, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • AMZN
  • SPLG
  • JPM
Kmg Fiduciary Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 284
Filing on Apr 14, 2025 Q1 2025

Griffith & Werner, Inc.

  • FDEC
  • KO
  • XOM
  • T
  • AMZN
  • AAPL
  • META
Griffith & Werner, Inc.'s Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 67
Filing on Apr 14, 2025 Q1 2025

City Center Advisors, LLC

  • SPYG
  • MINT
  • SPYV
  • XLG
  • XLF
  • XLY
  • SLQD
City Center Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 85.6 Billion
Stocks 151
Filing on Apr 14, 2025 Q1 2025

Dentgroup LLC

  • IJH
  • FDVV
  • VUG
  • FBND
  • ISTB
  • ACWX
  • VTV
Dentgroup LLC's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 83