Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2025 Q1 2025

Moulton Wealth Management, Inc

  • VOO
  • USFR
  • TFLO
  • FLOT
  • BIL
  • AAAU
  • SPDN
Moulton Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 34
Filing on Apr 14, 2025 Q1 2025

Washington Capital Management Inc

  • VTI
  • DIA
  • SPY
  • BSV
  • IGSB
  • AEM
  • JPM
Washington Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 109
Filing on Apr 14, 2025 Q1 2025

Bank Of New Hampshire

  • AAPL
  • GLD
  • MSFT
  • IVV
  • VO
  • BRK-B
  • GVI
Bank Of New Hampshire's Q1 2025 Portfolio
Portfolio Value 380 Million
Stocks 455
Filing on Apr 14, 2025 Q1 2025

Barden Capital Management, Inc.

  • SCHX
  • SPGM
  • SCHF
  • SCHA
  • SPAB
  • NVDA
  • SCHG
Barden Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 60
Filing on Apr 14, 2025 Q1 2025

Wealthcare Capital Partners, LLC

  • USFR
  • UNH
  • VTI
  • SPLG
  • SCHP
  • STIP
  • BRK-B
Wealthcare Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 194 Billion
Stocks 128
Filing on Apr 14, 2025 Q1 2025

Beach Investment Counsel Inc/Pa

  • EPD
  • ET
  • MPLX
  • VST
  • AMZN
  • LNG
  • NEE
Beach Investment Counsel Inc/Pa's Q1 2025 Portfolio
Portfolio Value 679 Million
Stocks 118
Filing on Apr 14, 2025 Q1 2025

Ars Wealth Advisors Group, LLC

  • SPTM
  • USMV
  • MSFT
  • JPM
  • AVGO
  • QUAL
  • XOM
Ars Wealth Advisors Group, LLC's Q1 2025 Portfolio
Portfolio Value 682 Million
Stocks 161
Filing on Apr 14, 2025 Q1 2025

Kraematon Investment Advisors, Inc

  • RTX
  • CWST
  • AAPL
  • GLDM
  • FALN
  • FVD
  • NVDA
Kraematon Investment Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 91.7 Million
Stocks 91
Filing on Apr 14, 2025 Q1 2025

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • JPST
  • IEFA
  • VTIP
  • LQD
Lpwm LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 84
Filing on Apr 14, 2025 Q1 2025

Mercuria Capital Strategies, LLC

  • EQT
  • CHK
  • HCC
Mercuria Capital Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 82.6 Billion
Stocks 6
Filing on Apr 14, 2025 Q1 2025

Yarbrough Capital, LLC

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • META
  • VOO
  • VTI
Yarbrough Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 196
Filing on Apr 14, 2025 Q1 2025

Perennial Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • AMZN
  • NVDA
  • GOOG
  • MA
Perennial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 491 Million
Stocks 113
Filing on Apr 14, 2025 Q1 2025

Sentinel Pension Advisors Inc

  • BKLC
  • SPY
  • JCPB
  • BKIE
  • SPTI
  • GLDM
  • FBND
Sentinel Pension Advisors Inc's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 111
Filing on Apr 14, 2025 Q1 2025

Clean Yield Group

  • AAPL
  • SFM
  • NVDA
  • AWK
  • UL
  • CSCO
  • AVGO
Clean Yield Group's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 450
Filing on Apr 14, 2025 Q1 2025

Ffg Retirement Advisors LLC

  • SCHZ
  • IUSB
  • SPLG
  • JHMB
  • DTD
  • VYM
  • XTEN
Ffg Retirement Advisors LLC's Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 43
Filing on Apr 14, 2025 Q1 2025

Bourne Lent Asset Management Inc

  • AAPL
  • MSFT
  • ADBE
  • GOOG
  • GOOGL
  • IDXX
  • ISRG
Bourne Lent Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 61
Filing on Apr 14, 2025 Q1 2025

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • DGRW
  • DFEV
  • FLQM
  • XLV
  • XOM
Eagle Wealth Strategies LLC's Q1 2025 Portfolio
Portfolio Value 163 Billion
Stocks 97
Filing on Apr 14, 2025 Q1 2025

Buttonwood Financial Group, LLC

  • SPLG
  • DYNF
  • QUAL
  • AVUS
  • SPYG
  • IYW
  • MGC
Buttonwood Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 28