Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 75
Filing on Apr 11, 2025 Q1 2025

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • VOE
  • TLT
Lpf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on Apr 11, 2025 Q1 2025

Ggm Financials LLC

  • JGRO
  • BUFF
  • IWR
  • IAK
  • JAVA
  • USMV
  • QQQ
Ggm Financials LLC's Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 61
Filing on Apr 11, 2025 Q1 2025

Gateway Investment Advisers LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOG
Gateway Investment Advisers LLC's Q1 2025 Portfolio
Portfolio Value 8.63 Billion
Stocks 504
Filing on Apr 11, 2025 Q1 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • ABBV
  • SCHW
Pine Haven Investment Counsel, Inc's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 113
Filing on Apr 11, 2025 Q1 2025

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPTI
  • SPYV
  • SPDW
  • SPMB
  • SPSM
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 191 Million
Stocks 18
Filing on Apr 11, 2025 Q1 2025

Olio Financial Planning

  • VTV
  • DFUS
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 59
Filing on Apr 11, 2025 Q1 2025

Vanguard Capital Wealth Advisors

  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • URI
  • META
  • GDX
Vanguard Capital Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 78.9 Million
Stocks 113
Filing on Apr 11, 2025 Q1 2025

Dkm Wealth Management, Inc.

  • TBLD
  • SYLD
  • ITOT
  • IVV
  • AAPL
  • VTI
  • QQQ
Dkm Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 91.6 Billion
Stocks 49
Filing on Apr 11, 2025 Q1 2025

Independence Bank Of Kentucky

  • SPY
  • MSFT
  • AAPL
  • JPM
  • VTI
  • AMZN
  • NVDA
Independence Bank Of Kentucky's Q1 2025 Portfolio
Portfolio Value 631 Million
Stocks 613
Filing on Apr 11, 2025 Q1 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • AAPL
  • GOOGL
  • IVW
  • AZO
  • WMB
  • BRK-B
Blue Zone Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 327 Million
Stocks 106
Filing on Apr 11, 2025 Q1 2025

Stokes Capital Advisors, LLC

  • MSFT
  • MINT
  • TJX
  • V
  • MCD
  • AVGO
  • JPM
Stokes Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 73
Filing on Apr 11, 2025 Q1 2025

Seneca House Advisors

  • RSP
  • JAAA
  • MKL
  • MSFT
  • IBDX
  • GOOGL
  • STWD
Seneca House Advisors's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 87
Filing on Apr 11, 2025 Q1 2025

Successful Portfolios LLC

  • SPY
  • NVDA
  • IVV
  • SCHO
  • BSV
  • MSFT
  • VTI
Successful Portfolios LLC's Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 158
Filing on Apr 11, 2025 Q1 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • PSTP
  • BUFF
  • SPEM
  • OSCV
Kfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 189
Filing on Apr 11, 2025 Q1 2025

Harrington Investments, Inc

  • AAPL
  • MSFT
  • NFLX
  • MMC
  • GOOGL
  • AMZN
  • COST
Harrington Investments, Inc's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 82
Filing on Apr 11, 2025 Q1 2025

D. Scott Neal, Inc.

  • GLD
  • QQQ
  • UNM
  • AJG
  • XLC
  • NSA
  • FLEX
D. Scott Neal, Inc.'s Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 61
Filing on Apr 11, 2025 Q1 2025

Alliance Wealth Advisors, LLC

  • UITB
  • DGRO
  • PLTR
  • QQQ
  • VTV
  • AVUV
  • IJH
Alliance Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 141