Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Apr 11, 2025 Q1 2025

Littlejohn Financial Services, Inc.

  • RSP
  • IBHF
  • QQQ
  • TFLO
  • DIA
  • ITA
  • IBHI
Littlejohn Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 59
Filing on Apr 11, 2025 Q1 2025

Burkett Financial Services, LLC

  • SCHD
  • SCHG
  • DBEF
  • VEA
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 257
Filing on Apr 11, 2025 Q1 2025

Summit Investment Advisory Services, LLC

  • CGDV
  • CGGR
  • DGRO
  • CGUS
  • SPTM
  • IVW
  • VTI
Summit Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 204 Billion
Stocks 68
Filing on Apr 11, 2025 Q1 2025

Snider Financial Group

  • IVV
  • AGG
  • VIG
  • MSFT
  • GOVT
  • AAPL
  • LLY
Snider Financial Group's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 110
Filing on Apr 11, 2025 Q1 2025

Iam Advisory, LLC

  • NOBL
  • DGRW
  • CGCP
  • JHML
  • COWZ
  • PULS
  • QGRO
Iam Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 100
Filing on Apr 11, 2025 Q1 2025

Ehrlich Financial Group

  • IVW
  • IVE
  • AVUS
  • DYNF
  • JQUA
  • CMF
  • VIG
Ehrlich Financial Group's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 102
Filing on Apr 11, 2025 Q1 2025

Melone Private Wealth, LLC

  • USFR
  • DON
  • SPTI
  • IHDG
  • DIA
  • SPYG
  • DGRW
Melone Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Unique Wealth, LLC

  • IVV
  • SPY
  • AGG
  • EFA
  • MUB
  • SCHG
  • JAVA
Unique Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 529 Billion
Stocks 152
Filing on Apr 11, 2025 Q1 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • AAPL
  • SPYG
  • SPY
  • AMZN
  • QQQ
  • MSFT
Oxinas Partners Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 121
Filing on Apr 11, 2025 Q1 2025

Agh Wealth Advisors, LLC

  • AVDE
  • SPY
  • AAPL
  • QQQM
  • MSFT
  • GLD
  • NVDA
Agh Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 184
Filing on Apr 11, 2025 Q1 2025

Permanent Capital Management, LP

  • VOO
  • VGIT
  • VEA
  • RSP
  • MSFT
  • USFR
  • AGG
Permanent Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 349 Billion
Stocks 79