Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Impact Capital Partners LLC

  • MSFT
  • AAPL
  • NVDA
  • PG
  • AVGO
  • FLOT
  • ABBV
Impact Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 276 Billion
Stocks 256
Filing on Apr 11, 2025 Q1 2025

Stablepoint Partners, LLC

  • AAPL
  • VNLA
  • SRLN
  • IAU
  • JPM
  • NEE
  • AMGN
Stablepoint Partners, LLC's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 242
Filing on Apr 11, 2025 Q1 2025

Evexia Wealth LLC

  • INTU
  • MSFT
  • KLAC
  • PH
  • AVGO
  • COST
  • RSG
Evexia Wealth LLC's Q1 2025 Portfolio
Portfolio Value 275 Billion
Stocks 74
Filing on Apr 11, 2025 Q1 2025

Dhk Financial Advisors, Inc.

  • BRK-B
  • BRK-A
  • VT
  • SPY
  • GLD
  • IWV
  • VPU
Dhk Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 90
Filing on Apr 11, 2025 Q1 2025

Elk River Wealth Management, LLC

  • SDY
  • RSP
  • IJR
  • IVV
  • JIRE
  • AAPL
  • MSFT
Elk River Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 522 Million
Stocks 93
Filing on Apr 11, 2025 Q1 2025

Chemistry Wealth Management LLC

  • BRK-B
  • VGSH
  • AAPL
  • IAU
  • GOOG
  • VTIP
  • AXP
Chemistry Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 185
Filing on Apr 11, 2025 Q1 2025

Avity Investment Management Inc.

  • AAPL
  • V
  • META
  • AMZN
  • MMC
  • MSFT
  • APH
Avity Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 102
Filing on Apr 11, 2025 Q1 2025

Herbst Group, LLC

  • QQQ
  • AMLP
  • SPY
  • RTX
  • MSFT
  • JEPI
  • GE
Herbst Group, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 53
Filing on Apr 11, 2025 Q1 2025

Affinity Wealth Management LLC

  • QQQ
  • RDVY
  • LRGF
  • XMMO
  • XLF
  • XLE
  • IAI
Affinity Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 95
Filing on Apr 11, 2025 Q1 2025

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • VTV
  • AAPL
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 107
Filing on Apr 11, 2025 Q1 2025

Consilio Wealth Advisors, LLC

  • IVV
  • DGRO
  • MSFT
  • AMZN
  • VT
  • QQQ
  • IJH
Consilio Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 72
Filing on Apr 11, 2025 Q1 2025

Adamsbrown Wealth Consultants LLC

  • SCHD
  • CGGR
  • CGCP
  • QQQM
  • XMHQ
  • HEFA
  • PPH
Adamsbrown Wealth Consultants LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 101
Filing on Apr 11, 2025 Q1 2025

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • MSFT
  • RSP
  • COWZ
  • VXUS
Pinnacle Wealth Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 105
Filing on Apr 11, 2025 Q1 2025

Afg Fiduciary Services Limited Partnership

  • SPY
  • PULS
  • MINT
  • QQQ
  • IJH
  • TLT
  • AMZN
Afg Fiduciary Services Limited Partnership's Q1 2025 Portfolio
Portfolio Value 326 Million
Stocks 71
Filing on Apr 11, 2025 Q1 2025

626 Financial, LLC

  • SYK
  • DTD
  • AAPL
  • CALF
  • MSFT
  • IWY
  • AMZN
626 Financial, LLC's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 106
Filing on Apr 11, 2025 Q1 2025

Hudson Capital Management LLC

  • BOND
  • AGG
  • IEFA
  • IJK
  • BSCP
  • LQD
  • MBB
Hudson Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 317 Million
Stocks 65
Filing on Apr 11, 2025 Q1 2025

Northwest Financial Advisors

  • AAPL
  • MSFT
  • LPLA
  • QQQ
  • AMZN
  • VIG
  • SPHQ
Northwest Financial Advisors's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 119
Filing on Apr 11, 2025 Q1 2025

Ridgemont Partners Management, LLC

  • FWRD
Ridgemont Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 39.6 Million
Stocks 1