Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Act Advisors, Llc.

  • IVV
  • BIL
  • DFAU
  • DGRW
  • SPHQ
  • SPTL
  • SPIP
Act Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 57
Filing on Apr 10, 2025 Q1 2025

Lake Street Financial LLC

  • VTV
  • AAPL
  • VUG
  • NVDA
  • QQQ
  • MSFT
  • BAR
Lake Street Financial LLC's Q1 2025 Portfolio
Portfolio Value 588 Million
Stocks 246
Filing on Apr 10, 2025 Q1 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • AAPL
  • IVV
  • MSFT
  • FDN
Wealth Management Partners, LLC's Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 114
Filing on Apr 10, 2025 Q1 2025

Fluent Financial, LLC

  • JPST
  • SPY
  • EEM
  • QQQ
  • SPLV
  • EFA
  • IWM
Fluent Financial, LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 59
Filing on Apr 10, 2025 Q1 2025

Lmcg Investments, LLC

  • MSFT
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • ABBV
  • BRK-B
Lmcg Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 316
Filing on Apr 10, 2025 Q1 2025

Cypress Wealth Services, LLC

  • IVV
  • AAPL
  • QUAL
  • SPLG
  • DYNF
  • IVW
  • SCHZ
Cypress Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 284
Filing on Apr 10, 2025 Q1 2025

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • GTO
  • SPHQ
Kwb Wealth's Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 149
Filing on Apr 10, 2025 Q1 2025

Systrade Ag

  • GOLD
  • UBS
  • NEM
  • CRESY
  • YPF
  • VAL
  • BBAR
Systrade Ag's Q1 2025 Portfolio
Portfolio Value 71.8 Billion
Stocks 13
Filing on Apr 10, 2025 Q1 2025

Wealth Group LTD

  • IVV
  • QUAL
  • COWZ
  • VOO
  • VGT
  • ICOW
  • DGRO
Wealth Group LTD's Q1 2025 Portfolio
Portfolio Value 341 Billion
Stocks 66
Filing on Apr 10, 2025 Q1 2025

Gainplan LLC

  • SPY
  • VOO
  • ARKK
  • VV
  • KWEB
  • VO
  • SPEM
Gainplan LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 47
Filing on Apr 10, 2025 Q1 2025

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • FLQM
  • SCHK
  • MCBS
  • HD
Sherrill & Hutchins Financial Advisory, Inc's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 12
Filing on Apr 10, 2025 Q1 2025

Fermata Advisors, LLC

  • IVV
  • UJAN
  • IWF
  • AAPL
  • FBND
  • QQQ
  • MOAT
Fermata Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 285
Filing on Apr 10, 2025 Q1 2025

Gilman Hill Asset Management, LLC

  • VZ
  • BMY
  • CWENA
  • KNTK
  • HTGC
  • O
  • SBRA
Gilman Hill Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 219
Filing on Apr 10, 2025 Q1 2025

Maltin Wealth Management, Inc.

  • YJUN
  • IAU
  • JAAA
  • BAB
  • VSS
  • HDV
  • KJUL
Maltin Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 130
Filing on Apr 10, 2025 Q1 2025

Salvus Wealth Management, LLC

  • BRK-B
  • PGR
  • GOOG
  • SCHW
  • AAPL
  • AXP
  • TPX
Salvus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 121
Filing on Apr 10, 2025 Q1 2025

Chesley Taft & Associates LLC

  • MSFT
  • GOOG
  • AAPL
  • COST
  • SYK
  • NVDA
  • AMZN
Chesley Taft & Associates LLC's Q1 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 330
Filing on Apr 10, 2025 Q1 2025

Charles Schwab Trust CO

  • SCHZ
  • SCHX
  • VOO
  • SCHF
  • AGG
  • FNDX
  • VEA
Charles Schwab Trust CO's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 166
Filing on Apr 10, 2025 Q1 2025

Chatham Capital Group, Inc.

  • VB
  • NVDA
  • IAU
  • AAPL
  • VV
  • SPY
  • MSFT
Chatham Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 583 Million
Stocks 194