Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Retireful, LLC

  • GSEW
  • GBIL
  • BIL
  • FDL
  • USFR
  • STIP
  • VHT
Retireful, LLC's Q1 2025 Portfolio
Portfolio Value 97.5 Million
Stocks 92
Filing on Apr 10, 2025 Q1 2025

Retirement Planning Group

  • VOO
  • FSMD
  • DIVO
  • FDVV
  • FBND
  • FRDM
  • NFLT
Retirement Planning Group's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 296
Filing on Apr 10, 2025 Q1 2025

Breakwater Capital Group

  • PRF
  • AAPL
  • JQUA
  • RSP
  • VTV
  • IVV
  • IWF
Breakwater Capital Group's Q1 2025 Portfolio
Portfolio Value 561 Billion
Stocks 326
Filing on Apr 10, 2025 Q1 2025

Thrive Wealth Management, LLC

  • VTV
  • SCHG
  • SPY
  • AAPL
  • INTF
  • VUG
  • VOO
Thrive Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 518 Million
Stocks 219
Filing on Apr 10, 2025 Q1 2025

Arthur M. Cohen & Associates, LLC

  • DHR
  • NVDA
  • AAPL
  • BRK-B
  • QQQM
  • SPY
  • AMZN
Arthur M. Cohen & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 125
Filing on Apr 10, 2025 Q1 2025

Ams Capital Ltda

  • MSFT
  • IVV
  • AMZN
  • META
  • NU
  • V
  • NVDA
Ams Capital Ltda's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 16
Filing on Apr 10, 2025 Q1 2025

Thurston, Springer, Miller, Herd & Titak, Inc.

  • NVDA
  • MSFT
  • OUSA
  • AAPL
  • LLY
  • SPY
  • AMZN
Thurston, Springer, Miller, Herd & Titak, Inc.'s Q1 2025 Portfolio
Portfolio Value 558 Million
Stocks 181069
Filing on Apr 10, 2025 Q1 2025

Steigerwald, Gordon & Koch Inc.

  • AAPL
  • MSFT
  • JPM
  • V
  • CHKP
  • DKS
  • CACI
Steigerwald, Gordon & Koch Inc.'s Q1 2025 Portfolio
Portfolio Value 888 Million
Stocks 118
Filing on Apr 10, 2025 Q1 2025

Papp L Roy & Associates

  • AAPL
  • MSFT
  • V
  • ORLY
  • ACN
  • GOOG
  • COST
Papp L Roy & Associates's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 174
Filing on Apr 10, 2025 Q1 2025

Ls Investment Advisors, LLC

  • AAPL
  • MSFT
  • GOOG
  • V
  • HD
  • ECL
  • VYMI
Ls Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 612 Million
Stocks 129
Filing on Apr 10, 2025 Q1 2025

Sugar Maple Asset Management, LLC

  • TFLO
  • ABBV
  • GLD
  • ABT
  • IVV
  • STIP
  • SHY
Sugar Maple Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 66
Filing on Apr 10, 2025 Q1 2025

Naples Global Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • AVGO
  • VOO
  • SCHF
  • TSM
Naples Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 398
Filing on Apr 10, 2025 Q1 2025

Columbia Asset Management

  • AXP
  • GS
  • MCD
  • ABBV
  • SHW
  • BRK-B
  • AVGO
Columbia Asset Management's Q1 2025 Portfolio
Portfolio Value 4.01 Billion
Stocks 232
Filing on Apr 10, 2025 Q1 2025

Grassi Investment Management

  • NVDA
  • AAPL
  • LLY
  • MSFT
  • AMAT
  • V
  • PLD
Grassi Investment Management's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 122
Filing on Apr 10, 2025 Q1 2025

Hf Advisory Group, LLC

  • DGRO
  • BRK-B
  • LGLV
  • FALN
  • MSFT
  • META
  • GOOG
Hf Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 229 Billion
Stocks 160
Filing on Apr 10, 2025 Q1 2025

Better Money Decisions, LLC

  • IGSB
  • IEFA
  • SPTS
  • SPEM
  • DFAT
  • IJH
  • VOO
Better Money Decisions, LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 68
Filing on Apr 10, 2025 Q1 2025

Bay Rivers Group

  • AAPL
  • NVDA
  • AVGO
  • USMV
  • TLT
  • QQQ
  • SPY
Bay Rivers Group's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 81
Filing on Apr 10, 2025 Q1 2025

Beacon Financial Group

  • DGRW
  • IVV
  • VYM
  • BIL
  • BRK-B
  • FDL
  • TFLO
Beacon Financial Group's Q1 2025 Portfolio
Portfolio Value 869 Million
Stocks 334