Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 09, 2025 Q1 2025

Graves Light Lenhart Wealth, Inc.

  • AGG
  • IEFA
  • BRK-B
  • IJR
  • IJH
  • DFCF
  • AAPL
Graves Light Lenhart Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 187
Filing on Apr 09, 2025 Q1 2025

Divergent Planning, LLC

  • IVV
  • AVDV
  • MDY
  • JMBS
  • DFAS
  • AVUS
  • JAAA
Divergent Planning, LLC's Q1 2025 Portfolio
Portfolio Value 296 Million
Stocks 30
Filing on Apr 09, 2025 Q1 2025

Imz Advisory Inc

  • XLK
  • XLF
  • JPST
  • XLY
  • XLC
  • XLV
  • XLI
Imz Advisory Inc's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 41
Filing on Apr 09, 2025 Q1 2025

Capital Cs Group, LLC

  • UPS
  • QQQ
  • UPS
  • META
  • GOOGL
  • UCON
  • MS
Capital Cs Group, LLC's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 60
Filing on Apr 09, 2025 Q1 2025

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • JAAA
  • RSP
  • IJH
  • DGRO
  • AMZN
Quad Cities Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 183
Filing on Apr 09, 2025 Q1 2025

Eldred Rock Partners, LLC

  • BRK-B
  • GOOGL
  • DFS
  • VNT
  • CALM
  • TSM
  • JBHT
Eldred Rock Partners, LLC's Q1 2025 Portfolio
Portfolio Value 328 Billion
Stocks 29
Filing on Apr 09, 2025 Q1 2025

Towerpoint Wealth, LLC

  • VTV
  • VUG
  • VCIT
  • VO
  • VEA
  • VBK
  • VBR
Towerpoint Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 81
Filing on Apr 09, 2025 Q1 2025

Shulman De Meo Asset Management LLC

  • SPY
  • AAPL
  • EFA
  • IVV
  • IJR
  • SDY
  • HDV
Shulman De Meo Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 116
Filing on Apr 09, 2025 Q1 2025

Crocodile Capital Partners Gmb H

  • GOLD
  • UBS
  • GDX
  • NEM
  • BNTX
  • SHEL
  • YPF
Crocodile Capital Partners Gmb H's Q1 2025 Portfolio
Portfolio Value 70.7 Billion
Stocks 12
Filing on Apr 09, 2025 Q1 2025

Strong Tower Advisory Services

  • MSTR
  • FSK
  • HYG
  • LQD
  • FBRT
  • NVDA
  • RSP
Strong Tower Advisory Services's Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 97
Filing on Apr 09, 2025 Q1 2025

Lvw Advisors, LLC

  • SCHD
  • HEFA
  • SCHO
  • VONG
  • STIP
  • VUG
  • BIV
Lvw Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 788 Million
Stocks 298
Filing on Apr 09, 2025 Q1 2025

Archer Investment Management, LLC

  • SCHR
  • VEU
  • USMF
  • IQLT
  • FLDR
  • TLT
  • DGRW
Archer Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 145 Billion
Stocks 57
Filing on Apr 09, 2025 Q1 2025

Mc Naughton Wealth Management, LLC

  • BND
  • IVW
  • VOO
  • QUAL
  • IVE
  • DYNF
  • VO
Mc Naughton Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 73
Filing on Apr 09, 2025 Q1 2025

Cox Capital Mgt LLC

  • SAP
  • MSFT
  • AMZN
  • GOOGL
  • V
  • JAAA
  • ABT
Cox Capital Mgt LLC's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 58
Filing on Apr 09, 2025 Q1 2025

Fragasso Group Inc.

  • IVV
  • QUAL
  • SCHM
  • IEFA
  • AAPL
  • VOO
  • JAAA
Fragasso Group Inc.'s Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 265
Filing on Apr 09, 2025 Q1 2025

Sweeney & Michel, LLC

  • DGRO
  • ITOT
  • HDV
  • AAPL
  • SHYG
  • BRK-B
  • GOOG
Sweeney & Michel, LLC's Q1 2025 Portfolio
Portfolio Value 229 Billion
Stocks 119
Filing on Apr 09, 2025 Q1 2025

Weybosset Research & Management LLC

  • CPRT
  • DE
  • AGM
  • TJX
  • KEYS
  • BRK-B
  • CMI
Weybosset Research & Management LLC's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 34
Filing on Apr 09, 2025 Q1 2025

Nbc Securities, Inc.

  • BRK-A
  • RY
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • AVGO
Nbc Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 2119