Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 08, 2025 Q1 2025

Greenfield Ftc, Inc.

  • SPY
  • EFA
  • IWM
Greenfield Ftc, Inc.'s Q1 2025 Portfolio
Portfolio Value 431 Million
Stocks 3
Filing on Apr 08, 2025 Q1 2025

Highland Financial Advisors, LLC

  • SPLG
  • AVUS
  • DFAU
  • QQQM
  • AVIG
  • VONG
  • AVDE
Highland Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 277 Million
Stocks 53
Filing on Apr 08, 2025 Q1 2025

Avondale Wealth Management

  • IVV
  • IJH
  • QQQ
  • DFAE
  • CALF
  • DFAT
  • AGG
Avondale Wealth Management's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 113
Filing on Apr 08, 2025 Q1 2025

New Hampshire Trust

  • VO
  • AAPL
  • MSFT
  • DFAS
  • NVDA
  • AMZN
  • VNQ
New Hampshire Trust's Q1 2025 Portfolio
Portfolio Value 437 Billion
Stocks 299
Filing on Apr 08, 2025 Q1 2025

Fulcrum Capital LLC

  • VO
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOG
  • MA
Fulcrum Capital LLC's Q1 2025 Portfolio
Portfolio Value 437 Million
Stocks 107
Filing on Apr 08, 2025 Q1 2025

James J. Burns & Company, LLC

  • VV
  • VXUS
  • VXF
  • AAPL
  • SPY
  • SCHG
  • SCHB
James J. Burns & Company, LLC's Q1 2025 Portfolio
Portfolio Value 556 Million
Stocks 143
Filing on Apr 08, 2025 Q1 2025

Lvm Capital Management LTD

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • ABBV
  • PG
  • XOM
Lvm Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 897 Million
Stocks 151
Filing on Apr 08, 2025 Q1 2025

Investors Research Corp

  • IWY
  • SPYG
  • SCHX
  • SPLG
  • OEF
  • VV
  • FTCS
Investors Research Corp's Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 962
Filing on Apr 08, 2025 Q1 2025

Atlas Brown,Inc.

  • AAPL
  • NVDA
  • VTI
  • MSFT
  • ABBV
  • JPM
  • JNJ
Atlas Brown,Inc.'s Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 213
Filing on Apr 08, 2025 Q1 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • PG
  • JNJ
  • APD
Armstrong Henry H Associates Inc's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 58
Filing on Apr 08, 2025 Q1 2025

Waycross Investment Management CO

  • IBTK
  • IBTJ
  • DUHP
  • BSCU
  • BSCV
  • VB
  • XLU
Waycross Investment Management CO's Q1 2025 Portfolio
Portfolio Value 88.7 Billion
Stocks 38
Filing on Apr 08, 2025 Q1 2025

Kopion Asset Management, LLC

  • BWA
  • TRUP
  • FTI
  • SSTI
  • NICE
  • VRNS
  • SSYS
Kopion Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 20
Filing on Apr 08, 2025 Q1 2025

Winthrop Advisory Group LLC

  • ITOT
  • IVV
  • IWB
  • QQQ
  • ICSH
  • ACWX
  • VTI
Winthrop Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 828 Million
Stocks 156
Filing on Apr 08, 2025 Q1 2025

Lantz Financial LLC

  • IVV
  • CGXU
  • HDV
  • VTI
  • BJUN
  • MSFT
  • BSCQ
Lantz Financial LLC's Q1 2025 Portfolio
Portfolio Value 348 Million
Stocks 222
Filing on Apr 08, 2025 Q1 2025

Somerset Trust CO

  • MSFT
  • AAPL
  • JPM
  • LOW
  • WMT
  • CSCO
  • JNJ
Somerset Trust CO's Q1 2025 Portfolio
Portfolio Value 269 Million
Stocks 213
Filing on Apr 08, 2025 Q1 2025

Ifg Advisors, LLC

  • SPY
  • EFA
  • CTAS
  • VOO
  • QQQ
  • IJR
  • MDY
Ifg Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 149
Filing on Apr 08, 2025 Q1 2025

Btc Capital Management, Inc.

  • BND
  • AAPL
  • MSFT
  • EFA
  • NVDA
  • IWF
  • GOOGL
Btc Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 531
Filing on Apr 08, 2025 Q1 2025

Hfg Wealth Management, LLC

  • IAPR
  • MRSK
  • FTGC
  • IGLD
  • BUFR
  • DFAU
  • SFLR
Hfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 51