Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 07, 2025 Q1 2025

Welch Group, LLC

  • AAPL
  • SFBS
  • AJG
  • MSFT
  • ABBV
  • IBM
  • SO
Welch Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 266
Filing on Apr 07, 2025 Q1 2025

Global Financial Private Client, LLC

  • AAPL
  • BRK-A
  • SPY
  • SCHD
  • VOO
  • MSFT
  • VIG
Global Financial Private Client, LLC's Q1 2025 Portfolio
Portfolio Value 262 Billion
Stocks 1674
Filing on Apr 07, 2025 Q1 2025

Neumann Advisory Hong Kong LTD

  • TSLA
  • META
  • API
  • GOOGL
  • ESTC
  • NVTS
  • MRNA
Neumann Advisory Hong Kong LTD's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 10
Filing on Apr 07, 2025 Q1 2025

First County Bank /Ct/

  • VTV
  • AAPL
  • MSFT
  • IJS
  • NVDA
  • XOM
  • IVV
First County Bank /Ct/'s Q1 2025 Portfolio
Portfolio Value 181 Billion
Stocks 375
Filing on Apr 07, 2025 Q1 2025

Summit Global Investments

  • AGG
  • SPDW
  • USMV
  • CL
  • SPLV
  • TSN
  • CMS
Summit Global Investments's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 426
Filing on Apr 07, 2025 Q1 2025

Silvia Mccoll Wealth Management, LLC

  • SCHD
  • AAPL
  • VBR
  • CVX
  • IJH
  • ANGL
  • CGGO
Silvia Mccoll Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 109
Filing on Apr 07, 2025 Q1 2025

O'Connor Financial Group LLC

  • LDUR
  • VOO
  • FIXD
  • SPDW
  • VB
  • TPIF
  • SCHD
O'Connor Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 55
Filing on Apr 07, 2025 Q1 2025

Partnership Wealth Management, LLC

  • LLY
  • IJH
  • IJR
  • SPYV
  • SPDW
  • RSP
  • IWF
Partnership Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 72
Filing on Apr 07, 2025 Q1 2025

Tompkins Financial Corp

  • IWL
  • TMP
  • AAPL
  • MSFT
  • VTHR
  • NVDA
  • LLY
Tompkins Financial Corp's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 767
Filing on Apr 07, 2025 Q1 2025

Benchmark Wealth Management, LLC

  • VUG
  • BND
  • VOO
  • VYM
  • VTV
  • VEU
  • VB
Benchmark Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 67
Filing on Apr 07, 2025 Q1 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • VTI
  • IEFA
  • VB
  • DVY
Goal Vest Advisory LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 503
Filing on Apr 07, 2025 Q1 2025

Stairway Partners, LLC

  • IEFA
  • IWD
  • AGG
  • IEMG
  • BND
  • IWF
  • IVV
Stairway Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 18
Filing on Apr 07, 2025 Q1 2025

Gamma Investing LLC

  • NVDA
  • AAPL
  • IEMG
  • IBHF
  • IBHG
  • PCEF
  • IBHH
Gamma Investing LLC's Q1 2025 Portfolio
Portfolio Value 18.8 Billion
Stocks 3793
Filing on Apr 07, 2025 Q1 2025

Advisor Net Financial, Inc

  • IVV
  • AGG
  • JPST
  • DFIC
  • SCHD
  • AAPL
  • DFAU
Advisor Net Financial, Inc's Q1 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 2182
Filing on Apr 07, 2025 Q1 2025

Town & Country Bank & Trust CO Dba First Bankers Trust CO

  • AVGO
  • MSFT
  • LLY
  • AAPL
  • PM
  • JNJ
  • ABT
Town & Country Bank & Trust CO Dba First Bankers Trust CO's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 137
Filing on Apr 07, 2025 Q1 2025

State Of Wisconsin Board Of Commissioners Of Public Lands

  • PSK
  • PFXF
  • PFFD
  • USHY
State Of Wisconsin Board Of Commissioners Of Public Lands's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 6
Filing on Apr 07, 2025 Q1 2025

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • GDX
  • DFSV
Efficient Frontier Advisors LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 21
Filing on Apr 07, 2025 Q1 2025

Eastover Investment Advisors LLC

  • AAPL
  • AVGO
  • JBL
  • MSFT
  • NVDA
  • AMZN
  • RTX
Eastover Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 47