Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 01, 2025 Q1 2025

Trust CO Of The South

  • DFAT
  • DFUV
  • DFAC
  • VOO
  • DFIC
  • AAPL
  • VO
Trust CO Of The South's Q1 2025 Portfolio
Portfolio Value 479 Billion
Stocks 128
Filing on Apr 01, 2025 Q1 2025

Modus Advisors, LLC

  • IAU
  • QQQM
  • AAPL
  • DGRO
  • USMV
  • VTI
  • AMZN
Modus Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 106
Filing on Apr 01, 2025 Q1 2025

Cacti Asset Management LLC

  • AAPL
  • AXP
  • GS
  • CB
  • J
  • MRK
  • DIS
Cacti Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 77
Filing on Apr 01, 2025 Q4 2024

Oliver Lagore Vanvalin Investment Group

  • SPY
  • IEF
  • BIL
  • SPLG
  • DIA
  • QQQM
  • EDV
Oliver Lagore Vanvalin Investment Group's Q4 2024 Portfolio
Portfolio Value 370 Million
Stocks 686
Filing on Apr 01, 2025 Q1 2025

Confluence Investment Management LLC

  • SGOV
  • SNA
  • CB
  • PAYX
  • PGR
  • WEC
  • SO
Confluence Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 6.68 Billion
Stocks 462
Filing on Apr 01, 2025 Q1 2025

Glass Jacobson Investment Advisors LLC

  • DFAU
  • FPE
  • VOO
  • DFAI
  • AAPL
  • VUG
  • VBR
Glass Jacobson Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 840
Filing on Apr 01, 2025 Q4 2024

Cornerstone Planning, LLC

  • BSCP
  • IBDQ
  • IBTF
  • SCHX
  • NVDA
  • BILS
  • AAPL
Cornerstone Planning, LLC's Q4 2024 Portfolio
Portfolio Value 262 Billion
Stocks 112
Filing on Apr 01, 2025 Q1 2025

Massmutual Trust CO Fsb

  • AAPL
  • MSFT
  • VO
  • NVDA
  • AMZN
  • VEA
  • JPM
Massmutual Trust CO Fsb's Q1 2025 Portfolio
Portfolio Value 3.4 Billion
Stocks 2387
Filing on Apr 01, 2025 Q1 2025

Neville Rodie & Shaw Inc

  • AAPL
  • MSFT
  • GOOGL
  • V
  • PWR
  • TMO
  • COST
Neville Rodie & Shaw Inc's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 340
Filing on Apr 01, 2025 Q1 2025

Stonehearth Capital Management, LLC

  • VLUE
  • MTUM
  • DFAI
  • SCHD
  • OUSM
  • VWO
  • GLD
Stonehearth Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 87
Filing on Apr 01, 2025 Q1 2025

Gp Brinson Investments LLC

  • VTI
  • VEA
  • AGG
  • EPD
  • VWO
  • FSK
  • AAPL
Gp Brinson Investments LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 15
Filing on Apr 01, 2025 Q1 2025

Emprise Bank

  • VGIT
  • AVDV
  • VTIP
  • DFEM
  • SGOV
  • VTI
  • VEA
Emprise Bank's Q1 2025 Portfolio
Portfolio Value 187 Billion
Stocks 99
Filing on Apr 01, 2025 Q1 2025

First Financial Bank Trust Division

  • IEFA
  • SPY
  • IWM
  • IVV
  • PG
  • IJR
  • JIRE
First Financial Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 408
Filing on Mar 18, 2025 Q4 2024

Triton Wealth Management, Pllc

  • KNX
  • SCHG
  • QQQ
  • AAPL
  • BUFR
  • NVDA
  • AMZN
Triton Wealth Management, Pllc's Q4 2024 Portfolio
Portfolio Value 186 Million
Stocks 94
Filing on Mar 18, 2025 Q4 2024

Thoma Capital Management LLC

  • SPY
  • IGIB
  • IVE
  • IWO
  • XLK
  • XLV
  • AAPL
Thoma Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 146 Billion
Stocks 63
Filing on Mar 10, 2025 Q4 2024

Anchor Pointe Wealth Management, LLC

  • MGK
  • MGV
  • PG
  • AAPL
  • IVV
  • IVW
  • MINT
Anchor Pointe Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 76.9 Billion
Stocks 88
Filing on Mar 10, 2025 Q4 2024

Capstone Triton Financial Group, LLC

  • AAPL
  • AMZN
  • NVDA
  • WMT
  • MSFT
  • GOOG
  • VNLA
Capstone Triton Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 107
Filing on Mar 07, 2025 Q3 2024

Pensioenfonds Rail & Ov

  • MSFT
  • ADI
  • APH
  • AXP
  • ECL
  • MCHP
  • BKNG
Pensioenfonds Rail & Ov's Q3 2024 Portfolio
Portfolio Value 1.44 Billion
Stocks 35