Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • VOE
  • TLT
Lpf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on Apr 10, 2025 Q1 2025

Safeguard Financial, LLC

  • VUG
  • VTV
  • IEFA
  • VBR
  • VBK
  • SCHG
  • VEA
Safeguard Financial, LLC's Q1 2025 Portfolio
Portfolio Value 453 Million
Stocks 105
Filing on Apr 10, 2025 Q1 2025

Bremer Bank National Association

  • SPY
  • AGG
  • ACWI
  • AAPL
  • NVDA
  • IVV
  • IWM
Bremer Bank National Association's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 312
Filing on Apr 10, 2025 Q1 2025

Unigestion Holding Sa

  • AAPL
  • CSCO
  • MA
  • MSFT
  • V
  • MMC
  • ADP
Unigestion Holding Sa's Q1 2025 Portfolio
Portfolio Value 1.68 Billion
Stocks 370
Filing on Apr 09, 2025 Q1 2025

Selway Asset Management

  • AAPL
  • SHV
  • MSFT
  • JPM
  • GOOGL
  • HD
  • CI
Selway Asset Management's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 75
Filing on Apr 09, 2025 Q4 2024

Compass Investment Advisers LLC

  • VUG
  • VIG
  • VTV
  • MSFT
  • IEFA
  • VYM
  • VOO
Compass Investment Advisers LLC's Q4 2024 Portfolio
Portfolio Value 34.4 Billion
Stocks 29
Filing on Apr 02, 2025 Q1 2025

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • JAAA
  • SCHA
  • IJH
  • IEFA
Marcum Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 405
Filing on Apr 01, 2025 Q1 2025

Centre Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • PARA
  • MDT
Centre Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 71
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 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 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
Filing on Feb 20, 2025 Q4 2024

Montchanin Asset Management, LLC

  • AAPL
  • MSFT
  • KMI
  • GOOG
  • JPM
  • CTAS
  • HD
Montchanin Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 103 Million
Stocks 54
Filing on Feb 18, 2025 Q4 2024

Eclipse Ventures, LLC

Eclipse Ventures, LLC's Q4 2024 Portfolio
Portfolio Value 16.9 Billion
Stocks 1
Filing on Feb 18, 2025 Q4 2024

Northwest Bank & Trust CO

  • AAPL
  • NVDA
  • GII
  • MSFT
  • META
  • AMZN
  • JPM
Northwest Bank & Trust CO's Q4 2024 Portfolio
Portfolio Value 135 Billion
Stocks 199
Filing on Feb 18, 2025 Q4 2024

Saltoro Capital, LP

Saltoro Capital, LP's Q4 2024 Portfolio
Portfolio Value 30 Million
Stocks 1
Filing on Feb 14, 2025 Q4 2024

Kolinsky Wealth Management, LLC

  • SCHX
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • LVHI
  • COWZ
Kolinsky Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 162 Million
Stocks 176
Filing on Feb 14, 2025 Q4 2024

Bison Wealth, LLC

  • IEF
  • AAPL
  • QQQ
  • NVDA
  • SCHD
  • MSFT
  • SPLG
Bison Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 383 Million
Stocks 320
Filing on Feb 14, 2025 Q4 2024

B. Riley Financial, Inc.

  • BW
  • DDI
  • CDZI
  • LSEA
  • TACT
  • EGHT
  • RGF
B. Riley Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 16