Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Littlejohn Financial Services, Inc.

  • RSP
  • IBHF
  • QQQ
  • TFLO
  • DIA
  • ITA
  • IBHI
Littlejohn Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 59
Filing on Apr 11, 2025 Q1 2025

Burkett Financial Services, LLC

  • SCHD
  • SCHG
  • DBEF
  • VEA
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 257
Filing on Apr 11, 2025 Q1 2025

Summit Investment Advisory Services, LLC

  • CGDV
  • CGGR
  • DGRO
  • CGUS
  • SPTM
  • IVW
  • VTI
Summit Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 204 Billion
Stocks 68
Filing on Apr 11, 2025 Q1 2025

Snider Financial Group

  • IVV
  • AGG
  • VIG
  • MSFT
  • GOVT
  • AAPL
  • LLY
Snider Financial Group's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 110
Filing on Apr 11, 2025 Q1 2025

Iam Advisory, LLC

  • NOBL
  • DGRW
  • CGCP
  • JHML
  • COWZ
  • PULS
  • QGRO
Iam Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 100
Filing on Apr 11, 2025 Q1 2025

Ehrlich Financial Group

  • IVW
  • IVE
  • AVUS
  • DYNF
  • JQUA
  • CMF
  • VIG
Ehrlich Financial Group's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 102
Filing on Apr 11, 2025 Q1 2025

Melone Private Wealth, LLC

  • USFR
  • DON
  • SPTI
  • IHDG
  • DIA
  • SPYG
  • DGRW
Melone Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 48
Filing on Apr 11, 2025 Q1 2025

Unique Wealth, LLC

  • IVV
  • SPY
  • AGG
  • EFA
  • MUB
  • SCHG
  • JAVA
Unique Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 529 Billion
Stocks 152
Filing on Apr 11, 2025 Q1 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • AAPL
  • SPYG
  • SPY
  • AMZN
  • QQQ
  • MSFT
Oxinas Partners Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 121
Filing on Apr 11, 2025 Q1 2025

Agh Wealth Advisors, LLC

  • AVDE
  • SPY
  • AAPL
  • QQQM
  • MSFT
  • GLD
  • NVDA
Agh Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 184
Filing on Apr 11, 2025 Q1 2025

Permanent Capital Management, LP

  • VOO
  • VGIT
  • VEA
  • RSP
  • MSFT
  • USFR
  • AGG
Permanent Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 349 Billion
Stocks 79
Filing on Apr 11, 2025 Q1 2025

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • AAPL
  • VTI
  • GOOG
Davis Capital Management's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 317
Filing on Apr 11, 2025 Q1 2025

Procyon Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPBO
  • TLT
  • META
Procyon Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 595
Filing on Apr 11, 2025 Q1 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTG
  • IBTH
  • IBTF
  • IBTI
Mkt Advisors LLC's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 141
Filing on Apr 11, 2025 Q1 2025

Prospect Financial Services LLC

  • VCLT
  • SLG
  • AAPL
  • BA
  • VCIT
  • GOOG
  • NVDA
Prospect Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 112
Filing on Apr 11, 2025 Q1 2025

Intellectus Partners, LLC

  • AMZN
  • TSLA
  • GOOG
  • META
  • FDD
  • MSFT
  • NVDA
Intellectus Partners, LLC's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 273
Filing on Apr 11, 2025 Q1 2025

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • EPD
  • PRIM
  • KMI
  • APD
  • PBA
  • ABT
A. D. Beadell Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Million
Stocks 85
Filing on Apr 11, 2025 Q1 2025

Kapstone Financial Advisors LLC

  • IVV
  • MSTR
  • AAPL
  • HDV
  • PG
  • META
  • VYM
Kapstone Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 112