Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Herbst Group, LLC

  • QQQ
  • AMLP
  • SPY
  • RTX
  • MSFT
  • JEPI
  • GE
Herbst Group, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 53
Filing on Apr 11, 2025 Q1 2025

Affinity Wealth Management LLC

  • QQQ
  • RDVY
  • LRGF
  • XMMO
  • XLF
  • XLE
  • IAI
Affinity Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 95
Filing on Apr 11, 2025 Q1 2025

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • VTV
  • AAPL
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 107
Filing on Apr 11, 2025 Q1 2025

Consilio Wealth Advisors, LLC

  • IVV
  • DGRO
  • MSFT
  • AMZN
  • VT
  • QQQ
  • IJH
Consilio Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 72
Filing on Apr 11, 2025 Q1 2025

Adamsbrown Wealth Consultants LLC

  • SCHD
  • CGGR
  • CGCP
  • QQQM
  • XMHQ
  • HEFA
  • PPH
Adamsbrown Wealth Consultants LLC's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 101
Filing on Apr 11, 2025 Q1 2025

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • MSFT
  • RSP
  • COWZ
  • VXUS
Pinnacle Wealth Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 105
Filing on Apr 11, 2025 Q1 2025

Afg Fiduciary Services Limited Partnership

  • SPY
  • PULS
  • MINT
  • QQQ
  • IJH
  • TLT
  • AMZN
Afg Fiduciary Services Limited Partnership's Q1 2025 Portfolio
Portfolio Value 326 Million
Stocks 71
Filing on Apr 11, 2025 Q1 2025

626 Financial, LLC

  • SYK
  • DTD
  • AAPL
  • CALF
  • MSFT
  • IWY
  • AMZN
626 Financial, LLC's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 106
Filing on Apr 11, 2025 Q1 2025

Hudson Capital Management LLC

  • BOND
  • AGG
  • IEFA
  • IJK
  • BSCP
  • LQD
  • MBB
Hudson Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 317 Million
Stocks 65
Filing on Apr 11, 2025 Q1 2025

Northwest Financial Advisors

  • AAPL
  • MSFT
  • LPLA
  • QQQ
  • AMZN
  • VIG
  • SPHQ
Northwest Financial Advisors's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 119
Filing on Apr 11, 2025 Q1 2025

Ridgemont Partners Management, LLC

  • FWRD
Ridgemont Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 39.6 Million
Stocks 1
Filing on Apr 11, 2025 Q1 2025

Choice Wealth Advisors, LLC

  • SPYV
  • DGRW
  • SPYG
  • JIRE
  • IHDG
  • EELV
  • JHMM
Choice Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 29
Filing on Apr 11, 2025 Q1 2025

Medicxi Ventures Management (Jersey) LTD

  • CNTA
  • PHAT
  • RAPT
  • AURA
  • NAMS
Medicxi Ventures Management (Jersey) LTD's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 5
Filing on Apr 11, 2025 Q4 2024

Fischer Financial Services, Inc.

  • AAPL
  • VCSH
  • IWY
  • FTEC
  • MSFT
  • NVDA
  • QQQ
Fischer Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 317 Billion
Stocks 64
Filing on Apr 11, 2025 Q1 2025

Insight Advisors, LLC

  • AAPL
  • NVDA
  • SPY
  • DGRW
  • AMZN
  • AGGY
  • MSFT
Insight Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 359 Million
Stocks 282
Filing on Apr 11, 2025 Q1 2025

Krs Capital Management, LLC

  • NVDA
  • AAPL
  • FTNT
  • LLY
  • AMD
  • META
  • PANW
Krs Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 101
Filing on Apr 11, 2025 Q1 2025

Atwater Malick LLC

  • AAPL
  • IVV
  • WM
  • WMT
  • CAT
  • GS
  • GOOGL
Atwater Malick LLC's Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 78
Filing on Apr 11, 2025 Q1 2025

Nippon Life Insurance CO

  • CRBG
  • PFG
  • MMC
  • PRU
Nippon Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 6.31 Billion
Stocks 4