Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Morris Retirement Advisors, LLC

  • IVV
  • DJD
  • IHYF
  • LMBS
  • BIL
  • SRLN
  • QQQE
Morris Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 130
Filing on Apr 11, 2025 Q1 2025

Riverview Trust CO

  • IEFA
  • AAPL
  • VV
  • MSFT
  • AGG
  • VEA
  • JPM
Riverview Trust CO's Q1 2025 Portfolio
Portfolio Value 99.1 Million
Stocks 654
Filing on Apr 11, 2025 Q1 2025

Bonness Enterprises Inc

  • PGR
  • SYK
  • MSFT
  • AAPL
  • ABBV
  • IBM
  • JNJ
Bonness Enterprises Inc's Q1 2025 Portfolio
Portfolio Value 305 Million
Stocks 57
Filing on Apr 11, 2025 Q1 2025

Act Wealth Management, LLC

  • VXF
  • VYM
  • GLD
  • IWB
  • CEMB
  • SCHF
  • HEFA
Act Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 52
Filing on Apr 10, 2025 Q1 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XLE
Enclave Advisors LLC's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 112
Filing on Apr 10, 2025 Q1 2025

Signal Advisors Wealth, LLC

  • SPY
  • SPLG
  • DIVB
  • MOAT
  • SPYV
  • AGG
  • VEA
Signal Advisors Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.02 Trillion
Stocks 430
Filing on Apr 10, 2025 Q1 2025

Mason & Associates, LLC

  • IUSB
  • VV
  • VO
  • IAGG
  • SPDW
  • VB
  • VTEB
Mason & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 347 Billion
Stocks 39
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 Q4 2024

Cooper Investors Pty LTD

  • NWSA
  • V
  • GOOGL
  • FYBR
  • CME
  • BKNG
  • WTW
Cooper Investors Pty LTD's Q4 2024 Portfolio
Portfolio Value 635 Billion
Stocks 45
Filing on Apr 10, 2025 Q1 2025

Boltwood Capital Management

  • SCHF
  • TDTT
  • HYGV
  • MBB
  • IEI
  • SPDW
  • MBSD
Boltwood Capital Management's Q1 2025 Portfolio
Portfolio Value 326 Million
Stocks 170
Filing on Apr 10, 2025 Q1 2025

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • AAPL
  • FYC
  • XLK
Eclectic Associates Inc 's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 118
Filing on Apr 10, 2025 Q1 2025

Trinity Wealth Management, LLC

  • SPAB
  • MTUM
  • QQQ
  • QUAL
  • SIZE
  • USMV
  • IAGG
Trinity Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 53
Filing on Apr 10, 2025 Q1 2025

Diligent Investors, LLC

  • MSFT
  • AAPL
  • SPYV
  • SPYG
  • SPDW
  • BRK-B
  • V
Diligent Investors, LLC's Q1 2025 Portfolio
Portfolio Value 366 Million
Stocks 362
Filing on Apr 10, 2025 Q1 2025

Act Advisors, Llc.

  • IVV
  • BIL
  • DFAU
  • DGRW
  • SPHQ
  • SPTL
  • SPIP
Act Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 57
Filing on Apr 10, 2025 Q1 2025

Lake Street Financial LLC

  • VTV
  • AAPL
  • VUG
  • NVDA
  • QQQ
  • MSFT
  • BAR
Lake Street Financial LLC's Q1 2025 Portfolio
Portfolio Value 588 Million
Stocks 246
Filing on Apr 10, 2025 Q1 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • AAPL
  • IVV
  • MSFT
  • FDN
Wealth Management Partners, LLC's Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 114
Filing on Apr 10, 2025 Q1 2025

Fluent Financial, LLC

  • JPST
  • SPY
  • EEM
  • QQQ
  • SPLV
  • EFA
  • IWM
Fluent Financial, LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 59
Filing on Apr 10, 2025 Q1 2025

Lmcg Investments, LLC

  • MSFT
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • ABBV
  • BRK-B
Lmcg Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 316