Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

My Legacy Advisors, LLC

  • IUSB
  • MSFT
  • IVV
  • AAPL
  • HYG
  • SHYG
  • NVDA
My Legacy Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 206
Filing on Jul 11, 2025 Q2 2025

Baker Chad R

  • AAPL
  • MSFT
  • MA
  • GOOGL
  • APH
  • AMZN
  • WM
Baker Chad R's Q2 2025 Portfolio
Portfolio Value 515 Million
Stocks 50
Filing on Jul 11, 2025 Q2 2025

Brendel Financial Advisors LLC

  • SHW
  • CTAS
  • BAR
  • WMT
  • AXP
  • ABT
  • MSFT
Brendel Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 101
Filing on Jul 11, 2025 Q2 2025

Viking Fund Management LLC

  • AVGO
  • NEE
  • TRP
  • CVX
  • PEP
  • BMY
  • MS
Viking Fund Management LLC's Q2 2025 Portfolio
Portfolio Value 692 Million
Stocks 143
Filing on Jul 11, 2025 Q2 2025

Spring Capital Management, LLC

  • ORCL
  • AAPL
  • ETN
  • BRO
  • DE
  • QCOM
  • GWW
Spring Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 190 Million
Stocks 51
Filing on Jul 11, 2025 Q2 2025

Aa Financial Advisors, LLC

  • VB
  • CGDV
  • VT
  • CGCP
  • VTI
  • CGUS
  • BSCR
Aa Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 464 Billion
Stocks 186
Filing on Jul 11, 2025 Q2 2025

Global X Japan Co., Ltd.

  • QYLD
  • PFFD
  • NVDA
  • AVGO
  • META
  • MSFT
  • AMZN
Global X Japan Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 987 Billion
Stocks 355
Filing on Jul 11, 2025 Q2 2025

Long View Wealth Management

  • SCHD
  • ILCG
  • HD
  • AAPL
  • SCHX
  • GPC
  • CGGR
Long View Wealth Management's Q2 2025 Portfolio
Portfolio Value 330 Billion
Stocks 215
Filing on Jul 11, 2025 Q2 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • AVUS
  • DFIC
  • DFEM
Rockwood Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 106
Filing on Jul 11, 2025 Q2 2025

Financial Advisory Corp

  • IVV
  • IWP
  • TFLO
  • VBR
  • VEA
  • SCZ
  • VTV
Financial Advisory Corp's Q2 2025 Portfolio
Portfolio Value 652 Billion
Stocks 55
Filing on Jul 11, 2025 Q2 2025

Thomasville National Bank

  • MSFT
  • AMZN
  • BKNG
  • TSM
  • BRK-B
  • GOOG
  • PANW
Thomasville National Bank's Q2 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 291
Filing on Jul 11, 2025 Q2 2025

Assenagon Asset Management S.A.

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • ADBE
  • AVGO
  • LLY
Assenagon Asset Management S.A.'s Q2 2025 Portfolio
Portfolio Value 60.5 Billion
Stocks 1148
Filing on Jul 11, 2025 Q2 2025

Diversified Trust CO

  • VOO
  • VEU
  • COKE
  • AAPL
  • SPY
  • MSFT
  • NVDA
Diversified Trust CO's Q2 2025 Portfolio
Portfolio Value 3.55 Billion
Stocks 1105
Filing on Jul 11, 2025 Q2 2025

Bell Bank

  • IEFA
  • VUG
  • VTV
  • QQQ
  • VTI
  • VOO
  • VYM
Bell Bank's Q2 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 272
Filing on Jul 11, 2025 Q2 2025

Essex Savings Bank

  • AAPL
  • XOM
  • CVX
  • MSFT
  • ADP
  • BRK-A
  • JNJ
Essex Savings Bank's Q2 2025 Portfolio
Portfolio Value 411 Million
Stocks 573
Filing on Jul 11, 2025 Q2 2025

Phillips Wealth Planners LLC

  • VOO
  • MSFT
  • XLK
  • AVGO
  • JPM
  • WMB
  • ACN
Phillips Wealth Planners LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 188
Filing on Jul 11, 2025 Q2 2025

Sea Crest Wealth Management, LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AVGO
  • GOOG
  • AMZN
Sea Crest Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 874 Million
Stocks 617
Filing on Jul 11, 2025 Q2 2025

Miller Howard Investments Inc

  • MPLX
  • EPD
  • ET
  • CSCO
  • PAYX
  • JNJ
  • ORI
Miller Howard Investments Inc 's Q2 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 136