Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Mar 11, 2025
Q4 2024
Campbell Deegan Wealth Management, LLC
- FDLO
- SPGP
- VTV
- VUG
- AAPL
- MSFT
- SPY
Filing on Mar 11, 2025
Q4 2024
Lighthouse Financial LLC
- NVDA
- VCLT
- QQQ
- JEPQ
- IVV
- IVE
- VCSH
Filing on Mar 10, 2025
Q4 2024
Anchor Pointe Wealth Management, LLC
- MGK
- MGV
- PG
- AAPL
- IVV
- IVW
- MINT
Filing on Mar 10, 2025
Q4 2024
Spring Vest Wealth Management LLC
- VCIT
- BRK-B
- SPY
- VUSB
- VCSH
- SCHV
- DFCF
Filing on Mar 10, 2025
Q4 2024
Old North State Trust, LLC
- AAPL
- IUSB
- SPY
- NVDA
- MSFT
- LLY
- VEA
Filing on Mar 10, 2025
Q4 2024
Capstone Triton Financial Group, LLC
- AAPL
- AMZN
- NVDA
- WMT
- MSFT
- GOOG
- VNLA
Filing on Mar 10, 2025
Q4 2024
General Pension Society Pzu Joint Stock CO
- AMZN
- FCX
- SCCO
- GOOG
- GOOGL
- FDX
- BAC
Filing on Mar 07, 2025
Q4 2024
Mattson Financial Services, LLC
- MSFT
- SPYI
- AMZN
- AAPL
- SPLG
- XBJL
- NVDA
Filing on Mar 07, 2025
Q4 2024
Filing on Mar 07, 2025
Q4 2024
Aegis Wealth Management LLC
- IVV
- DFAI
- DFAS
- DFUV
- ITOT
- DFAU
- VGSH
Filing on Mar 07, 2025
Q4 2024
Bannerman Wealth Management Group, LLC
- DFAC
- DFCF
- DFAS
- DFAI
- AVLV
- AVUS
- DFAE
Filing on Mar 07, 2025
Q3 2024
Filing on Mar 06, 2025
Q4 2024
Filing on Mar 06, 2025
Q4 2024
Copia Wealth Management
- TBIL
- SPLG
- COWZ
- SPYV
- GLD
- XLG
- STIP
Filing on Mar 06, 2025
Q4 2024
Filing on Mar 06, 2025
Q4 2024
Filing on Mar 06, 2025
Q4 2024
Arcadia Wealth Management, Inc.
- DFAC
- AVUS
- DFAI
- AVUV
- DFAR
- DFSD
- DFCF
Filing on Mar 06, 2025
Q4 2024
Wood Tarver Financial Group, LLC
- VTI
- CGCP
- DAUG
- VCSH
- CGDV
- QUAL
- SPGP