Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • BRK-B
  • VUG
  • VO
  • MSFT
Northstar Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 198
Filing on Apr 29, 2025 Q1 2025

Proffitt & Goodson Inc

  • VEA
  • VOO
  • VGIT
  • SPY
  • VTI
  • VCSH
  • VWO
Proffitt & Goodson Inc's Q1 2025 Portfolio
Portfolio Value 605 Million
Stocks 259
Filing on Apr 29, 2025 Q1 2025

Core Alternative Capital

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • LLY
  • UNH
  • WMT
Core Alternative Capital's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 345
Filing on Apr 29, 2025 Q1 2025

Vickerman Investment Advisors, Inc.

  • BOND
  • PULS
  • SGOV
  • XLK
  • CORP
  • XLF
  • XLV
Vickerman Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 407 Million
Stocks 84
Filing on Apr 29, 2025 Q1 2025

Olistico Wealth, LLC

  • VUG
  • VTI
  • AAPL
  • VGT
  • VTV
  • CGDV
  • AMZN
Olistico Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 347
Filing on Apr 29, 2025 Q1 2025

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • IJH
  • MINT
  • MDY
  • UITB
  • ANGL
  • AAPL
Atlantic Edge Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 327 Billion
Stocks 500
Filing on Apr 29, 2025 Q1 2025

Summit Financial Consulting LLC

  • LQD
  • HYG
  • IYZ
  • IYF
  • IVW
  • IYE
  • SCHX
Summit Financial Consulting LLC's Q1 2025 Portfolio
Portfolio Value 108 Billion
Stocks 42
Filing on Apr 29, 2025 Q1 2025

Switch Point Financial Planning, LLC

  • DFAC
  • DFIC
  • DFEM
  • DFAT
  • DFUV
  • DFSD
  • DFAX
Switch Point Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 63
Filing on Apr 29, 2025 Q1 2025

Viewpoint Capital Management LLC

  • AMZN
  • VOO
  • NVDA
  • BAC
  • IWN
  • XHB
  • MSFT
Viewpoint Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 140
Filing on Apr 29, 2025 Q1 2025

Compass Wealth Management LLC

  • RSP
  • AVGO
  • JPM
  • APD
  • DHR
  • STZ
  • CVX
Compass Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 392 Billion
Stocks 434
Filing on Apr 29, 2025 Q1 2025

Capital Planning LLC

  • IVV
  • SCHG
  • MSFT
  • DGRO
  • PWR
  • MGV
  • VO
Capital Planning LLC's Q1 2025 Portfolio
Portfolio Value 337 Million
Stocks 95
Filing on Apr 29, 2025 Q1 2025

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • CGCP
  • DFIV
Mc Glone Suttner Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 609 Billion
Stocks 189
Filing on Apr 29, 2025 Q1 2025

Lee Danner & Bass Inc

  • BRK-B
  • HCA
  • AAPL
  • MSFT
  • ACN
  • GOOG
  • AMZN
Lee Danner & Bass Inc's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 220
Filing on Apr 29, 2025 Q1 2025

Sierra Ocean, LLC

  • MOAT
  • SPHQ
  • JCPB
  • XMHQ
  • SCHE
  • TLT
  • SPMO
Sierra Ocean, LLC's Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 1055
Filing on Apr 29, 2025 Q1 2025

Core First Bank & Trust

  • CL
  • AAPL
  • AVDV
  • VEA
  • IVLU
  • VYM
  • AVUV
Core First Bank & Trust's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 157
Filing on Apr 29, 2025 Q1 2025

Bolthouse Investments, LLC

  • TCBK
  • SPY
  • EFA
  • AAPL
  • PRIM
  • MSFT
  • JPST
Bolthouse Investments, LLC's Q1 2025 Portfolio
Portfolio Value 95.9 Billion
Stocks 72
Filing on Apr 29, 2025 Q1 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • VTV
  • SCHD
  • DGRO
Flagship Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 379
Filing on Apr 29, 2025 Q1 2025

One Day In July LLC

  • VOO
  • SPTI
  • VYM
  • SPTL
  • VUG
  • SGOV
  • IJR
One Day In July LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 135