Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Brewster Financial Planning LLC

  • IWB
  • EFA
  • BIV
  • BSV
  • IWM
  • ICF
  • EAGG
Brewster Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 25
Filing on Apr 22, 2025 Q1 2025

Canton Hathaway, LLC

  • BRK-A
  • VOO
  • BRK-B
  • GLD
  • AGG
  • EFA
  • MSFT
Canton Hathaway, LLC's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 271
Filing on Apr 22, 2025 Q1 2025

Cobblestone Asset Management LLC

  • IVV
  • JQUA
  • SPYG
  • DYNF
  • SPYV
  • JEPI
  • EFV
Cobblestone Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 61
Filing on Apr 22, 2025 Q1 2025

Sawyer & Company, Inc

  • AAPL
  • LLY
  • ORCL
  • MSFT
  • GOOGL
  • NVDA
  • TJX
Sawyer & Company, Inc's Q1 2025 Portfolio
Portfolio Value 248 Million
Stocks 175
Filing on Apr 22, 2025 Q1 2025

Woodmont Investment Counsel LLC

  • VUG
  • VTV
  • VEA
  • IBDT
  • AAPL
  • IBDU
  • IBDS
Woodmont Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 270
Filing on Apr 22, 2025 Q1 2025

Weaver Capital Management LLC

  • BIL
  • SCHG
  • HEFA
  • PJAN
  • VTV
  • STRV
  • BRK-A
Weaver Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 378 Billion
Stocks 185
Filing on Apr 22, 2025 Q1 2025

Hubbell Strickland Wealth Management, LLC

  • VIG
  • IVV
  • SDY
  • IJH
  • VUG
  • PHYS
  • DGRO
Hubbell Strickland Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 78
Filing on Apr 22, 2025 Q1 2025

Suncoast Equity Management

  • MSFT
  • NVDA
  • V
  • BKNG
  • SYK
  • INTU
  • AAPL
Suncoast Equity Management's Q1 2025 Portfolio
Portfolio Value 857 Million
Stocks 82
Filing on Apr 22, 2025 Q1 2025

Garland Capital Management Inc

  • ABBV
  • JPM
  • BK
  • TRV
  • WELL
  • PG
  • IBM
Garland Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 28
Filing on Apr 22, 2025 Q1 2025

Marietta Wealth Management, LLC

  • AAPL
  • NVDA
  • VO
  • IEMG
  • MSFT
  • IJH
  • IEFA
Marietta Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 108
Filing on Apr 22, 2025 Q1 2025

Clio Asset Management LLC

  • ORLY
  • AZO
  • BRK-B
  • CDW
  • HLT
  • NOW
  • V
Clio Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 14
Filing on Apr 22, 2025 Q1 2025

Deltec Asset Management LLC

  • GOOGL
  • AMZN
  • MSFT
  • OCUL
  • AVGO
  • UBER
  • CCL
Deltec Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 441 Million
Stocks 164
Filing on Apr 22, 2025 Q1 2025

World Equity Group, Inc.

  • AAPL
  • FTLS
  • MSFT
  • QQQ
  • COST
  • BUFR
  • SPY
World Equity Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 350 Billion
Stocks 300
Filing on Apr 22, 2025 Q1 2025

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • DFCF
  • DGRW
  • VEA
  • GLDM
  • XLC
Continuum Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 56
Filing on Apr 22, 2025 Q1 2025

Everence Capital Management Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
Everence Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 784
Filing on Apr 22, 2025 Q1 2025

Ccg Wealth Management, LLC

  • SPLG
  • IWR
  • SPYG
  • SCHF
  • IJR
  • MSFT
  • QQQ
Ccg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 75
Filing on Apr 22, 2025 Q1 2025

Aspire Private Capital, LLC

  • SPAB
  • FISR
  • VEA
  • VUG
  • VTV
  • SPDW
  • SPEM
Aspire Private Capital, LLC's Q1 2025 Portfolio
Portfolio Value 387 Million
Stocks 174
Filing on Apr 22, 2025 Q1 2025

Connective Portfolio Management, LLC

  • IAU
  • GLD
  • UBER
  • MSFT
  • NOK
  • T
  • IEUR
Connective Portfolio Management, LLC's Q1 2025 Portfolio
Portfolio Value 29.6 Million
Stocks 25