Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Bleakley Financial Group, LLC

  • CEF
  • VV
  • AAPL
  • VTV
  • VO
  • SPY
  • MSFT
Bleakley Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 3.12 Trillion
Stocks 505
Filing on May 01, 2025 Q1 2025

Zullo Investment Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • XLK
  • XLF
Zullo Investment Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 146
Filing on May 01, 2025 Q1 2025

Isthmus Partners, LLC

  • AAPL
  • AMCR
  • AZO
  • MSFT
  • JNJ
  • MCD
  • WRB
Isthmus Partners, LLC's Q1 2025 Portfolio
Portfolio Value 773 Million
Stocks 212
Filing on May 01, 2025 Q1 2025

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFSD
  • DFUV
  • DFAI
  • DFAX
Legacy Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Billion
Stocks 85
Filing on May 01, 2025 Q1 2025

Left Brain Wealth Management, LLC

  • NVDA
  • META
  • PLTR
  • NFLX
  • AMLP
  • AXON
  • TSM
Left Brain Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 229 Billion
Stocks 89
Filing on May 01, 2025 Q1 2025

Sherborne Investors Management LP

  • NAVI
Sherborne Investors Management LP's Q1 2025 Portfolio
Portfolio Value 372 Billion
Stocks 1
Filing on May 01, 2025 Q1 2025

Prudent Man Advisors, LLC

  • VTI
  • BND
  • HYG
  • ESGU
  • VEA
  • BSV
  • AAPL
Prudent Man Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 171
Filing on May 01, 2025 Q1 2025

Whitener Capital Management, Inc.

  • AAPL
  • JPM
  • WMT
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
Whitener Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 154
Filing on May 01, 2025 Q1 2025

Secured Retirement Advisors, LLC

  • STRV
  • NVDA
  • MSFT
  • AAPL
  • BOND
  • AMZN
  • GLW
Secured Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 116
Filing on May 01, 2025 Q1 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • DGRO
  • FSMO
  • IBTG
  • DFAC
  • IBTF
  • HDV
Kerntke Otto Mc Glone Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 115 Million
Stocks 80
Filing on May 01, 2025 Q1 2025

Berkeley, Inc

  • DSTL
  • V
  • NVR
  • LOW
  • IHDG
  • MKL
  • IDHQ
Berkeley, Inc's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 65
Filing on May 01, 2025 Q1 2025

Reyes Financial Architecture, Inc.

  • USFR
  • SPY
  • IEI
  • GLD
  • XLE
  • SLV
  • SPLV
Reyes Financial Architecture, Inc.'s Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 335
Filing on May 01, 2025 Q1 2025

A&I Financial Services, LLC

  • IWM
  • ITOT
  • DBMF
  • VEA
  • AAPL
  • CGGR
  • CGUS
A&I Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 72
Filing on May 01, 2025 Q1 2025

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFEV
  • DFEM
  • DFIC
  • DFAX
  • DFUS
Asset Dedication, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 1131
Filing on May 01, 2025 Q1 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • DFAI
  • DLN
  • VEU
  • AGO
Lri Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Trillion
Stocks 1488
Filing on May 01, 2025 Q1 2025

Oldfather Financial Services, LLC

  • VOO
  • MDY
  • IWM
  • SPY
  • AGG
  • BRK-A
  • EFA
Oldfather Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 78
Filing on May 01, 2025 Q1 2025

Wilkinson Global Asset Management LLC

  • TJX
  • JPM
  • MSFT
  • AAPL
  • AMGN
  • SHW
  • UNP
Wilkinson Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 112
Filing on May 01, 2025 Q1 2025

Marks Group Wealth Management, Inc

  • GOOG
  • AAPL
  • RSG
  • ICE
  • SYK
  • V
  • FDS
Marks Group Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 478