Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Innealta Capital, LLC

  • XLF
  • XLK
  • FLJP
  • XLE
  • XLV
  • XLY
  • JCPB
Innealta Capital, LLC's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 116
Filing on Apr 22, 2025 Q1 2025

Dixon Fnancial Services, Inc.

  • DFIV
  • DFAS
  • DFUV
  • DFUS
  • IWF
  • BRK-A
  • AAPL
Dixon Fnancial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 38
Filing on Apr 22, 2025 Q1 2025

Sk Wealth Management, LLC

  • DGRW
  • JEPI
  • SCHG
  • MOAT
  • LVHI
  • ESGG
  • RWJ
Sk Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 73
Filing on Apr 22, 2025 Q1 2025

Bright Futures Wealth Management, Llc.

  • IEI
  • KRE
  • BXMT
  • CALF
  • FLTR
  • AVDV
  • MGK
Bright Futures Wealth Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 87.3 Million
Stocks 109
Filing on Apr 22, 2025 Q1 2025

Mps Loria Financial Planners, LLC

  • IWB
  • AAPL
  • IEMG
  • VB
  • USRT
  • SCHP
  • PGR
Mps Loria Financial Planners, LLC's Q1 2025 Portfolio
Portfolio Value 336 Million
Stocks 80
Filing on Apr 22, 2025 Q1 2025

Merkkuri Wealth Advisors LLC

  • SPLG
  • SCHD
  • FBND
  • SPY
  • IUSG
  • JEPI
  • QQQ
Merkkuri Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 82
Filing on Apr 22, 2025 Q1 2025

David Katz

Matrix Asset Advisors Inc
  • MSFT
  • JPM
  • BK
  • MDT
  • AAPL
  • MS
  • AMGN
David Katz's Q1 2025 Portfolio
Portfolio Value 854 Million
Stocks 105
Filing on Apr 22, 2025 Q1 2025

Brendel Financial Advisors LLC

  • SHW
  • XOM
  • CTAS
  • BAR
  • ABT
  • BRO
  • WMT
Brendel Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 91
Filing on Apr 22, 2025 Q1 2025

Tt Capital Management LLC

  • JAAA
  • SGOV
  • JBBB
  • VICI
  • ARE
  • ORCC
  • CCI
Tt Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 119 Billion
Stocks 68
Filing on Apr 22, 2025 Q1 2025

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 400 Billion
Stocks 122
Filing on Apr 22, 2025 Q1 2025

Brickwood Asset Management LLP

  • NVST
  • GOLD
  • WU
  • HOG
  • DNB
Brickwood Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 5
Filing on Apr 22, 2025 Q1 2025

Heartland Bank & Trust CO

  • IGF
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • DJP
  • AMZN
Heartland Bank & Trust CO's Q1 2025 Portfolio
Portfolio Value 192 Million
Stocks 196
Filing on Apr 22, 2025 Q1 2025

Shum Financial Group, Inc.

  • AAPL
  • QUAL
  • IGLB
  • EFV
  • MSFT
  • SPSM
  • SDY
Shum Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 89
Filing on Apr 22, 2025 Q1 2025

Midwest Financial Group LLC

  • SCHD
  • IVW
  • AVUV
  • AAPL
  • LQD
  • QQQ
  • RDVI
Midwest Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 172 Billion
Stocks 108
Filing on Apr 22, 2025 Q4 2024

North Rock Partners, LLC

  • SPYV
  • SPLG
  • SPY
  • VGSH
  • AAPL
  • SPYG
  • SGOV
North Rock Partners, LLC's Q4 2024 Portfolio
Portfolio Value 3.06 Billion
Stocks 775
Filing on Apr 22, 2025 Q1 2025

Cyr Financial Inc.

  • COWZ
  • BND
  • XLG
  • SPAB
  • UITB
  • FBND
  • SCHD
Cyr Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 51
Filing on Apr 22, 2025 Q1 2025

Masso Torrence Wealth Management Inc.

  • NVDA
  • AAPL
  • XMHQ
  • DIVB
  • JEPI
  • QQQ
  • DGRW
Masso Torrence Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 99
Filing on Apr 22, 2025 Q1 2025

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • VEA
Chico Wealth Ria's Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 30