Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Apr 22, 2025
Q1 2025
Great Oak Capital Partners, LLC
- DFAT
- DUHP
- DFEM
- DFCF
- DFSD
- DFAR
- DISV
Filing on Apr 22, 2025
Q1 2025
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- RSP
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Center For Asset Management LLC
- MINT
- VOO
- BNDX
- MGK
- GOVT
- MSFT
- MGV
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Register Financial Advisors LLC
- VUG
- VTV
- AAPL
- KTOS
- VXUS
- MSFT
- JPM
Filing on Apr 22, 2025
Q1 2025
Brewster Financial Planning LLC
- IWB
- EFA
- BIV
- BSV
- IWM
- ICF
- EAGG
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Cobblestone Asset Management LLC
- IVV
- JQUA
- SPYG
- DYNF
- SPYV
- JEPI
- EFV
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 22, 2025
Q1 2025
Woodmont Investment Counsel LLC
- VUG
- VTV
- VEA
- IBDT
- AAPL
- IBDU
- IBDS
Filing on Apr 22, 2025
Q1 2025
Weaver Capital Management LLC
- BIL
- SCHG
- HEFA
- PJAN
- VTV
- STRV
- BRK-A
Filing on Apr 22, 2025
Q1 2025
Hubbell Strickland Wealth Management, LLC
- VIG
- IVV
- SDY
- IJH
- VUG
- PHYS
- DGRO
Filing on Apr 22, 2025
Q1 2025
Suncoast Equity Management
- MSFT
- NVDA
- V
- BKNG
- SYK
- INTU
- AAPL
Filing on Apr 22, 2025
Q1 2025
Garland Capital Management Inc
- ABBV
- JPM
- BK
- TRV
- WELL
- PG
- IBM
Filing on Apr 22, 2025
Q1 2025
Marietta Wealth Management, LLC
- AAPL
- NVDA
- VO
- IEMG
- MSFT
- IJH
- IEFA
Filing on Apr 22, 2025
Q1 2025
Clio Asset Management LLC
- ORLY
- AZO
- BRK-B
- CDW
- HLT
- NOW
- V
Filing on Apr 22, 2025
Q1 2025
Deltec Asset Management LLC
- GOOGL
- AMZN
- MSFT
- OCUL
- AVGO
- UBER
- CCL