Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Apr 22, 2025 Q1 2025

Monte Financial Group, LLC

  • CMCSA
  • WFC
  • ABT
  • TGT
  • HSY
  • HD
  • CVX
Monte Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 248 Million
Stocks 82
Filing on Apr 22, 2025 Q1 2025

Spectrum Planning & Advisory Services Inc.

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • SCHZ
  • EFV
  • EFG
Spectrum Planning & Advisory Services Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 64
Filing on Apr 22, 2025 Q1 2025

Hill Island Financial LLC

  • DFAU
  • VOO
  • IXUS
  • VUG
  • DFAS
  • DSI
  • TPLC
Hill Island Financial LLC's Q1 2025 Portfolio
Portfolio Value 257 Million
Stocks 59
Filing on Apr 22, 2025 Q1 2025

Echo Wealth Management, LLC

  • JPIE
  • AVIG
  • AVDE
  • AVLV
  • AVUV
  • AVUS
  • COWZ
Echo Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 50
Filing on Apr 22, 2025 Q1 2025

Courant Investment Management LLC

  • PGR
  • JPM
  • KMX
  • SCHW
  • LOW
  • ULTA
  • BRK-A
Courant Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 8
Filing on Apr 22, 2025 Q1 2025

Van Weelden Wealth Management, LLC

  • BIL
  • TBIL
  • SGOV
  • SHV
  • PG
  • PHYS
  • MSFT
Van Weelden Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 18
Filing on Apr 22, 2025 Q1 2025

Norway Savings Bank

  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • AMZN
  • NVDA
  • PANW
Norway Savings Bank's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 183
Filing on Apr 22, 2025 Q1 2025

Gam Holding Ag

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • AMZN
  • META
  • V
Gam Holding Ag's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 217
Filing on Apr 22, 2025 Q1 2025

Petra Financial Advisors Inc

  • SPLV
  • JQUA
  • GLD
  • IWP
  • SCHV
  • OUNZ
  • GOF
Petra Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 122
Filing on Apr 22, 2025 Q1 2025

Appleton Partners Inc

  • AAPL
  • GSLC
  • MSFT
  • SCHX
  • AMZN
  • JPM
  • V
Appleton Partners Inc's Q1 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 243
Filing on Apr 22, 2025 Q1 2025

Retirement Planning Group, LLC / Ny

  • QQQ
  • JEPI
  • RWL
  • PAVE
  • JCE
  • XLF
  • XLE
Retirement Planning Group, LLC / Ny's Q1 2025 Portfolio
Portfolio Value 98.3 Billion
Stocks 70
Filing on Apr 22, 2025 Q1 2025

Stonegate Investment Group, LLC

  • AAPL
  • JPM
  • WMT
  • MSFT
  • BRK-B
  • GOOGL
  • CVX
Stonegate Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 3.63 Billion
Stocks 407