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Institutional Holdings Dashboard

Last Updated: 1 day, 5 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Recent Holdings Disclosures - All Funds

Fund File Date
Principia Wealth Advisory, LLC April 11, 2025
Perkins Coie Trust Co April 11, 2025
CMC Financial Group April 11, 2025
ROB Exploration LLC April 11, 2025
First City Capital Management, Inc. April 11, 2025
Piscataqua Savings Bank April 11, 2025
CISCO SYSTEMS, INC. April 11, 2025
Renaissance Capital LLC April 11, 2025
Gleason Group, Inc. April 11, 2025
Lake Hills Wealth Management, LLC April 11, 2025
GODSEY & GIBB, INC April 11, 2025
WealthBridge Investment Counsel Inc. April 11, 2025
Persium Advisors, LLC April 11, 2025
Holland Advisory Services, Inc. April 11, 2025
Joule Financial, LLC April 11, 2025
PARAGON FINANCIAL PARTNERS, INC. April 11, 2025
Compton Financial Group, LLC April 11, 2025
Sulzberger Capital Advisors, Inc. April 11, 2025
Towneley Capital Management, Inc | DE April 11, 2025
Reliant Investment Management, LLC April 11, 2025
AAFMAA Wealth Management & Trust LLC April 11, 2025
Strategent Financial, LLC April 11, 2025
Princeton Global Asset Management LLC April 11, 2025
Intergy Private Wealth, LLC April 11, 2025
Hoese & Co LLP April 11, 2025
Barton Investment Management April 11, 2025
Fiduciary Planning LLC April 11, 2025
Leicht Financial Planning & Wealth Management, Inc. April 11, 2025
Pine Haven Investment Counsel, Inc April 11, 2025
GATEWAY INVESTMENT ADVISERS LLC April 11, 2025
GGM Financials LLC April 11, 2025
LPF Advisors LLC April 11, 2025
DKM Wealth Management, Inc. April 11, 2025
Vanguard Capital Wealth Advisors April 11, 2025
OLIO Financial Planning April 11, 2025
Successful Portfolios LLC April 11, 2025
Seneca House Advisors April 11, 2025
Stokes Capital Advisors, LLC April 11, 2025
Blue Zone Wealth Advisors, LLC April 11, 2025
Independence Bank of Kentucky April 11, 2025
Harrington Investments, INC April 11, 2025
KFG WEALTH MANAGEMENT, LLC April 11, 2025
D. SCOTT NEAL, INC. April 11, 2025
Alliance Wealth Advisors, LLC April 11, 2025
HUDSON VALLEY INVESTMENT ADVISORS INC |ADV April 11, 2025
EPIQ PARTNERS, LLC April 11, 2025
Sara-Bay Financial April 11, 2025
TEALWOOD ASSET MANAGEMENT INC April 11, 2025
Gridiron Partners, LLC April 11, 2025
City State Bank April 11, 2025
First Affirmative Financial Network April 11, 2025
BUTENSKY & COHEN FINANCIAL SECURITY, INC April 11, 2025
CONGRESS ASSET MANAGEMENT CO April 11, 2025
Ridgeline Wealth, LLC April 11, 2025
Radnor Capital Management, LLC April 11, 2025
Cranbrook Wealth Management, LLC April 11, 2025
REINHART PARTNERS, LLC. April 11, 2025
Verum Partners LLC April 11, 2025
UDINE WEALTH MANAGEMENT, INC. April 11, 2025
Pines Wealth Management, LLC April 11, 2025
Tide Cove Capital Partners LLC April 11, 2025
Pitti Group Wealth Management, LLC April 11, 2025
SARD WEALTH MANAGEMENT GROUP, LLC April 11, 2025
Sovereign Financial Group, Inc. April 11, 2025
EAGLE ROCK INVESTMENT COMPANY, LLC April 11, 2025
EHRLICH FINANCIAL GROUP April 11, 2025
IAM Advisory, LLC April 11, 2025
Snider Financial Group April 11, 2025
Summit Investment Advisory Services, LLC April 11, 2025
BURKETT FINANCIAL SERVICES, LLC April 11, 2025
LITTLEJOHN FINANCIAL SERVICES, INC. April 11, 2025
Arkfeld Wealth Strategies, L.L.C. April 11, 2025
SeaCrest Wealth Management, LLC April 11, 2025
McNamara Financial Services, Inc. April 11, 2025
Sandbox Financial Partners, LLC April 11, 2025
Prospect Financial Services LLC April 11, 2025
MKT Advisors LLC April 11, 2025
Procyon Advisors, LLC April 11, 2025
Davis Capital Management April 11, 2025
Permanent Capital Management, LP April 11, 2025
AGH Wealth Advisors, LLC April 11, 2025
Oxinas Partners Wealth Management LLC April 11, 2025
UNIQUE WEALTH, LLC April 11, 2025
Melone Private Wealth, LLC April 11, 2025
Next Level Private LLC April 11, 2025
Magnus Financial Group LLC April 11, 2025
LifeGuide Financial Advisors, LLC April 11, 2025
Safir Wealth Advisors, LLC April 11, 2025
Kapstone Financial Advisors LLC April 11, 2025
A. D. Beadell Investment Counsel, Inc. April 11, 2025
Intellectus Partners, LLC April 11, 2025
Stablepoint Partners, LLC April 11, 2025
Impact Capital Partners LLC April 11, 2025
Disciplined Investments, LLC April 11, 2025
StoneCrest Wealth Management, Inc. April 11, 2025
Horizon Wealth Management, LLC April 11, 2025
Tower Wealth Partners, Inc. April 11, 2025
FORTRESS FINANCIAL GROUP, LLC April 11, 2025
FIRST NATIONAL CORP |MA| |ADV April 11, 2025
Constitution Capital LLC April 11, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Dec 31, 2024

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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