Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 16, 2025 Q1 2025

Goldman Sachs Group Inc

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • META
Goldman Sachs Group Inc's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 12510
Filing on May 16, 2025 Q1 2025

Prostatis Group LLC

  • BIL
  • SPY
  • QQQ
  • DIVO
  • VUG
  • QRFT
  • SPHD
Prostatis Group LLC's Q1 2025 Portfolio
Portfolio Value 317 Billion
Stocks 151
Filing on May 16, 2025 Q1 2025

Stuart Chaussee & Associates, Inc.

  • BOCT
  • XBJA
  • VGT
  • IGM
  • PJUL
  • BJAN
  • VYM
Stuart Chaussee & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 186
Filing on May 16, 2025 Q1 2025

American Trust

  • IJH
  • DGRO
  • VB
  • MSFT
  • AAPL
  • JPM
  • IWF
American Trust's Q1 2025 Portfolio
Portfolio Value 370 Million
Stocks 121
Filing on May 16, 2025 Q1 2025

Mc Ilrath & Eck, LLC

  • VUG
  • DFAI
  • VTV
  • MSFT
  • VV
  • FDVV
  • DFSD
Mc Ilrath & Eck, LLC's Q1 2025 Portfolio
Portfolio Value 595 Million
Stocks 928
Filing on May 16, 2025 Q1 2025

Yiheng Capital Management, L.P.

  • JD
  • BILI
  • NOAH
  • BILI
  • AKRO
  • EDU
  • HTHT
Yiheng Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 25
Filing on May 16, 2025 Q1 2025

Resources Management Corp

  • AAPL
  • MSFT
  • JPM
  • APH
  • MCD
  • ABBV
  • HD
Resources Management Corp 's Q1 2025 Portfolio
Portfolio Value 711 Million
Stocks 428
Filing on May 16, 2025 Q1 2025

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • SCHM
  • MSFT
  • RSP
  • SCHD
Cape Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 1135
Filing on May 16, 2025 Q1 2025

Knightsbridge Asset Management, LLC

  • SPLG
  • SPDW
  • AAPL
  • SPEM
  • DFAC
  • UAL
  • DGRO
Knightsbridge Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 327 Million
Stocks 125
Filing on May 16, 2025 Q1 2025

Jones Financial Companies Lllp

  • BRK-A
  • AGG
  • VUG
  • VTV
  • IVV
  • IEFA
  • IWR
Jones Financial Companies Lllp's Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 4412
Filing on May 16, 2025 Q1 2025

Ross\Johnson & Associates LLC

  • GGG
  • IVV
  • SPY
  • MUB
  • BHE
  • AMGN
  • WFC
Ross\Johnson & Associates LLC's Q1 2025 Portfolio
Portfolio Value 5.83 Billion
Stocks 360
Filing on May 16, 2025 Q1 2025

Ckw Financial Group

  • IVV
  • IEFA
  • IJH
  • MCD
  • IEMG
  • GSEW
  • EMXC
Ckw Financial Group's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 197
Filing on May 16, 2025 Q1 2025

Dynamic Technology Lab Private LTD

  • JNPR
  • LVS
  • AMZN
  • EAT
  • SFM
  • PRIM
  • BOOT
Dynamic Technology Lab Private LTD's Q1 2025 Portfolio
Portfolio Value 652 Million
Stocks 953
Filing on May 16, 2025 Q1 2025

Front Street Capital Management, Inc.

  • BRK-B
  • 0HVP.L
  • CGNX
  • VOO
  • MTW
  • DHR
  • COST
Front Street Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 524 Million
Stocks 63
Filing on May 16, 2025 Q1 2025

Legacy Wealth Managment, Llc/Id

  • DVN
  • BIL
  • BITO
  • ICSH
  • NEOV
  • ECC
  • SVOL
Legacy Wealth Managment, Llc/Id's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 860
Filing on May 16, 2025 Q1 2025

Aberdeen Wealth Management LLC

  • IVOV
  • VIG
  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • ADP
Aberdeen Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 159
Filing on May 16, 2025 Q1 2025

Obsidian Personal Planning Solutions LLC

  • SPIB
  • IJR
  • VTV
  • JPIE
  • SCHD
  • SPDW
  • EFG
Obsidian Personal Planning Solutions LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 105
Filing on May 16, 2025 Q1 2025

Financial Strategies Group, Inc.

  • SPTM
  • SPAB
  • IQLT
  • SPEM
  • FBND
  • FNDX
  • SPMD
Financial Strategies Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 93