Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 28, 2025 Q1 2025

Birmingham Capital Management CO Inc/Al

  • DE
  • CAT
  • MCD
  • ALL
  • LLY
  • CVX
  • EMR
Birmingham Capital Management CO Inc/Al's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 109
Filing on May 28, 2025 Q4 2024

Fortitude Financial, LLC

  • QQQ
  • IMCB
  • SPLG
  • SPYG
  • SPDW
  • JMEE
  • BOND
Fortitude Financial, LLC's Q4 2024 Portfolio
Portfolio Value 179 Billion
Stocks 31
Filing on May 28, 2025 Q1 2025

Silicon Valley Capital Partners

  • SPY
  • QQQ
  • VGT
  • AAPL
  • GOOGL
  • MSFT
  • NVDA
Silicon Valley Capital Partners's Q1 2025 Portfolio
Portfolio Value 766 Million
Stocks 247
Filing on May 28, 2025 Q1 2025

Strs Ohio

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOG
  • MA
Strs Ohio's Q1 2025 Portfolio
Portfolio Value 23.2 Billion
Stocks 1922
Filing on May 28, 2025 Q1 2025

Anderson Financial Strategies, LLC

  • WTV
  • IWY
  • IAGG
  • SKOR
  • CWB
  • USVM
  • NURE
Anderson Financial Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 237
Filing on May 28, 2025 Q1 2025

Wealth Management Associates, Inc.

  • AAPL
  • TLT
  • IVV
  • MSFT
  • DVY
  • VTI
  • T
Wealth Management Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 212
Filing on May 28, 2025 Q1 2025

En Cap Energy Capital Fund Viii, L.P.

  • KRP
  • PR
En Cap Energy Capital Fund Viii, L.P.'s Q1 2025 Portfolio
Portfolio Value 94.6 Million
Stocks 2
Filing on May 28, 2025 Q1 2025

En Cap Energy Capital Fund Xi, L.P.

  • DVN
  • PR
En Cap Energy Capital Fund Xi, L.P.'s Q1 2025 Portfolio
Portfolio Value 709 Million
Stocks 2
Filing on May 28, 2025 Q1 2025

En Cap Energy Capital Fund X, L.P.

  • DVN
En Cap Energy Capital Fund X, L.P.'s Q1 2025 Portfolio
Portfolio Value 221 Billion
Stocks 1
Filing on May 28, 2025 Q1 2025

Ellsworth Advisors, LLC

  • GLD
  • FTSM
  • NVDA
  • AAPL
  • JNJ
  • DRI
  • PKG
Ellsworth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 168
Filing on May 28, 2025 Q1 2025

En Cap Partners Gp, LLC

  • DVN
En Cap Partners Gp, LLC's Q1 2025 Portfolio
Portfolio Value 391 Billion
Stocks 1
Filing on May 28, 2025 Q1 2025

Gk Wealth Management LLC

  • JPST
  • AMZN
  • BIL
  • MSFT
  • BUCK
  • TSLA
  • AAPL
Gk Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 85.6 Billion
Stocks 136
Filing on May 28, 2025 Q1 2025

Intrua Financial, LLC

  • SPLG
  • SPY
  • XLK
  • GLD
  • DGRW
  • QGRO
  • XLY
Intrua Financial, LLC's Q1 2025 Portfolio
Portfolio Value 613 Million
Stocks 373
Filing on May 28, 2025 Q1 2025

Turn8 Private Wealth Inc.

  • JEPI
  • XLE
  • LQD
  • MSFT
  • BRK-B
  • AAPL
  • WM
Turn8 Private Wealth Inc.'s Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 51
Filing on May 28, 2025 Q1 2025

Addison Capital CO

  • SPY
  • BND
  • LNG
  • GOOGL
  • PG
  • ORCL
  • JNJ
Addison Capital CO's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 139
Filing on May 27, 2025 Q1 2025

Jacobi Capital Management LLC

  • SPY
  • BRK-B
  • QQQ
  • SPYV
  • VTI
  • SPTM
  • AAPL
Jacobi Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 562
Filing on May 27, 2025 Q1 2025

Carderock Capital Management Inc

  • MA
  • AAPL
  • ISRG
  • CTAS
  • APH
  • COST
  • ORLY
Carderock Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 361 Million
Stocks 70
Filing on May 27, 2025 Q1 2025

Villanova Investment Management CO LLC

  • AXS
  • AL
  • OZK
  • EEFT
  • CARS
  • HOMB
  • LEGH
Villanova Investment Management CO LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 54