Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 20, 2025 Q1 2025

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • BSCR
  • BRK-B
  • QQQ
Anchor Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 1041
Filing on May 20, 2025 Q1 2025

Integrity Alliance, Llc.

  • IVV
  • SPLG
  • DFAC
  • AAPL
  • VTV
  • SGOV
  • QQQ
Integrity Alliance, Llc.'s Q1 2025 Portfolio
Portfolio Value 2.53 Trillion
Stocks 644
Filing on May 20, 2025 Q1 2025

Chokshi & Queen Wealth Advisors, Inc

  • IVV
  • QQQ
  • AAPL
  • COST
  • SPY
  • NVDA
  • VHT
Chokshi & Queen Wealth Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 53
Filing on May 20, 2025 Q1 2025

Glenview Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • LLY
  • GSLC
  • FLOT
Glenview Trust CO's Q1 2025 Portfolio
Portfolio Value 5.06 Billion
Stocks 766
Filing on May 20, 2025 Q1 2025

Aspen Investment Management Inc

  • SPY
  • RSP
  • IGIB
  • MSFT
  • IWM
  • IEFA
  • IGSB
Aspen Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 146
Filing on May 20, 2025 Q1 2025

Ilmarinen Mutual Pension Insurance CO

  • SPHY
  • USHY
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
Ilmarinen Mutual Pension Insurance CO's Q1 2025 Portfolio
Portfolio Value 11.3 Billion
Stocks 301
Filing on May 19, 2025 Q1 2025

Security National Bank Of Sioux City Iowa

  • AAPL
  • BRK-B
  • MSFT
  • BRK-A
  • GOOGL
  • AFL
  • ORCL
Security National Bank Of Sioux City Iowa 's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 144
Filing on May 19, 2025 Q1 2025

Plato Investment Management LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Plato Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 1.19 Trillion
Stocks 527
Filing on May 19, 2025 Q1 2025

Japan Science & Technology Agency

  • LQD
  • HYG
  • IVV
  • RSP
  • VCIT
  • IGSB
  • VCSH
Japan Science & Technology Agency's Q1 2025 Portfolio
Portfolio Value 6.5 Billion
Stocks 13
Filing on May 19, 2025 Q1 2025

Jane Street Group, LLC

  • SPY
  • SPY
  • NVDA
  • QQQ
  • IWM
  • TSLA
  • QQQ
Jane Street Group, LLC's Q1 2025 Portfolio
Portfolio Value 384 Billion
Stocks 13402
Filing on May 19, 2025 Q1 2025

Mudita Advisors LLP

  • HGV
  • HCC
  • CNQ
  • ESTA
  • AGI
  • IAG
  • BSM
Mudita Advisors LLP's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 17
Filing on May 19, 2025 Q1 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • SPSB
  • XLK
  • SCHA
Advisory Alpha, LLC's Q1 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 455
Filing on May 19, 2025 Q1 2025

Sage View Advisory Group, LLC

  • AGG
  • VONV
  • VONG
  • SCHF
  • IAGG
  • SCHE
  • VXF
Sage View Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.35 Trillion
Stocks 598
Filing on May 19, 2025 Q1 2025

Game Plan Financial Advisors, LLC

  • AAPL
  • GOOG
  • AMZN
  • BRK-B
  • NVDA
  • SCHG
  • XLF
Game Plan Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 372
Filing on May 19, 2025 Q1 2025

Alaethes Wealth LLC

  • VGIT
  • AAPL
  • SUB
  • NVDA
  • AMZN
  • MSFT
  • VTEB
Alaethes Wealth LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 106
Filing on May 19, 2025 Q1 2025

Smith Asset Management Co., LLC

  • BRK-B
  • ARCC
  • MCI
  • JPI
  • AWF
  • DNP
  • RFI
Smith Asset Management Co., LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 66
Filing on May 19, 2025 Q1 2025

Scs Capital Management LLC

  • VTI
  • VGIT
  • IWV
  • VEA
  • SPY
  • SCHF
  • SCHB
Scs Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 7.82 Billion
Stocks 513
Filing on May 19, 2025 Q1 2025

Alpha Dna Investment Management LLC

  • IWM
  • AAPL
  • SPY
  • MSFT
  • UNP
  • JPM
  • META
Alpha Dna Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 7.64 Billion
Stocks 18