Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Hbk Investments L P

  • HES
  • SPY
  • IWM
  • META
  • GLD
  • SPY
  • MSTR
Hbk Investments L P's Q1 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 172
Filing on May 15, 2025 Q1 2025

Ameriflex Group, Inc.

  • AAPL
  • NVDA
  • VOO
  • MSFT
  • SPGP
  • BRK-B
  • IVV
Ameriflex Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 245 Billion
Stocks 1286
Filing on May 15, 2025 Q1 2025

Creative Planning

  • IVV
  • BND
  • VEA
  • SPMD
  • IEMG
  • VV
  • SPDW
Creative Planning's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 4091
Filing on May 15, 2025 Q1 2025

Searle & Co.

  • AAPL
  • MSFT
  • AXP
  • ABBV
  • XOM
  • PM
  • PANW
Searle & Co.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 176
Filing on May 15, 2025 Q1 2025

One68 Global Capital, LLC

  • ITCI
  • K
  • HES
  • TGI
  • PTVE
  • FYBR
  • HEES
One68 Global Capital, LLC's Q1 2025 Portfolio
Portfolio Value 204 Billion
Stocks 90
Filing on May 15, 2025 Q1 2025

Southeastern Asset Management Inc

  • CNX
  • MAT
  • IAC
  • ACI
  • FIS
  • FDX
  • DINO
Southeastern Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 85
Filing on May 15, 2025 Q1 2025

Lazard Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOGL
  • ICE
  • BAC
Lazard Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 58.2 Billion
Stocks 3727
Filing on May 15, 2025 Q1 2025

Ashton Thomas Securities, LLC

  • VOO
  • MSFT
  • VEA
  • NVDA
  • OMFL
  • AAPL
  • PLW
Ashton Thomas Securities, LLC's Q1 2025 Portfolio
Portfolio Value 361 Billion
Stocks 263
Filing on May 15, 2025 Q1 2025

Mid West One Financial Group, Inc.

  • MOFG
  • SCHV
  • AAPL
  • VONG
  • VCLT
  • SPLG
  • IEFA
Mid West One Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 697 Million
Stocks 362
Filing on May 15, 2025 Q1 2025

Kiker Wealth Management, LLC

  • OUNZ
  • IWM
  • IGSB
  • NLR
  • TLT
  • FTXL
  • CIBR
Kiker Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 718
Filing on May 15, 2025 Q1 2025

Mercer Global Advisors Inc

  • AGG
  • BSV
  • VOO
  • DFAC
  • MTUM
  • VEA
  • DFUV
Mercer Global Advisors Inc 's Q1 2025 Portfolio
Portfolio Value 43 Billion
Stocks 2148
Filing on May 15, 2025 Q1 2025

Flputnam Investment Management CO

  • IVV
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • NVDA
  • AMZN
Flputnam Investment Management CO's Q1 2025 Portfolio
Portfolio Value 5.22 Billion
Stocks 572
Filing on May 15, 2025 Q1 2025

Raffles Associates LP

  • SMBC
  • IE
  • EBC
  • PROV
  • OFG
  • AFBI
  • ASLE
Raffles Associates LP's Q1 2025 Portfolio
Portfolio Value 73.5 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Iron Bridge Private Wealth, LLC

  • NVDA
  • IWM
  • IJH
  • AMLP
  • JPST
  • SPY
  • IGV
Iron Bridge Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 84
Filing on May 15, 2025 Q1 2025

Blackstone Inc

  • CQP
  • CRBG
  • WMB
  • FE
  • SPY
  • TRGP
  • ET
Blackstone Inc's Q1 2025 Portfolio
Portfolio Value 22 Billion
Stocks 181
Filing on May 15, 2025 Q1 2025

National Mutual Funds Management LTD

  • LQD
National Mutual Funds Management LTD's Q1 2025 Portfolio
Portfolio Value 7.91 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Castleark Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOVT
  • META
  • MA
Castleark Management LLC's Q1 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 280
Filing on May 15, 2025 Q1 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VTV
  • VUG
  • IVW
  • AAPL
  • IVOG
Clark Financial Services Group Inc 's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 161