Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • IUSV
  • FVD
  • LMBS
  • GTO
  • BND
Petix & Botte CO's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 133
Filing on May 13, 2025 Q1 2025

Pinnacle Wealth Management, LLC

  • JEPI
  • NVDA
  • PLTR
  • META
  • AXON
  • AMZN
  • GOOG
Pinnacle Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 58.2 Million
Stocks 62
Filing on May 13, 2025 Q1 2025

Sw Investment Management LLC

  • UI
  • SKYW
  • AMKR
  • TPX
  • PSN
  • GRMN
  • AIRS
Sw Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 319 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • AGG
  • VOO
  • SCHB
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4 Billion
Stocks 389
Filing on May 13, 2025 Q1 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • VCIT
  • IUSB
  • NFLX
  • CPRT
  • NVDA
Conscious Wealth Investments, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 53
Filing on May 13, 2025 Q1 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DFIC
  • DISV
Sensible Money, LLC's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 83
Filing on May 13, 2025 Q1 2025

United Capital Management Of Ks, Inc.

  • SCHO
  • PLTR
  • AAPL
  • TSLA
  • AMZN
  • PANW
  • XLF
United Capital Management Of Ks, Inc.'s Q1 2025 Portfolio
Portfolio Value 424 Million
Stocks 92
Filing on May 13, 2025 Q1 2025

Rr Advisors, LLC

  • ET
  • LNG
  • AM
  • GEL
  • WMB
  • EPD
  • MPLX
Rr Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 419 Million
Stocks 28
Filing on May 13, 2025 Q1 2025

American Investment Services, Inc.

  • GLDM
  • DFUS
  • VUG
  • DFUV
  • VYMI
  • SPY
  • QQQ
American Investment Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 157
Filing on May 13, 2025 Q1 2025

Barbara Oil Co.

  • JNJ
  • JPM
  • WMT
  • GL
  • HD
  • PG
  • MSFT
Barbara Oil Co.'s Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 79
Filing on May 13, 2025 Q1 2025

Tocqueville Asset Management L.P.

  • HD
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • BRK-B
Tocqueville Asset Management L.P.'s Q1 2025 Portfolio
Portfolio Value 6.03 Billion
Stocks 513
Filing on May 13, 2025 Q1 2025

Global Endowment Management, LP

  • BND
  • VTI
  • VXUS
  • BBRE
  • SPY
  • VT
  • AAPL
Global Endowment Management, LP's Q1 2025 Portfolio
Portfolio Value 712 Million
Stocks 142
Filing on May 13, 2025 Q1 2025

Progressive Investment Management Corp

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • COST
  • MCO
Progressive Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 354 Million
Stocks 56
Filing on May 13, 2025 Q1 2025

Boston Family Office LLC

  • AAPL
  • MSFT
  • V
  • AMZN
  • GOOG
  • BRK-B
  • UNP
Boston Family Office LLC's Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 281
Filing on May 13, 2025 Q1 2025

Periscope Capital Inc.

  • LQD
  • ENB
  • GLD
  • EMLD
  • RY
  • CM
  • RENE
Periscope Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 57 Million
Stocks 207
Filing on May 13, 2025 Q1 2025

Pier Capital, LLC

  • MIR
  • FROG
  • OLLI
  • UTI
  • GBCI
  • ATGE
  • PNFP
Pier Capital, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 116
Filing on May 13, 2025 Q1 2025

Hall Kathryn A.

  • GPS
  • LEVI
  • T
  • CMCSA
  • LBRDK
  • WBD
  • LBRDA
Hall Kathryn A.'s Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 19
Filing on May 13, 2025 Q1 2025

Gen Wealth Partners Inc

  • SPLG
  • IVW
  • DYNF
  • QUAL
  • IVV
  • EFV
  • IVE
Gen Wealth Partners Inc's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 622