Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Community Bank Of Raymore

  • JPM
  • O
  • CAT
  • GATX
  • NRG
  • BAC
  • GBX
Community Bank Of Raymore's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 116
Filing on May 12, 2025 Q1 2025

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • QUAL
  • RSP
  • IEFA
  • ONEQ
  • GOVT
Heck Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 889 Billion
Stocks 232
Filing on May 12, 2025 Q1 2025

Gqg Partners LLC

  • PM
  • PBR
  • ENB
  • T
  • CB
  • IBN
  • PGR
Gqg Partners LLC's Q1 2025 Portfolio
Portfolio Value 62.5 Billion
Stocks 88
Filing on May 12, 2025 Q1 2025

William B. Walkup & Associates, Inc.

  • AZO
  • VLO
  • JPM
  • HD
  • WMT
  • DFS
  • ABBV
William B. Walkup & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 163
Filing on May 12, 2025 Q1 2025

Francis Financial, Inc.

  • VOO
  • BIV
  • META
  • VUG
  • JIRE
  • IVOO
  • BGRN
Francis Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 354 Million
Stocks 152
Filing on May 12, 2025 Q1 2025

Regents Of The University Of California

  • OWL
  • NU
  • CNTA
  • SRZNW
Regents Of The University Of California's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 7
Filing on May 12, 2025 Q1 2025

Boston Partners

  • JPM
  • ABBV
  • AZO
  • LPLA
  • SYY
  • USFD
  • UNH
Boston Partners's Q1 2025 Portfolio
Portfolio Value 77.5 Billion
Stocks 1694
Filing on May 12, 2025 Q1 2025

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • AAPL
Centerpoint Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 407
Filing on May 12, 2025 Q1 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • SCHP
Peak Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 97
Filing on May 12, 2025 Q1 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFAE
  • DFCF
Sterling Wealth Advisors Inc's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 18
Filing on May 12, 2025 Q1 2025

Delos Wealth Advisors, LLC

  • BILS
  • FXU
  • AAPL
  • GLD
  • MSFT
  • TDTT
  • AEM
Delos Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 52
Filing on May 12, 2025 Q1 2025

Sustainable Insight Capital Management, LLC

  • AAPL
  • AVGO
  • PANW
  • AMZN
  • CMG
  • T
  • TMUS
Sustainable Insight Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 200 Million
Stocks 66
Filing on May 12, 2025 Q1 2025

Trillium Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • MA
  • TJX
  • COST
Trillium Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.41 Billion
Stocks 226
Filing on May 12, 2025 Q1 2025

Enhancing Capital LLC

  • MSFT
  • LLY
  • JPM
  • SGOV
  • NVDA
  • NEE
  • BRK-B
Enhancing Capital LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 91
Filing on May 12, 2025 Q1 2025

Taylor Hoffman Capital Management LLC

  • AAPL
  • META
  • FICO
  • DE
  • PG
  • SNA
  • EBAY
Taylor Hoffman Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 270 Billion
Stocks 114
Filing on May 12, 2025 Q1 2025

Core Wealth Partners LLC

  • AAPL
  • ROK
  • BRK-B
  • MSFT
  • BIL
  • SGOV
  • AMZN
Core Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 172 Billion
Stocks 167
Filing on May 12, 2025 Q1 2025

Elevation Capital Advisory, LLC

  • MFUL
  • LVHI
  • XMMO
  • EFAV
  • FDL
  • MOAT
  • ANGL
Elevation Capital Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 229 Billion
Stocks 58
Filing on May 12, 2025 Q1 2025

Nuance Investments, LLC

  • EL
  • XRAY
  • CWT
  • WERN
  • GL
  • MRTN
  • HOLX
Nuance Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 49