Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Stone House Investment Management, LLC

  • IVV
  • SPY
  • IUSB
  • PG
  • IVW
  • QUAL
  • DYNF
Stone House Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 483 Million
Stocks 437
Filing on May 12, 2025 Q1 2025

Eam Investors, LLC

  • CORT
  • EXLS
  • BROS
  • DOCS
  • CRS
  • INSM
  • ALKS
Eam Investors, LLC's Q1 2025 Portfolio
Portfolio Value 511 Million
Stocks 246
Filing on May 12, 2025 Q1 2025

Rossmore Private Capital

  • XOM
  • AAPL
  • IVV
  • CVX
  • MSFT
  • JPM
  • AMZN
Rossmore Private Capital's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 247
Filing on May 12, 2025 Q1 2025

Bulltick Wealth Management, LLC

  • SHV
  • IEF
  • SPY
  • NVDA
  • IAU
  • EZU
  • IBDR
Bulltick Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 377 Billion
Stocks 122
Filing on May 12, 2025 Q1 2025

Anfield Capital Management, LLC

  • SPY
  • XLC
  • AESR
  • IGV
  • GOVT
  • IYG
  • ARKW
Anfield Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 463
Filing on May 12, 2025 Q1 2025

Tlwm

  • SPY
  • IWV
  • ACWX
  • BSCQ
  • BSCS
  • BSCU
  • BSCP
Tlwm's Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 80
Filing on May 12, 2025 Q1 2025

Sherwood Financial Partners, LLC

  • BND
  • SCHX
  • SCHF
  • SCHM
  • SCHE
  • VOO
  • SCHZ
Sherwood Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 8
Filing on May 12, 2025 Q1 2025

Callan Family Office, LLC

  • IVV
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • SPY
  • NVDA
Callan Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 543
Filing on May 12, 2025 Q1 2025

Saiph Capital, LLC

  • IWF
  • IVV
  • IVW
  • SPY
  • IVE
  • USIG
  • BIL
Saiph Capital, LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 49
Filing on May 12, 2025 Q1 2025

Finer Wealth Management, Inc.

  • AAPL
  • LLY
  • MSFT
  • NVDA
  • AMZN
  • META
  • MSTR
Finer Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 86
Filing on May 12, 2025 Q1 2025

Ariadne Wealth Management, LP

  • DFUV
  • ICSH
  • DFAT
  • SLV
  • AVDE
  • AVUS
  • DFUS
Ariadne Wealth Management, LP's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 205
Filing on May 12, 2025 Q1 2025

Dynamic Wealth Strategies, LLC

  • VTV
  • IEF
  • BND
  • EFA
  • IGM
  • SPHQ
  • SPSB
Dynamic Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 119 Million
Stocks 234
Filing on May 12, 2025 Q1 2025

Lighthouse Financial LLC

  • NVDA
  • VCLT
  • VCSH
  • JEPQ
  • QQQ
  • IVV
  • IVE
Lighthouse Financial LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 70
Filing on May 12, 2025 Q1 2025

Intel Corp

  • JOBY
Intel Corp's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 3
Filing on May 12, 2025 Q1 2025

Thomas Story & Son LLC

  • V
  • COST
  • TSCO
  • ORLY
  • WSM
  • PG
  • AAPL
Thomas Story & Son LLC's Q1 2025 Portfolio
Portfolio Value 251 Million
Stocks 49
Filing on May 12, 2025 Q1 2025

Montag & Caldwell, LLC

  • AMZN
  • AAPL
  • V
  • TTWO
  • GOOGL
  • INTU
  • MSFT
Montag & Caldwell, LLC's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 131
Filing on May 12, 2025 Q1 2025

Lhm, Inc.

  • VTI
  • XBI
  • KRNT
  • NVO
  • SNFCA
  • MU
  • KWEB
Lhm, Inc.'s Q1 2025 Portfolio
Portfolio Value 302 Billion
Stocks 23
Filing on May 12, 2025 Q1 2025

Dagco, Inc.

  • DGRO
  • VYM
  • VUG
  • SPTS
  • SCHD
  • IVV
  • SCHG
Dagco, Inc.'s Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 354