Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VEA
  • QUAL
  • VTV
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q1 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 349
Filing on May 12, 2025 Q1 2025

Wp Advisors, LLC

  • AAPL
  • BRK-B
  • META
  • GOOG
  • PFE
  • EPD
  • NFLX
Wp Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 109
Filing on May 12, 2025 Q1 2025

Motley Fool Wealth Management, LLC

  • AMZN
  • META
  • BKNG
  • GOOG
  • MELI
  • NFLX
  • MA
Motley Fool Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 125
Filing on May 12, 2025 Q1 2025

Sandy Spring Bank

  • IJH
  • IVV
  • AAPL
  • NVDA
  • MSFT
  • IJR
  • SPY
Sandy Spring Bank's Q1 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 1936
Filing on May 12, 2025 Q1 2025

Maia Wealth LLC

  • SPLG
  • QUAL
  • FSK
  • EFV
  • IVW
  • IVV
  • DYNF
Maia Wealth LLC's Q1 2025 Portfolio
Portfolio Value 441 Billion
Stocks 292
Filing on May 12, 2025 Q1 2025

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • SCHF
  • SPY
  • IJR
  • VOT
Operose Advisors LLC's Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 386
Filing on May 12, 2025 Q1 2025

Staley Capital Advisers Inc

  • IWF
  • MSFT
  • QCOM
  • JPM
  • BRK-B
  • GOOG
  • CVX
Staley Capital Advisers Inc's Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 190
Filing on May 12, 2025 Q1 2025

Independent Advisor Alliance

  • AAPL
  • NVDA
  • ABCB
  • MSFT
  • AMZN
  • BRK-B
  • META
Independent Advisor Alliance's Q1 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 1440
Filing on May 12, 2025 Q1 2025

Paulson Wealth Management Inc.

  • IWD
  • IWF
  • EFA
  • IWM
  • AAPL
  • VCSH
  • SPY
Paulson Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 132
Filing on May 12, 2025 Q1 2025

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • SPY
  • GFS
  • BND
  • VTEB
  • VOO
Shade Tree Advisors LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 18
Filing on May 12, 2025 Q1 2025

Globeflex Capital L P

  • GILD
  • BMY
  • V
  • EXEL
  • TMHC
  • AIZ
  • HPE
Globeflex Capital L P's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 424
Filing on May 12, 2025 Q1 2025

Linscomb & Williams, Inc.

  • VEA
  • IVV
  • IJH
  • DON
  • EFA
  • PRF
  • XOM
Linscomb & Williams, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 292
Filing on May 12, 2025 Q1 2025

Cove Private Wealth, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • SGOV
  • GOOGL
Cove Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 190 Billion
Stocks 121
Filing on May 12, 2025 Q1 2025

Qvidtvm Management LLC

  • BIO
  • RTO
  • COTY
  • XRAY
  • BRCC
  • ZGN
  • WAB
Qvidtvm Management LLC's Q1 2025 Portfolio
Portfolio Value 74 Million
Stocks 8
Filing on May 12, 2025 Q1 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • LLY
  • V
  • AMZN
  • MA
Aft, Forsyth & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 126
Filing on May 12, 2025 Q1 2025

Simplex Trading, LLC

  • TLT
  • NVDA
  • GOOGL
  • INTC
  • TSM
  • AAPL
  • MU
Simplex Trading, LLC's Q1 2025 Portfolio
Portfolio Value 156 Billion
Stocks 9739
Filing on May 12, 2025 Q1 2025

Rosenblum Silverman Sutton S F Inc

  • NVDA
  • V
  • AMZN
  • NFLX
  • MSFT
  • COST
  • META
Rosenblum Silverman Sutton S F Inc 's Q1 2025 Portfolio
Portfolio Value 344 Million
Stocks 75
Filing on May 12, 2025 Q1 2025

Aft, Forsyth & Sober, LLC

  • QQQ
  • SPY
  • NVDA
  • RSP
  • FRI
  • IJH
  • MSFT
Aft, Forsyth & Sober, LLC's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 70