Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Agf Management LTD

  • AMZN
  • NVDA
  • BSX
  • GOOGL
  • ISRG
  • LLY
  • META
Agf Management LTD's Q1 2025 Portfolio
Portfolio Value 17.4 Billion
Stocks 1031
Filing on May 12, 2025 Q1 2025

Capital Planning Advisors, LLC

  • USFR
  • GLDM
  • SPHQ
  • XMHQ
  • IWF
  • IEMG
  • AAPL
Capital Planning Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 621 Million
Stocks 135
Filing on May 12, 2025 Q1 2025

Knott David M Jr

  • APO
  • JAAA
  • GOOG
  • DCGO
  • PFE
  • XERS
  • VRNA
Knott David M Jr's Q1 2025 Portfolio
Portfolio Value 160 Million
Stocks 88
Filing on May 12, 2025 Q1 2025

Keeler & Nadler Financial Planning & Wealth Management

  • QUAL
  • SCHG
  • FNDF
  • SCHV
  • SPLG
  • VUG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q1 2025 Portfolio
Portfolio Value 222 Billion
Stocks 71
Filing on May 12, 2025 Q1 2025

Dillon & Associates Inc

  • NVDA
  • AAPL
  • V
  • SYK
  • GOOGL
  • ABT
  • ADP
Dillon & Associates Inc's Q1 2025 Portfolio
Portfolio Value 673 Million
Stocks 78
Filing on May 12, 2025 Q1 2025

Advisor Group Holdings, Inc.

  • AAPL
  • IVV
  • NVDA
  • QQQ
  • MSFT
  • SPY
  • AMZN
Advisor Group Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 42.1 Billion
Stocks 14089
Filing on May 12, 2025 Q1 2025

Public Sector Pension Investment Board

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Public Sector Pension Investment Board's Q1 2025 Portfolio
Portfolio Value 22.6 Billion
Stocks 1237
Filing on May 12, 2025 Q1 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • AAPL
  • MSFT
  • XLP
  • NVDA
  • AMZN
Trust Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 219
Filing on May 12, 2025 Q1 2025

Gouws Capital LLC

  • QQQ
  • QQQ
  • LLY
  • COST
  • V
  • GOOG
  • AMZN
Gouws Capital LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 50
Filing on May 12, 2025 Q1 2025

Mustard Seed Financial, LLC

  • BSV
  • BIV
  • VCSH
  • VUG
  • VTV
  • VXUS
  • DFAI
Mustard Seed Financial, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 81
Filing on May 12, 2025 Q1 2025

Aia Group LTD

  • IVV
  • MSFT
  • TLT
  • SPY
  • QQQ
  • V
  • SE
Aia Group LTD's Q1 2025 Portfolio
Portfolio Value 3.76 Billion
Stocks 349
Filing on May 12, 2025 Q1 2025

Tranquilli Financial Advisor LLC

  • SPYG
  • BSV
  • DFAX
  • VFH
  • VOX
  • VPU
  • SPYV
Tranquilli Financial Advisor LLC's Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 107
Filing on May 12, 2025 Q1 2025

Todd Asset Management LLC

  • SHEL
  • AZO
  • TTE
  • CB
  • PGR
  • QCOM
  • OKE
Todd Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 4.05 Billion
Stocks 260
Filing on May 12, 2025 Q1 2025

Pcg Asset Management, LLC

  • SPY
  • BSV
  • BIV
  • SHY
  • AAPL
  • SGOV
  • XLY
Pcg Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 73
Filing on May 12, 2025 Q1 2025

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • VEA
  • VCSH
  • SCHZ
  • VIG
  • SCHP
  • SCHD
Kohmann Bosshard Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 827 Million
Stocks 285
Filing on May 12, 2025 Q1 2025

Eagle Global Advisors LLC

  • AAPL
  • ET
  • MPLX
  • TRGP
  • WES
  • PAA
  • EPD
Eagle Global Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 271
Filing on May 12, 2025 Q1 2025

Financial Engines Advisors L.L.C.

  • SPMB
  • SPYV
  • SCHF
  • IGIB
  • VUG
  • SPDW
  • XT
Financial Engines Advisors L.L.C.'s Q1 2025 Portfolio
Portfolio Value 46.5 Billion
Stocks 429
Filing on May 12, 2025 Q1 2025

Mainsail Asset Management, LLC

  • VTV
  • VUG
  • CTAS
  • VBR
  • AAPL
  • VBK
  • VIG
Mainsail Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 64