Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Evernest Financial Advisors, LLC

  • GLDM
  • IVV
  • IJH
  • RSP
  • FSMO
  • DXJ
  • IJR
Evernest Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 255 Million
Stocks 148
Filing on May 09, 2025 Q1 2025

One Degree Advisors Inc

  • DFAC
  • VTI
  • DFIC
  • VEA
  • SCHR
  • DFSD
  • DFCF
One Degree Advisors Inc's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 62
Filing on May 09, 2025 Q1 2025

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • DGRW
  • VTV
  • SPHQ
  • LQD
  • QQQ
Cresta Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 47
Filing on May 09, 2025 Q1 2025

Maryland State Retirement & Pension System

  • AAPL
  • ENB
  • MSFT
  • NVDA
  • AMT
  • AMZN
  • TRP
Maryland State Retirement & Pension System's Q1 2025 Portfolio
Portfolio Value 4.08 Billion
Stocks 1450
Filing on May 09, 2025 Q1 2025

Wealth Plan Investment Management, LLC

  • AAPL
  • VTI
  • BRK-B
  • SPAB
  • SCHF
  • DGRO
  • GOOG
Wealth Plan Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 944 Million
Stocks 498
Filing on May 09, 2025 Q1 2025

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • VO
  • TFLO
  • IJR
  • SCHD
  • IEFA
  • SHV
Northwest Quadrant Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 426 Million
Stocks 65
Filing on May 09, 2025 Q1 2025

Alapocas Investment Partners, Inc.

  • AMZN
  • V
  • AAPL
  • GOOG
  • ADBE
  • CPRT
  • TJX
Alapocas Investment Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 22
Filing on May 09, 2025 Q1 2025

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • LBRDA
  • WBD
  • SSP
Wittenberg Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 74
Filing on May 09, 2025 Q1 2025

Foresight Global Investors, Inc.

  • SONY
  • NVS
  • SAP
  • CNI
  • HDB
  • SHEL
  • STM
Foresight Global Investors, Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 12
Filing on May 09, 2025 Q1 2025

Accuvest Global Advisors

  • MSTR
  • AMZN
  • COST
  • AAPL
  • WMT
  • SPOT
  • META
Accuvest Global Advisors's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 64
Filing on May 09, 2025 Q1 2025

Wealth Plan Partners, LLC

  • AAPL
  • BRK-B
  • BUFR
  • COWZ
  • DGRO
  • SECT
  • HEQT
Wealth Plan Partners, LLC's Q1 2025 Portfolio
Portfolio Value 709 Billion
Stocks 303
Filing on May 09, 2025 Q1 2025

Wbh Advisory Inc

  • VTI
  • VGT
  • SCHB
  • VXUS
  • FBND
  • SPLG
  • XLK
Wbh Advisory Inc's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 325
Filing on May 09, 2025 Q1 2025

Bard Associates Inc

  • ENSG
  • WLDN
  • AROC
  • ODC
  • USAC
  • FIP
  • LEGH
Bard Associates Inc's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 179
Filing on May 09, 2025 Q1 2025

Alpha Core Capital LLC

  • MPLX
  • DSTL
  • IWV
  • IXUS
  • COWZ
  • GLD
  • VOO
Alpha Core Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 771
Filing on May 09, 2025 Q1 2025

Beam Wealth Advisors, Inc.

  • IVV
  • SHY
  • RAAX
  • EMXC
  • NVDA
  • IUSV
  • VO
Beam Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 102
Filing on May 09, 2025 Q1 2025

Wambolt & Associates, LLC

  • AAPL
  • NVDA
  • MSFT
  • EMXC
  • VB
  • BRK-B
  • AMZN
Wambolt & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 170
Filing on May 09, 2025 Q1 2025

Kontiki Capital Management (Hk) Ltd.

  • SE
  • NU
  • HDB
  • CPNG
  • TCOM
  • YMM
Kontiki Capital Management (Hk) Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 8
Filing on May 09, 2025 Q1 2025

Union Heritage Capital, LLC

  • AAPL
  • MSFT
  • CPRT
  • LLY
  • APH
  • ORCL
  • MA
Union Heritage Capital, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 64