Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Vera Bank, N.A.

  • QDF
  • VIGI
  • DFAU
  • IVV
  • VUG
  • DFIC
  • AVEM
Vera Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 342 Million
Stocks 223
Filing on May 09, 2025 Q1 2025

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • BRK-B
  • EPD
  • DFUS
  • ET
  • AAPL
Chicago Partners Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 933
Filing on May 09, 2025 Q1 2025

Roof Eidam & Maycock

  • JPST
  • VEA
  • JQUA
  • VIG
  • VB
  • VUG
  • JSCP
Roof Eidam & Maycock's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 121
Filing on May 09, 2025 Q1 2025

Kim, LLC

  • HYG
  • ASPN
  • VSH
  • BZ
  • SMRT
  • NZF
  • NEA
Kim, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 58
Filing on May 09, 2025 Q1 2025

St. Nicholas Private Asset Management, Inc

  • AAPL
  • MA
  • RLI
  • ABBV
  • HD
  • MCD
  • ODFL
St. Nicholas Private Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 38
Filing on May 09, 2025 Q1 2025

River Glades Family Offices LLC

  • IVV
  • IJH
  • VEA
  • VWO
  • FLRN
  • IAU
  • XLK
River Glades Family Offices LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 82
Filing on May 09, 2025 Q1 2025

Koch, Inc.

  • GETY
  • CMP
  • CMTG
  • SLI
Koch, Inc.'s Q1 2025 Portfolio
Portfolio Value 464 Billion
Stocks 5
Filing on May 09, 2025 Q1 2025

Commonwealth Financial Services, LLC

  • SPY
  • FIXD
  • QQQ
  • IVV
  • UCON
  • QMOM
  • IVW
Commonwealth Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 488 Billion
Stocks 200
Filing on May 09, 2025 Q1 2025

Pinney & Scofield, Inc.

  • DFIP
  • DFIV
  • DFAS
  • DFUV
  • DFAT
  • DISV
  • DFAR
Pinney & Scofield, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 217
Filing on May 09, 2025 Q1 2025

Chicago Capital Management, LLC

  • ITCI
  • FNA
  • CCRN
  • PDCO
  • EVBN
  • CMRX
  • TGI
Chicago Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 44 Million
Stocks 47
Filing on May 09, 2025 Q1 2025

Elgethun Capital Management

  • BRK-B
  • FRFHF
  • EFV
  • LLY
  • IEMG
  • SCHB
  • BOC
Elgethun Capital Management's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 151
Filing on May 09, 2025 Q1 2025

Fairfield University

  • VOO
  • SPDW
  • VNQ
Fairfield University's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 3
Filing on May 09, 2025 Q1 2025

Clayton, Dubilier & Rice, LLC

  • AGL
  • BECN
Clayton, Dubilier & Rice, LLC's Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 2
Filing on May 09, 2025 Q1 2025

Boxwood Ventures, Inc.

  • SPY
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • VDE
Boxwood Ventures, Inc.'s Q1 2025 Portfolio
Portfolio Value 68.2 Million
Stocks 31
Filing on May 09, 2025 Q1 2025

Monetta Financial Services Inc

  • SPY
  • AMZN
  • GOOG
  • VOO
  • JPM
  • AAPL
  • NVDA
Monetta Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 54
Filing on May 09, 2025 Q1 2025

Charles Schwab Investment Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • FNDX
  • META
  • GOOGL
Charles Schwab Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 521 Billion
Stocks 3616
Filing on May 09, 2025 Q1 2025

Mithril Ii Gp LP

  • BKSY
  • ADGI
Mithril Ii Gp LP's Q1 2025 Portfolio
Portfolio Value 14.8 Billion
Stocks 2
Filing on May 09, 2025 Q1 2025

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • AVUS
  • DFIP
  • CVNA
  • AAPL
  • VTI
Geometric Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 561 Million
Stocks 71