Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Cascade Wealth Advisors, Inc

  • FLOT
  • VGSH
  • SHYG
  • SPYI
  • JEPI
  • VCIT
  • VIG
Cascade Wealth Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 145 Billion
Stocks 41
Filing on May 09, 2025 Q1 2025

Clear Investment Research, LLC

  • IVV
  • EDV
  • GPK
  • FBND
  • AAPL
  • IEFA
  • SCHX
Clear Investment Research, LLC's Q1 2025 Portfolio
Portfolio Value 74.6 Million
Stocks 230
Filing on May 09, 2025 Q1 2025

Annis Gardner Whiting Capital Advisors, LLC

  • VTI
  • VXUS
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
Annis Gardner Whiting Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 236 Billion
Stocks 737
Filing on May 09, 2025 Q1 2025

Prime Buchholz LLC

  • VT
  • BND
  • VEA
  • STIP
  • EMXC
  • VSGX
  • VWO
Prime Buchholz LLC's Q1 2025 Portfolio
Portfolio Value 286 Billion
Stocks 23
Filing on May 09, 2025 Q1 2025

Wallington Asset Management, LLC

  • VEA
  • TJX
  • MSFT
  • AAPL
  • V
  • WRB
  • IJR
Wallington Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 610 Million
Stocks 94
Filing on May 09, 2025 Q1 2025

Wealthspire Advisors, LLC

  • IVV
  • VOO
  • VEA
  • IJH
  • SCHD
  • VXUS
  • VTI
Wealthspire Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 16.6 Billion
Stocks 921
Filing on May 09, 2025 Q1 2025

Investidor Profissional Gestao De Recursos Ltda.

  • QQQ
  • SPY
  • MSFT
  • TDG
  • META
  • V
  • MA
Investidor Profissional Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 156 Million
Stocks 27
Filing on May 09, 2025 Q1 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • WINN
  • SBRA
  • MSFT
  • COST
  • PULS
Leisure Capital Management's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 136
Filing on May 09, 2025 Q1 2025

Comprehensive Financial Planning, Inc./Pa

  • JAAA
  • AAPL
  • META
  • VOO
  • XLG
  • NVDA
  • IVV
Comprehensive Financial Planning, Inc./Pa's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 330
Filing on May 09, 2025 Q1 2025

Investment Counsel CO Of Nevada

  • VOO
  • JNJ
  • SCHZ
  • AAPL
  • EAGG
  • SNPE
  • VV
Investment Counsel CO Of Nevada's Q1 2025 Portfolio
Portfolio Value 44 Billion
Stocks 71
Filing on May 09, 2025 Q1 2025

Ithaka Group LLC

  • AMZN
  • NVDA
  • MA
  • NOW
  • MSFT
  • META
  • V
Ithaka Group LLC's Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 37
Filing on May 09, 2025 Q1 2025

John & Kathleen Schreiber Foundation

  • BX
  • BXSL
  • BXMT
  • TCHP
John & Kathleen Schreiber Foundation's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 4
Filing on May 09, 2025 Q1 2025

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • BOND
  • JCPB
  • GTO
Acima Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 279 Billion
Stocks 180
Filing on May 09, 2025 Q1 2025

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • VTI
  • SPYV
Keener Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 184
Filing on May 09, 2025 Q1 2025

Pine Ridge Advisers LLC

  • SPY
  • VO
  • IVV
  • QQQ
  • IJH
  • VEA
  • IJR
Pine Ridge Advisers LLC's Q1 2025 Portfolio
Portfolio Value 973 Million
Stocks 35
Filing on May 09, 2025 Q1 2025

Vision Financial Markets LLC

  • SPY
  • QQQ
  • AZO
  • AAPL
  • TBIL
  • JPM
  • AMZN
Vision Financial Markets LLC's Q1 2025 Portfolio
Portfolio Value 91.9 Billion
Stocks 443
Filing on May 09, 2025 Q1 2025

Express CO American

  • GBTG
  • CARV
Express CO American's Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 3
Filing on May 09, 2025 Q1 2025

Topel & Distasi Wealth Management, LLC

  • VTV
  • VUG
  • IEFA
  • GOVT
  • LQD
  • BNDX
  • IJR
Topel & Distasi Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 73