Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Mc Mill Wealth Management

  • SPIB
  • SPLG
  • DFIV
  • AVUV
  • DFUS
  • DFAT
  • AVDV
Mc Mill Wealth Management's Q1 2025 Portfolio
Portfolio Value 277 Billion
Stocks 50
Filing on May 09, 2025 Q1 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXV
  • STXG
  • VO
  • IVV
Advyzon Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 283 Billion
Stocks 416
Filing on May 09, 2025 Q1 2025

Adventist Health System

  • VOO
  • IVV
  • VEA
  • IEMG
  • VONV
  • VTIP
  • VOT
Adventist Health System's Q1 2025 Portfolio
Portfolio Value 633 Million
Stocks 8
Filing on May 09, 2025 Q1 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VYM
  • VBR
Avion Wealth's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 1420
Filing on May 09, 2025 Q1 2025

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • VEA
  • AAPL
  • MSFT
  • VLUE
Intrust Bank Na's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 700
Filing on May 09, 2025 Q1 2025

Fourth Sail Capital LP

  • CAAP
  • BAP
  • DAVA
  • ARCO
  • VALE
  • GGAL
  • BIOX
Fourth Sail Capital LP's Q1 2025 Portfolio
Portfolio Value 427 Billion
Stocks 28
Filing on May 09, 2025 Q1 2025

Bouchey Financial Group LTD

  • QQQ
  • SCHB
  • SCHD
  • DGRW
  • DUHP
  • AAPL
  • AGG
Bouchey Financial Group LTD's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 138
Filing on May 09, 2025 Q1 2025

Harbor Island Capital LLC

  • AMAT
  • WFC
  • AAPL
  • MSFT
  • GATX
  • CSCO
  • WBD
Harbor Island Capital LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 15
Filing on May 09, 2025 Q1 2025

Westwood Holdings Group Inc

  • ET
  • WMB
  • OKE
  • TRGP
  • MSFT
  • EPD
  • LNG
Westwood Holdings Group Inc's Q1 2025 Portfolio
Portfolio Value 12.8 Billion
Stocks 463
Filing on May 09, 2025 Q1 2025

Endowment Wealth Management, Inc.

  • VTI
  • QAI
  • ITOT
  • IUSG
  • VT
  • IEFA
  • IUSV
Endowment Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 155
Filing on May 09, 2025 Q1 2025

Syntegra Private Wealth Group, LLC

  • LGLV
  • SPTM
  • SPYG
  • XMHQ
  • ICOW
  • JPIE
  • JMEE
Syntegra Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 855 Billion
Stocks 161
Filing on May 09, 2025 Q1 2025

Atria Wealth Solutions, Inc.

  • IVV
  • AAPL
  • NVDA
  • QQQ
  • MSFT
  • SPY
  • AMZN
Atria Wealth Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 7.87 Billion
Stocks 4132
Filing on May 09, 2025 Q1 2025

Cary Street Partners Investment Advisory LLC

  • AAPL
  • MSFT
  • NVDA
  • SPYG
  • TRGP
  • SPYV
  • ET
Cary Street Partners Investment Advisory LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 2915
Filing on May 09, 2025 Q1 2025

Ranch Capital Advisors Inc.

  • BIL
  • AAPL
  • MSFT
  • VYM
  • NVDA
  • VIG
  • VGIT
Ranch Capital Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on May 09, 2025 Q1 2025

Mc Clarren Financial Advisors, Inc.

  • VTI
  • VUSB
  • VB
  • VOO
  • VO
  • MGK
  • VIG
Mc Clarren Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 321
Filing on May 09, 2025 Q1 2025

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • BK
  • JNJ
  • OI
  • C
  • CAT
Levin Capital Strategies, L.P.'s Q1 2025 Portfolio
Portfolio Value 901 Million
Stocks 176
Filing on May 09, 2025 Q1 2025

Farrow Financial Inc.

  • ITOT
  • SUSA
  • MOAT
  • IVLU
  • AAPL
  • SGOV
  • ICSH
Farrow Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 149 Billion
Stocks 50
Filing on May 09, 2025 Q1 2025

Empower Advisory Group, LLC

  • SCHF
  • IWM
  • VWO
  • BSV
  • VNQ
  • SCHP
  • VGIT
Empower Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 30.4 Billion
Stocks 495