Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • BRK-B
  • IVW
  • EMLP
  • GLD
Lee Financial CO's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 206
Filing on May 13, 2025 Q1 2025

Fairfield, Bush & Co.

  • MSFT
  • AMZN
  • ADM
  • ORCL
  • TSM
  • GOOG
  • JPM
Fairfield, Bush & Co.'s Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 109
Filing on May 13, 2025 Q1 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • BIO
  • CMPO
  • SPY
  • PCOR
  • GOOG
Tikvah Management LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

Pollock Investment Advisors, LLC

  • FTCS
  • SELV
  • ORLY
  • MA
  • DFAC
  • TJX
  • LMT
Pollock Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 43
Filing on May 13, 2025 Q1 2025

Adviser Investments LLC

  • VUG
  • VTV
  • VEA
  • AGG
  • VGIT
  • MUB
  • SPBO
Adviser Investments LLC's Q1 2025 Portfolio
Portfolio Value 7.85 Billion
Stocks 857
Filing on May 13, 2025 Q1 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • PGR
  • V
  • KMX
  • GOOG
Francois Rochon's Q1 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 54
Filing on May 13, 2025 Q1 2025

Financial Advisors Network, Inc.

  • BND
  • VEA
  • VTV
  • SCHG
  • VUG
  • VWO
  • SCHV
Financial Advisors Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 600 Million
Stocks 184
Filing on May 13, 2025 Q1 2025

Forefront Analytics, LLC

  • NULV
  • SPYX
  • MTUM
  • VWO
  • VEA
  • HDV
  • DBEF
Forefront Analytics, LLC's Q1 2025 Portfolio
Portfolio Value 86.8 Million
Stocks 72
Filing on May 13, 2025 Q1 2025

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FISI
  • FRME
  • EVBN
  • HBNC
  • FNB
Pl Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 27
Filing on May 13, 2025 Q1 2025

Quantbot Technologies LP

  • BX
  • USB
  • PNC
  • CNC
  • LMT
  • CSX
  • CTAS
Quantbot Technologies LP's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 1417
Filing on May 13, 2025 Q1 2025

M Holdings Securities, Inc.

  • IVV
  • SPY
  • VTV
  • VCIT
  • IJR
  • SPSB
  • MSFT
M Holdings Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 601 Million
Stocks 140
Filing on May 13, 2025 Q1 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • IUSV
  • FVD
  • LMBS
  • GTO
  • BND
Petix & Botte CO's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 133
Filing on May 13, 2025 Q1 2025

Pinnacle Wealth Management, LLC

  • JEPI
  • NVDA
  • PLTR
  • META
  • AXON
  • AMZN
  • GOOG
Pinnacle Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 58.2 Million
Stocks 62
Filing on May 13, 2025 Q1 2025

Sw Investment Management LLC

  • UI
  • SKYW
  • AMKR
  • TPX
  • PSN
  • GRMN
  • AIRS
Sw Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 319 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • AGG
  • VOO
  • SCHB
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4 Billion
Stocks 389
Filing on May 13, 2025 Q1 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • VCIT
  • IUSB
  • NFLX
  • CPRT
  • NVDA
Conscious Wealth Investments, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 53
Filing on May 13, 2025 Q1 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DFIC
  • DISV
Sensible Money, LLC's Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 83
Filing on May 13, 2025 Q1 2025

United Capital Management Of Ks, Inc.

  • SCHO
  • PLTR
  • AAPL
  • TSLA
  • AMZN
  • PANW
  • XLF
United Capital Management Of Ks, Inc.'s Q1 2025 Portfolio
Portfolio Value 424 Million
Stocks 92