Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Hurlow Wealth Management Group, Inc.

  • VV
  • DFUS
  • VEA
  • VB
  • DFAS
  • VNQ
  • VUG
Hurlow Wealth Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 318 Million
Stocks 120
Filing on May 08, 2025 Q1 2025

Liberty Mutual Group Asset Management Inc.

  • VOO
  • DXJ
  • AMPS
  • AFRM
  • AMPL
  • AM
  • CRGY
Liberty Mutual Group Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 16
Filing on May 08, 2025 Q1 2025

Castellan Group

  • HALO
  • MSFT
  • FTNT
  • IDCC
  • TSCO
  • MCK
  • YOU
Castellan Group's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 65
Filing on May 08, 2025 Q1 2025

Glassman Wealth Services

  • VOO
  • FNDX
  • DGRW
  • VEU
  • DFAX
  • DFAC
  • SNA
Glassman Wealth Services's Q1 2025 Portfolio
Portfolio Value 596 Million
Stocks 211
Filing on May 08, 2025 Q1 2025

Blueshift Asset Management, LLC

  • IWM
  • DIS
  • W
  • OLLI
  • ROKU
  • CMCSA
  • WING
Blueshift Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 382
Filing on May 08, 2025 Q1 2025

Alberta Investment Management Corp

  • IVV
  • SPY
  • RY
  • TD
  • AEM
  • VOO
  • SHOP
Alberta Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 13 Billion
Stocks 743
Filing on May 08, 2025 Q1 2025

Catterton Management Company, L.L.C.

  • DESP
Catterton Management Company, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 4
Filing on May 08, 2025 Q1 2025

Bank Of Jackson Hole Trust

  • IWF
  • EFA
  • AAPL
  • IJH
  • NVDA
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 450
Filing on May 08, 2025 Q1 2025

Mediatel Partners

  • CMCSA
  • T
  • WBD
Mediatel Partners's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 3
Filing on May 08, 2025 Q1 2025

Fidelity National Financial, Inc.

  • ALIT
  • CCAP
  • VICI
  • CVX
  • GD
  • UPS
  • GPC
Fidelity National Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 409 Million
Stocks 15
Filing on May 08, 2025 Q1 2025

Us Bancorp \De\

  • SCHX
  • IVV
  • AGG
  • IEFA
  • SPY
  • AAPL
  • MSFT
Us Bancorp \De\'s Q1 2025 Portfolio
Portfolio Value 74.1 Billion
Stocks 10035
Filing on May 08, 2025 Q1 2025

Tsg Consumer Partners LP

  • BROS
Tsg Consumer Partners LP's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 1
Filing on May 08, 2025 Q1 2025

Howland Capital Management LLC

  • VEU
  • MSFT
  • AAPL
  • BRK-B
  • GOOGL
  • V
  • WSO
Howland Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.19 Billion
Stocks 267
Filing on May 08, 2025 Q1 2025

Gladius Capital Management LP

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • META
  • BRK-B
Gladius Capital Management LP's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 70
Filing on May 08, 2025 Q1 2025

Ifg Advisory, LLC

  • VTI
  • SPY
  • NOBL
  • QQQ
  • AAPL
  • DFAC
  • FTCS
Ifg Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 692
Filing on May 08, 2025 Q1 2025

Fiduciary Wealth Partners, LLC

  • VOO
  • VEA
  • VB
  • VO
  • QQQ
  • SPY
  • AAPL
Fiduciary Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 65
Filing on May 08, 2025 Q1 2025

Endeavor Private Wealth, Inc.

  • IVV
  • IUSB
  • AVUS
  • QUAL
  • IVW
  • GSLC
  • DYNF
Endeavor Private Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 184 Billion
Stocks 258
Filing on May 08, 2025 Q1 2025

Mullooly Asset Management, Inc.

  • IJH
  • SHV
  • MTUM
  • VEU
  • VLUE
  • VTI
  • AGG
Mullooly Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 172 Billion
Stocks 47