Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Jefferies Financial Group Inc.

  • GLD
  • SPY
  • GLD
  • SPY
  • AAPL
  • ZS
  • AAPL
Jefferies Financial Group Inc.'s Q1 2025 Portfolio
Portfolio Value 10.7 Billion
Stocks 1561
Filing on May 08, 2025 Q1 2025

Pro Vise Management Group, LLC

  • DGRO
  • BRK-B
  • MSFT
  • IGIB
  • SPDW
  • IWY
  • JPM
Pro Vise Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 249
Filing on May 08, 2025 Q1 2025

Tarbox Family Office, Inc.

  • IVV
  • IJH
  • AVEM
  • IEFA
  • IWM
  • AVDE
  • JCPB
Tarbox Family Office, Inc.'s Q1 2025 Portfolio
Portfolio Value 601 Million
Stocks 107
Filing on May 08, 2025 Q1 2025

Employees' Retirement Fund Of The City Of Fort Worth

  • MOAT
  • VCLT
  • IQLT
  • SJNK
  • EEMS
  • VCSH
  • VYM
Employees' Retirement Fund Of The City Of Fort Worth's Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 10
Filing on May 08, 2025 Q1 2025

Harbour Investments, Inc.

  • VOO
  • QQQ
  • UCON
  • BUFR
  • CALF
  • SCHD
  • IJH
Harbour Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.22 Billion
Stocks 3559
Filing on May 08, 2025 Q1 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • MTUM
  • VTIP
  • VCSH
  • QUAL
  • IQLT
  • DFUV
  • AAPL
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.85 Billion
Stocks 825
Filing on May 08, 2025 Q1 2025

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • WBD
  • ALL
  • CVS
Alexander Randolph Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 53
Filing on May 08, 2025 Q1 2025

King Wealth

  • IVV
  • QQQ
  • MSFT
  • SPY
  • AAPL
  • V
  • NVDA
King Wealth's Q1 2025 Portfolio
Portfolio Value 660 Million
Stocks 157
Filing on May 08, 2025 Q1 2025

Hhm Wealth Advisors, LLC

  • SCHD
  • SCHB
  • SCHG
  • SPMD
  • SPTS
  • CALF
  • VNQ
Hhm Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 735 Million
Stocks 934
Filing on May 08, 2025 Q1 2025

Alpine Associates Management Inc.

  • HES
  • DFS
  • ANSS
  • SPR
  • K
  • ITCI
  • AMED
Alpine Associates Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.81 Billion
Stocks 45
Filing on May 08, 2025 Q1 2025

Brentview Investment Management LLC

  • MSFT
  • CME
  • AAPL
  • CVX
  • TT
  • JPM
  • UNH
Brentview Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 67
Filing on May 08, 2025 Q1 2025

Alliance Wealth Management Group

  • SCHX
  • SCHZ
  • IVV
  • FLRN
  • SCHF
  • HYG
  • SCHE
Alliance Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 382 Million
Stocks 83
Filing on May 08, 2025 Q1 2025

Lee Kelleher Wealth Management

  • DLN
  • IVV
  • SPY
  • IVW
  • DON
  • IJH
  • GSLC
Lee Kelleher Wealth Management's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 36
Filing on May 08, 2025 Q1 2025

Intrinsic Value Partners, LLC

  • BRK-B
  • GOOG
  • JOE
  • META
  • SCHW
  • GOOGL
  • TSM
Intrinsic Value Partners, LLC's Q1 2025 Portfolio
Portfolio Value 97.8 Million
Stocks 66
Filing on May 08, 2025 Q1 2025

American Assets Capital Advisers, LLC

  • AMT
  • FIP
  • NFE
  • EQIX
  • WYNN
  • VGSH
  • CCI
American Assets Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 40
Filing on May 08, 2025 Q1 2025

Efg Asset Management (Americas) Corp.

  • MSFT
  • IJR
  • AMZN
  • NVDA
  • JPM
  • IAU
  • AAPL
Efg Asset Management (Americas) Corp.'s Q1 2025 Portfolio
Portfolio Value 488 Million
Stocks 134
Filing on May 08, 2025 Q1 2025

Plante Moran Financial Advisors, LLC

  • VOO
  • VXF
  • VEA
  • VV
  • MUB
  • AAPL
  • SPY
Plante Moran Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 801
Filing on May 08, 2025 Q1 2025

12th Street Asset Management Company, LLC

  • BIL
  • KEX
  • LKQ
  • CLH
  • PNFP
  • AZO
  • BERY
12th Street Asset Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 527 Million
Stocks 29