Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Sound View Wealth Advisors Group, LLC

  • AAPL
  • IBDQ
  • MSFT
  • IBDR
  • IBDS
  • NVDA
  • BUFR
Sound View Wealth Advisors Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 407
Filing on May 08, 2025 Q1 2025

Mgo One Seven LLC

  • NVDA
  • AAPL
  • MSFT
  • JPST
  • VTV
  • AMZN
  • SPY
Mgo One Seven LLC's Q1 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 1090
Filing on May 08, 2025 Q1 2025

Wealthquest Corp

  • VV
  • VONG
  • BALT
  • IEFA
  • SPTM
  • AFG
  • IJH
Wealthquest Corp's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 134
Filing on May 08, 2025 Q1 2025

Goodman Financial Corp

  • SPDW
  • RSP
  • VCSH
  • PAGP
  • SCHW
  • MKTX
  • AMZN
Goodman Financial Corp's Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 61
Filing on May 08, 2025 Q1 2025

American Financial Group Inc

  • NXST
  • C
  • ACI
  • TALO
  • CMCSA
  • GM
  • EPD
American Financial Group Inc's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 80
Filing on May 08, 2025 Q1 2025

American Financial Group Inc 401(K) Retirement & Savings Plan

  • AFG
American Financial Group Inc 401(K) Retirement & Savings Plan's Q1 2025 Portfolio
Portfolio Value 344 Million
Stocks 1
Filing on May 08, 2025 Q1 2025

Collaborative Wealth Managment Inc.

  • SPYV
  • SPMD
  • HYMB
  • SPYG
  • PFFD
  • SPMB
  • USFR
Collaborative Wealth Managment Inc.'s Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 173
Filing on May 08, 2025 Q1 2025

Kestrel Investment Management Corp

  • TPH
  • CNO
  • RDN
  • AX
  • PBH
  • UPWK
  • CNXC
Kestrel Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 40
Filing on May 08, 2025 Q1 2025

Momentous Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • SCHF
  • DFSB
  • DFSU
  • AAPL
Momentous Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 49
Filing on May 08, 2025 Q1 2025

Nicolet Advisory Services, LLC

  • SPYV
  • SPYG
  • AAPL
  • ITOT
  • BRK-B
  • AVEM
  • VTEB
Nicolet Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 380
Filing on May 08, 2025 Q1 2025

Lynwood Price Capital Management LP

  • AMZN
  • MSFT
  • LPLA
  • KKR
  • CRM
  • TDG
  • MCK
Lynwood Price Capital Management LP's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 15
Filing on May 08, 2025 Q1 2025

Tandem Financial, LLC

  • GDX
  • VGLT
  • IWD
  • IWF
  • KNG
  • IMCG
  • SPY
Tandem Financial, LLC's Q1 2025 Portfolio
Portfolio Value 92.5 Billion
Stocks 50
Filing on May 08, 2025 Q1 2025

Letko, Brosseau & Associates Inc

  • MFC
  • TD
  • BNS
  • RY
  • BMO
  • SLF
  • RCI
Letko, Brosseau & Associates Inc's Q1 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 89
Filing on May 08, 2025 Q1 2025

Cannon Wealth Management Services, LLC

  • SPLG
  • JCPB
  • CGUS
  • SPYV
  • PVAL
  • SPTS
  • SPSB
Cannon Wealth Management Services, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 76
Filing on May 08, 2025 Q1 2025

Natixis Advisors, L.P.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • V
  • GOOGL
Natixis Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 54.1 Billion
Stocks 2055
Filing on May 08, 2025 Q1 2025

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHB
  • SCHM
Valley Forge Investment Consultants Inc Adv's Q1 2025 Portfolio
Portfolio Value 280 Million
Stocks 85
Filing on May 08, 2025 Q1 2025

Bcgm Wealth Management, LLC

  • ITOT
  • IVV
  • QUAL
  • IWF
  • QQQ
  • JCPB
  • DYNF
Bcgm Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 153
Filing on May 08, 2025 Q1 2025

Allianz Investment Management U.S. LLC

  • LQD
  • JAAA
  • VCLT
  • IGLB
  • EMNT
  • HYG
  • VWOB
Allianz Investment Management U.S. LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 63