Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Richards, Merrill & Peterson, Inc.

  • AAPL
  • COST
  • MSFT
  • AMZN
  • QQQ
  • SPY
  • SYK
Richards, Merrill & Peterson, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 494
Filing on May 07, 2025 Q1 2025

Frontier Asset Management, LLC

  • AVDV
  • IJR
  • VWO
  • IQLT
  • LVHI
  • EMGF
  • EEMV
Frontier Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 64
Filing on May 07, 2025 Q1 2025

Corton Capital Inc.

  • HOOD
  • OSTK
  • ELY
  • WBA
  • UNFI
  • VSAT
  • ZIM
Corton Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 29.1 Million
Stocks 162
Filing on May 07, 2025 Q1 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • BRK-A
  • CINF
  • JNJ
  • LMT
Schulhoff & CO Inc's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 132
Filing on May 07, 2025 Q1 2025

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • XLF
  • IEF
  • XLP
  • VWO
Ameraudi Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 81
Filing on May 07, 2025 Q1 2025

Bellwether Advisors, LLC

  • XLK
  • XLF
  • IVV
  • XLV
  • IWS
  • XLY
  • IWP
Bellwether Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 457 Million
Stocks 514
Filing on May 07, 2025 Q1 2025

Wealthstream Advisors, Inc.

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFUS
  • IWV
  • VTHR
Wealthstream Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 512 Million
Stocks 164
Filing on May 07, 2025 Q1 2025

First National Advisers, LLC

  • AAPL
  • DFAI
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • JPM
First National Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 612 Million
Stocks 212
Filing on May 07, 2025 Q1 2025

Nemes Rush Group LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • MSI
  • WMT
  • ETN
Nemes Rush Group LLC's Q1 2025 Portfolio
Portfolio Value 792 Billion
Stocks 706
Filing on May 07, 2025 Q1 2025

Metis Global Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • SGOL
  • BCI
  • AMZN
  • META
Metis Global Partners, LLC's Q1 2025 Portfolio
Portfolio Value 3.48 Billion
Stocks 789
Filing on May 07, 2025 Q1 2025

Capital City Trust CO

  • KO
  • AAPL
  • MSFT
  • VOO
  • AVGO
  • NVDA
  • AMZN
Capital City Trust CO's Q1 2025 Portfolio
Portfolio Value 343 Million
Stocks 199
Filing on May 07, 2025 Q1 2025

Ridgewood Investments LLC

  • BRK-B
  • SHV
  • GOOGL
  • MKL
  • VOO
  • VT
  • BSV
Ridgewood Investments LLC's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 734
Filing on May 07, 2025 Q1 2025

Tcw Group Inc

  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • META
  • NOW
  • AVGO
Tcw Group Inc's Q1 2025 Portfolio
Portfolio Value 10.4 Billion
Stocks 641
Filing on May 07, 2025 Q1 2025

Orca Investment Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • SPY
  • CAH
  • BRK-B
  • AVGO
Orca Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 58
Filing on May 07, 2025 Q1 2025

Bishop & CO Investment Management, LLC

  • VTV
  • VUG
  • VCIT
  • IEFA
  • IWS
  • IWP
  • VOO
Bishop & CO Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 25
Filing on May 07, 2025 Q1 2025

Perkins Capital Management Inc

  • LLY
  • NTRA
  • AXGN
  • MSFT
  • IDXX
  • ABT
  • LMAT
Perkins Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 89.7 Million
Stocks 82
Filing on May 07, 2025 Q1 2025

Horan Capital Advisors, Llc.

  • IJH
  • AAPL
  • UITB
  • MSFT
  • SCHB
  • USTB
  • AVGO
Horan Capital Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 118
Filing on May 07, 2025 Q1 2025

Seneschal Advisors, LLC

  • BIV
  • VTI
  • DFUS
  • DFUV
  • BNDX
  • DFAT
  • DFAS
Seneschal Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 33