Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Accuvest Global Advisors

  • MSTR
  • AMZN
  • COST
  • AAPL
  • WMT
  • SPOT
  • META
Accuvest Global Advisors's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 64
Filing on May 09, 2025 Q1 2025

Wealth Plan Partners, LLC

  • AAPL
  • BRK-B
  • BUFR
  • COWZ
  • DGRO
  • SECT
  • HEQT
Wealth Plan Partners, LLC's Q1 2025 Portfolio
Portfolio Value 709 Billion
Stocks 303
Filing on May 09, 2025 Q1 2025

Wbh Advisory Inc

  • VTI
  • VGT
  • SCHB
  • VXUS
  • FBND
  • SPLG
  • XLK
Wbh Advisory Inc's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 325
Filing on May 09, 2025 Q1 2025

Bard Associates Inc

  • ENSG
  • WLDN
  • AROC
  • ODC
  • USAC
  • FIP
  • LEGH
Bard Associates Inc's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 179
Filing on May 09, 2025 Q1 2025

Alpha Core Capital LLC

  • MPLX
  • DSTL
  • IWV
  • IXUS
  • COWZ
  • GLD
  • VOO
Alpha Core Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 771
Filing on May 09, 2025 Q1 2025

Beam Wealth Advisors, Inc.

  • IVV
  • SHY
  • RAAX
  • EMXC
  • NVDA
  • IUSV
  • VO
Beam Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 102
Filing on May 09, 2025 Q1 2025

Wambolt & Associates, LLC

  • AAPL
  • NVDA
  • MSFT
  • EMXC
  • VB
  • BRK-B
  • AMZN
Wambolt & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 170
Filing on May 09, 2025 Q1 2025

Kontiki Capital Management (Hk) Ltd.

  • SE
  • NU
  • HDB
  • CPNG
  • TCOM
  • YMM
Kontiki Capital Management (Hk) Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 8
Filing on May 09, 2025 Q1 2025

Union Heritage Capital, LLC

  • AAPL
  • MSFT
  • CPRT
  • LLY
  • APH
  • ORCL
  • MA
Union Heritage Capital, LLC's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 64
Filing on May 09, 2025 Q1 2025

Vera Bank, N.A.

  • QDF
  • VIGI
  • DFAU
  • IVV
  • VUG
  • DFIC
  • AVEM
Vera Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 342 Million
Stocks 223
Filing on May 09, 2025 Q1 2025

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • BRK-B
  • EPD
  • DFUS
  • ET
  • AAPL
Chicago Partners Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 933
Filing on May 09, 2025 Q1 2025

Roof Eidam & Maycock

  • JPST
  • VEA
  • JQUA
  • VIG
  • VB
  • VUG
  • JSCP
Roof Eidam & Maycock's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 121
Filing on May 09, 2025 Q1 2025

Kim, LLC

  • HYG
  • ASPN
  • VSH
  • BZ
  • SMRT
  • NZF
  • NEA
Kim, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 58
Filing on May 09, 2025 Q1 2025

St. Nicholas Private Asset Management, Inc

  • AAPL
  • MA
  • RLI
  • ABBV
  • HD
  • MCD
  • ODFL
St. Nicholas Private Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 38
Filing on May 09, 2025 Q1 2025

River Glades Family Offices LLC

  • IVV
  • IJH
  • VEA
  • VWO
  • FLRN
  • IAU
  • XLK
River Glades Family Offices LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 82
Filing on May 09, 2025 Q1 2025

Koch, Inc.

  • GETY
  • CMP
  • CMTG
  • SLI
Koch, Inc.'s Q1 2025 Portfolio
Portfolio Value 464 Billion
Stocks 5
Filing on May 09, 2025 Q1 2025

Commonwealth Financial Services, LLC

  • SPY
  • FIXD
  • QQQ
  • IVV
  • UCON
  • QMOM
  • IVW
Commonwealth Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 488 Billion
Stocks 200
Filing on May 09, 2025 Q1 2025

Pinney & Scofield, Inc.

  • DFIP
  • DFIV
  • DFAS
  • DFUV
  • DFAT
  • DISV
  • DFAR
Pinney & Scofield, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 217