Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Texas Yale Capital Corp.

  • JBL
  • CTAS
  • EPD
  • BRK-B
  • AAPL
  • HD
  • QQQ
Texas Yale Capital Corp.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 451
Filing on May 07, 2025 Q1 2025

Rwc Asset Management LLP

  • HPQ
  • EXC
  • M
  • GOLD
  • CSCO
  • JNJ
  • TAP
Rwc Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 153
Filing on May 07, 2025 Q1 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • AAPL
Atlantic Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 46
Filing on May 07, 2025 Q1 2025

Wealth Forward, LLC

  • RSP
  • VEA
  • FNDA
  • OEF
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 31
Filing on May 07, 2025 Q1 2025

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • SPY
  • AMZN
  • JEPI
Semus Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 114
Filing on May 07, 2025 Q1 2025

One8zero8, LLC

  • AAPL
  • BRK-B
  • FTNT
  • MSFT
  • TTEK
  • JPM
  • JNJ
One8zero8, LLC's Q1 2025 Portfolio
Portfolio Value 423 Billion
Stocks 253
Filing on May 07, 2025 Q1 2025

American Asset Management Inc.

  • SPY
  • AAPL
  • GLD
  • MSTR
  • BRK-B
  • VGT
  • TLT
American Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 19 Million
Stocks 22
Filing on May 07, 2025 Q1 2025

Anson Capital, Inc.

  • SGOV
  • BILS
  • FLTR
  • ICOW
  • COWZ
  • VOOG
  • IVE
Anson Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 96.9 Million
Stocks 74
Filing on May 07, 2025 Q1 2025

Keyvantage Wealth, LLC

  • SCHF
  • VCIT
  • JAVA
  • SCHX
  • JGRO
  • SCHR
  • VCSH
Keyvantage Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 94
Filing on May 07, 2025 Q1 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • IJH
  • SHV
  • IJR
  • IEMG
Kfa Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 114
Filing on May 07, 2025 Q1 2025

Foundations Investment Advisors, LLC

  • IVW
  • IVV
  • SPY
  • IUSB
  • QUAL
  • DYNF
  • IVE
Foundations Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 5.1 Billion
Stocks 1047
Filing on May 07, 2025 Q1 2025

Ptm Wealth Management, LLC

  • FNDX
  • XLK
  • BALT
  • COWZ
  • ULST
  • IMCG
  • AAPL
Ptm Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 95.1 Billion
Stocks 39
Filing on May 07, 2025 Q1 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • NBB
  • EMXC
  • IDV
  • NAD
  • NVDA
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 77
Filing on May 07, 2025 Q1 2025

Woodard & CO Asset Management Group Inc

  • SPTM
  • SPY
  • SPYV
  • VV
  • SPYG
  • IWF
  • VONV
Woodard & CO Asset Management Group Inc 's Q1 2025 Portfolio
Portfolio Value 456 Million
Stocks 143
Filing on May 07, 2025 Q1 2025

Sunpointe, LLC

  • NVDA
  • TAXF
  • BRK-A
  • VTI
  • VOO
  • AAPL
  • ESGA
Sunpointe, LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 186
Filing on May 07, 2025 Q1 2025

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJH
Stephenson & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 39
Filing on May 07, 2025 Q1 2025

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • SPY
  • AAPL
Oxler Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 85
Filing on May 07, 2025 Q1 2025

David R. Rahn & Associates Inc.

  • GOOGL
  • GDX
  • GLD
  • GOOG
  • AAPL
  • AMZN
  • BWX
David R. Rahn & Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 324 Million
Stocks 126