Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Blue Barn Wealth, LLC

  • SCHF
  • VONG
  • BNDX
  • SCHD
  • AGG
  • SHYG
  • BSCP
Blue Barn Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 191 Million
Stocks 149
Filing on May 09, 2025 Q1 2025

Summit Rock Advisors, LP

  • VTWO
  • IWP
Summit Rock Advisors, LP's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 2
Filing on May 09, 2025 Q1 2025

Altfest L J & CO Inc

  • SCHP
  • EMLP
  • VGSH
  • AAPL
  • UDEC
  • VPU
  • VTIP
Altfest L J & CO Inc's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 319
Filing on May 09, 2025 Q1 2025

Northern Oak Wealth Management Inc

  • VGSH
  • IVW
  • IVE
  • VCSH
  • VCIT
  • VGIT
  • AAPL
Northern Oak Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 775 Million
Stocks 212
Filing on May 09, 2025 Q1 2025

Ontario Teachers Pension Plan Board

  • GFL
  • MSFT
  • WMT
  • T
  • BAC
  • BDX
  • HON
Ontario Teachers Pension Plan Board's Q1 2025 Portfolio
Portfolio Value 6.35 Billion
Stocks 415
Filing on May 09, 2025 Q1 2025

Waycross Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOGL
  • AMZN
  • GS
Waycross Partners, LLC's Q1 2025 Portfolio
Portfolio Value 890 Million
Stocks 63
Filing on May 09, 2025 Q1 2025

Carlyle Group Inc.

  • PHAT
  • INVH
  • GETY
  • CUBE
  • SMHI
  • EM
  • HLVX
Carlyle Group Inc.'s Q1 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 23
Filing on May 09, 2025 Q1 2025

Keeler T Homas Management LLC

  • IBDQ
  • IBDR
  • IBHF
  • IBHG
  • IBHI
  • IBHH
  • BRK-B
Keeler T Homas Management LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 76
Filing on May 09, 2025 Q1 2025

Arjuna Capital

  • SGOV
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • SPTI
  • AMZN
Arjuna Capital's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 113
Filing on May 09, 2025 Q1 2025

Delta Air Lines, Inc.

  • JOBY
Delta Air Lines, Inc.'s Q1 2025 Portfolio
Portfolio Value 66.5 Million
Stocks 2
Filing on May 09, 2025 Q1 2025

Center Book Partners LP

  • MSFT
  • V
  • AMZN
  • GOOGL
  • META
  • BKNG
  • BRK-B
Center Book Partners LP's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 466
Filing on May 09, 2025 Q1 2025

Gagnon Securities LLC

  • AL
  • ENSG
  • ISRG
  • CDNA
  • EPD
  • TMCI
  • PSIX
Gagnon Securities LLC's Q1 2025 Portfolio
Portfolio Value 420 Million
Stocks 98
Filing on May 09, 2025 Q1 2025

Silver Oak Advisory Group, Inc.

  • BND
  • BNDX
  • BSV
  • VTEB
  • DFAC
  • DFAX
  • VTI
Silver Oak Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 65
Filing on May 09, 2025 Q1 2025

Solutions 4 Wealth, LTD

  • VVR
  • PUTW
  • QYLD
  • AAPL
  • XLK
  • FNX
  • DFSD
Solutions 4 Wealth, LTD's Q1 2025 Portfolio
Portfolio Value 56.7 Billion
Stocks 52
Filing on May 09, 2025 Q1 2025

Mutual Of America Capital Management LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • LQD
  • META
  • BRK-B
Mutual Of America Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 8.47 Billion
Stocks 1414
Filing on May 09, 2025 Q1 2025

Keynote Financial Services LLC

  • AAPL
  • ABBV
  • RTX
  • BRK-B
  • MSFT
  • ABT
  • T
Keynote Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 158
Filing on May 09, 2025 Q1 2025

Belvedere Trading LLC

  • SPY
  • SPY
  • QQQ
  • QQQ
  • NVDA
  • NVDA
  • TSLA
Belvedere Trading LLC's Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 681
Filing on May 09, 2025 Q1 2025

R. W. Roge & Company, Inc.

  • VOO
  • VUG
  • VTV
  • SPTL
  • GLDM
  • SCHX
  • VGIT
R. W. Roge & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 54