Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Tikehau Investment Management

  • V
  • MSFT
  • ZTS
  • AMZN
  • SPGI
  • ACN
  • GOOGL
Tikehau Investment Management's Q1 2025 Portfolio
Portfolio Value 61.8 Million
Stocks 23
Filing on May 07, 2025 Q1 2025

Kapitalo Investimentos Ltda

  • AMZN
  • HES
  • VST
  • TSM
  • KWEB
  • KBE
  • TECK
Kapitalo Investimentos Ltda's Q1 2025 Portfolio
Portfolio Value 493 Billion
Stocks 84
Filing on May 07, 2025 Q1 2025

Spectrum Wealth Counsel, LLC

  • SPY
  • IVV
  • XLK
  • AAPL
  • RDVI
  • QUAL
  • IUSB
Spectrum Wealth Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 833 Billion
Stocks 368
Filing on May 07, 2025 Q1 2025

Bedel Financial Consulting, Inc.

  • LLY
  • DFAI
  • VTEB
  • AAPL
  • DFAE
  • LLY
  • MSFT
Bedel Financial Consulting, Inc.'s Q1 2025 Portfolio
Portfolio Value 720 Million
Stocks 264
Filing on May 07, 2025 Q1 2025

Oldfield Partners LLP

  • CB
  • LEA
  • DIS
  • SSNC
  • ARW
  • LUV
  • ERJ
Oldfield Partners LLP's Q1 2025 Portfolio
Portfolio Value 342 Million
Stocks 25
Filing on May 07, 2025 Q1 2025

Accretive Wealth Partners, LLC

  • IJH
  • AAPL
  • IWF
  • VIG
  • VYM
  • GLDM
  • IAU
Accretive Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 274 Million
Stocks 141
Filing on May 07, 2025 Q1 2025

Investment Management Corp /Va/ /Adv

  • LOW
  • PPA
  • KIE
  • NOCT
  • IVV
  • GLD
  • XLRE
Investment Management Corp /Va/ /Adv's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 185
Filing on May 07, 2025 Q1 2025

Intellus Advisors LLC

  • QQQ
  • VIG
  • IAU
  • SYLD
  • RODM
  • FVD
  • JAVA
Intellus Advisors LLC's Q1 2025 Portfolio
Portfolio Value 572 Billion
Stocks 120
Filing on May 07, 2025 Q1 2025

Evergreen Advisors, LLC

  • SCHB
  • SCHF
  • VCIT
  • SCHD
  • VGIT
  • VMBS
  • IJR
Evergreen Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 17
Filing on May 07, 2025 Q1 2025

Security Financial Services, Inc.

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • DFUS
  • IVE
  • SPTL
Security Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 479 Million
Stocks 169
Filing on May 07, 2025 Q1 2025

Cathie Wood

Ark Investment Management LLC
  • TSLA
  • ROKU
  • PLTR
  • COIN
  • RBLX
  • HOOD
  • SHOP
Cathie Wood's Q1 2025 Portfolio
Portfolio Value 9.28 Billion
Stocks 196
Filing on May 07, 2025 Q1 2025

Iat Reinsurance CO Ltd.

  • MERC
  • RJF
  • GS
  • AMGN
  • SRL
  • SIGI
  • GLW
Iat Reinsurance CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 358 Million
Stocks 76
Filing on May 07, 2025 Q1 2025

Cosner Financial Group, LLC

  • IMCG
  • ITOT
  • USIG
  • IVE
  • IUSV
  • IWY
  • IVV
Cosner Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 37
Filing on May 07, 2025 Q1 2025

Four Thought Financial Partners, LLC

  • MSFT
  • AAPL
  • AMT
  • AVGO
  • NEE
  • V
  • CVX
Four Thought Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 956 Billion
Stocks 318
Filing on May 07, 2025 Q1 2025

Motco

  • SPY
  • AVGO
  • AAPL
  • JPM
  • MSFT
  • USTB
  • RUSHA
Motco's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 797
Filing on May 07, 2025 Q1 2025

Brown Wealth Management, LLC

  • VTV
  • IVV
  • VUG
  • SUB
  • MUB
  • BIV
  • SCHO
Brown Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 291 Billion
Stocks 93
Filing on May 07, 2025 Q1 2025

Baron Silver Stevens Financial Advisors, LLC

  • VTV
  • IVV
  • IWF
  • VTI
  • AGG
  • VIG
  • IJH
Baron Silver Stevens Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 569 Million
Stocks 124
Filing on May 07, 2025 Q1 2025

Td Asset Management Inc

  • AAPL
  • RY
  • SPY
  • MSFT
  • NVDA
  • TD
  • META
Td Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 1680