Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Fi3 Financial Advisors, LLC

  • IVV
  • VEA
  • IJR
  • SPY
  • LLY
  • AAPL
  • SCHP
Fi3 Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 137
Filing on May 09, 2025 Q1 2025

Tidemark, LLC

  • GTO
  • SPLG
  • SPHQ
  • SPYG
  • AUSF
  • IVE
  • DDWM
Tidemark, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 704
Filing on May 09, 2025 Q1 2025

Roberts Glore & CO Inc

  • BRK-B
  • MSFT
  • AAPL
  • VTIP
  • VTEB
  • JNJ
  • GOOG
Roberts Glore & CO Inc 's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 201
Filing on May 09, 2025 Q1 2025

Warburton Capital Management, LLC

  • DFAC
  • DFAX
  • DUHP
  • PLTR
  • WMB
  • SPY
  • DFAR
Warburton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 49
Filing on May 09, 2025 Q1 2025

Axs Investments LLC

  • REZ
  • USRT
  • JAAA
  • BIL
  • SHV
  • PFFV
  • MORT
Axs Investments LLC's Q1 2025 Portfolio
Portfolio Value 334 Million
Stocks 202
Filing on May 09, 2025 Q1 2025

Wealth Shield Partners, LLC

  • IVV
  • SCHF
  • AAPL
  • IVW
  • SCHG
  • IUSB
  • MGK
Wealth Shield Partners, LLC's Q1 2025 Portfolio
Portfolio Value 761 Million
Stocks 533
Filing on May 09, 2025 Q1 2025

Leeward Financial Partners, LLC

  • VUG
  • MSFT
  • VTV
  • VGT
  • VV
  • AAPL
  • SCHG
Leeward Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 86
Filing on May 09, 2025 Q1 2025

Jensen Investment Management Inc

  • MSFT
  • MMC
  • AAPL
  • ACN
  • SYK
  • INTU
  • GOOGL
Jensen Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 9.05 Billion
Stocks 84
Filing on May 09, 2025 Q1 2025

Lester Murray Antman Dba Simply Rich

  • AAPL
  • USMV
  • EFAV
  • GOOG
  • EEMV
  • MSFT
  • GOOGL
Lester Murray Antman Dba Simply Rich's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 214
Filing on May 09, 2025 Q1 2025

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • BRK-B
  • VBR
  • AMZN
  • SGOV
Exencial Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 501
Filing on May 09, 2025 Q1 2025

Palacios Wealth Management, LLC

  • PFE
  • PG
  • NVDA
  • JEPQ
  • RYLD
  • AVGO
  • META
Palacios Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 64
Filing on May 09, 2025 Q1 2025

Atlantic Private Wealth, LLC

  • SPY
  • VTI
  • IBTF
  • VXUS
  • VXF
  • ESGV
  • EAGG
Atlantic Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 209
Filing on May 09, 2025 Q1 2025

Vanguard Group Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • AVGO
Vanguard Group Inc's Q1 2025 Portfolio
Portfolio Value 5.37 Trillion
Stocks 16744
Filing on May 09, 2025 Q1 2025

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • VIG
  • IJR
  • SPMO
  • JPUS
Planning Alternatives LTD 's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 76
Filing on May 09, 2025 Q1 2025

Sound View Advisors Inc.

  • VOO
  • VEA
  • SPSB
  • BILS
  • XHLF
  • STIP
  • IJH
Sound View Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 33
Filing on May 09, 2025 Q1 2025

Centersquare Investment Management LLC

  • WELL
  • PLD
  • EQIX
  • VTR
  • DLR
  • EXR
  • UDR
Centersquare Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 9.39 Billion
Stocks 212
Filing on May 09, 2025 Q1 2025

Campbell Capital Management Inc

  • AAPL
  • GOOG
  • MSFT
  • META
  • KKR
  • VST
  • PFF
Campbell Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 60
Filing on May 09, 2025 Q1 2025

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVDV
Prairie View Partners, LLC's Q1 2025 Portfolio
Portfolio Value 958 Million
Stocks 387