Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Encompass More Asset Management

  • BUYW
  • USFR
  • TLT
  • SECT
  • GLDM
  • SGOL
  • AGOX
Encompass More Asset Management's Q1 2025 Portfolio
Portfolio Value 335 Billion
Stocks 192
Filing on May 09, 2025 Q1 2025

Cary Street Partners Financial LLC

  • AAPL
  • VTV
  • VUG
  • MSFT
  • TACK
  • JEPI
  • JPIE
Cary Street Partners Financial LLC's Q1 2025 Portfolio
Portfolio Value 3.16 Trillion
Stocks 1331
Filing on May 09, 2025 Q1 2025

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 26
Filing on May 09, 2025 Q1 2025

Washington Growth Strategies LLC

  • SPY
  • XLF
  • QQQ
  • EEM
  • PAVE
  • XLE
  • VB
Washington Growth Strategies LLC's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 43
Filing on May 09, 2025 Q1 2025

Shaker Financial Services, LLC

  • CET
  • GAM
  • RMT
  • ETB
  • ASG
  • EVT
  • CSQ
Shaker Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 153
Filing on May 09, 2025 Q1 2025

Horizon Family Wealth, Inc.

  • GSLC
  • GSIE
  • VUG
  • BILS
  • IVW
  • VO
  • BRK-B
Horizon Family Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 101
Filing on May 09, 2025 Q1 2025

Commonwealth Retirement Investments LLC

  • AVGO
  • JPM
  • ABBV
  • MSFT
  • XOM
  • CVX
  • JNJ
Commonwealth Retirement Investments LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 95
Filing on May 09, 2025 Q1 2025

Performa LTD (Us), LLC

  • VOO
  • SPY
  • HYLB
  • VO
  • VEU
  • ANGL
  • VBR
Performa LTD (Us), LLC's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 53
Filing on May 09, 2025 Q1 2025

Mc Mill Wealth Management

  • SPIB
  • SPLG
  • DFIV
  • AVUV
  • DFUS
  • DFAT
  • AVDV
Mc Mill Wealth Management's Q1 2025 Portfolio
Portfolio Value 277 Billion
Stocks 50
Filing on May 09, 2025 Q1 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXV
  • STXG
  • VO
  • IVV
Advyzon Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 283 Billion
Stocks 416
Filing on May 09, 2025 Q1 2025

Adventist Health System

  • VOO
  • IVV
  • VEA
  • IEMG
  • VONV
  • VTIP
  • VOT
Adventist Health System's Q1 2025 Portfolio
Portfolio Value 633 Million
Stocks 8
Filing on May 09, 2025 Q1 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VYM
  • VBR
Avion Wealth's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 1420
Filing on May 09, 2025 Q1 2025

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • VEA
  • AAPL
  • MSFT
  • VLUE
Intrust Bank Na's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 700
Filing on May 09, 2025 Q1 2025

Fourth Sail Capital LP

  • CAAP
  • BAP
  • DAVA
  • ARCO
  • VALE
  • GGAL
  • BIOX
Fourth Sail Capital LP's Q1 2025 Portfolio
Portfolio Value 427 Billion
Stocks 28
Filing on May 09, 2025 Q1 2025

Bouchey Financial Group LTD

  • QQQ
  • SCHB
  • SCHD
  • DGRW
  • DUHP
  • AAPL
  • AGG
Bouchey Financial Group LTD's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 138
Filing on May 09, 2025 Q1 2025

Harbor Island Capital LLC

  • AMAT
  • WFC
  • AAPL
  • MSFT
  • GATX
  • CSCO
  • WBD
Harbor Island Capital LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 15
Filing on May 09, 2025 Q1 2025

Westwood Holdings Group Inc

  • ET
  • WMB
  • OKE
  • TRGP
  • MSFT
  • EPD
  • LNG
Westwood Holdings Group Inc's Q1 2025 Portfolio
Portfolio Value 12.8 Billion
Stocks 463
Filing on May 09, 2025 Q1 2025

Endowment Wealth Management, Inc.

  • VTI
  • QAI
  • ITOT
  • IUSG
  • VT
  • IEFA
  • IUSV
Endowment Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 155