Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • BND
  • NFRA
  • VXUS
  • MCD
Capstone Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 158
Filing on May 09, 2025 Q1 2025

Evolutionary Tree Capital Management, LLC

  • AMZN
  • MSFT
  • NOW
  • META
  • PRCT
  • NFLX
  • CYBR
Evolutionary Tree Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 86.4 Million
Stocks 28
Filing on May 09, 2025 Q1 2025

Element Pointe Advisors, LLC

  • IVV
  • SHY
  • SPY
  • JEPI
  • XLV
  • VOO
  • QUAL
Element Pointe Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 412 Million
Stocks 67
Filing on May 09, 2025 Q1 2025

Haverford Financial Services, Inc.

  • AAPL
  • MSFT
  • MA
  • JPM
  • COST
  • RTX
  • HON
Haverford Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 41
Filing on May 09, 2025 Q1 2025

Credit Capital Investments LLC

  • TSM
  • VZ
  • WBD
  • MU
  • CF
  • GOOGL
  • AMZN
Credit Capital Investments LLC's Q1 2025 Portfolio
Portfolio Value 58 Million
Stocks 32
Filing on May 09, 2025 Q1 2025

Probity Advisors, Inc.

  • IVE
  • IVW
  • IEFA
  • IJS
  • HYG
  • IJT
  • SPYV
Probity Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 503 Million
Stocks 227
Filing on May 09, 2025 Q1 2025

Silver Coast Investments LLC

  • IQLT
  • SCHD
  • DGRO
  • AGG
  • BIV
  • VWO
  • VBR
Silver Coast Investments LLC's Q1 2025 Portfolio
Portfolio Value 264 Billion
Stocks 101
Filing on May 09, 2025 Q1 2025

Milestone Resources Group LTD

  • AMZN
  • MSFT
  • IBN
  • SHW
  • SPGI
  • ABT
  • AVGO
Milestone Resources Group LTD's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 21
Filing on May 09, 2025 Q1 2025

Hillsdale Investment Management Inc.

  • RY
  • CM
  • ENB
  • BMO
  • SHOP
  • TD
  • AEM
Hillsdale Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 598
Filing on May 09, 2025 Q1 2025

West Tower Group, LLC

  • PRGO
  • WBD
  • EHAB
  • OEC
  • PRIM
  • GPS
  • TYL
West Tower Group, LLC's Q1 2025 Portfolio
Portfolio Value 38.1 Billion
Stocks 61
Filing on May 09, 2025 Q1 2025

Frazier Financial Advisors, LLC

  • VIG
  • SPY
  • VTI
  • DDWM
  • DON
  • VB
  • ACN
Frazier Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 611
Filing on May 09, 2025 Q1 2025

Rollins Financial Advisors, LLC

  • AAPL
  • QQQ
  • MSFT
  • SCHG
  • AMZN
  • GOOGL
  • BAC
Rollins Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 574 Billion
Stocks 131
Filing on May 09, 2025 Q1 2025

Beddow Capital Management Inc

  • IBM
  • MSB
  • DG
  • SIEGY
  • CPRN
  • FNV
  • BRK-B
Beddow Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 267 Million
Stocks 57
Filing on May 09, 2025 Q1 2025

Sound Financial Strategies Group, LLC

  • AGG
  • IEF
  • SGOV
  • TPIF
  • WWJD
  • TPLC
  • QQEW
Sound Financial Strategies Group, LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 100
Filing on May 09, 2025 Q1 2025

Capital Performance Advisors LLP

  • DFAC
  • DFAT
  • IVV
  • AAPL
  • DFIV
  • DFUV
  • AGG
Capital Performance Advisors LLP's Q1 2025 Portfolio
Portfolio Value 449 Million
Stocks 260
Filing on May 09, 2025 Q1 2025

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • SYK
  • GUNR
  • IEMG
  • AGG
Connable Office Inc's Q1 2025 Portfolio
Portfolio Value 931 Million
Stocks 217
Filing on May 09, 2025 Q1 2025

Sgl Investment Advisors, Inc.

  • MSFT
  • AAPL
  • MA
  • IBM
  • BRK-B
  • HD
  • JPM
Sgl Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 194 Billion
Stocks 116
Filing on May 09, 2025 Q1 2025

Marble Harbor Investment Counsel, LLC

  • AAPL
  • MSFT
  • ADP
  • ABBV
  • ORLY
  • IRM
  • CSCO
Marble Harbor Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 846 Million
Stocks 206