Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Mountain Hill Investment Partners Corp.

  • IVV
  • NVDA
  • F
  • AMZN
  • UBER
  • PFF
  • AMD
Mountain Hill Investment Partners Corp.'s Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 177
Filing on Aug 05, 2025 Q2 2025

Carson Advisory Inc.

  • CGGO
  • BRK-B
  • SO
  • IBM
  • D
  • AAPL
  • MSFT
Carson Advisory Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 171
Filing on Aug 05, 2025 Q2 2025

Aurdan Capital Management, LLC

  • IUSG
  • IVV
  • VIG
  • VXF
  • VGIT
  • PM
  • GWW
Aurdan Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 88
Filing on Aug 05, 2025 Q2 2025

Wakefield Asset Management Lllp

  • EFV
  • EFG
  • IEMG
  • META
  • NFLX
  • JPM
  • TT
Wakefield Asset Management Lllp's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 205
Filing on Aug 05, 2025 Q2 2025

Nicholas Company, Inc.

  • MSFT
  • GOOG
  • AMZN
  • NVDA
  • AAPL
  • ORLY
  • TJX
Nicholas Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 5.71 Billion
Stocks 216
Filing on Aug 05, 2025 Q2 2025

Redwood Wealth Management Group, LLC

  • MSFT
  • IBM
  • NVDA
  • AVGO
  • AMZN
  • IVW
  • IVV
Redwood Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 179
Filing on Aug 05, 2025 Q2 2025

I A Global Asset Management Inc.

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • GOOG
  • AVGO
I A Global Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 6.65 Billion
Stocks 416
Filing on Aug 05, 2025 Q2 2025

Provident CO Of The Employees Of The Hebrew University LTD

  • XLF
  • XLV
  • EPI
  • NVDA
  • XLI
  • XLU
  • AMZN
Provident CO Of The Employees Of The Hebrew University LTD's Q2 2025 Portfolio
Portfolio Value 100 Billion
Stocks 31
Filing on Aug 05, 2025 Q2 2025

Tiaa Trust, National Association

  • IEFA
  • MBB
  • IEMG
  • VUG
  • IWY
  • USIG
  • VTV
Tiaa Trust, National Association's Q2 2025 Portfolio
Portfolio Value 38.1 Billion
Stocks 959
Filing on Aug 05, 2025 Q2 2025

Gilbert & Cook, Inc.

  • IVV
  • IWL
  • VEA
  • JHMM
  • BND
  • IWR
  • ARCC
Gilbert & Cook, Inc.'s Q2 2025 Portfolio
Portfolio Value 727 Million
Stocks 206
Filing on Aug 05, 2025 Q2 2025

Integrity Financial Corp

  • SPY
  • QQQ
  • SPHQ
  • AAPL
  • IQLT
  • BUFD
  • RDVY
Integrity Financial Corp 's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 295
Filing on Aug 05, 2025 Q2 2025

Eleva Capital Sas

  • CRH.L
  • MSFT
  • NVDA
  • TSM
  • APO
  • MELI
  • BABA
Eleva Capital Sas's Q2 2025 Portfolio
Portfolio Value 464 Billion
Stocks 33
Filing on Aug 05, 2025 Q2 2025

Industrial Alliance Investment Management Inc.

  • QQQ
  • VTI
  • SPY
  • VNQ
  • VEU
  • IEUR
Industrial Alliance Investment Management Inc.'s Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 6
Filing on Aug 05, 2025 Q2 2025

Ss&H Financial Advisors, Inc.

  • JPM
  • NVDA
  • MSFT
  • AAPL
  • PG
  • ORCL
  • ABBV
Ss&H Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 123
Filing on Aug 05, 2025 Q2 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • VUG
  • QUAL
  • DYNF
  • VTV
  • BALT
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q2 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 269
Filing on Aug 05, 2025 Q2 2025

Zweig Di Menna Associates LLC

  • AMZN
  • AVGO
  • TSM
  • APP
  • PWR
  • CYBR
  • NVDA
Zweig Di Menna Associates LLC's Q2 2025 Portfolio
Portfolio Value 824 Million
Stocks 86
Filing on Aug 05, 2025 Q2 2025

Colrain Capital LLC

  • VST
  • HES
  • NEM
  • VICR
  • MOS
  • CVS
  • GOOGL
Colrain Capital LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 23
Filing on Aug 05, 2025 Q2 2025

Castlekeep Investment Advisors LLC

  • VGK
  • BILS
  • BRK-B
  • KBE
  • VIG
  • RSP
  • BRK-A
Castlekeep Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 87