Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Alps Advisors Inc

  • EPD
  • ET
  • WES
  • PAA
  • MPLX
  • SUN
  • HESM
Alps Advisors Inc's Q1 2025 Portfolio
Portfolio Value 17.2 Billion
Stocks 1028
Filing on Apr 30, 2025 Q1 2025

Financial Gravity Asset Management, Inc.

  • IAGG
  • HYLB
  • SHYG
  • STIP
  • EPS
  • HYDW
  • SPIB
Financial Gravity Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 459 Billion
Stocks 1082
Filing on Apr 30, 2025 Q1 2025

Galibier Capital Management Ltd.

  • AEM
  • ENB
  • RY
  • CM
  • MFC
  • CNQ
  • NTR
Galibier Capital Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 37
Filing on Apr 30, 2025 Q1 2025

Capital Insight Partners, LLC

  • AGG
  • MUB
  • PRAY
  • IVV
  • VMBS
  • BIV
  • ISTB
Capital Insight Partners, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 158
Filing on Apr 30, 2025 Q1 2025

Aurdan Capital Management, LLC

  • IUSG
  • IVV
  • VIG
  • VXF
  • MMC
  • LOW
  • GWW
Aurdan Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 265 Billion
Stocks 84
Filing on Apr 30, 2025 Q1 2025

Rock Point Advisors, LLC

  • C
  • TJX
  • SONY
  • AAPL
  • AES
  • CSCO
  • AVGO
Rock Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 306 Million
Stocks 106
Filing on Apr 30, 2025 Q1 2025

Pom Investment Strategies, LLC

  • SPLG
  • CTA
  • EDOW
  • RDVY
  • FTGS
  • BUCK
  • SVOL
Pom Investment Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 85.5 Billion
Stocks 213
Filing on Apr 30, 2025 Q1 2025

Cfo4 Life Group, LLC

  • VOO
  • UPS
  • DYNF
  • QUAL
  • AAPL
  • IEFA
  • JMUB
Cfo4 Life Group, LLC's Q1 2025 Portfolio
Portfolio Value 562 Million
Stocks 221
Filing on Apr 30, 2025 Q1 2025

Tru Independence LLC

  • DFAC
  • FBND
  • FTCS
  • RDVY
  • DFAI
  • AAPL
  • BAC
Tru Independence LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 111
Filing on Apr 30, 2025 Q1 2025

Investments & Financial Planning, LLC

  • VB
  • SPYG
  • IJH
  • VO
  • CGGR
  • URTH
  • VT
Investments & Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 34
Filing on Apr 30, 2025 Q1 2025

Main Street Investment Advisors LLC

  • IJH
  • EFA
  • AAPL
  • MSFT
  • VGSH
  • JPM
  • IJR
Main Street Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 666 Million
Stocks 156
Filing on Apr 30, 2025 Q1 2025

Pineridge Advisors LLC

  • XHLF
  • ITOT
  • SPY
  • SPEM
  • IBTI
  • SPSB
  • MBND
Pineridge Advisors LLC's Q1 2025 Portfolio
Portfolio Value 256 Billion
Stocks 510
Filing on Apr 30, 2025 Q1 2025

Heritage Wealth Management, Inc. /Ca/

  • SPY
  • AVLV
  • SCHG
  • AAPL
  • VGSH
  • SCHR
  • DFAC
Heritage Wealth Management, Inc. /Ca/'s Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 84
Filing on Apr 30, 2025 Q1 2025

Significant Wealth Partners LLC

  • SPY
  • USM
  • VOOG
  • ABBV
  • AMZN
  • QQQ
  • VOO
Significant Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 92
Filing on Apr 30, 2025 Q1 2025

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • VEA
  • EFG
Financial Synergies Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 822 Billion
Stocks 99
Filing on Apr 30, 2025 Q1 2025

Hara Capital LLC

  • PBF
  • VGSH
  • VGIT
  • VAL
  • XOM
  • CRC
  • CHK
Hara Capital LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 303
Filing on Apr 30, 2025 Q1 2025

Rogco, LP

  • IVV
  • IEFA
  • BND
  • IAU
  • VGSH
  • SPSB
  • VGIT
Rogco, LP's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 211
Filing on Apr 30, 2025 Q1 2025

Adapt Wealth Advisors, LLC

  • IVV
  • QQQM
  • TLT
  • IGIB
  • QUAL
  • FLQM
  • IAK
Adapt Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 205 Billion
Stocks 58