Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Lattice Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • ISRG
  • GOOGL
  • NFLX
  • PLTR
Lattice Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 95 Million
Stocks 22
Filing on Apr 30, 2025 Q1 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • COST
  • MSFT
  • GOOGL
  • AMGN
  • BRK-B
  • GOOG
Alan B. Lancz & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 92.8 Million
Stocks 123
Filing on Apr 30, 2025 Q1 2025

Vision Capital Management, Inc.

  • IVV
  • VEA
  • AAPL
  • IJR
  • VBK
  • VWO
  • MSFT
Vision Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 684 Million
Stocks 151
Filing on Apr 30, 2025 Q1 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • HD
  • V
  • PEP
  • VEU
Telos Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 191
Filing on Apr 30, 2025 Q1 2025

Narus Financial Partners, LLC

  • WMT
  • GLD
  • VEA
  • XLK
  • DECK
  • VO
  • NVDA
Narus Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 149
Filing on Apr 30, 2025 Q1 2025

Code Waechter LLC

  • SCHG
  • CALF
  • CGDV
  • COWZ
  • SCHR
  • IJS
  • SCHX
Code Waechter LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 126
Filing on Apr 30, 2025 Q1 2025

Peoples Bank

  • PEBO
  • IVV
  • IVW
  • IJH
  • SPY
  • VGIT
  • IGIB
Peoples Bank 's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 140
Filing on Apr 30, 2025 Q1 2025

Steadview Capital Management LLC

  • CVNA
  • HOOD
  • DASH
  • APP
  • SHOP
  • DUOL
  • SPOT
Steadview Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 10
Filing on Apr 30, 2025 Q1 2025

Allworth Financial LP

  • VTI
  • BSV
  • BND
  • SPDW
  • SPYG
  • SPYV
  • GOVT
Allworth Financial LP's Q1 2025 Portfolio
Portfolio Value 17.4 Billion
Stocks 4056
Filing on Apr 30, 2025 Q1 2025

Round Rock Advisors, LLC

  • JPST
  • VYM
  • QQQ
  • VO
  • IJR
  • AAPL
  • SMH
Round Rock Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 534 Million
Stocks 216
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