Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Mjt & Associates Financial Advisory Group, Inc.

  • SCHD
  • IVW
  • IVV
  • SCHX
  • DON
  • IJR
  • IJT
Mjt & Associates Financial Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 479
Filing on May 07, 2025 Q1 2025

Viawealth, LLC

  • NVDA
  • NOBL
  • MSFT
  • VCIT
  • FTLS
  • GGG
  • RSP
Viawealth, LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 149
Filing on May 07, 2025 Q1 2025

Indie Asset Partners, LLC

  • LLY
  • AAPL
  • MSFT
  • META
  • VDE
  • SLYV
  • SCHD
Indie Asset Partners, LLC's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 96
Filing on May 07, 2025 Q1 2025

Picton Mahoney Asset Management

  • NVDA
  • MSFT
  • AAPL
  • ITCI
  • AMZN
  • META
  • K
Picton Mahoney Asset Management's Q1 2025 Portfolio
Portfolio Value 5.81 Billion
Stocks 931
Filing on May 07, 2025 Q1 2025

Slt Holdings LLC

  • BIL
  • NVDA
  • GBTC
  • AAPL
  • ARQQW
  • FTCS
  • MSFT
Slt Holdings LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 87
Filing on May 07, 2025 Q1 2025

Rainwater Charitable Foundation

  • VTI
  • VGLT
  • FLJP
  • VNQ
Rainwater Charitable Foundation's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 4
Filing on May 07, 2025 Q1 2025

Physicians Financial Services, Inc.

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • WMT
  • GOOGL
  • MA
Physicians Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 107
Filing on May 07, 2025 Q1 2025

Ironsides Asset Advisors, LLC

  • LOW
  • ITOT
  • SPY
  • IEFA
  • VTI
  • VOO
  • VO
Ironsides Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 65
Filing on May 07, 2025 Q1 2025

Magnolia Wealth Management, LLC

  • VTI
  • IXUS
  • VGT
  • VNQ
  • IJR
  • MSFT
  • AAPL
Magnolia Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 94.3 Million
Stocks 12
Filing on May 07, 2025 Q1 2025

Fielder Capital Group LLC

  • TPL
  • IAU
  • COPX
  • SLVP
  • GDX
  • IAUM
  • XLE
Fielder Capital Group LLC's Q1 2025 Portfolio
Portfolio Value 346 Billion
Stocks 224
Filing on May 07, 2025 Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • AAPL
  • QUAL
  • VYM
  • VTI
  • VB
  • MSFT
  • SPY
Pinnacle Wealth Management Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 366
Filing on May 07, 2025 Q1 2025

Pinnacle West Asset Management, Inc.

  • MSFT
  • AAPL
  • UNH
  • AMZN
  • JPM
  • LLY
  • META
Pinnacle West Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 112
Filing on May 07, 2025 Q1 2025

Patten & Patten Inc

  • AAPL
  • MSFT
  • PGR
  • VGSH
  • ABBV
  • V
  • IXN
Patten & Patten Inc's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 317
Filing on May 07, 2025 Q1 2025

Wincap Financial LLC

  • BLV
  • BSV
  • VEA
  • AAPL
  • IVV
  • MSFT
  • IWM
Wincap Financial LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 76
Filing on May 07, 2025 Q1 2025

Evermay Wealth Management LLC

  • SCHX
  • SPTI
  • VOO
  • SPTS
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 756 Million
Stocks 579
Filing on May 07, 2025 Q1 2025

Clarendon Private LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPY
  • META
  • VTI
Clarendon Private LLC's Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 102
Filing on May 07, 2025 Q1 2025

Summit Creek Advisors LLC

  • PCTY
  • CBZ
  • HQY
  • DSGX
  • ADUS
  • OLLI
  • EXLS
Summit Creek Advisors LLC's Q1 2025 Portfolio
Portfolio Value 668 Million
Stocks 69
Filing on May 07, 2025 Q1 2025

Marvin & Palmer Associates Inc

  • ORLY
  • CAH
  • PH
  • CSCO
  • TMUS
  • COST
  • SCHW
Marvin & Palmer Associates Inc's Q1 2025 Portfolio
Portfolio Value 66.9 Million
Stocks 23