Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Northwest Bancshares, Inc.

  • FNDX
  • VCSH
  • TLT
  • AAPL
  • IVV
  • MSFT
  • CHKP
Northwest Bancshares, Inc.'s Q1 2025 Portfolio
Portfolio Value 541 Million
Stocks 221
Filing on May 07, 2025 Q1 2025

Inlet Private Wealth, LLC

  • AAPL
  • BRK-B
  • MCK
  • MSFT
  • JPM
  • CSCO
  • WM
Inlet Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 127
Filing on May 07, 2025 Q1 2025

Atlas Legacy Advisors, LLC

  • IYW
  • VOO
  • IVV
  • QQQM
  • RWL
  • IWR
  • PWZ
Atlas Legacy Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 394 Billion
Stocks 176
Filing on May 07, 2025 Q1 2025

Nkcfo LLC

  • AEM
  • VTIP
  • AMZN
  • IAU
  • AAPL
  • AGI
  • BJ
Nkcfo LLC's Q1 2025 Portfolio
Portfolio Value 215 Million
Stocks 84
Filing on May 07, 2025 Q1 2025

Shoker Investment Counsel, Inc.

  • IJR
  • IJH
  • IEFA
  • PG
  • SCZ
  • AAPL
  • SPY
Shoker Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 296 Million
Stocks 104
Filing on May 07, 2025 Q1 2025

University Of Texas

  • BBRE
  • MSFT
  • NVDA
  • MA
  • AMZN
  • GOOGL
  • WMT
University Of Texas's Q1 2025 Portfolio
Portfolio Value 573 Million
Stocks 155
Filing on May 07, 2025 Q1 2025

Galvin, Gaustad & Stein, LLC

  • IEFA
  • UNH
  • VEA
  • JPM
  • V
  • AMZN
  • AZO
Galvin, Gaustad & Stein, LLC's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 181
Filing on May 07, 2025 Q1 2025

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FTCS
  • FV
  • FVD
Concentrum Wealth Management's Q1 2025 Portfolio
Portfolio Value 270 Billion
Stocks 76
Filing on May 07, 2025 Q1 2025

Carrera Capital Advisors

  • XHLF
  • BIL
  • ZROZ
  • USMV
  • SLV
  • FTGC
  • VEA
Carrera Capital Advisors's Q1 2025 Portfolio
Portfolio Value 451 Billion
Stocks 148
Filing on May 07, 2025 Q1 2025

Bryce Point Capital, LLC

  • PWP
  • DKNG
  • SOI
  • NEOG
  • COIN
  • DOCS
  • DDOG
Bryce Point Capital, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 176
Filing on May 07, 2025 Q1 2025

Richards, Merrill & Peterson, Inc.

  • AAPL
  • COST
  • MSFT
  • AMZN
  • QQQ
  • SPY
  • SYK
Richards, Merrill & Peterson, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 494
Filing on May 07, 2025 Q1 2025

Frontier Asset Management, LLC

  • AVDV
  • IJR
  • VWO
  • IQLT
  • LVHI
  • EMGF
  • EEMV
Frontier Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 64
Filing on May 07, 2025 Q1 2025

Corton Capital Inc.

  • HOOD
  • OSTK
  • ELY
  • WBA
  • UNFI
  • VSAT
  • ZIM
Corton Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 29.1 Million
Stocks 162
Filing on May 07, 2025 Q1 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • BRK-A
  • CINF
  • JNJ
  • LMT
Schulhoff & CO Inc's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 132
Filing on May 07, 2025 Q1 2025

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • XLF
  • IEF
  • XLP
  • VWO
Ameraudi Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 81
Filing on May 07, 2025 Q1 2025

Bellwether Advisors, LLC

  • XLK
  • XLF
  • IVV
  • XLV
  • IWS
  • XLY
  • IWP
Bellwether Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 457 Million
Stocks 514
Filing on May 07, 2025 Q1 2025

Wealthstream Advisors, Inc.

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFUS
  • IWV
  • VTHR
Wealthstream Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 512 Million
Stocks 164
Filing on May 07, 2025 Q1 2025

First National Advisers, LLC

  • AAPL
  • DFAI
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • JPM
First National Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 612 Million
Stocks 212