Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Melia Wealth LLC

  • JEPI
  • TRIN
  • ARCC
  • BCSF
  • ORCC
  • HTGC
  • GAIN
Melia Wealth LLC's Q1 2025 Portfolio
Portfolio Value 194 Billion
Stocks 19
Filing on May 07, 2025 Q1 2025

Portland Global Advisors LLC

  • SPY
  • IJH
  • VGSH
  • SPTS
  • VGIT
  • MDY
  • SPTI
Portland Global Advisors LLC's Q1 2025 Portfolio
Portfolio Value 794 Million
Stocks 130
Filing on May 07, 2025 Q1 2025

Passive Capital Management, Llc.

  • VNQ
  • DFAC
  • VTEB
  • SCHO
  • AVUS
  • DFIC
  • AVDE
Passive Capital Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 316 Billion
Stocks 83
Filing on May 07, 2025 Q1 2025

Mrp Capital Investments, LLC

  • IVV
  • GOOG
  • IJR
  • AAPL
  • GLD
  • META
  • FTNT
Mrp Capital Investments, LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 212
Filing on May 07, 2025 Q1 2025

Alteri Wealth LLC

  • AAPL
  • NVDA
  • WMT
  • MSFT
  • XOM
  • AVGO
  • AMZN
Alteri Wealth LLC's Q1 2025 Portfolio
Portfolio Value 227 Billion
Stocks 250
Filing on May 07, 2025 Q1 2025

Schaeffer Financial LLC

  • SCHD
  • SCHB
  • IGSB
  • SPGM
  • SCHG
  • SCHM
  • SPLV
Schaeffer Financial LLC's Q1 2025 Portfolio
Portfolio Value 90.6 Million
Stocks 15
Filing on May 07, 2025 Q1 2025

Inspire Advisors, LLC

  • WWJD
  • IBD
  • RISN
  • ISMD
  • USFR
  • BIBL
  • BKLN
Inspire Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 766 Million
Stocks 450
Filing on May 07, 2025 Q1 2025

Rwc Asset Advisors (Us) LLC

  • GFI
  • BABA
  • LI
  • PBR
  • MELI
  • PDD
  • SQM
Rwc Asset Advisors (Us) LLC's Q1 2025 Portfolio
Portfolio Value 548 Million
Stocks 19
Filing on May 07, 2025 Q1 2025

400 Capital Management LLC

  • SPY
  • HYG
  • IWM
  • XLY
  • EWZ
  • IWM
400 Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 431 Billion
Stocks 6
Filing on May 07, 2025 Q1 2025

Councilmark Asset Management, LLC

  • AAPL
  • MSFT
  • BRK-B
  • MCK
  • HD
  • VIG
  • WMT
Councilmark Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 87
Filing on May 07, 2025 Q1 2025

Texas Yale Capital Corp.

  • JBL
  • CTAS
  • EPD
  • BRK-B
  • AAPL
  • HD
  • QQQ
Texas Yale Capital Corp.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 451
Filing on May 07, 2025 Q1 2025

Rwc Asset Management LLP

  • HPQ
  • EXC
  • M
  • GOLD
  • CSCO
  • JNJ
  • TAP
Rwc Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 153
Filing on May 07, 2025 Q1 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • AAPL
Atlantic Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 46
Filing on May 07, 2025 Q1 2025

Wealth Forward, LLC

  • RSP
  • VEA
  • FNDA
  • OEF
  • FNDX
  • TIP
  • BSV
Wealth Forward, LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 31
Filing on May 07, 2025 Q1 2025

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • SPY
  • AMZN
  • JEPI
Semus Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 114
Filing on May 07, 2025 Q1 2025

One8zero8, LLC

  • AAPL
  • BRK-B
  • FTNT
  • MSFT
  • TTEK
  • JPM
  • JNJ
One8zero8, LLC's Q1 2025 Portfolio
Portfolio Value 423 Billion
Stocks 253
Filing on May 07, 2025 Q1 2025

American Asset Management Inc.

  • SPY
  • AAPL
  • GLD
  • MSTR
  • BRK-B
  • VGT
  • TLT
American Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 19 Million
Stocks 22
Filing on May 07, 2025 Q1 2025

Anson Capital, Inc.

  • SGOV
  • BILS
  • FLTR
  • ICOW
  • COWZ
  • VOOG
  • IVE
Anson Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 96.9 Million
Stocks 74