Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Dupont Capital Management Corp

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • MA
Dupont Capital Management Corp's Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 114
Filing on Apr 21, 2025 Q1 2025

Canoe Financial LP

  • UNH
  • TSM
  • CNI
  • AZO
  • MSFT
  • GOOGL
  • MCO
Canoe Financial LP's Q1 2025 Portfolio
Portfolio Value 6.24 Trillion
Stocks 102
Filing on Apr 21, 2025 Q1 2025

Jamison Private Wealth Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • UPS
  • VMC
  • LLY
  • WM
Jamison Private Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 656 Billion
Stocks 195
Filing on Apr 21, 2025 Q1 2025

Elser Financial Planning, Inc

  • LLY
  • AAPL
  • VOO
  • BRO
  • SCHX
  • SCHA
  • DFUS
Elser Financial Planning, Inc's Q1 2025 Portfolio
Portfolio Value 72.2 Billion
Stocks 66
Filing on Apr 21, 2025 Q1 2025

Xy Planning Network, Inc.

  • DFAC
  • DFCF
  • VCIT
  • MUNI
  • VEA
  • AVDV
  • DFIC
Xy Planning Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 102
Filing on Apr 21, 2025 Q1 2025

Dale Q Rice Investment Management LTD

  • AAPL
  • QLD
  • USD
  • QQQ
  • SPY
  • BRK-B
  • GOOGL
Dale Q Rice Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 194 Billion
Stocks 93
Filing on Apr 21, 2025 Q1 2025

Advocate Group LLC

  • GIS
  • VEA
  • ABBV
  • VZ
  • VV
  • IBM
  • CSCO
Advocate Group LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 114
Filing on Apr 21, 2025 Q1 2025

Cordant, Inc.

  • VEA
  • VGSH
  • VTI
  • VCSH
  • VCIT
  • VWO
  • SPY
Cordant, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 110
Filing on Apr 21, 2025 Q1 2025

Pfg Investments, LLC

  • AAPL
  • MSFT
  • NVDA
  • TSLA
  • AMZN
  • META
  • PDI
Pfg Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Trillion
Stocks 1017
Filing on Apr 21, 2025 Q1 2025

Foundation Wealth Management, LLC

  • IVW
  • IVE
  • IJJ
  • IWO
  • IBDR
  • EFV
  • AAPL
Foundation Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 44
Filing on Apr 21, 2025 Q1 2025

Mizuho Securities Co. Ltd.

  • TSLA
  • NVDA
  • TSM
  • AMZN
  • META
  • UBER
  • PANW
Mizuho Securities Co. Ltd.'s Q1 2025 Portfolio
Portfolio Value 7.43 Million
Stocks 50
Filing on Apr 21, 2025 Q1 2025

Castleview Partners, LLC

  • AAPL
  • BMY
  • AMGN
  • COP
  • SPY
  • SPYD
  • OUNZ
Castleview Partners, LLC's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 176
Filing on Apr 21, 2025 Q1 2025

Cabot Wealth Management Inc

  • AAPL
  • BRK-B
  • IEI
  • MBB
  • SONY
  • MELI
  • HDB
Cabot Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 780 Million
Stocks 127
Filing on Apr 21, 2025 Q1 2025

Worth Financial Advisory Group, LLC

  • GSLC
  • AMZN
  • AAPL
  • MSFT
  • IUSB
  • SFLR
  • QUAL
Worth Financial Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 156
Filing on Apr 21, 2025 Q1 2025

Azarias Capital Management, L.P.

  • SPY
  • TBI
  • URG
  • TMST
  • NXE
  • MTRX
  • IPI
Azarias Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 23
Filing on Apr 21, 2025 Q1 2025

Arrow Investment Advisors, LLC

  • IVW
  • QUAL
  • XLI
  • XLK
  • XLF
  • MTUM
  • PFM
Arrow Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 49.3 Million
Stocks 46
Filing on Apr 21, 2025 Q1 2025

Compass Ion Advisors, LLC

  • VTI
  • SPLG
  • IXUS
  • IUSB
  • DRSK
  • FBND
  • DGRO
Compass Ion Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 264
Filing on Apr 21, 2025 Q1 2025

Dmkc Advisory Services, LLC

  • VOO
  • VHT
  • PFG
  • VPU
  • BAC
  • SCHD
  • MMM
Dmkc Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 55