Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Newport Capital Group, LLC

  • AJG
  • IWF
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 59
Filing on Apr 17, 2025 Q1 2025

Kc Investment Advisors, LLC

  • VOO
  • VUG
  • IVV
  • SPIB
  • BRK-B
  • IEFA
  • VB
Kc Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 210
Filing on Apr 17, 2025 Q1 2025

Total Clarity Wealth Management, Inc.

  • USFR
  • VRIG
  • SPLG
  • BILS
  • AAPL
  • RDVY
  • IWF
Total Clarity Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 279
Filing on Apr 17, 2025 Q1 2025

Factory Mutual Insurance CO

  • IXUS
  • AGG
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
Factory Mutual Insurance CO's Q1 2025 Portfolio
Portfolio Value 8.47 Billion
Stocks 167
Filing on Apr 17, 2025 Q1 2025

Lockerman Financial Group, Inc.

  • SPY
  • BBUS
  • MASI
  • SPDW
  • IJR
  • FISR
  • XLSR
Lockerman Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 61.7 Million
Stocks 129
Filing on Apr 17, 2025 Q1 2025

Sfm, LLC

  • VOO
  • USFR
  • VO
  • MSFT
  • AMZN
  • IVV
  • IAUM
Sfm, LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 56
Filing on Apr 17, 2025 Q1 2025

Compass Capital Management, Inc

  • V
  • CHKP
  • ICE
  • ADP
  • SYK
  • FAST
  • SHW
Compass Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 35
Filing on Apr 17, 2025 Q1 2025

Rwwm, Inc.

  • BABA
  • BRK-B
  • WFC
  • DJCO
  • XOM
  • PII
  • CRI
Rwwm, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 19
Filing on Apr 17, 2025 Q1 2025

Atlas Private Wealth Advisors

  • SPMD
  • SPSM
  • SPDW
  • SPY
  • RSP
  • PWV
  • QQQ
Atlas Private Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 691 Million
Stocks 184
Filing on Apr 17, 2025 Q1 2025

Bay Bridge Capital Group, LLC

  • AGG
  • VTI
  • SHY
  • SPDW
  • IJH
  • IWM
  • SJNK
Bay Bridge Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 87
Filing on Apr 17, 2025 Q1 2025

Abs Direct Equity Fund LLC

  • PDD
  • FMX
  • PAR
  • RTO
  • EEFT
  • CX
  • GFF
Abs Direct Equity Fund LLC's Q1 2025 Portfolio
Portfolio Value 74.8 Billion
Stocks 42
Filing on Apr 17, 2025 Q1 2025

Howard Bailey Securities, LLC

  • IWY
  • NTSX
  • IWX
  • DGRW
  • SPLG
  • IQDG
  • EFV
Howard Bailey Securities, LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 149
Filing on Apr 17, 2025 Q1 2025

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • SPYG
  • SPMD
  • AAPL
Good Life Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 494
Filing on Apr 17, 2025 Q1 2025

Access Financial Services, Inc.

  • SCHX
  • LDUR
  • FNDX
  • RSP
  • FNDE
  • GOVT
  • IVV
Access Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 95
Filing on Apr 17, 2025 Q1 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • MSFT
  • FJUN
  • COST
  • SPY
Keystone Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 268
Filing on Apr 17, 2025 Q1 2025

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • JPST
  • VTV
  • SCHR
  • SPTS
Crane Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 44
Filing on Apr 17, 2025 Q1 2025

Pay Pay Securities Corp

  • SPXL
  • SOXL
  • TSLS
  • NVDA
  • AAPL
  • GLD
  • TQQQ
Pay Pay Securities Corp's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 273
Filing on Apr 17, 2025 Q1 2025

James Hambro & Partners

  • JPM
  • V
  • PGR
  • MSFT
  • GOOG
  • APH
  • ICE
James Hambro & Partners's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 54