Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Davis Rea Ltd.

  • META
  • GOOGL
  • MSFT
  • AMZN
  • JPM
  • TMO
  • SYK
Davis Rea Ltd.'s Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 51
Filing on May 06, 2025 Q1 2025

Principle Wealth Partners LLC

  • JPM
  • AAPL
  • XLG
  • VUG
  • VIG
  • MSFT
  • IJR
Principle Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 340
Filing on May 06, 2025 Q1 2025

Lincluden Management LTD

  • TD
  • RY
  • TRP
  • BCE
  • CNI
  • BNS
  • PBA
Lincluden Management LTD's Q1 2025 Portfolio
Portfolio Value 787 Million
Stocks 72
Filing on May 06, 2025 Q1 2025

Corps Capital Advisors, LLC

  • AAPL
  • OKE
  • MSFT
  • NVDA
  • ET
  • PM
  • AMZN
Corps Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 95 Billion
Stocks 77
Filing on May 06, 2025 Q1 2025

Innova Wealth Partners

  • SHY
  • IEF
  • GLD
  • AGG
  • XLU
  • XLF
  • XLE
Innova Wealth Partners's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 100
Filing on May 06, 2025 Q1 2025

Lifeworks Advisors, LLC

  • SPDW
  • GOVT
  • LQD
  • MBB
  • BNDX
  • VTIP
  • IAU
Lifeworks Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 584 Million
Stocks 307
Filing on May 06, 2025 Q1 2025

Compass Financial Group, Inc.

  • IVV
  • IWV
  • IWF
  • PRF
  • JAAA
  • DFNM
  • FLJP
Compass Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 37
Filing on May 06, 2025 Q1 2025

Cadence Wealth Management LLC

  • TLT
  • SLV
  • IEF
  • GLD
  • CEF
  • XLE
  • SCHV
Cadence Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 45
Filing on May 06, 2025 Q1 2025

Scf Partners, Inc.

  • NESR
Scf Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 58.8 Million
Stocks 1
Filing on May 06, 2025 Q1 2025

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • VTEB
  • QUAL
  • IUSB
  • IVW
  • IVV
One Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 646 Million
Stocks 281
Filing on May 06, 2025 Q1 2025

Kellogg W K Foundation Trust

  • K
Kellogg W K Foundation Trust's Q1 2025 Portfolio
Portfolio Value 3.91 Billion
Stocks 2
Filing on May 06, 2025 Q1 2025

Sunbeam Capital Management, LLC

  • IVV
  • VOO
  • PG
  • DSTL
  • AAPL
  • NVDA
  • MSFT
Sunbeam Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 79
Filing on May 06, 2025 Q1 2025

Moneda S.A. Administradora General De Fondos

  • MELI
  • PBR
  • AGG
  • VALE
  • ACWI
  • IVV
  • SPY
Moneda S.A. Administradora General De Fondos's Q1 2025 Portfolio
Portfolio Value 93.2 Million
Stocks 26
Filing on May 06, 2025 Q1 2025

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • MSFT
  • PEP
  • IJH
Journey Strategic Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.83 Billion
Stocks 2156
Filing on May 06, 2025 Q1 2025

Pacer Advisors, Inc.

  • XOM
  • CVX
  • COP
  • MO
  • T
  • BMY
  • GILD
Pacer Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 35.5 Billion
Stocks 3649
Filing on May 06, 2025 Q3 2023

Genoa Capital Gestora De Recursos Ltda.

  • AMD
  • MSFT
  • QQQ
  • CPA
  • VALE
  • MELI
  • RIO
Genoa Capital Gestora De Recursos Ltda.'s Q3 2023 Portfolio
Portfolio Value 73.2 Billion
Stocks 19
Filing on May 06, 2025 Q1 2025

Riposte Capital LLC

  • BP
  • VRT
  • CEG
  • ACGL
  • VST
  • FCNCA
  • EA
Riposte Capital LLC's Q1 2025 Portfolio
Portfolio Value 547 Billion
Stocks 26
Filing on May 06, 2025 Q1 2025

Orin Green Financial, LLC

  • IVV
  • CMF
  • VEA
  • IJH
  • QCOM
  • MUB
  • EFA
Orin Green Financial, LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 76