Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Capital Investment Services Of America, Inc.

  • NVDA
  • MSFT
  • ORCL
  • VCSH
  • NOW
  • GOOG
  • PTC
Capital Investment Services Of America, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 84
Filing on Jul 30, 2025 Q2 2025

Capital Wealth Alliance, LLC

  • PSLV
  • PHYS
  • MSTR
  • BIL
  • TFLO
  • SHV
  • BRK-B
Capital Wealth Alliance, LLC's Q2 2025 Portfolio
Portfolio Value 175 Million
Stocks 74
Filing on Jul 30, 2025 Q2 2025

Life Wealth Investments, LLC

  • IWY
  • IWX
  • USFR
  • BUFF
  • NVDA
  • AAPL
  • EFV
Life Wealth Investments, LLC's Q2 2025 Portfolio
Portfolio Value 308 Billion
Stocks 211
Filing on Jul 30, 2025 Q2 2025

Sloy Dahl & Holst, LLC

  • TSLA
  • AAPL
  • COIN
  • NVDA
  • PLTR
  • GBTC
  • MSTR
Sloy Dahl & Holst, LLC's Q2 2025 Portfolio
Portfolio Value 643 Million
Stocks 111
Filing on Jul 30, 2025 Q2 2025

Granite Harbor Advisors, Inc.

  • QQQ
  • AGG
  • DFAS
  • IVV
  • MUB
  • NVDA
  • AAPL
Granite Harbor Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 213 Billion
Stocks 118
Filing on Jul 30, 2025 Q2 2025

Old Point Trust & Financial Services N A

  • MSFT
  • PLTR
  • AAPL
  • XOM
  • RTX
  • PG
  • COP
Old Point Trust & Financial Services N A's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 357
Filing on Jul 30, 2025 Q2 2025

Skorpios Trust

  • STOK
  • XBI
Skorpios Trust's Q2 2025 Portfolio
Portfolio Value 37.1 Million
Stocks 2
Filing on Jul 30, 2025 Q2 2025

Eqis Capital Management, Inc.

  • SPY
  • DUHP
  • DFUS
  • DFIC
  • VTV
  • BIL
  • IEFA
Eqis Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 841
Filing on Jul 30, 2025 Q2 2025

Tributary Capital Management, LLC

  • NPO
  • ITGR
  • ESE
  • MC
  • SIGI
  • AEIS
  • KFY
Tributary Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 168
Filing on Jul 30, 2025 Q2 2025

Rnc Capital Management LLC

  • JPM
  • CSCO
  • NTRS
  • MTB
  • ENB
  • MCHP
  • T
Rnc Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 170
Filing on Jul 30, 2025 Q2 2025

Axiom Financial Strategies, LLC

  • IVV
  • VO
  • VXUS
  • VGT
  • VWO
  • VB
  • VOX
Axiom Financial Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 40
Filing on Jul 30, 2025 Q2 2025

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VEA
  • VWO
  • VB
  • IEMG
  • RWJ
Fusion Family Wealth LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 47
Filing on Jul 30, 2025 Q2 2025

Paragon Financial Partners, Inc.

  • SPY
  • NVDA
  • VYM
  • ETV
  • IWF
  • VHT
  • ITA
Paragon Financial Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 70
Filing on Jul 30, 2025 Q2 2025

Insight Advisors, LLC

  • NVDA
  • SPY
  • AAPL
  • DGRW
  • AMZN
  • AVGO
  • MSFT
Insight Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 289
Filing on Jul 30, 2025 Q2 2025

En Rich Financial Partners LLC

  • DFEM
  • DFIC
  • DFAT
  • VOO
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 326 Billion
Stocks 59
Filing on Jul 30, 2025 Q2 2025

Cambridge Capital Management, LLC

  • VUG
  • VTV
  • IJR
  • VEA
  • BIV
  • VNQ
  • DFSD
Cambridge Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 40
Filing on Jul 30, 2025 Q2 2025

Reliant Investment Management, LLC

  • AVGO
  • PWR
  • AAPL
  • GOOGL
  • CRWD
  • NFLX
  • AXP
Reliant Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 56
Filing on Jul 30, 2025 Q2 2025

Warther Private Wealth, LLC

  • BABA
  • UNH
  • AMZN
  • TSM
  • GOOGL
  • NVO
  • NU
Warther Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 57