Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Wespac Advisors So Cal, LLC

  • MSFT
  • AAPL
  • XLV
  • TMUS
  • SMH
  • IAI
  • WMT
Wespac Advisors So Cal, LLC's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 103
Filing on May 06, 2025 Q1 2025

Convergence Investment Partners, LLC

  • NVDA
  • AMZN
  • META
  • IBM
  • QCOM
  • WMT
  • GILD
Convergence Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 237
Filing on May 06, 2025 Q1 2025

Forbes J M & CO LLP

  • IAU
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • XLE
Forbes J M & CO LLP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 142
Filing on May 06, 2025 Q1 2025

Kidder Stephen W

  • AAPL
  • ADP
  • MA
  • GOOGL
  • MSFT
  • ABT
  • AMZN
Kidder Stephen W's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 312
Filing on May 06, 2025 Q1 2025

Sym Financial Corp

  • DFAI
  • NTSI
  • VOE
  • GOVT
  • VTI
  • SCHB
  • DOW
Sym Financial Corp's Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 352
Filing on May 06, 2025 Q1 2025

Venturi Wealth Management, LLC

  • IEFA
  • VUG
  • VOO
  • IUSV
  • IEMG
  • VTWO
  • AAPL
Venturi Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 1057
Filing on May 06, 2025 Q1 2025

Redwood Park Advisors LLC

  • GBIL
  • META
  • GLD
  • SPY
  • AGG
  • USMV
  • TSLA
Redwood Park Advisors LLC's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 340
Filing on May 06, 2025 Q1 2025

Vestor Capital, LLC

  • XLF
  • AAPL
  • META
  • AMZN
  • MSFT
  • NVDA
  • AVGO
Vestor Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 254
Filing on May 06, 2025 Q1 2025

Oak Thistle LLC

  • LMT
  • GOOGL
  • MET
  • EPAM
  • VRT
  • HLT
  • ALL
Oak Thistle LLC's Q1 2025 Portfolio
Portfolio Value 478 Million
Stocks 398
Filing on May 06, 2025 Q1 2025

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • AEP
  • AMGN
  • PEP
  • BK
Granite Group Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 77
Filing on May 06, 2025 Q1 2025

Mount Lucas Management LP

  • KWEB
  • QQQ
  • ASHR
  • JD
  • EWZ
  • SHY
  • IEI
Mount Lucas Management LP's Q1 2025 Portfolio
Portfolio Value 302 Million
Stocks 150
Filing on May 06, 2025 Q1 2025

John Armitage

Egerton Capital (Uk) LLP
  • AMZN
  • PGR
  • MSFT
  • CME
  • META
  • ACGL
  • LLY
John Armitage's Q1 2025 Portfolio
Portfolio Value 7.2 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

Jpl Wealth Management, LLC

  • AAPL
  • AVGO
  • MSFT
  • CVX
  • VOO
  • GOOGL
  • IGSB
Jpl Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 129
Filing on May 06, 2025 Q1 2025

Advisors Preferred, LLC

  • SHY
  • IEF
  • XLE
  • EFA
  • EEM
  • QQQM
  • XLV
Advisors Preferred, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 238
Filing on May 06, 2025 Q1 2025

Roundview Capital LLC

  • BRK-B
  • AAPL
  • VOO
  • MSFT
  • GOOG
  • AMZN
  • SCHB
Roundview Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 318
Filing on May 06, 2025 Q1 2025

Efficient Advisors, LLC

  • VBR
  • BND
  • VTI
  • BIV
  • VTV
  • VOO
  • VB
Efficient Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 61
Filing on May 06, 2025 Q1 2025

Next Capital Management LLC

  • IVV
  • QQQ
  • META
  • AAPL
  • IEFA
  • AMZN
  • VTI
Next Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 118
Filing on May 06, 2025 Q1 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • SCHP
  • FMQQ
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 70