Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Connors Investor Services Inc

  • PLTR
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • MS
Connors Investor Services Inc's Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 156
Filing on Jul 30, 2025 Q2 2025

Castle Wealth Management LLC

  • PVAL
  • AVDE
  • PUTW
  • SCHX
  • SMIG
  • MSFT
  • PAVE
Castle Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 122
Filing on Jul 30, 2025 Q2 2025

Parcion Private Wealth LLC

  • IVV
  • VIGI
  • DFEM
  • COIN
  • AVUV
  • QQQ
  • AIRR
Parcion Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 415
Filing on Jul 30, 2025 Q2 2025

Dudley Capital Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • JPM
  • JNJ
  • CVX
  • GOOGL
Dudley Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 200 Billion
Stocks 129
Filing on Jul 30, 2025 Q2 2025

Adams Diversified Equity Fund, Inc.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Adams Diversified Equity Fund, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 97
Filing on Jul 30, 2025 Q2 2025

Adams Natural Resources Fund, Inc.

  • XOM
  • CVX
  • COP
  • EOG
  • WMB
  • KMI
  • HES
Adams Natural Resources Fund, Inc.'s Q2 2025 Portfolio
Portfolio Value 596 Million
Stocks 54
Filing on Jul 30, 2025 Q2 2025

Rothschild Capital Partners, LLC

  • JPM
  • AMZN
  • AAPL
  • MSFT
  • XLI
  • GLD
  • GOOGL
Rothschild Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 91
Filing on Jul 30, 2025 Q2 2025

Bleakley Financial Group, LLC

  • VV
  • CEF
  • AAPL
  • MSFT
  • VO
  • SPY
  • VTV
Bleakley Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 3.94 Trillion
Stocks 570
Filing on Jul 30, 2025 Q2 2025

Paragon Advisors, LLC

  • FTSM
  • TQQQ
  • TSM
  • NVDA
  • JPST
  • MSFT
  • GOOGL
Paragon Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 336 Million
Stocks 81
Filing on Jul 30, 2025 Q2 2025

Bayshore Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • AVIV
  • AVDV
  • DFUS
Bayshore Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 40
Filing on Jul 30, 2025 Q2 2025

White Lighthouse Investment Management Inc.

  • VUG
  • VYM
  • VXUS
  • SHV
  • VCSH
  • BND
  • VGT
White Lighthouse Investment Management Inc.'s Q2 2025 Portfolio
Portfolio Value 613 Million
Stocks 138
Filing on Jul 30, 2025 Q2 2025

Pacific Wealth Management

  • SPY
  • GOVT
  • QLTA
  • JAAA
  • IEF
  • COWZ
  • VCIT
Pacific Wealth Management's Q2 2025 Portfolio
Portfolio Value 203 Million
Stocks 22
Filing on Jul 30, 2025 Q2 2025

Caliber Wealth Management, LLC / Ks

  • IVV
  • MSFT
  • AVUS
  • VTI
  • IWF
  • AGG
  • IJH
Caliber Wealth Management, LLC / Ks's Q2 2025 Portfolio
Portfolio Value 930 Billion
Stocks 282
Filing on Jul 30, 2025 Q2 2025

Greatmark Investment Partners, Inc.

  • AFL
  • AXP
  • MSFT
  • NFLX
  • AN
  • SCHW
  • AAPL
Greatmark Investment Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 796 Million
Stocks 145
Filing on Jul 30, 2025 Q2 2025

Meadow Creek Wealth Advisors LLC

  • IVV
  • SON
  • KO
  • NVDA
  • MSFT
  • AVGO
  • JEPI
Meadow Creek Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 142
Filing on Jul 30, 2025 Q2 2025

Blue Chip Wealth Advisors LLC

  • SPY
  • VUSB
  • SCHD
  • FVD
  • IJH
  • FDL
  • IVV
Blue Chip Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 225 Billion
Stocks 168
Filing on Jul 30, 2025 Q2 2025

Cathie Wood

Ark Investment Management LLC
  • TSLA
  • COIN
  • ROKU
  • HOOD
  • RBLX
  • SHOP
  • PLTR
Cathie Wood's Q2 2025 Portfolio
Portfolio Value 12.1 Billion
Stocks 191
Filing on Jul 30, 2025 Q2 2025

Stephens Investment Management Group LLC

  • AVAV
  • CYBR
  • WING
  • GWRE
  • KTOS
  • EXEL
  • FCFS
Stephens Investment Management Group LLC's Q2 2025 Portfolio
Portfolio Value 7.11 Billion
Stocks 178