Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Lane Generational LLC

  • AEM
  • OR
  • ZM
  • CDE
  • SQ
  • DLO
  • AMZN
Lane Generational LLC's Q1 2025 Portfolio
Portfolio Value 84.1 Million
Stocks 33
Filing on May 06, 2025 Q1 2025

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • QQEW
  • IBDR
  • IBDQ
  • IBDS
Gratus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 609 Billion
Stocks 128
Filing on May 06, 2025 Q1 2025

Templeton & Phillips Capital Management, LLC

  • BRK-B
  • AMZN
  • V
  • HDB
  • UL
  • DG
  • PZZA
Templeton & Phillips Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 47
Filing on May 06, 2025 Q1 2025

Teramo Advisors, LLC

  • SPY
  • SPY
  • RYN
  • PL
  • OPER
  • IVV
  • GOOGL
Teramo Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 319 Million
Stocks 20
Filing on May 06, 2025 Q1 2025

Maestria Partners LLC

  • APO
  • AMZN
  • FOUR
  • TDG
  • META
  • KKR
  • DIS
Maestria Partners LLC's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 14
Filing on May 06, 2025 Q1 2025

Madden Advisory Services, Inc.

  • SCHB
  • VOO
  • VTV
  • VGT
  • IBDQ
  • EFA
  • SCHX
Madden Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 101
Filing on May 06, 2025 Q1 2025

Worth Pointe, LLC

  • DFAC
  • AVUS
  • DFUV
  • VOO
  • AVDE
  • AVRE
  • DFAS
Worth Pointe, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 92
Filing on May 06, 2025 Q1 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MA
  • AAPL
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 237
Filing on May 06, 2025 Q1 2025

Readystate Asset Management LP

  • TLT
  • HYG
  • ITCI
  • K
  • LQD
  • FYBR
  • HES
Readystate Asset Management LP's Q1 2025 Portfolio
Portfolio Value 3 Trillion
Stocks 589
Filing on May 06, 2025 Q1 2025

Old Port Advisors

  • MSFT
  • IAU
  • IVV
  • BRK-B
  • AAPL
  • DSTL
  • SCHD
Old Port Advisors's Q1 2025 Portfolio
Portfolio Value 338 Billion
Stocks 227
Filing on May 06, 2025 Q1 2025

Sage Advisory Services, Ltd.Co.

  • IVV
  • MBB
  • IEFA
  • DSTL
  • COWZ
  • PSK
  • FLBL
Sage Advisory Services, Ltd.Co.'s Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 41
Filing on May 06, 2025 Q1 2025

De Dora Capital, Inc.

  • VYM
  • VUG
  • IVV
  • FBND
  • VB
  • CGXU
  • VOO
De Dora Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 328 Million
Stocks 113
Filing on May 06, 2025 Q1 2025

Soundwatch Capital LLC

  • IVV
  • SPY
  • AAPL
  • VOO
  • VV
  • RSP
  • IWB
Soundwatch Capital LLC's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 29
Filing on May 06, 2025 Q1 2025

Aigh Capital Management LLC

  • QQQ
  • ADES
  • MYO
  • PSNL
  • SCPH
  • BLZE
  • GLW
Aigh Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 81
Filing on May 06, 2025 Q1 2025

All Square Wealth Management LLC

  • VTI
  • VCSH
  • VEA
  • BNDX
  • RZV
  • VWO
  • PFLD
All Square Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 539
Filing on May 06, 2025 Q1 2025

Blue Chip Wealth Advisors LLC

  • SPY
  • SCHD
  • FVD
  • IJH
  • FDL
  • VUSB
  • IVV
Blue Chip Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 204 Billion
Stocks 152
Filing on May 06, 2025 Q1 2025

Milestone Asset Management Group, LLC

  • QQQ
  • VOO
  • AAPL
  • IVV
  • SCHG
  • SPYV
  • MGK
Milestone Asset Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 95
Filing on May 06, 2025 Q1 2025

Proficio Capital Partners LLC

  • IAU
  • VOO
  • GLD
  • BILS
  • IWV
  • SPY
  • MINT
Proficio Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 389