Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on May 06, 2025 Q1 2025

Golden Bell Financial Planning LLC

  • BND
  • BNDX
  • SCHP
  • AVES
  • AVIV
  • AGG
  • AVUV
Golden Bell Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 34
Filing on May 06, 2025 Q1 2025

Klp Kapitalforvaltning As

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Klp Kapitalforvaltning As's Q1 2025 Portfolio
Portfolio Value 19.9 Billion
Stocks 2252
Filing on May 06, 2025 Q1 2025

Physician Wealth Solutions Inc.

  • DFAU
  • DFCF
  • DFIP
  • VTEB
  • AVRE
  • DFSV
  • DFEM
Physician Wealth Solutions Inc.'s Q1 2025 Portfolio
Portfolio Value 199 Billion
Stocks 41
Filing on May 06, 2025 Q1 2025

Sustainable Growth Advisers, LP

  • AMZN
  • MSFT
  • V
  • META
  • INTU
  • UNH
  • SPGI
Sustainable Growth Advisers, LP's Q1 2025 Portfolio
Portfolio Value 17.1 Billion
Stocks 100
Filing on May 06, 2025 Q1 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • SHV
  • LEVI
  • MSFT
  • NVDA
  • AAPL
M. Kulyk & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 422 Million
Stocks 101
Filing on May 06, 2025 Q1 2025

All Gen Financial Advisors, Inc.

  • BND
  • VTI
  • JCPB
  • IAU
  • VGSH
  • SPTM
  • VEU
All Gen Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 338 Billion
Stocks 38
Filing on May 06, 2025 Q1 2025

Palmer Knight CO

  • PAYX
  • TRV
  • CTAS
  • WM
  • FTNT
  • COF
  • DHR
Palmer Knight CO's Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 33