Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on May 06, 2025 Q1 2025

Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.

  • WM
  • AXSM
  • BRK-B
  • SQ
  • AMZN
  • FCX
  • MELI
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s Q1 2025 Portfolio
Portfolio Value 485 Billion
Stocks 54
Filing on May 06, 2025 Q1 2025

Loudon Investment Management, LLC

  • MSFT
  • EPD
  • G
  • XLK
  • FAST
  • QCOM
  • SPY
Loudon Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 96
Filing on May 06, 2025 Q1 2025

Trust CO Of Tennessee

  • RSP
  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q1 2025 Portfolio
Portfolio Value 399 Billion
Stocks 7
Filing on May 06, 2025 Q1 2025

Advocacy Wealth Management Services, LLC

  • SPLG
  • DYNF
  • SPDW
  • SPTL
  • IVW
  • QUAL
  • EMXC
Advocacy Wealth Management Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 55
Filing on May 06, 2025 Q1 2025

Financial Partners Group, Inc

  • IVV
  • AVUV
  • OEF
  • RDVY
  • SPY
  • IGIB
  • AAPL
Financial Partners Group, Inc's Q1 2025 Portfolio
Portfolio Value 627 Million
Stocks 190
Filing on May 06, 2025 Q1 2025

Wmg Financial Advisors, LLC

  • AVUS
  • AVUV
  • AVDE
  • AVDV
  • AVEM
  • AAPL
  • BND
Wmg Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 279
Filing on May 06, 2025 Q1 2025

Homestead Advisers Corp

  • JPM
  • ABBV
  • PH
  • ABT
  • GS
  • XOM
  • META
Homestead Advisers Corp's Q1 2025 Portfolio
Portfolio Value 3.87 Billion
Stocks 98
Filing on May 06, 2025 Q1 2025

Kdk Private Wealth Management, LLC

  • EPD
  • IWV
  • IVV
  • FTEC
  • IWF
  • SHV
  • FHLC
Kdk Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 87.8 Billion
Stocks 52
Filing on May 06, 2025 Q1 2025

Mcf Advisors LLC

  • VOO
  • GOVT
  • IDEV
  • SPY
  • SPSB
  • SCHO
  • IEMG
Mcf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 937
Filing on May 06, 2025 Q1 2025

Summit Asset Management, LLC

  • SCHD
  • SCHG
  • SCHM
  • MOAT
  • SCHF
  • SCHV
  • BRK-B
Summit Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 573 Million
Stocks 166
Filing on May 06, 2025 Q1 2025

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • SPLV
  • ABBV
Jackson, Grant Investment Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 380
Filing on May 06, 2025 Q1 2025

Blue Pool Management Ltd.

  • BABA
Blue Pool Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 49.5 Million
Stocks 1
Filing on May 06, 2025 Q1 2025

B&I Capital Ag

  • PLD
  • AMT
  • EQIX
  • WELL
  • PSA
  • CUBE
  • KIM
B&I Capital Ag's Q1 2025 Portfolio
Portfolio Value 303 Million
Stocks 30
Filing on May 06, 2025 Q1 2025

Vci Wealth Management LLC

  • IAU
  • JPST
  • VEA
  • AAPL
  • MSFT
  • NVDA
  • SCHP
Vci Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 102
Filing on May 06, 2025 Q1 2025

Next Level Wealth Planning, LLC

  • VOO
  • VO
  • DFAI
  • VTI
  • SCHD
  • SCHG
  • IJR
Next Level Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 49
Filing on May 06, 2025 Q1 2025

Johns Hopkins University

  • AGG
  • ACWI
  • IWB
  • IWD
  • EFV
  • QQQ
  • GNR
Johns Hopkins University's Q1 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 15