Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Kennondale Capital Management LLC

  • BRK-B
  • IBKR
  • MPC
  • MKL
  • COF
  • TROW
  • MMM
Kennondale Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 81
Filing on May 05, 2025 Q1 2025

Highlander Partners, L.P.

  • VRT
  • BX
  • AMZN
  • YMM
  • BABA
  • TCBI
  • WSC
Highlander Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 48
Filing on May 05, 2025 Q1 2025

Leading Securities CO LTD

  • FINV
  • DADA
  • ATAT
Leading Securities CO LTD's Q1 2025 Portfolio
Portfolio Value 16.6 Billion
Stocks 4
Filing on May 05, 2025 Q1 2025

Y Intercept (Hong Kong) LTD

  • NVO
  • GOOG
  • MRVL
  • DECK
  • NOW
  • BX
  • GOOGL
Y Intercept (Hong Kong) LTD's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1142
Filing on May 05, 2025 Q1 2025

Lauterbach Financial Advisors, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFUV
  • DFIV
  • JPM
  • DFUS
Lauterbach Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 73
Filing on May 05, 2025 Q1 2025

Mader & Shannon Wealth Management, Inc.

  • GLD
  • IAU
  • SGOV
  • SHYG
  • GDX
  • SHV
  • UNH
Mader & Shannon Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 21
Filing on May 05, 2025 Q1 2025

Washington State Investment Board

  • FIP
Washington State Investment Board's Q1 2025 Portfolio
Portfolio Value 53.4 Million
Stocks 2
Filing on May 05, 2025 Q1 2025

Summit Wealth & Retirement Planning, Inc.

  • SCHV
  • MGC
  • SCHG
  • SCHF
  • GLTR
  • SCHE
  • SCHA
Summit Wealth & Retirement Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 78
Filing on May 05, 2025 Q1 2025

Del Sette Capital Management, LLC

  • SDOG
  • IDOG
  • EDOG
  • RSP
  • EEM
  • DES
  • VIOG
Del Sette Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 35
Filing on May 05, 2025 Q1 2025

Carmel Capital Partners, LLC

  • USFR
  • HD
  • LEN
  • PLTR
  • PFXF
  • BSCS
  • BSCR
Carmel Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 150
Filing on May 05, 2025 Q1 2025

Genesis Wealth Advisors, LLC

  • SPY
  • VXUS
  • IVV
  • VFQY
  • BND
  • BSCR
  • DYNF
Genesis Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 61
Filing on May 05, 2025 Q1 2025

Wealth Quarterback LLC

  • IVV
  • QUAL
  • DIA
  • AAPL
  • DVY
  • FSMO
  • MSFT
Wealth Quarterback LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 124
Filing on May 05, 2025 Q1 2025

Chancellor Financial Group Wb LP

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • NVDA
  • V
  • NEE
Chancellor Financial Group Wb LP's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 133
Filing on May 05, 2025 Q1 2025

Rd Lewis Holdings, Inc.

  • AXON
  • WMT
  • AMZN
  • AAPL
  • V
  • MCD
  • NFLX
Rd Lewis Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 84
Filing on May 05, 2025 Q1 2025

Meridian Wealth Advisors, LLC

  • IVV
  • XOM
  • IAU
  • AAPL
  • MSFT
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 170
Filing on May 05, 2025 Q1 2025

Bingham Private Wealth, LLC

  • MSFT
  • BIL
  • AMZN
  • AAPL
  • SPY
  • NVDA
  • AVGO
Bingham Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 96.7 Billion
Stocks 152
Filing on May 05, 2025 Q1 2025

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q1 2025 Portfolio
Portfolio Value 583 Billion
Stocks 96
Filing on May 05, 2025 Q1 2025

Washington University

  • NU
  • MRNA
Washington University's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 2