Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Gw&K Investment Management, LLC

  • ROLL
  • TXRH
  • MTSI
  • GMED
  • MSFT
  • LOPE
  • PFGC
Gw&K Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 10.8 Billion
Stocks 1189
Filing on May 05, 2025 Q1 2025

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • META
  • AMZN
  • BRK-B
  • MSFT
  • SDY
Lewis Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 127
Filing on May 05, 2025 Q1 2025

Lunt Capital Management, Inc.

  • USFR
  • VRIG
  • TFLO
  • PALC
  • TPL
  • FCTR
  • PAMC
Lunt Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 275 Billion
Stocks 86
Filing on May 05, 2025 Q1 2025

Eagle Bay Advisors LLC

  • VEA
  • AAPL
  • VWO
  • TSLA
  • DVY
  • MSFT
  • IVV
Eagle Bay Advisors LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 114
Filing on May 05, 2025 Q1 2025

J.W. Cole Advisors, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • SPY
  • QQQ
  • BRK-B
J.W. Cole Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 1255
Filing on May 05, 2025 Q1 2025

Pca Investment Advisory Services Inc.

  • IVV
  • IUSV
  • DFAS
  • IUSG
  • VTV
  • VUG
  • IJH
Pca Investment Advisory Services Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 47
Filing on May 05, 2025 Q1 2025

Signet Investment Advisory Group, Inc.

  • IAU
  • SCHF
  • SCHP
  • AAPL
  • WMT
  • BRK-B
  • MSFT
Signet Investment Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 69
Filing on May 05, 2025 Q1 2025

Bkm Wealth Management, LLC

  • IVE
  • AAPL
  • MSFT
  • VEA
  • IVW
  • DEUS
  • IJJ
Bkm Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 158
Filing on May 05, 2025 Q1 2025

Milestones Administradora De Recursos Ltda.

  • AMZN
  • MSFT
  • GOOGL
  • NU
  • GE
  • OXY
  • TSM
Milestones Administradora De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 22
Filing on May 05, 2025 Q1 2025

Kayne Anderson Capital Advisors LP

  • WMB
  • EPD
  • ET
  • MPLX
  • LNG
  • KMI
  • TRGP
Kayne Anderson Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 4.45 Billion
Stocks 70
Filing on May 05, 2025 Q1 2025

Settian Capital LP

  • MA
  • AAPL
  • CDNS
  • MSFT
  • V
  • PWR
  • MCK
Settian Capital LP's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 26
Filing on May 05, 2025 Q1 2025

Arrow Financial Corp

  • VOO
  • QQQ
  • IJH
  • AROW
  • SPYV
  • IJR
  • IDEV
Arrow Financial Corp's Q1 2025 Portfolio
Portfolio Value 872 Million
Stocks 310
Filing on May 05, 2025 Q1 2025

Stegner Investment Associates Inc.

  • IVW
  • IWR
  • VONE
  • IWB
  • VOO
  • IWD
  • VONG
Stegner Investment Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 26
Filing on May 05, 2025 Q1 2025

Morse Asset Management, Inc

  • NVDA
  • META
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • HD
Morse Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 341
Filing on May 05, 2025 Q1 2025

One Ascent Financial Services LLC

  • VOO
  • OACP
  • SPLG
  • OAIM
  • OALC
  • BRK-B
  • AAPL
One Ascent Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 662
Filing on May 05, 2025 Q1 2025

Hazlett, Burt & Watson, Inc.

  • AAPL
  • SCHD
  • QQQ
  • MSFT
  • AMZN
  • XOM
  • MA
Hazlett, Burt & Watson, Inc.'s Q1 2025 Portfolio
Portfolio Value 222 Million
Stocks 9229
Filing on May 05, 2025 Q1 2025

Crestwood Advisors Group LLC

  • AAPL
  • MSFT
  • AMZN
  • BRK-B
  • GOOGL
  • V
  • META
Crestwood Advisors Group LLC's Q1 2025 Portfolio
Portfolio Value 5.07 Billion
Stocks 606
Filing on May 05, 2025 Q1 2025

Mosaic Advisors LLC

  • VIG
  • VXUS
  • VB
  • VWO
  • VRT
  • VTEB
  • QUAL
Mosaic Advisors LLC's Q1 2025 Portfolio
Portfolio Value 64.3 Million
Stocks 14