Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 10, 2025 Q1 2025

Amplius Wealth Advisors, LLC

  • IOO
  • PVAL
  • TMFC
  • RECS
  • JHMM
  • IJR
  • QQQ
Amplius Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 881 Million
Stocks 183
Filing on Apr 10, 2025 Q1 2025

Apella Capital, LLC

  • DFAC
  • BSV
  • DFSD
  • BND
  • VTI
  • DFIC
  • DFCF
Apella Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 388
Filing on Apr 10, 2025 Q1 2025

Level Financial Advisors, Inc.

  • VOO
  • VGSH
  • VEA
  • BSV
  • VCSH
  • DUHP
  • VMBS
Level Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 85
Filing on Apr 10, 2025 Q1 2025

Myriad Asset Management Us LP

  • VEU
  • VWO
  • BABA
  • TCEHY
  • LI
  • SE
  • MELI
Myriad Asset Management Us LP's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 22
Filing on Apr 10, 2025 Q1 2025

Aegon Asset Management Uk PLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • AVGO
  • JPM
Aegon Asset Management Uk PLC's Q1 2025 Portfolio
Portfolio Value 6.86 Billion
Stocks 153
Filing on Apr 10, 2025 Q1 2025

Viking Fund Management LLC

  • NEE
  • AVGO
  • CVX
  • BMY
  • ABBV
  • TRP
  • PEP
Viking Fund Management LLC's Q1 2025 Portfolio
Portfolio Value 662 Million
Stocks 140
Filing on Apr 10, 2025 Q1 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VOT
Presilium Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 446 Billion
Stocks 71
Filing on Apr 10, 2025 Q1 2025

Clarus Wealth Advisors

  • SPY
  • BND
  • MGK
  • FLOT
  • AAPL
  • COWZ
  • XLK
Clarus Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 192 Million
Stocks 88
Filing on Apr 10, 2025 Q1 2025

Horizons Wealth Management

  • VV
  • VEA
  • VNQ
  • VO
  • VB
  • TIP
  • BND
Horizons Wealth Management's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 180
Filing on Apr 10, 2025 Q1 2025

Dbk Financial Counsel, LLC

  • BILS
  • VEA
  • SPY
  • QQQ
  • BSV
  • VTI
  • VWO
Dbk Financial Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 97.6 Million
Stocks 50
Filing on Apr 10, 2025 Q1 2025

Triangle Securities Wealth Management

  • JAVA
  • SCHM
  • VGT
  • MSFT
  • SLYV
  • TPYP
  • IUSB
Triangle Securities Wealth Management's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 201
Filing on Apr 10, 2025 Q1 2025

Hennion & Walsh Asset Management, Inc.

  • IVV
  • GSLC
  • VTV
  • IGEB
  • RSP
  • DDWM
  • PFFD
Hennion & Walsh Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 870
Filing on Apr 10, 2025 Q1 2025

Snow Phipps Group, LLC

  • VEL
  • LAUR
Snow Phipps Group, LLC's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 2
Filing on Apr 10, 2025 Q1 2025

Heritage Family Offices, LLP

  • SPEM
  • SMMD
  • USHY
  • EFA
  • IVV
  • AGG
  • EMB
Heritage Family Offices, LLP's Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 177
Filing on Apr 10, 2025 Q1 2025

Bridge Creek Capital Management LLC

  • AAPL
  • JPM
  • MSFT
  • BX
  • BAC
  • GOOG
  • NEE
Bridge Creek Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 105
Filing on Apr 10, 2025 Q1 2025

Addis & Hill, Inc

  • VV
  • VTI
  • VPL
  • VO
  • AGG
  • RWO
  • VGK
Addis & Hill, Inc's Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 28
Filing on Apr 10, 2025 Q1 2025

Hamilton Lane Advisors LLC

  • GRNT
  • NU
  • IONQ
  • CCEL
  • UBER
  • VRNA
  • COUR
Hamilton Lane Advisors LLC's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 14
Filing on Apr 10, 2025 Q1 2025

Orser Capital Management, LLC

  • VOO
  • NVDA
  • VUG
  • VTV
  • AAPL
  • CRS
  • MSFT
Orser Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 49