Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Fiduciary Counselling Inc

  • BRK-A
  • IWB
  • WY
  • PCH
  • VOO
  • VTI
  • XOP
Fiduciary Counselling Inc's Q1 2025 Portfolio
Portfolio Value 40.7 Million
Stocks 8
Filing on May 05, 2025 Q1 2025

Counterweight Ventures, LLC

  • AAPL
  • IWF
  • IJR
  • NVDA
  • MSFT
  • TLT
  • AMZN
Counterweight Ventures, LLC's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 70
Filing on May 05, 2025 Q1 2025

Greenhaven Road Investment Management, L.P.

  • PAR
  • CLBT
  • KKR
  • BUR
  • LPX
  • HGTY
  • ALTG
Greenhaven Road Investment Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 191 Million
Stocks 18
Filing on May 05, 2025 Q1 2025

Dahring | Cusmano LLC

  • SCHG
  • FMIL
  • FBND
  • HYDB
  • XMHQ
  • FBCG
  • IAU
Dahring | Cusmano LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 55
Filing on May 05, 2025 Q1 2025

Akuna Securities LLC

  • SPY
  • NVDA
Akuna Securities LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 10
Filing on May 05, 2025 Q1 2025

National Mutual Insurance Federation Of Agricultural Cooperatives

  • IVV
  • VV
  • VOO
  • SPY
  • QQQ
  • VTI
  • QQQM
National Mutual Insurance Federation Of Agricultural Cooperatives's Q1 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 43
Filing on May 05, 2025 Q1 2025

Bluestem Financial Advisors, LLC

  • IVV
  • BND
  • VB
  • VEU
  • VNQ
  • BSV
  • EAGG
Bluestem Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 28
Filing on May 05, 2025 Q1 2025

High Point Advisor Group LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • ABBV
  • META
High Point Advisor Group LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 664
Filing on May 05, 2025 Q1 2025

Gries Financial LLC

  • IVV
  • QUAL
  • DYNF
  • ITW
  • SPY
  • IYW
  • MSFT
Gries Financial LLC's Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 276
Filing on May 05, 2025 Q1 2025

One Ascent Family Office, LLC

  • OACP
  • OAIM
  • MSFT
  • SCHO
  • XLE
  • OALC
  • DFAC
One Ascent Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 157
Filing on May 05, 2025 Q1 2025

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • IJH
  • SPY
  • NVDA
  • IWV
Elyxium Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 412
Filing on May 05, 2025 Q1 2025

Mowery & Schoenfeld Wealth Management, LLC

  • FTEC
  • AAPL
  • NOBL
  • DFAC
  • MSFT
  • GOOGL
  • LLY
Mowery & Schoenfeld Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 51 Billion
Stocks 456
Filing on May 05, 2025 Q1 2025

Foundry Financial Group, Inc.

  • IVV
  • QUAL
  • AVIV
  • JHML
  • IEFA
  • AVLV
  • IUSV
Foundry Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 58
Filing on May 05, 2025 Q1 2025

Covenant Asset Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • CMG
Covenant Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 438 Million
Stocks 155
Filing on May 05, 2025 Q1 2025

1 St Source Bank

  • SRCE
  • IWF
  • IWD
  • SPY
  • SDY
  • EMXC
  • EFA
1 St Source Bank's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 401
Filing on May 05, 2025 Q1 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VIS
  • VEU
Berkeley Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 168
Filing on May 05, 2025 Q1 2025

Cassaday & CO Wealth Management LLC

  • MGK
  • GLDM
  • IWP
  • IWO
  • VGLT
  • SCHD
  • XLRE
Cassaday & CO Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 3.55 Billion
Stocks 317
Filing on May 05, 2025 Q1 2025

South Dakota Investment Council

  • VWO
  • AGG
  • MSFT
  • AAPL
  • AMZN
  • VTOL
  • NVDA
South Dakota Investment Council's Q1 2025 Portfolio
Portfolio Value 4.89 Billion
Stocks 596