Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Arq Wealth Advisors, LLC

  • AVUS
  • MGV
  • STLG
  • IUS
  • AVUV
  • JAVA
  • JMOM
Arq Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 99
Filing on May 05, 2025 Q1 2025

Buckhead Capital Management LLC

  • AAPL
  • MSFT
  • BRK-B
  • HD
  • JNJ
  • UNH
  • CVX
Buckhead Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 121
Filing on May 05, 2025 Q1 2025

Amg National Trust Bank

  • SPY
  • IWR
  • IWM
  • VOO
  • IXUS
  • LOW
  • BND
Amg National Trust Bank's Q1 2025 Portfolio
Portfolio Value 3.56 Billion
Stocks 618
Filing on May 05, 2025 Q1 2025

St. Louis Trust CO

  • SPY
  • VXUS
  • VTI
  • IJR
  • VEU
  • IWB
  • VOO
St. Louis Trust CO's Q1 2025 Portfolio
Portfolio Value 688 Million
Stocks 185
Filing on May 05, 2025 Q1 2025

Madison International Realty Holdings, LLC

  • VRE
  • PLYM
Madison International Realty Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 171 Million
Stocks 2
Filing on May 05, 2025 Q1 2025

Csenge Advisory Group

  • SPY
  • RSP
  • FDL
  • FTSM
  • RDVY
  • QQQ
  • AAPL
Csenge Advisory Group's Q1 2025 Portfolio
Portfolio Value 1.81 Billion
Stocks 662
Filing on May 05, 2025 Q1 2025

Foundry Partners, LLC

  • JPM
  • VZ
  • DUK
  • C
  • SHEL
  • BK
  • HIG
Foundry Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 259
Filing on May 05, 2025 Q1 2025

Members Advisory Group LLC

  • SCHB
  • JAAA
  • VOO
  • VTV
  • SCHG
  • IWR
  • NEAR
Members Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 32
Filing on May 05, 2025 Q1 2025

Amh Equity LTD

  • PWFL
  • UEIC
  • LPTH
  • TWIN
  • DOCN
  • TDC
  • IDCC
Amh Equity LTD's Q1 2025 Portfolio
Portfolio Value 61.5 Million
Stocks 53
Filing on May 05, 2025 Q1 2025

Formidable Asset Management, LLC

  • PG
  • AAPL
  • KONG
  • FORH
  • MSFT
  • NVDA
  • META
Formidable Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 574 Million
Stocks 384
Filing on May 05, 2025 Q1 2025

Mystic Asset Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • META
  • QQQ
  • AVGO
Mystic Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 224
Filing on May 05, 2025 Q1 2025

Private Advisor Group, LLC

  • AAPL
  • SPY
  • VTI
  • SPLG
  • QQQ
  • SPYG
  • MSFT
Private Advisor Group, LLC's Q1 2025 Portfolio
Portfolio Value 15.8 Billion
Stocks 2356
Filing on May 05, 2025 Q1 2025

Allegiance Financial Group Advisory Services LLC

  • VTI
  • AVLV
  • AVDV
  • DFAU
  • AVIG
  • DFSD
  • AVUV
Allegiance Financial Group Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 329 Billion
Stocks 140
Filing on May 05, 2025 Q1 2025

Adaptive Financial Consulting, LLC

  • AGG
  • VCSH
  • IVV
  • USMV
  • IVW
  • QQQ
  • VCR
Adaptive Financial Consulting, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 20
Filing on May 05, 2025 Q1 2025

Washburn Capital Management, Inc.

  • SPY
  • MDY
  • VTI
  • QQQ
  • NVDA
  • AAPL
  • V
Washburn Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 50
Filing on May 05, 2025 Q1 2025

Willner & Heller, LLC

  • NVDA
  • AAPL
  • IWF
  • RDVY
  • MSFT
  • AMZN
  • BRK-B
Willner & Heller, LLC's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 146
Filing on May 05, 2025 Q1 2025

Bernzott Capital Advisors

  • MP
  • HCI
  • AMT
  • PCH
  • NVEE
  • JBI
  • JJSF
Bernzott Capital Advisors's Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 38
Filing on May 05, 2025 Q1 2025

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • PTNQ
  • PTMC
  • MGK
  • COWZ
  • RDVY
O Donnell Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 49