Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Auxano Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • COST
  • PHYS
  • IWB
  • IWY
Auxano Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 162
Filing on May 05, 2025 Q1 2025

Capital Management Corp

  • IDCC
  • GTN
  • NXST
  • ACU
  • ACCO
  • PBI
  • QCOM
Capital Management Corp 's Q1 2025 Portfolio
Portfolio Value 496 Million
Stocks 78
Filing on May 05, 2025 Q1 2025

Diversify Advisory Services, LLC

  • SPY
  • NVDA
  • GLD
  • BKLN
  • QQQ
  • AAPL
  • AMZN
Diversify Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Trillion
Stocks 632
Filing on May 05, 2025 Q1 2025

Flc Capital Advisors

  • VTV
  • SCHR
  • SCHG
  • SCHO
  • SCHZ
  • AAPL
  • SCHF
Flc Capital Advisors's Q1 2025 Portfolio
Portfolio Value 441 Million
Stocks 184
Filing on May 05, 2025 Q1 2025

Wolfstich Capital, LLC

  • DFAC
  • DFSD
  • DFAX
  • IBDS
  • IBTG
  • DUHP
  • DFSU
Wolfstich Capital, LLC's Q1 2025 Portfolio
Portfolio Value 52.2 Billion
Stocks 14
Filing on May 05, 2025 Q1 2025

Eq LLC

  • VOO
  • DYNF
  • IVV
  • IVE
  • IEMG
  • QUAL
  • EFA
Eq LLC's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 65
Filing on May 05, 2025 Q1 2025

Pavion Blue Capital, LLC

  • MSFT
  • BRK-B
  • WMT
  • COST
  • BAC
  • AXP
  • GOOG
Pavion Blue Capital, LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 102
Filing on May 05, 2025 Q1 2025

Nwam LLC

  • MSFT
  • AAPL
  • VUG
  • AMZN
  • VTV
  • BRK-B
  • NVDA
Nwam LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 504
Filing on May 05, 2025 Q1 2025

Ping Capital Management, Inc.

  • YPF
  • GGAL
  • KWEB
  • BBAR
  • BMA
  • QQQ
  • FXI
Ping Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 270 Billion
Stocks 85
Filing on May 05, 2025 Q1 2025

Muzinich & Co., Inc.

  • ARCC
  • BXSL
  • ORCC
  • GBDC
  • MAIN
  • FSK
  • TSLX
Muzinich & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 56
Filing on May 05, 2025 Q1 2025

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • DFSV
  • SPY
  • VWO
Jmg Financial Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 120
Filing on May 05, 2025 Q1 2025

Coleford Investment Management Ltd.

  • WMT
  • MSFT
  • V
  • GOOGL
  • AXP
  • RY
  • BRK-B
Coleford Investment Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 356 Billion
Stocks 20
Filing on May 05, 2025 Q1 2025

Hussman Strategic Advisors, Inc.

  • GOLD
  • NEM
  • AEM
  • CPB
  • CL
  • GOOG
  • CORT
Hussman Strategic Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 232
Filing on May 05, 2025 Q1 2025

Lipe & Dalton

  • AAPL
  • GOOG
  • GS
  • SNA
  • HSY
  • ABBV
  • BA
Lipe & Dalton's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 89
Filing on May 05, 2025 Q1 2025

Mandatum Life Insurance CO LTD

  • IVV
  • VOO
  • META
  • CSCO
  • JPM
  • MSFT
  • MA
Mandatum Life Insurance CO LTD's Q1 2025 Portfolio
Portfolio Value 325 Million
Stocks 74
Filing on May 05, 2025 Q1 2025

Outfitter Financial LLC

  • EPD
  • JPM
  • AAPL
  • META
  • AMZN
  • SCHA
  • GOOGL
Outfitter Financial LLC's Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 76
Filing on May 05, 2025 Q1 2025

Archer Investment Corp

  • FTCS
  • QQQ
  • SPLG
  • RSP
  • NFTY
  • AAPL
  • PLD
Archer Investment Corp's Q1 2025 Portfolio
Portfolio Value 386 Billion
Stocks 1159
Filing on May 05, 2025 Q1 2025

Riverchase Wealth Management, LLC

  • DFAC
  • JCPB
  • DFCF
  • DFIC
  • DUHP
  • VOO
  • DFEM
Riverchase Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 66