Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Koshinski Asset Management, Inc.

  • SCHG
  • VTV
  • AAPL
  • RDVY
  • MSFT
  • TOTL
  • NVDA
Koshinski Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.32 Trillion
Stocks 690
Filing on Jul 29, 2025 Q2 2025

Hamlin Capital Management, LLC

  • AVGO
  • CME
  • MS
  • PEG
  • TXN
  • ORI
  • DRI
Hamlin Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 25
Filing on Jul 29, 2025 Q2 2025

Rwq Financial Management Services, Inc.

  • MSFT
  • GE
  • NFLX
  • AMZN
  • META
  • NVDA
  • TSLA
Rwq Financial Management Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 22
Filing on Jul 29, 2025 Q2 2025

Citizens Business Bank

  • IWR
  • VEA
  • NVDA
  • PLTR
  • AVGO
  • AAPL
  • PWR
Citizens Business Bank's Q2 2025 Portfolio
Portfolio Value 491 Million
Stocks 189
Filing on Jul 29, 2025 Q2 2025

Spirit Of America Management Corp

  • NVDA
  • WMB
  • MSFT
  • LNG
  • TRGP
  • KMI
  • AAPL
Spirit Of America Management Corp's Q2 2025 Portfolio
Portfolio Value 466 Million
Stocks 394
Filing on Jul 29, 2025 Q2 2025

May Barnhard Investments LLC

  • SCHX
  • SCHG
  • IJR
  • SCHV
  • VO
  • IJS
  • QQQ
May Barnhard Investments LLC's Q2 2025 Portfolio
Portfolio Value 214 Billion
Stocks 90
Filing on Jul 29, 2025 Q2 2025

Quotient Wealth Partners, LLC

  • IVV
  • SPYG
  • SPYV
  • TTAC
  • AGG
  • IEFA
  • FBND
Quotient Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.4 Trillion
Stocks 343
Filing on Jul 29, 2025 Q2 2025

Mps Loria Financial Planners, LLC

  • IWB
  • AAPL
  • IEMG
  • VB
  • USRT
  • SCHP
  • IWV
Mps Loria Financial Planners, LLC's Q2 2025 Portfolio
Portfolio Value 335 Million
Stocks 80
Filing on Jul 29, 2025 Q2 2025

Ifrah Financial Services, Inc.

  • TFLO
  • IVW
  • AAPL
  • IJK
  • SHY
  • VEU
  • FLOT
Ifrah Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 200
Filing on Jul 29, 2025 Q2 2025

Aspiriant, LLC

  • IVV
  • IUSV
  • VBR
  • ACWV
  • VTEB
  • VIG
  • VOO
Aspiriant, LLC's Q2 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 309
Filing on Jul 29, 2025 Q2 2025

Cottonwood Capital Advisors, LLC

  • IYW
  • MBSD
  • SOXX
  • RDVY
  • HYDB
  • ITB
  • IGV
Cottonwood Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 137 Million
Stocks 131
Filing on Jul 29, 2025 Q2 2025

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.

  • AMZN
  • WPM
  • NEM
  • AEM
  • KGC
  • GFI
  • FNV
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.'s Q2 2025 Portfolio
Portfolio Value 21.1 Billion
Stocks 38
Filing on Jul 29, 2025 Q2 2025

Otter Creek Advisors, LLC

  • NVDA
  • FLEX
  • CMPO
  • PKI
  • LPLA
  • CRM
  • ICE
Otter Creek Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 40
Filing on Jul 29, 2025 Q2 2025

Akuna Securities LLC

  • SPY
  • QQQ
Akuna Securities LLC's Q2 2025 Portfolio
Portfolio Value 461 Million
Stocks 13
Filing on Jul 29, 2025 Q2 2025

Financial Futures LTD Liability Co.

  • VCIT
  • SPHY
  • JEPI
  • SPLG
  • VO
  • AVUV
  • AVLV
Financial Futures LTD Liability Co.'s Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 63
Filing on Jul 29, 2025 Q2 2025

Cap Wealth Advisors, LLC

  • PLTR
  • WMB
  • MSFT
  • BRK-B
  • IBM
  • CVX
  • GILD
Cap Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 990 Million
Stocks 103
Filing on Jul 29, 2025 Q2 2025

Albert D Mason Inc

  • GOOG
  • META
  • KLAC
  • NVS
  • SNA
  • CMI
  • PAC
Albert D Mason Inc's Q2 2025 Portfolio
Portfolio Value 116 Million
Stocks 143
Filing on Jul 29, 2025 Q2 2025

Palliser Capital (Uk) LTD

  • RIO
  • SKX
  • TRIP
  • EM
Palliser Capital (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 5