Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 08, 2025 Q1 2025

Cannae Holdings, Inc.

  • DNB
  • ALIT
  • SST
  • RPD
Cannae Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 877 Million
Stocks 5
Filing on Apr 08, 2025 Q1 2025

Castle Rock Wealth Management, LLC

  • KO
  • CVX
  • AAPL
  • NVDA
  • TFLO
  • MSFT
  • GBIL
Castle Rock Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 345 Million
Stocks 225
Filing on Apr 08, 2025 Q1 2025

Profit Investment Management, LLC

  • KTOS
  • GIII
  • PLXS
  • BOX
  • PDCO
  • FCFS
  • VKTX
Profit Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 74
Filing on Apr 08, 2025 Q1 2025

Sanders Morris Harris LLC

  • QQQ
  • BX
  • CSWC
  • EPD
  • AAPL
  • NVDA
  • SPY
Sanders Morris Harris LLC's Q1 2025 Portfolio
Portfolio Value 621 Million
Stocks 288
Filing on Apr 08, 2025 Q1 2025

Kaizen Financial Strategies

  • SPY
  • AAPL
  • SCHG
  • CGDV
  • SCHI
  • NVDA
  • SCHQ
Kaizen Financial Strategies's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 139
Filing on Apr 08, 2025 Q1 2025

Legacy Wealth Asset Management, LLC

  • TFLO
  • MLPA
  • BLES
  • ISMD
  • WWJD
  • AAPL
  • GBTC
Legacy Wealth Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 339
Filing on Apr 08, 2025 Q1 2025

Wallace Advisory Group, LLC

  • MRK
  • CVX
  • AMZN
  • AAPL
  • CI
  • MSFT
  • IVV
Wallace Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 187
Filing on Apr 08, 2025 Q1 2025

Mechanics Bank Trust Department

  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • JEPI
  • COST
  • LQD
Mechanics Bank Trust Department's Q1 2025 Portfolio
Portfolio Value 719 Million
Stocks 378
Filing on Apr 08, 2025 Q1 2025

Mirador Capital Partners LP

  • BSJP
  • BSJQ
  • BRK-B
  • AAPL
  • AMZN
  • GOOG
  • CVX
Mirador Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 197
Filing on Apr 08, 2025 Q1 2025

180 Wealth Advisors, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • MNKD
  • AVGO
  • TSLA
180 Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 613 Million
Stocks 413
Filing on Apr 08, 2025 Q1 2025

Quantum Financial Advisors, LLC

  • AVUS
  • AVDE
  • DFAU
  • AVEM
  • DFAI
  • VMBS
  • DISV
Quantum Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 175
Filing on Apr 08, 2025 Q1 2025

Hardin Capital Partners, LLC

  • LOW
  • BRK-B
  • BAC
  • VTI
  • DUK
  • VOO
  • XLE
Hardin Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 163 Billion
Stocks 116
Filing on Apr 08, 2025 Q1 2025

Bond & Devick Financial Network, Inc.

  • EQWL
  • ESGD
  • JCPB
  • SCHZ
  • IEI
  • SCHB
  • NDSN
Bond & Devick Financial Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 161
Filing on Apr 08, 2025 Q1 2025

Jgp Wealth Management, LLC

  • IVV
  • AAPL
  • MSFT
  • KLAC
  • DGRO
  • ITOT
  • JPM
Jgp Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 750 Million
Stocks 186
Filing on Apr 08, 2025 Q1 2025

Aurora Investment Managers, Llc.

  • BIL
  • BABA
  • MDB
  • JD
  • AAPL
  • MSFT
  • QQQ
Aurora Investment Managers, Llc.'s Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 43
Filing on Apr 08, 2025 Q1 2025

Hoffman, Alan N Investment Management

  • AAPL
  • AMZN
  • MSFT
  • COST
  • GOOGL
  • GOOG
  • NVDA
Hoffman, Alan N Investment Management's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 14
Filing on Apr 08, 2025 Q1 2025

Shotwell Rutter Baer Inc

  • VTI
  • AVLV
  • VCIT
  • VGIT
  • VEA
  • AVUV
  • AVEM
Shotwell Rutter Baer Inc's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 33
Filing on Apr 08, 2025 Q1 2025

Rhumbline Advisers

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
Rhumbline Advisers's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 41830