Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 02, 2025 Q1 2025

Melfa Wealth Management, LLC

  • DFAC
  • AAPL
  • PMO
  • EVN
  • VTI
  • DFSV
  • DFAU
Melfa Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 201
Filing on May 02, 2025 Q1 2025

Massachusetts Financial Services CO

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • GOOGL
  • JPM
Massachusetts Financial Services CO 's Q1 2025 Portfolio
Portfolio Value 282 Billion
Stocks 3631
Filing on May 02, 2025 Q1 2025

Times Square Capital Management, LLC

  • CYBR
  • HUBS
  • VRSK
  • LNG
  • FROG
  • BJ
  • EME
Times Square Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 5.83 Billion
Stocks 142
Filing on May 02, 2025 Q1 2025

Sumitomo Life Insurance CO

  • VYM
  • SCHD
  • TIP
  • EMB
  • BKLN
  • AAPL
  • MSFT
Sumitomo Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 2.78 Billion
Stocks 272
Filing on May 01, 2025 Q1 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • VTI
  • ONEQ
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 502 Billion
Stocks 182
Filing on May 01, 2025 Q1 2025

Dakota Wealth Management

  • KLAC
  • BIL
  • IVV
  • AAPL
  • MSFT
  • AMZN
  • RSP
Dakota Wealth Management's Q1 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 749
Filing on May 01, 2025 Q1 2025

Castlekeep Investment Advisors LLC

  • BILS
  • BRK-B
  • VGK
  • KBE
  • VIG
  • TPYP
  • BRK-A
Castlekeep Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 85
Filing on May 01, 2025 Q1 2025

Strata Wealth Advisors, LLC

  • VGSH
  • FNDF
  • VUG
  • BRK-B
  • FNDX
  • DFEV
  • CGXU
Strata Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 322 Billion
Stocks 69
Filing on May 01, 2025 Q1 2025

Private Capital Advisors, Inc.

  • LLY
  • AAPL
  • GOOGL
  • PANW
  • NFLX
  • UNH
  • META
Private Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 824 Million
Stocks 76
Filing on May 01, 2025 Q1 2025

Alphabet Inc.

  • FRSH
  • ASTS
  • RVMD
  • GTLB
  • PL
  • PATH
  • DXCM
Alphabet Inc.'s Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 44
Filing on May 01, 2025 Q1 2025

Fortress Financial Solutions, LLC

  • QQQ
  • VCIT
  • PFF
  • IVV
  • AAPL
  • IJH
  • ITOT
Fortress Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 69.1 Billion
Stocks 57
Filing on May 01, 2025 Q1 2025

Leelyn Smith, LLC

  • MGK
  • MOAT
  • SCHD
  • VNLA
  • MINT
  • JSMD
  • USMV
Leelyn Smith, LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 129
Filing on May 01, 2025 Q1 2025

Edgestream Partners, L.P.

  • SPY
  • MSFT
  • XOM
  • JNJ
  • QQQ
  • NOVT
  • OKE
Edgestream Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 813
Filing on May 01, 2025 Q1 2025

Slow Capital, Inc.

  • SGOV
  • AVGO
  • NFLX
  • NVDA
  • MELI
  • AMZN
  • ISRG
Slow Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 733 Million
Stocks 111
Filing on May 01, 2025 Q1 2025

Check Capital Management Inc

  • BRK-B
  • BRK-B
  • MKL
  • AER
  • LKQ
  • SU
  • FCNCA
Check Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 69
Filing on May 01, 2025 Q1 2025

Signaturefd, LLC

  • IWF
  • IUSV
  • VIG
  • JQUA
  • IEFA
  • VXUS
  • VWO
Signaturefd, LLC's Q1 2025 Portfolio
Portfolio Value 4.94 Billion
Stocks 3340
Filing on May 01, 2025 Q1 2025

Evergreen Private Wealth LLC

  • CHKP
  • BRK-B
  • NFLX
  • QEFA
  • TLH
  • JPM
  • MSFT
Evergreen Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 214 Billion
Stocks 189
Filing on May 01, 2025 Q1 2025

Cohen Capital Management, Inc.

  • SYK
  • TMO
  • MSFT
  • UNH
  • AMAT
  • JPM
  • SCHW
Cohen Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 570 Million
Stocks 151