Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Oxbow Advisors, LLC

  • EDV
  • IAU
  • EPD
  • MSFT
  • AAPL
  • GOOG
  • MPLX
Oxbow Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 206
Filing on May 01, 2025 Q1 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHO
  • SCHF
  • SCHZ
  • DFCF
  • SCHA
  • FNDX
Tru North Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 402 Billion
Stocks 435
Filing on May 01, 2025 Q1 2025

High Note Wealth, LLC

  • IVV
  • ESGD
  • SCHM
  • XLK
  • AAPL
  • AGG
  • TLT
High Note Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 884
Filing on May 01, 2025 Q1 2025

Security Benefit Life Insurance CO

  • SEAT
  • TLT
  • FIGS
  • RSTN
  • VMBS
  • IVV
  • VEA
Security Benefit Life Insurance CO 's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 20
Filing on May 01, 2025 Q1 2025

Bradley & Co. Private Wealth Management, LLC

  • BRK-B
  • AAPL
  • VTI
  • COST
  • AXP
  • JPM
  • WMT
Bradley & Co. Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 231
Filing on May 01, 2025 Q1 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • MUB
  • EFV
  • EFG
  • EMXC
Cardinal Strategic Wealth Guidance's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 64
Filing on May 01, 2025 Q1 2025

Magnolia Group, LLC

  • NNI
  • ARLP
  • BOC
  • CRMT
  • ABG
  • RMAX
  • PCYO
Magnolia Group, LLC's Q1 2025 Portfolio
Portfolio Value 552 Million
Stocks 9
Filing on May 01, 2025 Q1 2025

Pittenger & Anderson Inc

  • FISV
  • VV
  • QQQ
  • VO
  • VB
  • AAPL
  • COST
Pittenger & Anderson Inc's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 426
Filing on May 01, 2025 Q1 2025

Adg Wealth Management Group, LLC

  • IVW
  • RSP
  • JEPI
  • IVE
  • JEPQ
  • DGRO
  • VYMI
Adg Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 25
Filing on May 01, 2025 Q1 2025

Smith Thornton Advisors LLC

  • CGDV
  • USTB
  • CGGR
  • UITB
  • CGCP
  • DGRO
  • IWR
Smith Thornton Advisors LLC's Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 131
Filing on May 01, 2025 Q1 2025

Cahaba Wealth Management, Inc.

  • IVV
  • AGG
  • IXUS
  • IJH
  • IJR
  • ISTB
  • SPLG
Cahaba Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 147
Filing on May 01, 2025 Q1 2025

Mason Investment Advisory Services, Inc.

  • VLUE
  • AVUV
  • VSS
  • AVDV
  • AVSC
  • MINT
  • VBR
Mason Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.66 Trillion
Stocks 74
Filing on May 01, 2025 Q1 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • DIS
  • T
  • AAPL
  • BABA
V2 Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 84
Filing on May 01, 2025 Q1 2025

Iron Horse Wealth Management, LLC

  • VYM
  • JPST
  • VOOG
  • SPY
  • VEA
  • SPDW
  • JEPI
Iron Horse Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 596
Filing on May 01, 2025 Q1 2025

Alaska Permanent Capital Management

  • SPY
  • BND
  • IJH
  • IEFA
  • NFRA
  • IEMG
  • BNDX
Alaska Permanent Capital Management's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 34
Filing on May 01, 2025 Q1 2025

Goal Fusion Wealth Management, LLC

  • AGG
  • IVV
  • VT
  • VCIT
  • VB
  • VTV
  • VDE
Goal Fusion Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 24
Filing on May 01, 2025 Q1 2025

Rainey & Randall Investment Management Inc.

  • SCHV
  • SCHG
  • DBEF
  • BND
  • SCHA
  • SCHE
  • RSP
Rainey & Randall Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 73
Filing on May 01, 2025 Q1 2025

Bp PLC

  • CME
Bp PLC's Q1 2025 Portfolio
Portfolio Value 15.9 Million
Stocks 1