Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

3 Edge Asset Management, LP

  • BIL
  • TIP
  • IVV
  • STIP
  • GLDM
  • VXUS
  • IEF
3 Edge Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 85
Filing on May 01, 2025 Q1 2025

Strategic Value Bank Partners LLC

  • FFWM
  • SSBK
  • BHLB
  • CFG
  • PGC
  • FBMS
  • WNEB
Strategic Value Bank Partners LLC's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 13
Filing on May 01, 2025 Q1 2025

Sentinel Trust CO Lba

  • ITOT
  • IWV
  • VXUS
  • VEU
  • PLTR
  • ACWI
  • EMXC
Sentinel Trust CO Lba's Q1 2025 Portfolio
Portfolio Value 848 Million
Stocks 134
Filing on May 01, 2025 Q1 2025

Nikulski Financial, Inc.

  • VIG
  • AAPL
  • AMZN
  • COST
  • SPHQ
  • GSLC
  • GOOGL
Nikulski Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 324 Million
Stocks 137
Filing on May 01, 2025 Q1 2025

Mathes Company, Inc.

  • IGM
  • AAPL
  • AMZN
  • VUG
  • NVDA
  • VTI
  • GOOGL
Mathes Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 123
Filing on May 01, 2025 Q1 2025

Northwest Capital Management Inc

  • SCHR
  • SCHF
  • SCHX
  • MSFT
  • AAPL
  • SCHD
  • EFV
Northwest Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 443
Filing on May 01, 2025 Q1 2025

Coastal Investment Advisors, Inc.

  • AAPL
  • NVDA
  • AMZN
  • OXLC
  • MSFT
  • MSTR
  • GOOG
Coastal Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 321
Filing on May 01, 2025 Q1 2025

Valued Wealth Advisors LLC

  • DFAU
  • DFAI
  • DFSD
  • AVUV
  • AVDV
  • AVEM
  • AVLV
Valued Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 665
Filing on May 01, 2025 Q1 2025

Satovsky Asset Management LLC

  • IVV
  • VTIP
  • AVUV
  • DIHP
  • DUHP
  • BRK-B
  • VTI
Satovsky Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 447 Million
Stocks 55
Filing on May 01, 2025 Q1 2025

Fukoku Mutual Life Insurance CO

  • AVGO
  • MSFT
  • ABBV
  • KO
  • MRK
  • JPM
  • CSCO
Fukoku Mutual Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 267
Filing on May 01, 2025 Q1 2025

Roger Wittlin Investment Advisory, LLC

  • VTI
  • IVV
  • ITOT
  • LONZ
  • SCHB
  • SPY
  • VLU
Roger Wittlin Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 43
Filing on May 01, 2025 Q1 2025

Stillwater Wealth Management Group

  • AAPL
  • COST
  • DGRO
  • BRK-B
  • MSFT
  • COWZ
  • JPM
Stillwater Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 70
Filing on May 01, 2025 Q1 2025

Laurus Investment Counsel Inc.

  • JKHY
  • PTC
  • CRL
  • SPGI
  • DV
  • ASGN
  • ALGN
Laurus Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 46
Filing on May 01, 2025 Q1 2025

Independent Investors Inc

  • AAPL
  • MSFT
  • JPM
  • JNJ
  • WAT
  • ABBV
  • AMGN
Independent Investors Inc's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 70
Filing on May 01, 2025 Q1 2025

Mc Carthy Grittinger Financial Group, LLC

  • VV
  • VB
  • VCIT
  • VEU
  • VGIT
  • DFAC
  • BNDX
Mc Carthy Grittinger Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 363 Billion
Stocks 68
Filing on May 01, 2025 Q1 2025

Rational Advisors LLC

  • SPAB
  • BND
  • AGG
  • IVV
  • MLPX
  • QQQM
  • VIG
Rational Advisors LLC's Q1 2025 Portfolio
Portfolio Value 851 Million
Stocks 131
Filing on May 01, 2025 Q1 2025

University Of Maryland Foundation, Inc.

  • VTI
  • ITOT
  • VBR
  • VPL
  • IEMG
  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 8
Filing on May 01, 2025 Q1 2025

Pya Waltman Capital, LLC

  • BRK-B
  • POST
  • MKL
  • ROST
  • TDG
  • CEF
  • AMZN
Pya Waltman Capital, LLC's Q1 2025 Portfolio
Portfolio Value 276 Million
Stocks 75