Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 22, 2025 Q1 2025

Bos Asset Management, LLC

  • YEAR
  • TLT
  • SPY
  • IUSG
  • DFSV
  • AAPL
  • IDHQ
Bos Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 291 Billion
Stocks 164
Filing on May 22, 2025 Q1 2025

Wbi Investments, Inc.

  • WBIY
  • WBIG
  • WBIL
  • WBIF
  • QQQ
  • COM
  • F
Wbi Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 358 Million
Stocks 315
Filing on May 22, 2025 Q1 2025

Diker Management LLC

  • STE
  • AAPL
  • COMP
  • FRSH
  • SHOP
  • MSFT
  • HUBS
Diker Management LLC's Q1 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 30
Filing on May 22, 2025 Q1 2025

Kilter Group LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
  • IUSB
Kilter Group LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 48
Filing on May 21, 2025 Q1 2025

Chelsea Counsel CO

  • AAPL
  • MSFT
  • COST
  • VYM
  • GOOG
  • AEM
  • GOOGL
Chelsea Counsel CO's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 200
Filing on May 21, 2025 Q1 2025

Westbourne Investments, Inc.

  • MSFT
  • GE
  • NVDA
  • AMZN
  • META
  • AAPL
  • BRK-B
Westbourne Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 136
Filing on May 21, 2025 Q1 2025

Main Line Retirement Advisors, LLC

  • CGCP
  • VYMI
  • CGXU
  • CGGR
  • FYX
  • VUG
  • BND
Main Line Retirement Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 42
Filing on May 21, 2025 Q1 2025

Indiana Trust & Investment Management CO

  • SPY
  • NVDA
  • AAPL
  • LLY
  • AMZN
  • IWB
  • GOOGL
Indiana Trust & Investment Management CO's Q1 2025 Portfolio
Portfolio Value 270 Million
Stocks 478
Filing on May 21, 2025 Q1 2025

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • GLDM
  • DIVO
  • ISTB
  • DFNM
Mbl Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 258
Filing on May 21, 2025 Q1 2025

Impala Asset Management LLC

  • NEU
  • ERO
  • CENX
  • BKE
  • TECK
  • ASO
  • WFG
Impala Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 18
Filing on May 21, 2025 Q1 2025

Reliant Investment Partners, LLC

  • NVDA
  • DUK
  • TFC
  • VOO
  • AAPL
  • QQQ
  • LOW
Reliant Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 98.1 Billion
Stocks 95
Filing on May 21, 2025 Q1 2025

Beacon Capital Management, Inc.

  • BSV
  • BIV
  • BLV
  • VTIP
  • QQQ
  • VPU
  • VDC
Beacon Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 35
Filing on May 21, 2025 Q1 2025

Schmidt P J Investment Management Inc

  • AAPL
  • MSFT
  • IGIB
  • GOVT
  • SNDR
  • AVGO
  • GOOG
Schmidt P J Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 533 Million
Stocks 184
Filing on May 21, 2025 Q1 2025

Geneos Wealth Management Inc.

  • IVV
  • SPY
  • USMV
  • ITOT
  • AAPL
  • MSFT
  • VOO
Geneos Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 3045
Filing on May 21, 2025 Q1 2025

Mc Adam, LLC

  • SCHX
  • FNDX
  • SCHG
  • SCHF
  • SCHZ
  • SCHC
  • VOE
Mc Adam, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 346
Filing on May 21, 2025 Q1 2025

Acadian Asset Management LLC

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • META
  • SPOT
  • MSFT
Acadian Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 35.4 Billion
Stocks 1602
Filing on May 20, 2025 Q1 2025

Mendon Capital Advisors Corp

  • EQBK
  • USCB
  • FRST
  • VBNK
  • FHN
  • FBMS
  • BUSE
Mendon Capital Advisors Corp's Q1 2025 Portfolio
Portfolio Value 216 Billion
Stocks 53
Filing on May 20, 2025 Q1 2025

Bluefin Capital Management, LLC

  • X
  • SPY
  • X
  • SPY
  • CEF
  • JNPR
  • JNPR
Bluefin Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 809 Million
Stocks 106