Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Arcadia Investment Management Corp

  • AVGO
  • AAPL
  • SYK
  • PANW
  • COST
  • MSFT
  • NVDA
Arcadia Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 550 Million
Stocks 270
Filing on Apr 30, 2025 Q1 2025

Brick & Kyle, Associates

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AMLP
  • JPM
Brick & Kyle, Associates's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 54
Filing on Apr 30, 2025 Q1 2025

Regents Gate Capital LLP

  • C
  • IFF
  • RPM
  • PKG
  • TT
  • LII
  • ITT
Regents Gate Capital LLP's Q1 2025 Portfolio
Portfolio Value 235 Billion
Stocks 41
Filing on Apr 30, 2025 Q1 2025

Kedalion Capital Management LLP

  • IVV
  • VOO
  • STLA
Kedalion Capital Management LLP's Q1 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 3
Filing on Apr 30, 2025 Q1 2025

Bull Oak Capital, LLC

  • IVV
  • IEFA
  • AVUS
  • SHV
  • AVUV
  • SPLG
  • VO
Bull Oak Capital, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 23
Filing on Apr 30, 2025 Q1 2025

Principal Securities, Inc.

  • USMC
  • AGG
  • PSC
  • IVV
  • GSUS
  • MSFT
  • SPYG
Principal Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 4.47 Trillion
Stocks 3553
Filing on Apr 30, 2025 Q1 2025

Financial Symmetry Inc

  • DFAC
  • DFAX
  • DFEM
  • DFCF
  • AVDE
  • VT
  • DFIC
Financial Symmetry Inc's Q1 2025 Portfolio
Portfolio Value 163 Billion
Stocks 50
Filing on Apr 30, 2025 Q1 2025

Prodigy Asset Management LLC

  • VIG
  • TSPA
  • DFAU
  • DFAI
  • VTI
  • BRK-B
  • MSFT
Prodigy Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 22
Filing on Apr 30, 2025 Q1 2025

Personal Cfo Solutions, LLC

  • CB
  • AAPL
  • AMZN
  • MSFT
  • UWM
  • GOOGL
  • FNCL
Personal Cfo Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 482 Million
Stocks 448
Filing on Apr 30, 2025 Q1 2025

Exane Asset Management

  • UBS
  • PNC
  • CCEP
  • STLA
  • JPM
  • T
  • MSFT
Exane Asset Management's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 26
Filing on Apr 30, 2025 Q1 2025

Alpha Star Capital Management, LLC

  • SGOV
  • SPYG
  • SPLG
  • SPYV
  • SPDW
  • SPAB
  • SPMD
Alpha Star Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 184
Filing on Apr 30, 2025 Q1 2025

Opus Capital Group, LLC

  • VOO
  • SCHF
  • VGIT
  • IJR
  • VGSH
  • AVLV
  • SGOV
Opus Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 777 Million
Stocks 125
Filing on Apr 30, 2025 Q1 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q1 2025 Portfolio
Portfolio Value 498 Billion
Stocks 101
Filing on Apr 30, 2025 Q1 2025

49 Wealth Management, LLC

  • DIVZ
  • SPLG
  • IEFA
  • VTV
  • QUAL
  • JAAA
  • IEMG
49 Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 830 Billion
Stocks 189
Filing on Apr 30, 2025 Q1 2025

Stratos Wealth Partners, Ltd.

  • AAPL
  • VOO
  • SPY
  • IVV
  • MSFT
  • NVDA
  • AMZN
Stratos Wealth Partners, Ltd.'s Q1 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 1361
Filing on Apr 30, 2025 Q1 2025

Sierra Capital LLC

  • VOO
  • BRK-B
  • AAPL
  • VO
  • IVV
  • AMZN
  • SHV
Sierra Capital LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 235
Filing on Apr 30, 2025 Q1 2025

Black Diamond Financial, LLC

  • MGV
  • MGK
  • AGG
  • SPTI
  • SCHV
  • SCHG
  • MGC
Black Diamond Financial, LLC's Q1 2025 Portfolio
Portfolio Value 665 Million
Stocks 146
Filing on Apr 30, 2025 Q1 2025

Blackhawk Capital Partners Llc.

  • VGSH
  • META
  • AAPL
  • LLY
  • JAAA
  • MSFT
  • AMZN
Blackhawk Capital Partners Llc.'s Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 127