Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Trade Well Securities, Llc.

  • VOO
  • AAPL
  • XLK
  • NVDA
  • META
  • IVV
  • FTXO
Trade Well Securities, Llc.'s Q1 2025 Portfolio
Portfolio Value 182 Billion
Stocks 43
Filing on Apr 30, 2025 Q1 2025

Silphium Asset Management LTD

  • WMT
  • COST
  • FISV
  • CME
  • BRO
  • MSFT
  • AMZN
Silphium Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 29
Filing on Apr 30, 2025 Q1 2025

Donald Yacktman

Yacktman Asset Management LP
  • CNQ
  • MSFT
  • SCHW
  • PG
  • FOX
  • PEP
  • CTSH
Donald Yacktman's Q1 2025 Portfolio
Portfolio Value 6.96 Billion
Stocks 70
Filing on Apr 30, 2025 Q1 2025

Curative Ventures V LLC

  • TIL
Curative Ventures V LLC's Q1 2025 Portfolio
Portfolio Value 33 Million
Stocks 1
Filing on Apr 30, 2025 Q1 2025

Roberts Foundation

  • KKR
  • PG
Roberts Foundation's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 2
Filing on Apr 30, 2025 Q1 2025

Valeo Financial Advisors, LLC

  • SPY
  • PLD
  • IJR
  • IJH
  • AAPL
  • BRK-B
  • IEMG
Valeo Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.33 Billion
Stocks 707
Filing on Apr 30, 2025 Q1 2025

Gfg Capital, LLC

  • GSLC
  • GSIE
  • AAPL
  • NFLX
  • TLT
  • GOOGL
  • META
Gfg Capital, LLC's Q1 2025 Portfolio
Portfolio Value 333 Million
Stocks 114
Filing on Apr 30, 2025 Q1 2025

Meadow Brook Investment Advisors LLC

  • AAPL
  • VEU
  • FDN
  • JPM
  • MSFT
  • SCHX
  • NVDA
Meadow Brook Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 276
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