Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Fundamentun, LLC

  • ITOT
  • DFAC
  • DGRW
  • RECS
  • DFCF
  • SPAB
  • DYNF
Fundamentun, LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 316
Filing on Apr 30, 2025 Q1 2025

Liberty One Investment Management, LLC

  • CAH
  • LNT
  • DUK
  • SO
  • KO
  • MCD
  • JNJ
Liberty One Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 975 Million
Stocks 146
Filing on Apr 30, 2025 Q1 2025

Stratos Wealth Advisors, LLC

  • SPY
  • IBTF
  • AAPL
  • SGOV
  • NVDA
  • VOO
  • SCHO
Stratos Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 663
Filing on Apr 30, 2025 Q1 2025

Values First Advisors, Inc.

  • MINT
  • VGSH
  • SHY
  • ISTB
  • IEI
  • IEF
  • NEAR
Values First Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 285
Filing on Apr 30, 2025 Q1 2025

May Hill Capital, LLC

  • IVV
  • IWB
  • IJH
  • IEMG
  • MUB
  • IJR
  • VO
May Hill Capital, LLC's Q1 2025 Portfolio
Portfolio Value 265 Billion
Stocks 184
Filing on Apr 30, 2025 Q1 2025

Deka Bank Deutsche Girozentrale

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
  • PG
Deka Bank Deutsche Girozentrale's Q1 2025 Portfolio
Portfolio Value 51 Billion
Stocks 2001
Filing on Apr 30, 2025 Q1 2025

Trek Financial, LLC

  • SGOV
  • XLK
  • IEFA
  • XLF
  • IUSB
  • VOO
  • XLV
Trek Financial, LLC's Q1 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 383
Filing on Apr 30, 2025 Q1 2025

Silverlake Wealth Management LLC

  • MSFT
  • AAPL
  • PG
  • IBM
  • VZ
  • JEPI
  • SCHG
Silverlake Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 265 Billion
Stocks 262
Filing on Apr 30, 2025 Q1 2025

Graver Capital Management, LLC

  • DFUS
  • MOAT
  • DFAT
  • DFAI
  • DFCF
  • DFAE
  • SCHB
Graver Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 98.1 Billion
Stocks 26
Filing on Apr 30, 2025 Q1 2025

New Insight Wealth Advisors

  • IVV
  • SCHD
  • FBND
  • VO
  • RSP
  • VIOO
  • VGT
New Insight Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 94
Filing on Apr 30, 2025 Q1 2025

Corda Investment Management, Llc.

  • CME
  • BK
  • UL
  • SCHW
  • DE
  • WELL
  • AAPL
Corda Investment Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 70
Filing on Apr 30, 2025 Q1 2025

Robocap Asset Management LTD

  • NVDA
  • AMD
  • SNPS
  • DT
  • NOW
  • PANW
  • PRCT
Robocap Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 24
Filing on Apr 30, 2025 Q1 2025

Bxm Wealth LLC

  • QQQ
  • AAPL
  • MOAT
  • AVGO
  • BRK-B
  • BRK-A
  • IGM
Bxm Wealth LLC's Q1 2025 Portfolio
Portfolio Value 83.2 Billion
Stocks 103
Filing on Apr 30, 2025 Q1 2025

Silver Oak Wealth Management LLC

  • VOO
  • IVW
  • VO
  • SPYG
  • IJR
  • VEA
  • SPYV
Silver Oak Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 462 Billion
Stocks 98
Filing on Apr 30, 2025 Q1 2025

Ltg Capital LLC

  • RSP
  • IJR
  • IJH
  • MVV
  • SSO
  • SCZ
  • IJT
Ltg Capital LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 26
Filing on Apr 30, 2025 Q1 2025

Cap Wealth Advisors, LLC

  • BRK-B
  • WMB
  • PLTR
  • MSFT
  • RTX
  • IBM
  • DOW
Cap Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 909 Million
Stocks 100
Filing on Apr 30, 2025 Q1 2025

Palisades Investment Partners, LLC

  • SPXC
  • INOD
  • STRL
  • MMYT
  • INTA
  • ADMA
  • KRYS
Palisades Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 199 Billion
Stocks 40
Filing on Apr 30, 2025 Q1 2025

M&T Bank Corp

  • AAPL
  • IEFA
  • IWF
  • IWB
  • MSFT
  • IVV
  • IWD
M&T Bank Corp's Q1 2025 Portfolio
Portfolio Value 27 Billion
Stocks 12560