Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Horst & Graben Wealth Management LLC

  • SPLG
  • IUSB
  • SCHZ
  • QUAL
  • DYNF
  • IVW
  • MBB
Horst & Graben Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 161
Filing on Apr 29, 2025 Q1 2025

Alpha Cubed Investments, LLC

  • AAPL
  • MSFT
  • BRK-B
  • AMZN
  • NVDA
  • PANW
  • JPM
Alpha Cubed Investments, LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 301
Filing on Apr 29, 2025 Q1 2025

Yong Rong (Hk) Asset Management LTD

  • FUTU
  • HIMS
  • HOOD
  • ZETA
  • INOD
  • NVDA
  • NU
Yong Rong (Hk) Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 430 Million
Stocks 26
Filing on Apr 29, 2025 Q1 2025

Infini Capital Management LTD

  • VNET
  • NCNO
  • BIDU
  • PLTK
  • ASX
  • BEKE
  • ZTO
Infini Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 97.5 Million
Stocks 14
Filing on Apr 29, 2025 Q1 2025

Callan Capital, LLC

  • SCHB
  • META
  • FNDX
  • SCHF
  • FNDF
  • SPDW
  • PRF
Callan Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 373
Filing on Apr 29, 2025 Q1 2025

Yankcom Partnership

  • VEA
  • SCHV
  • VOO
  • IJH
  • AMZN
  • MSFT
  • AAPL
Yankcom Partnership's Q1 2025 Portfolio
Portfolio Value 182 Billion
Stocks 488
Filing on Apr 29, 2025 Q1 2025

California First Leasing Corp

  • XOM
  • GOOGL
  • AMAT
  • GS
  • CI
  • QCOM
  • BMY
California First Leasing Corp's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 44
Filing on Apr 29, 2025 Q1 2025

Td Private Client Wealth LLC

  • SPLG
  • SPY
  • IEFA
  • VMBS
  • GOVT
  • VIG
  • VGSH
Td Private Client Wealth LLC's Q1 2025 Portfolio
Portfolio Value 3.63 Trillion
Stocks 1415
Filing on Apr 29, 2025 Q1 2025

Bochk Asset Management LTD

  • META
  • APP
  • HOOD
  • SPOT
  • NET
  • IBKR
  • CEG
Bochk Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 49
Filing on Apr 29, 2025 Q1 2025

Old Republic International Corp

  • PG
  • XOM
  • CVX
  • KO
  • CSCO
  • SO
  • CMI
Old Republic International Corp's Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 57
Filing on Apr 29, 2025 Q1 2025

Heritage Wealth Management, Inc.

  • PG
  • AAPL
  • MSFT
  • USB
  • JPM
  • LLY
  • WMT
Heritage Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 228
Filing on Apr 29, 2025 Q1 2025

Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York

  • ACWI
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 2
Filing on Apr 29, 2025 Q1 2025

Apex Wealth Management, LLC

  • SHV
  • SCHG
  • NEAR
  • JMST
  • IVV
  • VUG
  • ILCV
Apex Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 49
Filing on Apr 29, 2025 Q1 2025

Capital Advisors Inc

  • PEP
  • MSFT
  • AAPL
  • AMZN
  • WMB
  • JPM
  • NVDA
Capital Advisors Inc's Q1 2025 Portfolio
Portfolio Value 4.91 Billion
Stocks 311
Filing on Apr 29, 2025 Q1 2025

Fairway Wealth LLC

  • VOO
  • DLN
  • IVV
  • VTIP
  • VXF
  • VEA
  • QQQ
Fairway Wealth LLC's Q1 2025 Portfolio
Portfolio Value 271 Billion
Stocks 228
Filing on Apr 29, 2025 Q1 2025

Sightline Wealth Advisors, LLC

  • RSP
  • BND
  • VTV
  • SCHF
  • SCHM
  • SCHA
  • VUG
Sightline Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 81
Filing on Apr 29, 2025 Q1 2025

Pacific Point Advisors, LLC

  • BIL
  • CHRW
  • TSLA
  • MSFT
  • IAU
  • HUBB
  • INTU
Pacific Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 116
Filing on Apr 29, 2025 Q1 2025

U.S. Capital Wealth Advisors, LLC

  • HPK
  • AAPL
  • EPD
  • SPY
  • MSFT
  • NVDA
  • TLT
U.S. Capital Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 837