Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Us Asset Management LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • JPM
Us Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 122
Filing on Apr 29, 2025 Q1 2025

Ifrah Financial Services, Inc.

  • TFLO
  • IVW
  • AAPL
  • SHY
  • IJK
  • FLOT
  • VEU
Ifrah Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 344 Million
Stocks 193
Filing on Apr 29, 2025 Q1 2025

Envestnet Asset Management Inc

  • IVV
  • IUSB
  • VOO
  • QUAL
  • VEA
  • AGG
  • IVW
Envestnet Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 4343
Filing on Apr 29, 2025 Q1 2025

Centennial Bank/Ar/

  • IWB
  • DFAU
  • NOBL
  • VEA
  • IWD
  • IJH
  • SPY
Centennial Bank/Ar/'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 328
Filing on Apr 29, 2025 Q1 2025

Drake & Associates, LLC

  • FBND
  • RECS
  • IUSV
  • FIXD
  • JAAA
  • SPYG
  • IJH
Drake & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 89
Filing on Apr 29, 2025 Q1 2025

Hexagon Capital Partners LLC

  • WMT
  • JBHT
  • META
  • DDS
  • AAPL
  • NVDA
  • VUG
Hexagon Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 524 Million
Stocks 1847
Filing on Apr 29, 2025 Q1 2025

Fund Evaluation Group, LLC

  • IVV
  • GOVT
  • SCHG
  • SCHX
  • IXUS
  • VOO
  • SCHF
Fund Evaluation Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 48
Filing on Apr 29, 2025 Q1 2025

Roffman Miller Associates Inc

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • ADP
  • AMZN
  • HD
Roffman Miller Associates Inc 's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 75
Filing on Apr 29, 2025 Q1 2025

Astoria Strategic Wealth, Inc.

  • VTI
  • IXUS
  • BND
  • VTEB
  • ITOT
  • IGSB
  • IVE
Astoria Strategic Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 33
Filing on Apr 29, 2025 Q1 2025

Financial Architects, LLC

  • SCHP
  • VTI
  • BND
  • BNDX
  • GSSC
  • DFSV
  • EUSA
Financial Architects, LLC's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 21
Filing on Apr 29, 2025 Q1 2025

Traveka Wealth, LLC

  • VBR
  • VTV
  • VOO
  • AAPL
  • MSFT
  • VNQ
  • HEFA
Traveka Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 148
Filing on Apr 29, 2025 Q1 2025

Cloud Capital Management, LLC

  • DFAC
  • SCHO
  • DFAX
  • VTIP
  • SCHP
  • SCHR
  • DFIC
Cloud Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 313
Filing on Apr 29, 2025 Q1 2025

Tradewinds, Llc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • PG
  • BRK-B
Tradewinds, Llc.'s Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 211
Filing on Apr 29, 2025 Q1 2025

Rice Partnership, LLC

  • AAPL
  • GLD
  • MSFT
  • INDA
  • JPM
  • NVDA
  • AXP
Rice Partnership, LLC's Q1 2025 Portfolio
Portfolio Value 473 Million
Stocks 152
Filing on Apr 29, 2025 Q1 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SLYV
  • SCHE
  • SCHH
  • SCHR
Pure Portfolios Holdings LLC's Q1 2025 Portfolio
Portfolio Value 272 Billion
Stocks 99
Filing on Apr 29, 2025 Q1 2025

Forte Asset Management LLC

  • IVE
  • QUAL
  • IXUS
  • DGRO
  • IWV
  • EFG
  • IDV
Forte Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 66
Filing on Apr 29, 2025 Q1 2025

Argentarii, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • JPM
  • COST
Argentarii, LLC's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 157
Filing on Apr 29, 2025 Q1 2025

Jackson Wealth Management, LLC

  • MSFT
  • AAPL
  • VOO
  • AVGO
  • SPY
  • COST
  • IVV
Jackson Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 572 Million
Stocks 169