Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Vela Investment Management, LLC

  • KEX
  • BRK-B
  • HUBG
  • GHC
  • GOOGL
  • SPY
  • CRTO
Vela Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 154
Filing on Apr 29, 2025 Q1 2025

Ceera Investments, LLC

  • MOAT
  • META
  • JPST
  • YELP
  • AXP
  • GOOGL
  • TW
Ceera Investments, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 101
Filing on Apr 29, 2025 Q1 2025

Jackson Thornton Asset Management, LLC

  • DFAC
  • DFAT
  • DFUV
  • DFIV
  • DFAX
  • VGIT
  • DISV
Jackson Thornton Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 187
Filing on Apr 29, 2025 Q1 2025

Alm First Financial Advisors, LLC

  • VOO
  • TRTY
  • GMOM
  • BND
  • VAMO
  • SYLD
  • FYLD
Alm First Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 439 Million
Stocks 23
Filing on Apr 29, 2025 Q1 2025

Wayfinding Financial, LLC

  • MSFT
  • IVV
  • SPIB
  • AAPL
  • NVDA
  • LQD
  • AGG
Wayfinding Financial, LLC's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 741
Filing on Apr 29, 2025 Q1 2025

Sonata Capital Group Inc

  • IWR
  • IWF
  • IWD
  • MSFT
  • AAPL
  • IWN
  • VTI
Sonata Capital Group Inc's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 112
Filing on Apr 29, 2025 Q1 2025

Financial Network Wealth Management LLC

  • ESGD
  • ESGV
  • EAGG
  • NVDA
  • AAPL
  • EFIV
  • MSFT
Financial Network Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 322
Filing on Apr 29, 2025 Q1 2025

Von Borstel & Associates, Inc.

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAX
  • DFEM
  • DISV
Von Borstel & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 335 Million
Stocks 148
Filing on Apr 29, 2025 Q1 2025

Bestgate Wealth Advisors, LLC

  • IVV
  • VEA
  • SCHZ
  • SPLG
  • QQQM
  • MBB
  • QUAL
Bestgate Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 48.2 Billion
Stocks 55
Filing on Apr 29, 2025 Q1 2025

Groesbeck Investment Management Corp

  • ABBV
  • AVGO
  • URI
  • AAPL
  • OKE
  • MSFT
  • CDW
Groesbeck Investment Management Corp 's Q1 2025 Portfolio
Portfolio Value 71.5 Million
Stocks 84
Filing on Apr 29, 2025 Q1 2025

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • VB
  • AAPL
  • BND
  • WMB
  • QQQ
Centered Wealth LLC Dba Miller Equity Capital Advisors's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 5
Filing on Apr 29, 2025 Q1 2025

Impax Asset Management Group PLC

  • MSFT
  • XYL
  • NVDA
  • PNR
  • IEX
  • WM
  • A
Impax Asset Management Group PLC's Q1 2025 Portfolio
Portfolio Value 14.9 Billion
Stocks 295
Filing on Apr 29, 2025 Q1 2025

Mills Wealth Advisors LLC

  • DFAC
  • DFIC
  • DUHP
  • DIHP
  • DFEM
  • JMUB
  • JPST
Mills Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 63
Filing on Apr 29, 2025 Q1 2025

Element Wealth, LLC

  • IVV
  • TFLO
  • DIVO
  • ITOT
  • SCHX
  • AGG
  • IJR
Element Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 162
Filing on Apr 29, 2025 Q1 2025

Pacific Life Fund Advisors LLC

  • IWD
  • IWP
  • IWN
  • EFV
  • IWS
  • VONG
  • AVDE
Pacific Life Fund Advisors LLC's Q1 2025 Portfolio
Portfolio Value 891 Billion
Stocks 20
Filing on Apr 29, 2025 Q1 2025

Argyle Capital Management Inc.

  • MSFT
  • LLY
  • MCK
  • JPM
  • AMGN
  • IBM
  • PNC
Argyle Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 130
Filing on Apr 29, 2025 Q1 2025

Strategic Blueprint, LLC

  • VTV
  • VOO
  • VUG
  • SCHG
  • AVUS
  • AAPL
  • QUAL
Strategic Blueprint, LLC's Q1 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 670
Filing on Apr 29, 2025 Q1 2025

Investors Asset Management Of Georgia Inc

  • EFX
  • JPM
  • IWM
  • LLY
  • CCRD
  • MSFT
  • HD
Investors Asset Management Of Georgia Inc 's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 161