Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Pinnacle West Asset Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • JPM
  • META
  • LLY
Pinnacle West Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 113
Filing on Jul 24, 2025 Q2 2025

Bryant Woods Investment Advisors, LLC

  • IVV
  • IJH
  • VOO
  • AAPL
  • IJR
  • IVOO
  • JIRE
Bryant Woods Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 52
Filing on Jul 24, 2025 Q2 2025

Lmcg Investments, LLC

  • MSFT
  • AMZN
  • AAPL
  • JPM
  • GOOGL
  • NVDA
  • GS
Lmcg Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 307
Filing on Jul 24, 2025 Q2 2025

Mackay Shields LLC

  • NEA
  • NZF
  • IAU
  • BTT
  • NVG
  • TALO
  • NAD
Mackay Shields LLC's Q2 2025 Portfolio
Portfolio Value 482 Million
Stocks 364
Filing on Jul 24, 2025 Q2 2025

Abrdn PLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • TSLA
  • GOOGL
  • META
Abrdn PLC's Q2 2025 Portfolio
Portfolio Value 57.3 Billion
Stocks 1853
Filing on Jul 24, 2025 Q2 2025

Eastern Bank

  • MSFT
  • NVDA
  • GVI
  • AAPL
  • AVGO
  • AMZN
  • GOOGL
Eastern Bank's Q2 2025 Portfolio
Portfolio Value 5.08 Billion
Stocks 1332
Filing on Jul 24, 2025 Q2 2025

Agate Pass Investment Management, LLC

  • ABBV
  • MSFT
  • AAPL
  • VB
  • GOOGL
  • ABT
  • JPM
Agate Pass Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 107
Filing on Jul 24, 2025 Q2 2025

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • JPIB
  • RSP
  • JCPB
Acima Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 293 Billion
Stocks 180
Filing on Jul 24, 2025 Q2 2025

Fin Dec Wealth Services, Inc.

  • CGCP
  • SCHG
  • DFAU
  • DFAI
  • DFCF
  • VO
  • VB
Fin Dec Wealth Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 95.6 Billion
Stocks 35
Filing on Jul 24, 2025 Q2 2025

Belfer Management LLC

  • CPNG
  • META
  • MPLX
  • ET
  • WES
  • LMT
  • GLD
Belfer Management LLC's Q2 2025 Portfolio
Portfolio Value 6.54 Billion
Stocks 16
Filing on Jul 24, 2025 Q2 2025

Zullo Investment Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • META
  • AMZN
  • XLK
  • JPM
Zullo Investment Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 152
Filing on Jul 24, 2025 Q2 2025

Davis Rea Ltd.

  • META
  • GOOGL
  • AMZN
  • JPM
  • MSFT
  • TMO
  • SYK
Davis Rea Ltd.'s Q2 2025 Portfolio
Portfolio Value 390 Million
Stocks 60
Filing on Jul 24, 2025 Q2 2025

Grace & White Inc

  • UNM
  • AIT
  • SIG
  • INGR
  • RE
  • WSO
  • NUE
Grace & White Inc 's Q2 2025 Portfolio
Portfolio Value 435 Million
Stocks 137
Filing on Jul 24, 2025 Q2 2025

Allen Wealth Management, LLC

  • VTV
  • FNDX
  • AMLP
  • VDE
  • XOM
  • CVX
  • CSCO
Allen Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 59
Filing on Jul 24, 2025 Q2 2025

Jb Capital LLC

  • IVV
  • QUAL
  • EFV
  • IUSB
  • IVW
  • DYNF
  • IVE
Jb Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 243
Filing on Jul 24, 2025 Q2 2025

Ronald Blue Trust, Inc.

  • IEF
  • ITOT
  • VUSE
  • QUAL
  • IPAC
  • IUSV
  • VBND
Ronald Blue Trust, Inc.'s Q2 2025 Portfolio
Portfolio Value 8.31 Billion
Stocks 3786
Filing on Jul 24, 2025 Q2 2025

Reuter James Wealth Management, LLC

  • WMT
  • IAU
  • BIL
  • USFR
  • XOM
  • ET
  • MSFT
Reuter James Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 595 Million
Stocks 234
Filing on Jul 24, 2025 Q2 2025

Rebel Financial LLC

  • SPYV
  • SCHV
  • AGG
  • VUG
  • BIV
  • CGGR
  • IDEV
Rebel Financial LLC's Q2 2025 Portfolio
Portfolio Value 219 Billion
Stocks 62