Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Conning Inc.

  • SPY
  • IVV
  • UNH
  • IJR
  • COP
  • XOM
  • CVX
Conning Inc.'s Q1 2025 Portfolio
Portfolio Value 2.67 Billion
Stocks 351
Filing on Apr 28, 2025 Q1 2025

Goehring & Rozencwajg Associates, LLC

  • RRC
  • NTR
  • AR
  • EQT
  • AGI
  • CCJ
  • SDRL
Goehring & Rozencwajg Associates, LLC's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 42
Filing on Apr 28, 2025 Q1 2025

Cohen Investment Advisors LLC

  • AAPL
  • LLY
  • MSFT
  • AMZN
  • META
  • JPM
  • V
Cohen Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 78
Filing on Apr 28, 2025 Q1 2025

Mba Advisors LLC

  • BIV
  • IQLT
  • SCHX
  • IAU
  • DGRW
  • SCHD
  • SCHG
Mba Advisors LLC's Q1 2025 Portfolio
Portfolio Value 200 Million
Stocks 132
Filing on Apr 28, 2025 Q1 2025

Calamos Advisors LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SPY
  • SPY
  • META
Calamos Advisors LLC's Q1 2025 Portfolio
Portfolio Value 15.7 Billion
Stocks 987
Filing on Apr 28, 2025 Q1 2025

Calamos Wealth Management LLC

  • IVV
  • AAPL
  • IVE
  • IVW
  • MSFT
  • NVDA
  • IWV
Calamos Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 331
Filing on Apr 28, 2025 Q1 2025

Mackay Shields LLC

  • NEA
  • IAU
  • NZF
  • BTT
  • TALO
  • NVG
  • NAD
Mackay Shields LLC's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 361
Filing on Apr 28, 2025 Q1 2025

Silver Oak Securities, Inc

  • FTCS
  • CDC
  • AAPL
  • TSLA
  • CGDV
  • VTI
  • JAAA
Silver Oak Securities, Inc's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 666
Filing on Apr 28, 2025 Q1 2025

Avantax Planning Partners, Inc.

  • SCHG
  • SCHD
  • SCHV
  • SCHZ
  • SCHF
  • SPTL
  • AVUV
Avantax Planning Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 431
Filing on Apr 28, 2025 Q1 2025

Simpli Fi, Inc.

  • SPY
  • QEFA
  • AGGY
  • BOND
  • IWM
  • SPSB
  • DSTL
Simpli Fi, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 41
Filing on Apr 28, 2025 Q1 2025

Royal Harbor Partners, LLC

  • JCPB
  • CGDV
  • SPTM
  • DYNF
  • CGGO
  • JPIE
  • RSP
Royal Harbor Partners, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 46
Filing on Apr 28, 2025 Q1 2025

Hansen & Associates Financial Group, Inc.

  • SHV
  • FTSM
  • BSV
Hansen & Associates Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 3
Filing on Apr 28, 2025 Q1 2025

Baker Boyer National Bank

  • DFAC
  • VTEB
  • DFAX
  • DFUV
  • FBND
  • DFIV
  • DFAI
Baker Boyer National Bank's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 100
Filing on Apr 28, 2025 Q1 2025

Fisher Funds Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • MA
  • ASML
  • UNH
  • FND
Fisher Funds Management LTD's Q1 2025 Portfolio
Portfolio Value 4.12 Trillion
Stocks 164
Filing on Apr 28, 2025 Q1 2025

Pb Cay One Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Pb Cay One Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on Apr 28, 2025 Q1 2025

44 Wealth Management LLC

  • NKE
  • MSFT
  • AAPL
  • HD
  • CSCO
  • MDT
  • VZ
44 Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 186
Filing on Apr 28, 2025 Q1 2025

4 J Wealth Management LLC

  • IVV
  • BRK-B
  • BUFB
  • IBDQ
  • IEI
  • AAPL
  • NVDA
4 J Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 89
Filing on Apr 28, 2025 Q1 2025

Carmel Capital Management L.L.C.

  • VST
  • AVGO
  • JPM
  • BRK-B
  • AMAT
  • C
  • AAPL
Carmel Capital Management L.L.C.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 25