Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Spectrum Asset Management, Inc.

  • PGX
  • PFF
  • VRP
Spectrum Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 49.5 Million
Stocks 5
Filing on Apr 28, 2025 Q1 2025

Principal Financial Group Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • TDG
  • ORLY
  • HLT
Principal Financial Group Inc's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 4516
Filing on Apr 28, 2025 Q1 2025

Mbm Wealth Consultants, LLC

  • VUG
  • VYM
  • VOO
  • VB
  • PULS
  • JPST
  • VEA
Mbm Wealth Consultants, LLC's Q1 2025 Portfolio
Portfolio Value 324 Million
Stocks 105
Filing on Apr 28, 2025 Q1 2025

Xcel Wealth Management, LLC

  • RH
  • AMZN
  • BAC
  • GOOGL
  • AAPL
  • HD
  • F
Xcel Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 129
Filing on Apr 28, 2025 Q1 2025

Tandem Investment Advisors, Inc.

  • CBOE
  • V
  • ICE
  • ABT
  • JKHY
  • G
  • FDS
Tandem Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 71
Filing on Apr 28, 2025 Q1 2025

Oregon Public Employees Retirement Fund

  • AAPL
  • MSFT
  • NVDA
  • ORCC
  • AMZN
  • META
  • BRK-B
Oregon Public Employees Retirement Fund's Q1 2025 Portfolio
Portfolio Value 5.04 Billion
Stocks 1509
Filing on Apr 28, 2025 Q1 2025

Uscf Advisers LLC

  • FSLR
  • CSIQ
  • MP
  • ARRY
  • SQM
  • RNW
  • ALB
Uscf Advisers LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 20
Filing on Apr 28, 2025 Q1 2025

Kinnevik Ab (Publ)

  • RXRX
Kinnevik Ab (Publ)'s Q1 2025 Portfolio
Portfolio Value 71.1 Million
Stocks 1
Filing on Apr 28, 2025 Q1 2025

Red Mountain Financial, LLC

  • SCHD
  • BRK-B
  • JPIE
  • AAPL
  • FBND
  • JMUB
  • SCHY
Red Mountain Financial, LLC's Q1 2025 Portfolio
Portfolio Value 82 Billion
Stocks 63
Filing on Apr 28, 2025 Q1 2025

Milestone Investment Advisors LLC

  • SPHQ
  • SCHG
  • SCHX
  • VUG
  • FDVV
  • SCHB
  • IVV
Milestone Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 126
Filing on Apr 28, 2025 Q1 2025

Audent Global Asset Management, LLC

  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • SPY
  • MSFT
  • MTUM
Audent Global Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 50
Filing on Apr 28, 2025 Q1 2025

Meritage Portfolio Management

  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • NVDA
  • FTNT
  • AMZN
Meritage Portfolio Management's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 322
Filing on Apr 28, 2025 Q1 2025

Clarity Capital Partners LLC

  • PLTR
  • TSLA
  • NVDA
  • MSTR
  • AMZN
  • MSFT
  • AAPL
Clarity Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 123
Filing on Apr 28, 2025 Q1 2025

St. James Investment Company, LLC

  • BRK-B
  • BIL
  • GBIL
  • L
  • UL
  • FNV
  • ENB
St. James Investment Company, LLC's Q1 2025 Portfolio
Portfolio Value 583 Million
Stocks 29
Filing on Apr 28, 2025 Q1 2025

Able Wealth Management LLC

  • SHV
  • ACWI
  • EQWL
  • USMV
  • IVV
  • SPMO
  • JQUA
Able Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 97
Filing on Apr 28, 2025 Q1 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • BNDX
  • BSV
  • VB
Clark Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 157
Filing on Apr 28, 2025 Q1 2025

Zwj Investment Counsel Inc

  • KO
  • MSFT
  • GOOG
  • ABBV
  • ORCL
  • V
  • NVDA
Zwj Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 2.38 Billion
Stocks 211
Filing on Apr 28, 2025 Q1 2025

Buffington Mohr Mc Neal

  • SCHX
  • IVV
  • COST
  • MSFT
  • XLK
  • JIRE
  • JAAA
Buffington Mohr Mc Neal's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 111