Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Straight Path Wealth Management

  • DFAC
  • TSLA
  • DFIC
  • MTUM
  • IMTM
  • DFEM
  • BSCS
Straight Path Wealth Management's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 109
Filing on Apr 28, 2025 Q1 2025

Resonant Capital Advisors, LLC

  • IVV
  • JMST
  • MEAR
  • SGOV
  • SCHR
  • DSTL
  • VIG
Resonant Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 370
Filing on Apr 28, 2025 Q1 2025

Sterling Manor Financial, LLC

  • SPBO
  • DGRO
  • RSP
  • SPYG
  • FTSM
  • IWP
  • VFVA
Sterling Manor Financial, LLC's Q1 2025 Portfolio
Portfolio Value 115 Million
Stocks 28
Filing on Apr 28, 2025 Q1 2025

P.A.W. Capital Corp

  • SGH
  • ALLT
  • DCGO
  • GENI
  • SMWB
  • INDI
  • ASUR
P.A.W. Capital Corp's Q1 2025 Portfolio
Portfolio Value 39.6 Million
Stocks 17
Filing on Apr 28, 2025 Q1 2025

Global Strategic Investment Solutions, LLC

  • IEFA
  • VONV
  • VONG
  • MUB
  • AVLV
  • SPDW
  • VUG
Global Strategic Investment Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 147
Filing on Apr 28, 2025 Q1 2025

Mont Vue Capital Management, Inc.

  • ITOT
  • IXUS
  • VTI
  • VXUS
  • XLK
  • VXF
  • VGT
Mont Vue Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 57
Filing on Apr 28, 2025 Q1 2025

Robert Wood Johnson Foundation

  • JNJ
  • ORCC
Robert Wood Johnson Foundation's Q1 2025 Portfolio
Portfolio Value 475 Million
Stocks 2
Filing on Apr 28, 2025 Q1 2025

Chaney Capital Management, Inc.

  • AGG
  • VTV
  • VUG
  • SPEM
  • QQQ
  • MSFT
  • IDHQ
Chaney Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 224 Billion
Stocks 35
Filing on Apr 28, 2025 Q1 2025

Capital Investment Counsel, Inc

  • AAPL
  • NVDA
  • COST
  • WMT
  • AMZN
  • MSFT
  • GOOG
Capital Investment Counsel, Inc's Q1 2025 Portfolio
Portfolio Value 663 Million
Stocks 244
Filing on Apr 28, 2025 Q1 2025

Silver Oak Wealth Advisors Services, LLC

  • ESGV
  • GSIE
  • VTIP
  • DUHP
  • AVLV
  • IMCG
  • AVEM
Silver Oak Wealth Advisors Services, LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 31
Filing on Apr 28, 2025 Q1 2025

Lodestone Wealth Management LLC

  • AAPL
  • JPST
  • MSFT
  • CGCP
  • CGSD
  • JPM
  • VTV
Lodestone Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 192
Filing on Apr 28, 2025 Q1 2025

Teacher Retirement System Of Texas

  • IVV
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
Teacher Retirement System Of Texas's Q1 2025 Portfolio
Portfolio Value 23 Billion
Stocks 2077
Filing on Apr 28, 2025 Q1 2025

Latitude Advisors, LLC

  • IVV
  • SPY
  • GLD
  • TYL
  • SPLG
  • TLT
  • AMZN
Latitude Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 186
Filing on Apr 28, 2025 Q1 2025

Revisor Wealth Management LLC

  • SCHZ
  • AAPL
  • VIGI
  • VCIT
  • VCLT
  • MSFT
  • DVYE
Revisor Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 225 Billion
Stocks 221
Filing on Apr 28, 2025 Q1 2025

Heritage Oak Wealth Advisors LLC

  • WMT
  • JPST
  • IEF
  • GLD
  • MSMR
  • SSO
  • HYG
Heritage Oak Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 228 Billion
Stocks 69
Filing on Apr 28, 2025 Q1 2025

R.H. Investment Group, LLC

  • PM
  • MA
  • BRK-B
  • WMT
  • ADP
  • WFC
  • COP
R.H. Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 30
Filing on Apr 28, 2025 Q1 2025

Strategic Financial Concepts, LLC

  • AVUS
  • BIL
  • RSP
  • TBUX
  • VOO
  • FLTR
  • VIG
Strategic Financial Concepts, LLC's Q1 2025 Portfolio
Portfolio Value 533 Billion
Stocks 336
Filing on Apr 28, 2025 Q1 2025

Baskin Financial Services Inc.

  • AAPL
  • COST
  • V
  • WCN
  • GOOG
  • MSFT
  • NFLX
Baskin Financial Services Inc.'s Q1 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 49