Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

New Wave Wealth Advisors LLC

  • WMT
  • SPY
  • FYC
  • XLK
  • XLF
  • TSN
  • INDA
New Wave Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 223 Billion
Stocks 134
Filing on Apr 25, 2025 Q1 2025

Ameritas Advisory Services, LLC

  • IHDG
  • QQQ
  • SPYG
  • QUAL
  • SCHD
  • JAAA
  • FDRR
Ameritas Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 2.36 Billion
Stocks 858
Filing on Apr 25, 2025 Q1 2025

Sollinda Capital Management LLC

  • BIL
  • RSP
  • SGOV
  • JPST
  • IEF
  • VEU
  • QUAL
Sollinda Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 359 Billion
Stocks 66
Filing on Apr 25, 2025 Q1 2025

Iron Financial, LLC

  • CME
  • AAPL
  • HTRB
  • ISTB
  • VTI
  • SPTM
  • SPY
Iron Financial, LLC's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 113
Filing on Apr 25, 2025 Q1 2025

Cairn Investment Group, Inc.

  • VXUS
  • VWO
  • AAPL
  • GDX
  • EWZ
  • AYI
  • SBUX
Cairn Investment Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 66
Filing on Apr 25, 2025 Q1 2025

Verity Asset Management, Inc.

  • SPY
  • IVV
  • IBM
  • JEPI
  • BSJP
  • BSJQ
  • MSFT
Verity Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 247
Filing on Apr 25, 2025 Q1 2025

Henry James International Management Inc.

  • SHOP
  • SAP
  • SONY
  • AER
  • IHG
  • UBS
  • RACE
Henry James International Management Inc.'s Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 99
Filing on Apr 25, 2025 Q1 2025

Financial Consulate, Inc

  • SCHX
  • MFDX
  • FNDB
  • SCHF
  • DUHP
  • VTIP
  • SCHD
Financial Consulate, Inc's Q1 2025 Portfolio
Portfolio Value 379 Million
Stocks 26
Filing on Apr 25, 2025 Q1 2025

Albion Financial Group

  • VOO
  • AAPL
  • IWR
  • MSFT
  • AMZN
  • GOOGL
  • IJR
Albion Financial Group 's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 607
Filing on Apr 25, 2025 Q1 2025

Shilanski & Associates, Inc.

  • SPY
  • SCHB
  • FNDF
  • SPHD
  • TIP
  • SPIB
  • JNK
Shilanski & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 104
Filing on Apr 25, 2025 Q1 2025

Wise Wealth Partners

  • SPLG
  • GOVT
  • GLD
  • QUAL
  • CGCP
  • HEQT
  • FDVV
Wise Wealth Partners's Q1 2025 Portfolio
Portfolio Value 41.9 Billion
Stocks 49
Filing on Apr 25, 2025 Q1 2025

Monument Capital Management

  • MSFT
  • ITOT
  • AAPL
  • IWF
  • IWB
  • IWP
  • USHY
Monument Capital Management's Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 193
Filing on Apr 25, 2025 Q1 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • ICF
  • IWM
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 52
Filing on Apr 25, 2025 Q1 2025

Eads & Heald Wealth Management

  • NVDA
  • COST
  • WMT
  • AAPL
  • FISV
  • JPM
  • V
Eads & Heald Wealth Management's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 138
Filing on Apr 25, 2025 Q1 2025

New York State Teachers Retirement System

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
New York State Teachers Retirement System's Q1 2025 Portfolio
Portfolio Value 43.4 Billion
Stocks 1634
Filing on Apr 25, 2025 Q1 2025

Amalgamated Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Amalgamated Bank's Q1 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 2971
Filing on Apr 25, 2025 Q1 2025

Bay Capital Advisors, LLC

  • SPLG
  • QQQ
  • IWF
  • VYM
  • IJR
  • SPDW
  • BKLN
Bay Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 109
Filing on Apr 25, 2025 Q1 2025

Mmbg Investment Advisors Co.

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • BWMX
  • META
  • JPM
Mmbg Investment Advisors Co.'s Q1 2025 Portfolio
Portfolio Value 883 Million
Stocks 168