Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Financial Futures LTD Liability Co.

  • VCIT
  • SPHY
  • JEPI
  • UCON
  • SPLG
  • VO
  • AVUV
Financial Futures LTD Liability Co.'s Q1 2025 Portfolio
Portfolio Value 148 Million
Stocks 60
Filing on Apr 24, 2025 Q1 2025

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • LMT
  • NVDA
  • VTIP
  • XOM
  • AMZN
Jeppson Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 273 Million
Stocks 206
Filing on Apr 24, 2025 Q1 2025

Heirloom Wealth Management

  • DFIP
  • GOVT
  • V
  • NVDA
  • RSG
  • BRK-B
  • MSFT
Heirloom Wealth Management's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 42
Filing on Apr 24, 2025 Q1 2025

Financial Life Advisors

  • IVW
  • IVE
  • SCHZ
  • SPMB
  • IUSB
  • DYNF
  • EFV
Financial Life Advisors's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 51
Filing on Apr 24, 2025 Q1 2025

Allspring Global Investments Holdings, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
  • AER
  • AEP
Allspring Global Investments Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 53.9 Billion
Stocks 3333
Filing on Apr 24, 2025 Q1 2025

Great Mountain Partners LLC

  • NFE
Great Mountain Partners LLC's Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 1
Filing on Apr 24, 2025 Q1 2025

Surience Private Wealth LLC

  • SPMO
  • SMH
  • IWM
  • MINT
  • SHV
  • SJNK
  • GOOG
Surience Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 56.4 Million
Stocks 28
Filing on Apr 24, 2025 Q1 2025

Vista Investment Partners Ii, LLC

  • MSTR
  • LLY
  • VOO
  • SFM
  • NVDA
  • AAPL
  • ORLY
Vista Investment Partners Ii, LLC's Q1 2025 Portfolio
Portfolio Value 181 Billion
Stocks 131
Filing on Apr 24, 2025 Q1 2025

Highland Capital Management, LLC

  • MSFT
  • AAPL
  • IVV
  • AVGO
  • JPM
  • NVDA
  • COST
Highland Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 393
Filing on Apr 24, 2025 Q1 2025

Decker Retirement Planning Inc.

  • SGOV
  • SPY
  • GDX
  • XLF
  • GILD
  • TSLA
  • TPR
Decker Retirement Planning Inc.'s Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 214
Filing on Apr 24, 2025 Q1 2025

Bordeaux Wealth Advisors LLC

  • NVDA
  • VTI
  • AAPL
  • GOOG
  • MSFT
  • BA
  • GOOGL
Bordeaux Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 538 Million
Stocks 158
Filing on Apr 24, 2025 Q1 2025

Villere St Denis J & CO LLC

  • JPM
  • V
  • POOL
  • ROP
  • PLMR
  • CVX
  • AMZN
Villere St Denis J & CO LLC's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 83
Filing on Apr 24, 2025 Q1 2025

Crescent Grove Advisors, LLC

  • ZWS
  • DNB
  • IVV
  • VOO
  • SPY
  • SHV
  • ICE
Crescent Grove Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 910 Million
Stocks 264
Filing on Apr 24, 2025 Q1 2025

Sunbelt Securities, Inc.

  • XOM
  • NVDA
  • MSFT
  • AAPL
  • IAU
  • AMZN
  • IVW
Sunbelt Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 1795
Filing on Apr 24, 2025 Q1 2025

Tsfg, LLC

  • IWF
  • SPYV
  • VTI
  • ABBV
  • VOO
  • SPHQ
  • DYNF
Tsfg, LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 857
Filing on Apr 24, 2025 Q1 2025

Mcdaniel Terry & CO

  • MSFT
  • AAPL
  • ADP
  • TSM
  • NDSN
  • ITW
  • ECL
Mcdaniel Terry & CO's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 99
Filing on Apr 24, 2025 Q1 2025

Matisse Capital

  • AAPL
  • DGRO
  • MSFT
  • ASND
  • DMA
  • TDF
  • DMB
Matisse Capital's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 196
Filing on Apr 24, 2025 Q1 2025

Tpg Advisors LLC

  • SCHB
  • SCHF
  • VTI
  • MOAT
  • SCHZ
  • AGG
  • VEA
Tpg Advisors LLC's Q1 2025 Portfolio
Portfolio Value 127 Billion
Stocks 90