Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 24, 2025 Q1 2025

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • ABBV
  • FAST
  • DKS
  • IGLB
  • DOX
Carolina Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 284
Filing on Apr 24, 2025 Q1 2025

Centerline Wealth Advisors, LLC

  • FBND
  • FBCG
  • AOR
  • VO
  • VEA
  • AAPL
  • CGGR
Centerline Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 36
Filing on Apr 24, 2025 Q1 2025

Mirae Asset Global Investments Co., Ltd.

  • PDD
  • MMYT
  • AAPL
  • MSFT
  • NVDA
  • VOO
  • AMZN
Mirae Asset Global Investments Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 37.3 Billion
Stocks 1871
Filing on Apr 24, 2025 Q1 2025

Lafayette Investments, Inc.

  • BRK-B
  • MKL
  • PGR
  • META
  • MSFT
  • KLAC
  • PAYX
Lafayette Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 146
Filing on Apr 24, 2025 Q1 2025

Hicks Capital Management LLC

  • IVV
  • FBND
  • IJH
  • JPM
  • IJR
  • VYM
  • VIG
Hicks Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 75.4 Billion
Stocks 27
Filing on Apr 24, 2025 Q1 2025

Klaas Financial Asset Advisors, LLC

  • ITOT
  • IGIB
  • IGSB
  • IDEV
  • IEI
  • DFEM
  • JMOM
Klaas Financial Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 577 Million
Stocks 46
Filing on Apr 24, 2025 Q1 2025

Legacy Cg, LLC

  • USMC
  • CGXU
  • FTHI
  • PSC
  • FLMI
  • AMZN
  • BRK-B
Legacy Cg, LLC's Q1 2025 Portfolio
Portfolio Value 233 Million
Stocks 45
Filing on Apr 24, 2025 Q1 2025

Hunter Perkins Capital Management, LLC

  • BRK-B
  • CASY
  • ELS
  • FISV
  • BKH
  • LKQ
  • CB
Hunter Perkins Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 431 Million
Stocks 104
Filing on Apr 24, 2025 Q1 2025

Canvas Wealth Advisors, LLC

  • MSFT
  • AAPL
  • ITOT
  • CTOS
  • GOOGL
  • UBER
  • AMZN
Canvas Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 398 Million
Stocks 180
Filing on Apr 24, 2025 Q1 2025

Artemis Investment Management LLP

  • NVDA
  • MSFT
  • AMZN
  • IP
  • META
  • WFC
  • BURL
Artemis Investment Management LLP's Q1 2025 Portfolio
Portfolio Value 6.19 Billion
Stocks 194
Filing on Apr 24, 2025 Q1 2025

Bull Street Advisors, LLC

  • TJX
  • AAPL
  • BSV
  • VGSH
  • JNJ
  • COST
  • KO
Bull Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 89
Filing on Apr 24, 2025 Q1 2025

Pacific Global Investment Management CO

  • HLX
  • MSFT
  • AAPL
  • RUSHA
  • CHEF
  • EWBC
  • JPM
Pacific Global Investment Management CO's Q1 2025 Portfolio
Portfolio Value 66.6 Million
Stocks 67
Filing on Apr 24, 2025 Q1 2025

Bartlett & Co. Wealth Management LLC

  • AAPL
  • MSFT
  • GOOG
  • BRK-B
  • PG
  • JPM
  • MA
Bartlett & Co. Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 6.79 Trillion
Stocks 1235
Filing on Apr 24, 2025 Q1 2025

Paragon Capital Management Inc

  • SHV
  • IEF
  • BIL
  • JAAA
  • GOVT
  • TOTL
  • DIA
Paragon Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 72
Filing on Apr 24, 2025 Q1 2025

Madison Park Capital Advisors, LLC

  • VXUS
  • VUG
  • AMLP
  • XLV
  • MDY
  • XLP
  • XLU
Madison Park Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 58
Filing on Apr 24, 2025 Q1 2025

Illinois Municipal Retirement Fund

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • JNJ
Illinois Municipal Retirement Fund's Q1 2025 Portfolio
Portfolio Value 6.71 Billion
Stocks 1337
Filing on Apr 24, 2025 Q1 2025

Jaffetilchin Investment Partners, LLC

  • ITOT
  • AAPL
  • VTI
  • SCHX
  • VV
  • NVDA
  • SPTM
Jaffetilchin Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 403
Filing on Apr 24, 2025 Q1 2025

Ashford Advisors, LLC

  • IVV
  • FNDX
  • VTI
  • SCHX
  • SCHB
  • ACWI
  • ESGV
Ashford Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 400 Million
Stocks 19