Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Washington Growth Strategies LLC

  • SPY
  • XLF
  • QQQ
  • EEM
  • PAVE
  • XLK
  • VB
Washington Growth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 51
Filing on Jul 21, 2025 Q2 2025

Consolidated Investment Group LLC

  • QQQ
  • SPY
  • RSP
  • IWR
  • AVGO
  • IWM
  • NVDA
Consolidated Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 742 Million
Stocks 65
Filing on Jul 21, 2025 Q2 2025

Jackson Wealth Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • SPLG
  • VOO
  • IVV
  • KLAC
Jackson Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 647 Million
Stocks 168
Filing on Jul 21, 2025 Q2 2025

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • BIL
  • JEPI
  • VXUS
  • MLPX
  • VB
Curran Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 390 Million
Stocks 120
Filing on Jul 21, 2025 Q2 2025

Franklin Street Advisors Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOG
  • AVGO
Franklin Street Advisors Inc 's Q2 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 173
Filing on Jul 21, 2025 Q2 2025

Keystone Financial Group, Inc.

  • DFAU
  • SGOV
  • SCHD
  • VIGI
  • VIG
  • INMU
  • DFSD
Keystone Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 157 Billion
Stocks 148
Filing on Jul 21, 2025 Q2 2025

Financial Architects, LLC

  • SCHP
  • VTI
  • BND
  • BNDX
  • GSSC
  • DFSV
  • MTUM
Financial Architects, LLC's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 27
Filing on Jul 21, 2025 Q2 2025

Ascent Group, LLC

  • SPLG
  • IVW
  • IVE
  • DYNF
  • MSFT
  • QUAL
  • NVDA
Ascent Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 2609
Filing on Jul 21, 2025 Q2 2025

Stock Yards Bank & Trust CO

  • MSFT
  • AAPL
  • JPM
  • IVV
  • LLY
  • GOOGL
  • AMZN
Stock Yards Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 2.91 Billion
Stocks 665
Filing on Jul 21, 2025 Q2 2025

Sage Financial Management Group, Inc.

  • BIV
  • IVV
  • VEU
  • SCHX
  • BSV
  • SPYG
  • VCSH
Sage Financial Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 55
Filing on Jul 21, 2025 Q2 2025

Barrett & Company, Inc.

  • VTI
  • IVW
  • USMV
  • NVDA
  • IVV
  • ILCV
  • AAPL
Barrett & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 267 Billion
Stocks 641
Filing on Jul 21, 2025 Q2 2025

Polaris Capital Management, LLC

  • BPOP
  • VIPS
  • JAZZ
  • TGLS
  • SLM
  • JPM
  • IBOC
Polaris Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 92
Filing on Jul 21, 2025 Q2 2025

Fortis Capital Advisors, LLC

  • NVDA
  • QQQ
  • SCHX
  • FNDX
  • SPY
  • SCHG
  • BIL
Fortis Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 559 Billion
Stocks 240
Filing on Jul 21, 2025 Q2 2025

Vaughan Nelson Investment Management, L.P.

  • MSFT
  • AMZN
  • NVDA
  • META
  • TSM
  • GOOGL
  • JPM
Vaughan Nelson Investment Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 10.3 Billion
Stocks 678
Filing on Jul 21, 2025 Q2 2025

Precedent Wealth Partners, LLC

  • VTI
  • VEA
  • DON
  • IVV
  • DFEB
  • XLG
  • EFA
Precedent Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 408 Billion
Stocks 171
Filing on Jul 21, 2025 Q2 2025

Quattro Financial Advisors LLC

  • XLG
  • MSFT
  • QQQ
  • EMR
  • RSP
  • AMZN
  • VEA
Quattro Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 82
Filing on Jul 21, 2025 Q2 2025

Abundance Wealth Counselors

  • IVV
  • PCT
  • ACWX
  • IEFA
  • SUB
  • NVDA
  • BCI
Abundance Wealth Counselors's Q2 2025 Portfolio
Portfolio Value 534 Million
Stocks 165
Filing on Jul 21, 2025 Q2 2025

Greenwood Capital Associates LLC

  • IVV
  • MSFT
  • AAPL
  • BBEU
  • GOOGL
  • AMZN
  • BRK-B
Greenwood Capital Associates LLC's Q2 2025 Portfolio
Portfolio Value 786 Million
Stocks 249