Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 18, 2025 Q1 2025

Financial Freedom, LLC

  • VCIT
  • QQQ
  • VGT
  • XLE
  • PG
  • VCR
  • VFH
Financial Freedom, LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 364
Filing on Apr 18, 2025 Q1 2025

Bell Bank

  • IEFA
  • VTV
  • VUG
  • QQQ
  • VOO
  • VYM
  • SPYV
Bell Bank's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 261
Filing on Apr 18, 2025 Q1 2025

Pko Investment Management Joint Stock CO

  • IVV
  • QQQM
  • MSFT
  • QQQE
  • AAPL
  • NVDA
  • AMZN
Pko Investment Management Joint Stock CO's Q1 2025 Portfolio
Portfolio Value 882 Billion
Stocks 174
Filing on Apr 18, 2025 Q1 2025

Rakuten Securities, Inc.

  • NVDA
  • TSLA
  • COIN
  • PLTR
  • MSTR
  • GLD
  • QQQ
Rakuten Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 821
Filing on Apr 17, 2025 Q1 2025

Cultivar Capital, Inc.

  • AGG
  • GDX
  • TLT
  • WY
  • HAP
  • DJP
  • MLM
Cultivar Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 80 Million
Stocks 31
Filing on Apr 17, 2025 Q1 2025

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • BIL
  • IEFA
  • IEMG
  • NTSI
Halbert Hargrove Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 682
Filing on Apr 17, 2025 Q1 2025

Cardinal Capital Management

  • LLY
  • COST
  • MSFT
  • JNJ
  • AAPL
  • WMT
  • JPM
Cardinal Capital Management's Q1 2025 Portfolio
Portfolio Value 634 Million
Stocks 132
Filing on Apr 17, 2025 Q1 2025

Bfsg, LLC

  • VTI
  • MSFT
  • IAU
  • AAPL
  • NVDA
  • SPY
  • BND
Bfsg, LLC's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 675
Filing on Apr 17, 2025 Q1 2025

Wagner Wealth Management, LLC

  • UCON
  • KNG
  • JPIE
  • JEPI
  • JMEE
  • SDVY
  • FID
Wagner Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 243
Filing on Apr 17, 2025 Q1 2025

Edge Financial Advisors LLC

  • ITOT
  • IXUS
  • SPY
  • AGG
  • DYNF
  • JQUA
  • DUHP
Edge Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 101
Filing on Apr 17, 2025 Q1 2025

Pacific Capital Wealth Advisors, Inc

  • SPY
  • BND
  • IEFA
  • QQQ
  • VCIT
  • VYM
  • BIL
Pacific Capital Wealth Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 576 Million
Stocks 82
Filing on Apr 17, 2025 Q1 2025

Demars Financial Group, LLC

  • FLOT
  • XLG
  • FLTR
  • SPYV
  • OEF
  • FSTA
  • CEF
Demars Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 72
Filing on Apr 17, 2025 Q1 2025

Insigneo Advisory Services, LLC

  • AAPL
  • SPY
  • AMZN
  • BRK-B
  • MSFT
  • NVDA
  • TT
Insigneo Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 969 Billion
Stocks 634
Filing on Apr 17, 2025 Q1 2025

Medici Capital LLC

  • SPY
  • AEM
  • GLDM
  • HAL
  • EMX
  • WPM
  • OIH
Medici Capital LLC's Q1 2025 Portfolio
Portfolio Value 82.1 Billion
Stocks 16
Filing on Apr 17, 2025 Q1 2025

Nbt Bank N A

  • MSFT
  • AAPL
  • GUNR
  • JPM
  • EFG
  • GOOGL
  • GOOG
Nbt Bank N A 's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1369
Filing on Apr 17, 2025 Q1 2025

Seven Post Investment Office LP

  • VNQ
  • SPY
  • EQR
  • SHV
  • PLD
  • VTI
  • ELS
Seven Post Investment Office LP's Q1 2025 Portfolio
Portfolio Value 261 Million
Stocks 33
Filing on Apr 17, 2025 Q1 2025

Robertson Stephens Wealth Management, LLC

  • VOO
  • IVV
  • VIG
  • SPY
  • SPY
  • APP
  • AAPL
Robertson Stephens Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 544
Filing on Apr 17, 2025 Q1 2025

Berkshire Bank

  • SPY
  • JPST
  • IEFA
  • IEI
  • AAPL
  • MSFT
  • USMV
Berkshire Bank's Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 249