Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Kaydan Wealth Management, Inc.

  • VTV
  • IEF
  • TLT
  • RSP
  • IAU
  • FTA
  • VBR
Kaydan Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Billion
Stocks 107
Filing on Apr 17, 2025 Q1 2025

Share Andrew L.

  • EQT
  • CRK
  • FDEC
  • GRID
  • FSEP
  • BSEP
  • FOCT
Share Andrew L.'s Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 13
Filing on Apr 17, 2025 Q1 2025

Constellation Investimentos E Participacoes Ltda

  • MELI
  • NU
  • ITUB
  • PBRA
  • XP
  • STNE
  • META
Constellation Investimentos E Participacoes Ltda's Q1 2025 Portfolio
Portfolio Value 33.1 Million
Stocks 10
Filing on Apr 17, 2025 Q1 2025

Strategic Advisors LLC

  • AAPL
  • MSFT
  • SCHB
  • AMZN
  • NVDA
  • BIL
  • GOOGL
Strategic Advisors LLC's Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 187
Filing on Apr 17, 2025 Q1 2025

Lynch & Associates

  • MSFT
  • IVV
  • WMT
  • IJH
  • ABBV
  • PG
  • JNJ
Lynch & Associates's Q1 2025 Portfolio
Portfolio Value 455 Million
Stocks 118
Filing on Apr 17, 2025 Q1 2025

Smith Shellnut Wilson LLC

  • IVV
  • VOO
  • QQQ
  • ITOT
  • AGG
  • NOBL
  • ORCL
Smith Shellnut Wilson LLC 's Q1 2025 Portfolio
Portfolio Value 215 Million
Stocks 140
Filing on Apr 17, 2025 Q1 2025

Chicago Capital, LLC

  • META
  • V
  • AMZN
  • PGR
  • GOOGL
  • MSFT
  • AAPL
Chicago Capital, LLC's Q1 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 339
Filing on Apr 17, 2025 Q1 2025

Rs Crum Inc.

  • BSV
  • DFUS
  • DFAC
  • DFIC
  • DFUV
  • GLD
  • DFEM
Rs Crum Inc.'s Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 88
Filing on Apr 17, 2025 Q1 2025

Searcy Financial Services Inc

  • ACWV
  • VO
  • SCHX
  • SMLF
  • LMBS
  • AMLP
  • PPA
Searcy Financial Services Inc 's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 26
Filing on Apr 17, 2025 Q1 2025

Consilium Wealth Advisory, LLC

  • AOR
  • DFAI
  • AAPL
  • WFC
  • VTI
  • SCHX
  • NVDA
Consilium Wealth Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 88
Filing on Apr 17, 2025 Q1 2025

Patton Fund Management, Inc.

  • IEF
  • VWO
  • SPY
  • EFA
  • IWM
  • IWR
  • BRK-B
Patton Fund Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 407 Million
Stocks 76
Filing on Apr 17, 2025 Q1 2025

Kercheville Advisors, LLC

  • AMZN
  • AAPL
  • AEM
  • COST
  • META
  • NVDA
  • MPLX
Kercheville Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 89
Filing on Apr 17, 2025 Q1 2025

Bcu Wealth Advisors, LLC

  • DFAC
  • DFIC
  • DFSD
  • DFEM
  • DFCF
  • IUSB
  • IVV
Bcu Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 50
Filing on Apr 17, 2025 Q1 2025

Vista Investment Partners LLC

  • XOM
  • AAPL
  • SPY
  • SFM
  • ARLP
  • CVX
  • ADP
Vista Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 328 Billion
Stocks 154
Filing on Apr 17, 2025 Q1 2025

Vivid Wealth Management, LLC

  • IVV
  • QQQ
  • BIL
  • SGOV
  • VTV
  • JEPI
  • XLI
Vivid Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 61
Filing on Apr 17, 2025 Q1 2025

Schaper Benz & Wise Investment Counsel Inc

  • AAPL
  • SYK
  • WAT
  • BRK-B
  • AXP
  • CSCO
  • GOOG
Schaper Benz & Wise Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 149
Filing on Apr 17, 2025 Q1 2025

Aa Financial Advisors, LLC

  • VB
  • CGDV
  • VT
  • CGCP
  • VTI
  • CGUS
  • BSCR
Aa Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 410 Billion
Stocks 173
Filing on Apr 17, 2025 Q1 2025

Vicus Capital

  • IVV
  • IEFA
  • IJH
  • IJR
  • AGG
  • IAUM
  • FBND
Vicus Capital's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 239