Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Boothe Investment Group, Inc.

  • DBND
  • HEDJ
  • ASEA
  • JMST
  • AMD
  • ULTA
  • KGC
Boothe Investment Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Million
Stocks 33
Filing on Apr 17, 2025 Q1 2025

Claris Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFUS
  • DFIV
  • DUHP
  • DISV
Claris Advisors, LLC 's Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 74
Filing on Apr 17, 2025 Q1 2025

P/E Global LLC

  • ACWI
  • BNDX
  • VOO
  • AGG
P/E Global LLC's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 4
Filing on Apr 17, 2025 Q1 2025

Fny Investment Advisers, LLC

  • BECN
  • QQQ
  • AMZN
  • MO
  • ESGR
  • AMPS
  • CDRO
Fny Investment Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 829
Filing on Apr 17, 2025 Q1 2025

Qrg Capital Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Qrg Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 9.64 Trillion
Stocks 1078
Filing on Apr 17, 2025 Q1 2025

Mason & Associates Inc

  • JQUA
  • DFUS
  • VCSH
  • AGZ
  • SJNK
  • HFXI
  • IQLT
Mason & Associates Inc's Q1 2025 Portfolio
Portfolio Value 384 Million
Stocks 113
Filing on Apr 17, 2025 Q1 2025

Avid Wealth Partners LLC

  • OEF
  • DYNF
  • IVW
  • GLDM
  • IVV
  • MGV
  • IEFA
Avid Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 147 Billion
Stocks 49
Filing on Apr 17, 2025 Q1 2025

Sentry LLC

  • FDX
  • CTAS
  • MSFT
  • IVV
  • ADP
  • HD
  • JNJ
Sentry LLC's Q1 2025 Portfolio
Portfolio Value 514 Billion
Stocks 131
Filing on Apr 17, 2025 Q1 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • RSP
  • SCHB
  • SPY
  • XOM
  • VTI
  • AAPL
  • VV
Carlton Hofferkamp & Jenks Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 252 Million
Stocks 133
Filing on Apr 17, 2025 Q1 2025

Murphy Pohlad Asset Management LLC

  • TRV
  • BRK-B
  • COP
  • AEM
  • MDT
  • PG
  • CTVA
Murphy Pohlad Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 235 Million
Stocks 121
Filing on Apr 17, 2025 Q1 2025

Lorne Steinberg Wealth Management Inc.

  • RY
  • BRK-B
  • META
  • ALL
  • MSFT
  • V
  • GOOGL
Lorne Steinberg Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 70
Filing on Apr 17, 2025 Q1 2025

Trevian Wealth Management LLC

  • VOO
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
  • VEU
Trevian Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 27
Filing on Apr 17, 2025 Q1 2025

Bdf Gestion

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • META
  • LLY
  • AVGO
Bdf Gestion's Q1 2025 Portfolio
Portfolio Value 917 Billion
Stocks 143
Filing on Apr 17, 2025 Q1 2025

Vista Wealth Management Group, LLC

  • DUHP
  • DIHP
  • AVUS
  • AVDE
  • DFAR
  • AVEM
  • DFAC
Vista Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 259
Filing on Apr 17, 2025 Q1 2025

Western Pacific Wealth Management, LP

  • NKE
  • AAPL
  • AMZN
  • VIG
  • VYM
  • MSFT
  • BRK-B
Western Pacific Wealth Management, LP's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 199
Filing on Apr 17, 2025 Q1 2025

Sowell Financial Services LLC

  • AAPL
  • MSFT
  • QQQ
  • IVV
  • SPY
  • NVDA
  • AMZN
Sowell Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1007
Filing on Apr 17, 2025 Q1 2025

Montecito Bank & Trust

  • IWF
  • NVDA
  • MSFT
  • BIV
  • IVV
  • VGSH
  • AGG
Montecito Bank & Trust's Q1 2025 Portfolio
Portfolio Value 558 Million
Stocks 434
Filing on Apr 17, 2025 Q1 2025

Precision Wealth Strategies, LLC

  • OZ
  • NVDA
  • SCHG
  • MINT
  • JAAA
  • NFLX
  • META
Precision Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 100 Million
Stocks 101