Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Columbus Macro, LLC

  • HYDW
  • IDEV
  • IVV
  • MLPA
  • SCHZ
  • VWOB
  • STIP
Columbus Macro, LLC's Q1 2025 Portfolio
Portfolio Value 723 Million
Stocks 201
Filing on Apr 17, 2025 Q1 2025

York Gp, Ltd.

  • TPL
  • DHR
York Gp, Ltd.'s Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 2
Filing on Apr 17, 2025 Q1 2025

River Tree Advisors, LLC

  • FTSM
  • JAAA
  • LMBS
  • FTCS
  • BUFR
  • DIVO
  • BUFQ
River Tree Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 55
Filing on Apr 17, 2025 Q1 2025

Mission Wealth Management, LP

  • VTV
  • VUG
  • IEFA
  • VB
  • AAPL
  • MSFT
  • NVDA
Mission Wealth Management, LP's Q1 2025 Portfolio
Portfolio Value 4.01 Billion
Stocks 671
Filing on Apr 17, 2025 Q1 2025

Advanced Asset Management Advisors Inc

  • VOO
  • IVV
  • TMUS
  • V
  • MSFT
  • WMT
  • AAPL
Advanced Asset Management Advisors Inc's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 85
Filing on Apr 17, 2025 Q1 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • TMO
  • CHD
  • RTX
  • LHX
  • NSC
M. Kraus & CO's Q1 2025 Portfolio
Portfolio Value 291 Million
Stocks 80
Filing on Apr 17, 2025 Q1 2025

Solstein Capital, LLC

  • SPY
  • AAPL
  • PRU
  • IDEV
  • IVV
  • MSFT
  • OUNZ
Solstein Capital, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 325
Filing on Apr 17, 2025 Q1 2025

Farmers & Merchants Trust CO Of Long Beach

  • AAPL
  • MSFT
  • BRK-B
  • COST
  • AMZN
  • JPM
  • EFA
Farmers & Merchants Trust CO Of Long Beach's Q1 2025 Portfolio
Portfolio Value 356 Million
Stocks 311
Filing on Apr 17, 2025 Q1 2025

Bayshore Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • VNQ
  • AVUS
  • AVIV
Bayshore Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 36
Filing on Apr 17, 2025 Q1 2025

Stillwater Capital Advisors, LLC

  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • XLK
  • JPM
  • TMUS
Stillwater Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 697 Million
Stocks 69
Filing on Apr 17, 2025 Q1 2025

Warther Private Wealth, LLC

  • BABA
  • AMZN
  • GOOGL
  • TSM
  • SCHW
  • NU
  • JD
Warther Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 304 Million
Stocks 66
Filing on Apr 17, 2025 Q1 2025

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VEA
  • VCIT
  • VNQ
Rebalance, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 92
Filing on Apr 17, 2025 Q1 2025

Conway Capital Management, Inc.

  • AAPL
  • AMZN
  • NFLX
  • COST
  • NVDA
  • MA
  • BRK-B
Conway Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 43
Filing on Apr 17, 2025 Q1 2025

Chb Investment Group, LLC

  • BIV
  • LQD
  • ANGL
  • VCIT
  • AXON
  • FISV
  • BRO
Chb Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 74
Filing on Apr 17, 2025 Q1 2025

Forefront Wealth Management Inc.

  • MSFT
  • JEPI
  • AAPL
  • AMZN
  • COST
  • TSM
  • OKE
Forefront Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 96.3 Million
Stocks 48
Filing on Apr 17, 2025 Q1 2025

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • GOOGL
  • PM
  • MSFT
  • GOOG
  • IBM
Citadel Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 82
Filing on Apr 17, 2025 Q1 2025

Traphagen Investment Advisors LLC

  • IVV
  • AVUS
  • GRID
  • VGIT
  • JAAA
  • TPYP
  • AAPL
Traphagen Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 764 Million
Stocks 183
Filing on Apr 17, 2025 Q1 2025

Authentikos Wealth Advisory, LLC

  • JANZ
  • XUSP
  • SFLR
  • SIXO
  • TUA
  • SPD
  • AAPL
Authentikos Wealth Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 119 Billion
Stocks 52