Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Optas, LLC

  • VOO
  • VTI
  • VEU
  • GOOGL
  • VONV
  • AAPL
  • VXUS
Optas, LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 919
Filing on Apr 17, 2025 Q1 2025

Bouvel Investment Partners, LLC

  • BOND
  • JEPI
  • PLTR
  • NVDA
  • AMZN
  • AXP
  • MSFT
Bouvel Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 77
Filing on Apr 17, 2025 Q1 2025

D'Orazio & Associates, Inc.

  • VTI
  • BAH
  • BRK-B
  • JPIE
  • IQLT
  • DGRO
  • QQQM
D'Orazio & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 655 Million
Stocks 259
Filing on Apr 17, 2025 Q1 2025

Orba Wealth Advisors, L.L.C.

  • AAPL
  • SPY
  • DGRW
  • ULST
  • FPE
  • QQQ
  • SPDW
Orba Wealth Advisors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 105
Filing on Apr 17, 2025 Q1 2025

Ppsc Investment Service Corp

  • SPXL
  • SPY
  • GLD
  • QQQ
  • TQQQ
Ppsc Investment Service Corp's Q1 2025 Portfolio
Portfolio Value 874 Billion
Stocks 7
Filing on Apr 17, 2025 Q1 2025

Stanich Group LLC

  • ESGV
  • NUBD
  • ESGD
  • VGSH
  • QUAL
  • ESGE
  • ESML
Stanich Group LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 50
Filing on Apr 17, 2025 Q1 2025

Brighton Jones LLC

  • AMZN
  • MSFT
  • AAPL
  • VTI
  • DFAC
  • IWB
  • DFIC
Brighton Jones LLC's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 704
Filing on Apr 17, 2025 Q1 2025

Life Planning Partners, Inc

  • ITOT
  • IEFA
  • VTI
  • SUB
  • VEA
  • IEMG
  • IUSB
Life Planning Partners, Inc's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 61
Filing on Apr 17, 2025 Q1 2025

Hengehold Capital Management LLC

  • SCHB
  • PG
  • SCHZ
  • MGK
  • SPY
  • QUAL
  • CWI
Hengehold Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 200
Filing on Apr 17, 2025 Q1 2025

Newport Capital Group, LLC

  • AJG
  • IWF
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 59
Filing on Apr 17, 2025 Q1 2025

Kc Investment Advisors, LLC

  • VOO
  • VUG
  • IVV
  • SPIB
  • BRK-B
  • IEFA
  • VB
Kc Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 416 Million
Stocks 210
Filing on Apr 17, 2025 Q1 2025

Total Clarity Wealth Management, Inc.

  • USFR
  • VRIG
  • SPLG
  • BILS
  • AAPL
  • RDVY
  • IWF
Total Clarity Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 279
Filing on Apr 17, 2025 Q1 2025

Factory Mutual Insurance CO

  • IXUS
  • AGG
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
Factory Mutual Insurance CO's Q1 2025 Portfolio
Portfolio Value 8.47 Billion
Stocks 167
Filing on Apr 17, 2025 Q1 2025

Lockerman Financial Group, Inc.

  • SPY
  • BBUS
  • MASI
  • SPDW
  • IJR
  • FISR
  • XLSR
Lockerman Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 61.7 Million
Stocks 129
Filing on Apr 17, 2025 Q1 2025

Sfm, LLC

  • VOO
  • USFR
  • VO
  • MSFT
  • AMZN
  • IVV
  • IAUM
Sfm, LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 56
Filing on Apr 17, 2025 Q1 2025

Compass Capital Management, Inc

  • V
  • CHKP
  • ICE
  • ADP
  • SYK
  • FAST
  • SHW
Compass Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 35
Filing on Apr 17, 2025 Q1 2025

Rwwm, Inc.

  • BABA
  • BRK-B
  • WFC
  • DJCO
  • XOM
  • PII
  • CRI
Rwwm, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 19
Filing on Apr 17, 2025 Q1 2025

Atlas Private Wealth Advisors

  • SPMD
  • SPSM
  • SPDW
  • SPY
  • RSP
  • PWV
  • QQQ
Atlas Private Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 691 Million
Stocks 184