Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 17, 2025 Q1 2025

Bay Bridge Capital Group, LLC

  • AGG
  • VTI
  • SHY
  • SPDW
  • IJH
  • IWM
  • SJNK
Bay Bridge Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 87
Filing on Apr 17, 2025 Q1 2025

Abs Direct Equity Fund LLC

  • PDD
  • FMX
  • PAR
  • RTO
  • EEFT
  • CX
  • GFF
Abs Direct Equity Fund LLC's Q1 2025 Portfolio
Portfolio Value 74.8 Billion
Stocks 42
Filing on Apr 17, 2025 Q1 2025

Howard Bailey Securities, LLC

  • IWY
  • NTSX
  • IWX
  • DGRW
  • SPLG
  • IQDG
  • EFV
Howard Bailey Securities, LLC's Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 149
Filing on Apr 17, 2025 Q1 2025

Good Life Advisors, LLC

  • SPLG
  • SPAB
  • SPYV
  • NVDA
  • SPYG
  • SPMD
  • AAPL
Good Life Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 494
Filing on Apr 17, 2025 Q1 2025

Access Financial Services, Inc.

  • SCHX
  • LDUR
  • FNDX
  • RSP
  • FNDE
  • GOVT
  • IVV
Access Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 95
Filing on Apr 17, 2025 Q1 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • MSFT
  • FJUN
  • COST
  • SPY
Keystone Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 268
Filing on Apr 17, 2025 Q1 2025

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • JPST
  • VTV
  • SCHR
  • SPTS
Crane Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 568 Million
Stocks 44
Filing on Apr 17, 2025 Q1 2025

Pay Pay Securities Corp

  • SPXL
  • SOXL
  • TSLS
  • NVDA
  • AAPL
  • GLD
  • TQQQ
Pay Pay Securities Corp's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 273
Filing on Apr 17, 2025 Q1 2025

James Hambro & Partners

  • JPM
  • V
  • PGR
  • MSFT
  • GOOG
  • APH
  • ICE
James Hambro & Partners's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 54
Filing on Apr 17, 2025 Q1 2025

Trust CO Of Toledo Na

  • AAPL
  • MSFT
  • JPM
  • LLY
  • GOOGL
  • AMZN
  • NVDA
Trust CO Of Toledo Na 's Q1 2025 Portfolio
Portfolio Value 747 Million
Stocks 346
Filing on Apr 17, 2025 Q1 2025

Exchange Traded Concepts, LLC

  • VOO
  • NVDA
  • META
  • AAPL
  • AMZN
  • MSFT
  • GOOGL
Exchange Traded Concepts, LLC's Q1 2025 Portfolio
Portfolio Value 5.43 Billion
Stocks 1877
Filing on Apr 17, 2025 Q1 2025

Cornell Pochily Investment Advisors, Inc.

  • AAPL
  • NVDA
  • ITOT
  • SPY
  • BRK-A
  • TMP
  • MSFT
Cornell Pochily Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 165
Filing on Apr 17, 2025 Q1 2025

Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

  • MSFT
  • NVDA
  • AVGO
  • AMZN
  • PCAR
  • CVX
  • V
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H's Q1 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 190
Filing on Apr 17, 2025 Q1 2025

Sound Income Strategies, LLC

  • HTGC
  • TSLX
  • ARCC
  • GBDC
  • SHYG
  • ORCC
  • HYEM
Sound Income Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 1558
Filing on Apr 17, 2025 Q1 2025

Partners Wealth Management, LLC

  • AAPL
  • AGOX
  • BRK-B
  • LLY
  • T
  • AMAX
  • IVE
Partners Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 88.2 Billion
Stocks 116
Filing on Apr 16, 2025 Q1 2025

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IGSB
  • SPSB
  • IVV
  • QQQ
Arkansas Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 606 Million
Stocks 77
Filing on Apr 16, 2025 Q1 2025

Prentice Wealth Management LLC

  • VTI
  • AGG
  • VT
  • FLBL
  • FLHY
  • VWO
  • EQWL
Prentice Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 338 Million
Stocks 108
Filing on Apr 16, 2025 Q1 2025

Raub Brock Capital Management LP

  • IEF
  • CMF
  • ABBV
  • MA
  • ADP
  • LLY
  • SHW
Raub Brock Capital Management LP's Q1 2025 Portfolio
Portfolio Value 441 Million
Stocks 39