Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Vaughan Nelson Investment Management, L.P.

  • MSFT
  • AMZN
  • ICE
  • BRK-B
  • NVDA
  • ORLY
  • META
Vaughan Nelson Investment Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 10 Billion
Stocks 749
Filing on Apr 16, 2025 Q1 2025

Missouri Trust & Investment CO

  • ORLY
  • AAPL
  • MSFT
  • IDEV
  • SCHA
  • SCHM
  • IEMG
Missouri Trust & Investment CO's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 414
Filing on Apr 16, 2025 Q1 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • VOO
  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • SPIB
  • VIGI
Cliftonlarsonallen Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 5.35 Billion
Stocks 196
Filing on Apr 16, 2025 Q4 2024

Atlas Financial Advisors, Inc.

  • SPY
  • HYG
  • QQQ
  • ZROZ
  • COWZ
  • TLT
  • FLTR
Atlas Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 57.6 Million
Stocks 40
Filing on Apr 16, 2025 Q1 2025

American Institute For Advanced Investment Management, LLP

  • IWF
  • IWD
  • SPY
  • AAPL
  • MINT
  • MSFT
  • VTI
American Institute For Advanced Investment Management, LLP's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 143
Filing on Apr 16, 2025 Q1 2025

Wilsey Asset Management Inc

  • WFC
  • MSFT
  • ALL
  • JPM
  • TAP
  • CVX
  • CI
Wilsey Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 498 Million
Stocks 24
Filing on Apr 16, 2025 Q1 2025

Kennicott Capital Management LLC

  • QQQ
  • VV
  • SPY
  • VUG
  • XLK
  • QQQM
  • XLV
Kennicott Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 42
Filing on Apr 16, 2025 Q1 2025

Grant Private Wealth Management Inc

  • NVDA
  • META
  • AMZN
  • AAPL
  • NFLX
  • TSLA
  • MSFT
Grant Private Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 92.7 Billion
Stocks 117
Filing on Apr 16, 2025 Q1 2025

Mfa Wealth Services

  • IVV
  • SCHD
  • QGRO
  • IEI
  • SHY
  • VNQ
  • IEF
Mfa Wealth Services's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 106
Filing on Apr 16, 2025 Q1 2025

Motive Wealth Advisors

  • VEA
  • AGG
  • IVV
  • VIG
  • QUAL
  • IEFA
  • SCHB
Motive Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 71
Filing on Apr 16, 2025 Q1 2025

Tcfg Wealth Management, LLC

  • AAPL
  • NVDA
  • UYLD
  • AMZN
  • MSFT
  • FNV
  • DFAC
Tcfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 199 Billion
Stocks 238
Filing on Apr 16, 2025 Q1 2025

Scratch Capital LLC

  • DFAC
  • VGSH
  • DFIC
  • DFAT
  • DFIP
  • DUHP
  • VTI
Scratch Capital LLC's Q1 2025 Portfolio
Portfolio Value 96.9 Billion
Stocks 33
Filing on Apr 16, 2025 Q1 2025

Family Wealth Partners, LLC

  • LPLA
  • ITOT
  • VGIT
  • VBR
  • AVDV
  • DUHP
  • IDEV
Family Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 219 Billion
Stocks 51
Filing on Apr 16, 2025 Q1 2025

Mc Broom & Associates, LLC

  • NVDA
  • ORLY
  • COST
  • ISRG
  • CPRT
  • JPM
  • DKS
Mc Broom & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 37
Filing on Apr 16, 2025 Q1 2025

Canerector Inc

  • VOO
  • BNS
  • TD
  • BMO
  • CM
  • BRK-B
  • MKL
Canerector Inc's Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 10
Filing on Apr 16, 2025 Q1 2025

Dohj, LLC

  • MUB
  • ITOT
  • IWL
  • ESGU
  • SPY
  • IEFA
  • ESGV
Dohj, LLC's Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 148
Filing on Apr 16, 2025 Q1 2025

James Reed Financial Services, Inc.

  • SIZE
  • VV
  • JEPQ
  • VO
  • VB
  • MSFT
  • AAPL
James Reed Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 89.4 Million
Stocks 16
Filing on Apr 16, 2025 Q1 2025

Dynamic Advisor Solutions LLC

  • AAPL
  • QQQ
  • DFCF
  • MSFT
  • SPLG
  • FBND
  • DFUS
Dynamic Advisor Solutions LLC's Q1 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 847