Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 20, 2025 Q1 2025

Ifm Investors Pty LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Ifm Investors Pty LTD's Q1 2025 Portfolio
Portfolio Value 9.07 Billion
Stocks 654
Filing on May 20, 2025 Q1 2025

Cbm Financial, LLC

  • IVV
  • IEFA
  • IJH
  • SPYV
  • SPYG
  • AGG
  • IJR
Cbm Financial, LLC's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 13
Filing on May 20, 2025 Q1 2025

Belpointe Asset Management LLC

  • SGOV
  • AAPL
  • SPY
  • QQQ
  • NVDA
  • BIL
  • BMI
Belpointe Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 914
Filing on May 20, 2025 Q1 2025

Acorns Advisers, LLC

  • VOO
  • IXUS
  • AGG
  • IJH
  • ISTB
  • IJR
  • ESGU
Acorns Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 10.4 Billion
Stocks 73
Filing on May 20, 2025 Q1 2025

Fortis Capital Advisors, LLC

  • SPY
  • FNDX
  • SCHX
  • QQQ
  • SCHG
  • NVDA
  • BIL
Fortis Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 493 Billion
Stocks 249
Filing on May 20, 2025 Q1 2025

Tenret CO LLC

  • VEA
  • VTV
  • SCHZ
  • VUG
  • VTEB
  • BNDX
  • VWO
Tenret CO LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 34
Filing on May 20, 2025 Q1 2025

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • QUAL
  • VNLA
  • JEPQ
  • JAAA
  • JMBS
Blue Rock Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 96
Filing on May 20, 2025 Q1 2025

Jupiter Wealth Management LLC

  • GOOGL
  • MSFT
  • AAPL
  • BRK-A
  • SPY
  • NVDA
  • MS
Jupiter Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 69
Filing on May 20, 2025 Q1 2025

Flaharty Asset Management, LLC

  • MINT
  • IWD
  • IWF
  • JAAA
  • FTSL
  • XLF
  • KORP
Flaharty Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 639 Million
Stocks 508
Filing on May 20, 2025 Q1 2025

Capital Impact Advisors, LLC

  • GOOGL
  • META
  • NVDA
  • ORCL
  • DASH
  • CRM
  • CRWD
Capital Impact Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 261 Billion
Stocks 30
Filing on May 20, 2025 Q1 2025

Nepc LLC

  • BCI
Nepc LLC's Q1 2025 Portfolio
Portfolio Value 39.4 Billion
Stocks 1
Filing on May 20, 2025 Q1 2025

Intech Investment Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • MRK
  • AVGO
Intech Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 9.39 Billion
Stocks 3106
Filing on May 20, 2025 Q1 2025

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • BSCR
  • BRK-B
  • QQQ
Anchor Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 1041
Filing on May 20, 2025 Q1 2025

Ransom Advisory, LTD

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • JPM
  • BRK-B
  • GOOG
Ransom Advisory, LTD's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 333
Filing on May 20, 2025 Q1 2025

Integrity Alliance, Llc.

  • IVV
  • SPLG
  • DFAC
  • AAPL
  • VTV
  • SGOV
  • QQQ
Integrity Alliance, Llc.'s Q1 2025 Portfolio
Portfolio Value 2.53 Trillion
Stocks 644
Filing on May 20, 2025 Q1 2025

Chokshi & Queen Wealth Advisors, Inc

  • IVV
  • QQQ
  • AAPL
  • COST
  • SPY
  • NVDA
  • VHT
Chokshi & Queen Wealth Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 53
Filing on May 20, 2025 Q1 2025

Glenview Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • LLY
  • GSLC
  • FLOT
Glenview Trust CO's Q1 2025 Portfolio
Portfolio Value 5.06 Billion
Stocks 766
Filing on May 20, 2025 Q1 2025

Aspen Investment Management Inc

  • SPY
  • RSP
  • IGIB
  • MSFT
  • IWM
  • IEFA
  • IGSB
Aspen Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 146