Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Keudell

  • FLTR
  • FLBL
  • SCHD
  • FNDF
  • VYM
  • DFAC
  • HEQT
Keudell's Q2 2025 Portfolio
Portfolio Value 422 Million
Stocks 228
Filing on Jul 22, 2025 Q2 2025

David Wealth Management LLC

  • DFAC
  • DFAX
  • DFSD
  • DFUS
  • DFNM
  • DFCF
  • DFIP
David Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 55
Filing on Jul 22, 2025 Q2 2025

Iron Horse Wealth Management, LLC

  • VYM
  • JPST
  • VOOG
  • VEA
  • SPY
  • SPDW
  • JEPI
Iron Horse Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 323 Million
Stocks 591
Filing on Jul 22, 2025 Q2 2025

Hickory Asset Management, Inc.

  • VOO
  • QQQ
  • RDVY
  • QQQM
  • DJUL
  • VYM
  • VTV
Hickory Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 91
Filing on Jul 21, 2025 Q2 2025

Financial Insights, Inc.

  • SPLG
  • SCHD
  • MSFT
  • DBEF
  • VUG
  • QQQ
  • AAPL
Financial Insights, Inc.'s Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 127
Filing on Jul 21, 2025 Q2 2025

Clarity Capital Partners LLC

  • PLTR
  • TSLA
  • NVDA
  • MSTR
  • AMZN
  • MSFT
  • COIN
Clarity Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 280 Billion
Stocks 113
Filing on Jul 21, 2025 Q1 2024

Credential Qtrade Securities Inc.

  • TD
  • CNQ
  • BMO
  • V
  • QSR
  • SAP
  • GIB
Credential Qtrade Securities Inc.'s Q1 2024 Portfolio
Portfolio Value 1.86 Trillion
Stocks 379
Filing on Jul 21, 2025 Q2 2025

Grassi Investment Management

  • NVDA
  • MSFT
  • AAPL
  • LLY
  • AMAT
  • V
  • JPM
Grassi Investment Management's Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 128
Filing on Jul 21, 2025 Q2 2025

Exchange Capital Management, Inc.

  • MSFT
  • VGT
  • AMZN
  • GOOGL
  • DDWM
  • BRK-B
  • VFH
Exchange Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 595 Million
Stocks 206
Filing on Jul 21, 2025 Q2 2018

Credential Securities Inc.

  • TD
  • CNQ
  • BNS
  • CNI
  • V
  • MFC
  • TMO
Credential Securities Inc.'s Q2 2018 Portfolio
Portfolio Value 440 Billion
Stocks 241
Filing on Jul 21, 2025 Q2 2025

Tfg Advisers LLC

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • COST
  • AMZN
  • ADP
Tfg Advisers LLC's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 208
Filing on Jul 18, 2025 Q2 2025

Churchill Management Corp

  • XLK
  • QQQ
  • SPY
  • XLF
  • IVV
  • VOO
  • VGT
Churchill Management Corp's Q2 2025 Portfolio
Portfolio Value 9.13 Billion
Stocks 164
Filing on Jul 18, 2025 Q2 2025

Astor Investment Management LLC

  • SPLG
  • SPTM
  • JAAA
  • LDUR
  • XLK
  • XLF
  • SHV
Astor Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 28
Filing on Jul 18, 2025 Q2 2025

Nri Wealth Management Lc

  • IVV
  • QQQ
  • VGT
  • NVDA
  • VTI
  • AAPL
  • AMZN
Nri Wealth Management Lc's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 30
Filing on Jul 18, 2025 Q2 2025

Benchmark Wealth Management, LLC

  • VUG
  • BND
  • VOO
  • VYM
  • VTV
  • VEU
  • VB
Benchmark Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 70
Filing on Jul 18, 2025 Q2 2025

Centricity Wealth Management, LLC

  • VOO
  • EFA
  • JPST
  • IBDT
  • IBDS
  • IVV
  • VOOG
Centricity Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 430
Filing on Jul 17, 2025 Q2 2025

Smith Anglin Financial, LLC

  • WTV
  • DGRO
  • FYLD
  • EYLD
  • TLH
  • WCBR
  • IVW
Smith Anglin Financial, LLC's Q2 2025 Portfolio
Portfolio Value 728 Million
Stocks 209
Filing on Jul 17, 2025 Q2 2025

Olympus Wealth Management, LLC

  • IEFA
  • VOO
  • SPY
  • SPLG
  • IEMG
  • IJH
  • SCHD
Olympus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 298 Billion
Stocks 21