Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Grant

  • TFLO
  • GLD
  • JEPI
  • ORCL
  • VOO
  • COWZ
  • AGG
Grant's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 134
Filing on May 01, 2025 Q1 2025

Lane & Associates LLC

  • VTI
  • SPYG
  • SCHX
  • SPY
  • EFG
  • DFIV
  • IEFA
Lane & Associates LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 115
Filing on Apr 30, 2025 Q1 2025

Caas Capital Management LP

  • MSFT
  • GOOGL
  • MSFT
  • GOOGL
  • AAPL
  • GS
  • AAPL
Caas Capital Management LP's Q1 2025 Portfolio
Portfolio Value 895 Million
Stocks 469
Filing on Apr 29, 2025 Q1 2025

Callan Capital, LLC

  • SCHB
  • META
  • FNDX
  • SCHF
  • FNDF
  • SPDW
  • PRF
Callan Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 373
Filing on Apr 29, 2025 Q1 2025

Yankcom Partnership

  • VEA
  • SCHV
  • VOO
  • IJH
  • AMZN
  • MSFT
  • AAPL
Yankcom Partnership's Q1 2025 Portfolio
Portfolio Value 182 Billion
Stocks 488
Filing on Apr 29, 2025 Q1 2025

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • VB
  • AAPL
  • BND
  • WMB
  • QQQ
Centered Wealth LLC Dba Miller Equity Capital Advisors's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 5
Filing on Apr 28, 2025 Q1 2025

Pb Cay One Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Pb Cay One Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on Apr 28, 2025 Q1 2025

Buffington Mohr Mc Neal

  • SCHX
  • IVV
  • COST
  • MSFT
  • XLK
  • JIRE
  • JAAA
Buffington Mohr Mc Neal's Q1 2025 Portfolio
Portfolio Value 505 Million
Stocks 111
Filing on Apr 24, 2025 Q1 2025

Pacific Global Investment Management CO

  • HLX
  • MSFT
  • AAPL
  • RUSHA
  • CHEF
  • EWBC
  • JPM
Pacific Global Investment Management CO's Q1 2025 Portfolio
Portfolio Value 66.6 Million
Stocks 67
Filing on Apr 23, 2025 Q1 2025

Sabal Trust CO

  • MSFT
  • JPM
  • WM
  • ABBV
  • AAPL
  • XOM
  • HD
Sabal Trust CO's Q1 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 324
Filing on Apr 22, 2025 Q1 2025

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 400 Billion
Stocks 122
Filing on Apr 18, 2025 Q1 2025

Wolf Group Capital Advisors

  • XLG
  • HAWX
  • VLUE
  • FTGC
  • VTV
  • AAPL
  • ONEV
Wolf Group Capital Advisors's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 166
Filing on Apr 17, 2025 Q1 2025

Vista Wealth Management Group, LLC

  • DUHP
  • DIHP
  • AVUS
  • AVDE
  • DFAR
  • AVEM
  • DFAC
Vista Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 259
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 15, 2025 Q1 2025

Transform Wealth, LLC

  • POWL
  • AAPL
  • SGOV
  • MSFT
  • NVDA
  • AGG
  • AMZN
Transform Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 242
Filing on Apr 15, 2025 Q1 2025

Corrigan Financial, Inc.

  • VUG
  • VXUS
  • BSV
  • JCPB
  • JEPI
  • BND
  • RLY
Corrigan Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 485 Billion
Stocks 56
Filing on Apr 14, 2025 Q1 2025

Michael A. Dubis Financial Planning, LLC

  • VTI
  • SGOV
  • VGIT
  • VGSH
  • SPTS
  • DFIC
  • SPTM
Michael A. Dubis Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 45
Filing on Apr 14, 2025 Q1 2025

Beach Investment Counsel Inc/Pa

  • EPD
  • ET
  • MPLX
  • VST
  • AMZN
  • LNG
  • NEE
Beach Investment Counsel Inc/Pa's Q1 2025 Portfolio
Portfolio Value 679 Million
Stocks 118