Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Fusion Capital, LLC

  • FLTR
  • VIG
  • AAPL
  • IVV
  • VUG
  • JPM
  • XOM
Fusion Capital, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 78
Filing on May 15, 2025 Q1 2025

Symmetry Investments LP

  • HES
  • IR
  • GOOGL
  • NVDA
  • AMZN
  • QQQ
  • CVNA
Symmetry Investments LP's Q1 2025 Portfolio
Portfolio Value 844 Million
Stocks 188
Filing on May 15, 2025 Q1 2025

Wealth Management Nebraska

  • SPIB
  • AVSC
  • DFIV
  • DFUS
  • AVLV
  • SPLG
  • AVDV
Wealth Management Nebraska's Q1 2025 Portfolio
Portfolio Value 657 Billion
Stocks 74
Filing on May 15, 2025 Q1 2025

New Dimensions Wealth Management, LLC

  • DFAC
  • DFIC
  • DFUV
  • DFEM
  • DFIP
  • DFSD
  • VTIP
New Dimensions Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

Stone X Group Inc.

  • VOO
  • IVV
  • IWD
  • FNDF
  • AAPL
  • IWF
  • NVDA
Stone X Group Inc.'s Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 515
Filing on May 15, 2025 Q1 2025

Centiva Capital, LP

  • IVV
  • MUB
  • SPY
  • LQD
  • HYG
  • HYG
  • IWM
Centiva Capital, LP's Q1 2025 Portfolio
Portfolio Value 3.13 Billion
Stocks 1741
Filing on May 15, 2025 Q1 2025

Orchard Capital Managment, LLC

  • TBBK
  • ENVA
  • CASH
  • CRTO
  • FIP
  • GLRE
  • AX
Orchard Capital Managment, LLC's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 40
Filing on May 15, 2025 Q1 2025

Cvc Management Holdings Ii Ltd.

  • WOOF
  • ADV
Cvc Management Holdings Ii Ltd.'s Q1 2025 Portfolio
Portfolio Value 724 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Spectrum Wealth Advisory Group, LLC

  • JQUA
  • RECS
  • QQQM
  • RDVY
  • QQQ
  • SPTI
  • UCON
Spectrum Wealth Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 208 Million
Stocks 57
Filing on May 15, 2025 Q1 2025

Ashford Capital Management Inc

  • SNEX
  • LGND
  • CVCO
  • VTI
  • HQY
  • CPRT
  • CLBT
Ashford Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 656 Million
Stocks 99
Filing on May 15, 2025 Q1 2025

Engle Capital Management, L.P.

  • SPY
  • GDDY
  • AER
  • KD
  • ACVA
  • ALL
  • KKR
Engle Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 23
Filing on May 15, 2025 Q1 2025

Pinnacle Financial Group, LLC

  • PRF
  • DFIC
  • DTD
  • DFEM
  • DFAC
  • VYM
  • VYMI
Pinnacle Financial Group, LLC 's Q1 2025 Portfolio
Portfolio Value 270 Million
Stocks 95
Filing on May 15, 2025 Q1 2025

Ategra Capital Management, LLC

  • AX
  • FISI
  • TFC
  • FHN
  • VOO
  • HWBK
  • PKBK
Ategra Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 27
Filing on May 15, 2025 Q1 2025

Insight Wealth Partners, LLC

  • SPY
  • BSJQ
  • LQD
  • IAU
  • FBND
  • JPST
  • TIP
Insight Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 592 Million
Stocks 108
Filing on May 15, 2025 Q1 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • FLOT
Kmt Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 16
Filing on May 15, 2025 Q1 2025

Goodlander Investment Management, LLC

  • MTZ
  • AGX
  • AR
  • CHK
  • NRG
  • DAR
  • ETR
Goodlander Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 10
Filing on May 15, 2025 Q1 2025

Certior Financial Group, LLC

  • SCHG
  • SCHD
  • IVV
  • TIP
  • BIL
  • FSK
  • AAPL
Certior Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 117
Filing on May 15, 2025 Q1 2025

Connecticut Wealth Management, LLC

  • QUAL
  • SPYV
  • IEFA
  • IJH
  • SPYG
  • IJR
  • VEA
Connecticut Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 304