Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Oxen Free Capital LLC

  • STRV
  • STXG
  • STXD
  • STXK
  • IQLT
  • IMCG
  • HYG
Oxen Free Capital LLC's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 42
Filing on Apr 22, 2025 Q1 2025

Mad River Investors

  • TPL
  • GBTC
  • HE
  • WPM
  • MSB
  • PBT
  • FNV
Mad River Investors's Q1 2025 Portfolio
Portfolio Value 211 Million
Stocks 24
Filing on Apr 22, 2025 Q1 2025

Synergy Asset Management, LLC

  • MSFT
  • BIL
  • SGOV
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 776 Million
Stocks 1037
Filing on Apr 22, 2025 Q1 2025

Minich Mac Gregor Wealth Management, LLC

  • MINT
  • IYF
  • SCHG
  • SCHD
  • MOAT
  • IYC
  • HYGH
Minich Mac Gregor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 419 Million
Stocks 125
Filing on Apr 22, 2025 Q1 2025

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • BLV
  • VCLT
  • DLN
  • IGIB
H&H Retirement Design & Management Inc's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 76
Filing on Apr 22, 2025 Q1 2025

Envision Financial LLC

  • VOO
  • FNDX
  • SCHX
  • SCHF
  • USFR
  • UITB
  • VO
Envision Financial LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 40
Filing on Apr 22, 2025 Q1 2025

Altrius Capital Management Inc

  • BTI
  • ABEV
  • TTE
  • BBVA
  • BP
  • SNY
  • NVS
Altrius Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 401 Million
Stocks 86
Filing on Apr 22, 2025 Q1 2025

Hillcrest Wealth Advisors Ny, LLC

  • VOO
  • IWM
  • VEA
  • VEU
  • IWN
  • SPY
  • IWO
Hillcrest Wealth Advisors Ny, LLC's Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 48
Filing on Apr 22, 2025 Q1 2025

Buck Wealth Strategies, LLC

  • IVV
  • AGG
  • BOND
  • VO
  • AAPL
  • VNLA
  • TIP
Buck Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 529 Million
Stocks 124
Filing on Apr 22, 2025 Q1 2025

Crews Bank & Trust

  • SPLG
  • SLQD
  • VYM
  • VIG
  • SPSM
  • VUG
  • SPMD
Crews Bank & Trust's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 609
Filing on Apr 22, 2025 Q1 2025

Sage Financial Group Inc

  • SCHX
  • IJH
  • VTV
  • IJR
  • VUG
  • VEU
  • VOO
Sage Financial Group Inc's Q1 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 102
Filing on Apr 22, 2025 Q1 2025

Childress Capital Advisors, LLC

  • FDVV
  • XOM
  • JEPI
  • COP
  • SPY
  • AAPL
  • ET
Childress Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 336 Million
Stocks 228
Filing on Apr 22, 2025 Q1 2025

Ellis Investment Partners, LLC

  • DVY
  • RNP
  • VUG
  • AAPL
  • QQQ
  • SPY
  • VTV
Ellis Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 469 Million
Stocks 234
Filing on Apr 22, 2025 Q1 2025

Fsc Wealth Advisors, LLC

  • SPY
  • FTSM
  • BIL
  • VGK
  • CWB
  • SPLV
  • MGV
Fsc Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 260
Filing on Apr 22, 2025 Q1 2025

Cohalo Advisory LLC

  • GBIL
  • SGOV
  • GAA
  • ITOT
  • GVIP
  • SHV
  • COST
Cohalo Advisory LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 13
Filing on Apr 22, 2025 Q1 2025

Cross Staff Investments Inc

  • AAPL
  • CRK
  • BRK-B
  • BX
  • AMZN
  • MSFT
  • CAT
Cross Staff Investments Inc's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 122
Filing on Apr 22, 2025 Q1 2025

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • AVLV
  • SCHR
  • DFAS
  • AVUV
  • SCHO
  • AVDV
Moisand Fitzgerald Tamayo, LLC's Q1 2025 Portfolio
Portfolio Value 697 Million
Stocks 590
Filing on Apr 22, 2025 Q1 2025

Axos Invest Inc.

  • VTI
  • VEA
  • VGIT
  • LQD
  • TIP
  • VWO
  • SCHF
Axos Invest Inc.'s Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 22