Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 01, 2025 Q1 2025

Magnolia Group, LLC

  • NNI
  • ARLP
  • BOC
  • CRMT
  • ABG
  • RMAX
  • PCYO
Magnolia Group, LLC's Q1 2025 Portfolio
Portfolio Value 552 Million
Stocks 9
Filing on May 01, 2025 Q1 2025

Pittenger & Anderson Inc

  • FISV
  • VV
  • QQQ
  • VO
  • VB
  • AAPL
  • COST
Pittenger & Anderson Inc's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 426
Filing on May 01, 2025 Q1 2025

Adg Wealth Management Group, LLC

  • IVW
  • RSP
  • JEPI
  • IVE
  • JEPQ
  • DGRO
  • VYMI
Adg Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 25
Filing on May 01, 2025 Q1 2025

Smith Thornton Advisors LLC

  • CGDV
  • USTB
  • CGGR
  • UITB
  • CGCP
  • DGRO
  • IWR
Smith Thornton Advisors LLC's Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 131
Filing on May 01, 2025 Q1 2025

Cahaba Wealth Management, Inc.

  • IVV
  • AGG
  • IXUS
  • IJH
  • IJR
  • ISTB
  • SPLG
Cahaba Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 147
Filing on May 01, 2025 Q1 2025

Mason Investment Advisory Services, Inc.

  • VLUE
  • AVUV
  • VSS
  • AVDV
  • AVSC
  • MINT
  • VBR
Mason Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.66 Trillion
Stocks 74
Filing on May 01, 2025 Q1 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • DIS
  • T
  • AAPL
  • BABA
V2 Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 84
Filing on May 01, 2025 Q1 2025

Iron Horse Wealth Management, LLC

  • VYM
  • JPST
  • VOOG
  • SPY
  • VEA
  • SPDW
  • JEPI
Iron Horse Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 295 Million
Stocks 596
Filing on May 01, 2025 Q1 2025

Alaska Permanent Capital Management

  • SPY
  • BND
  • IJH
  • IEFA
  • NFRA
  • IEMG
  • BNDX
Alaska Permanent Capital Management's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 34
Filing on May 01, 2025 Q1 2025

Goal Fusion Wealth Management, LLC

  • AGG
  • IVV
  • VT
  • VCIT
  • VB
  • VTV
  • VDE
Goal Fusion Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 24
Filing on May 01, 2025 Q1 2025

Rainey & Randall Investment Management Inc.

  • SCHV
  • SCHG
  • DBEF
  • BND
  • SCHA
  • SCHE
  • RSP
Rainey & Randall Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 484 Million
Stocks 73
Filing on May 01, 2025 Q1 2025

Bp PLC

  • CME
Bp PLC's Q1 2025 Portfolio
Portfolio Value 15.9 Million
Stocks 1
Filing on May 01, 2025 Q1 2025

Apcm Wealth Management For Individuals

  • SPY
  • BND
  • IJH
  • NFRA
  • IEFA
  • QAI
  • IEMG
Apcm Wealth Management For Individuals's Q1 2025 Portfolio
Portfolio Value 638 Million
Stocks 59
Filing on May 01, 2025 Q1 2025

Globe Life Inc.

  • VOO
  • VCLT
Globe Life Inc.'s Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 2
Filing on May 01, 2025 Q1 2025

Louisiana State Employees Retirement System

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • GOOGL
Louisiana State Employees Retirement System's Q1 2025 Portfolio
Portfolio Value 4.9 Billion
Stocks 1603
Filing on May 01, 2025 Q1 2025

Speece Thorson Capital Group Inc

  • WTM
  • ZBH
  • FMC
  • RPM
  • SJM
  • WRB
  • GNTX
Speece Thorson Capital Group Inc's Q1 2025 Portfolio
Portfolio Value 486 Million
Stocks 42
Filing on May 01, 2025 Q1 2025

Stephens Investment Management Group LLC

  • GWRE
  • CYBR
  • RYAN
  • KTOS
  • EXEL
  • FTI
  • TW
Stephens Investment Management Group LLC's Q1 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 167
Filing on May 01, 2025 Q1 2025

Q3 Asset Management

  • TUGN
  • GDX
  • FNCL
  • DIA
  • VOT
  • VGK
  • DWX
Q3 Asset Management's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 56