Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Advocate Group LLC

  • GIS
  • VEA
  • ABBV
  • VZ
  • VV
  • IBM
  • CSCO
Advocate Group LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 114
Filing on Apr 21, 2025 Q1 2025

Cordant, Inc.

  • VEA
  • VGSH
  • VTI
  • VCSH
  • VCIT
  • VWO
  • SPY
Cordant, Inc.'s Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 110
Filing on Apr 21, 2025 Q1 2025

Pfg Investments, LLC

  • AAPL
  • MSFT
  • NVDA
  • TSLA
  • AMZN
  • META
  • PDI
Pfg Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Trillion
Stocks 1017
Filing on Apr 21, 2025 Q1 2025

Foundation Wealth Management, LLC

  • IVW
  • IVE
  • IJJ
  • IWO
  • IBDR
  • EFV
  • AAPL
Foundation Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 44
Filing on Apr 21, 2025 Q1 2025

Mizuho Securities Co. Ltd.

  • TSLA
  • NVDA
  • TSM
  • AMZN
  • META
  • UBER
  • PANW
Mizuho Securities Co. Ltd.'s Q1 2025 Portfolio
Portfolio Value 7.43 Million
Stocks 50
Filing on Apr 21, 2025 Q1 2025

Castleview Partners, LLC

  • AAPL
  • BMY
  • AMGN
  • COP
  • SPY
  • SPYD
  • OUNZ
Castleview Partners, LLC's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 176
Filing on Apr 21, 2025 Q1 2025

Cabot Wealth Management Inc

  • AAPL
  • BRK-B
  • IEI
  • MBB
  • SONY
  • MELI
  • HDB
Cabot Wealth Management Inc's Q1 2025 Portfolio
Portfolio Value 780 Million
Stocks 127
Filing on Apr 21, 2025 Q1 2025

Worth Financial Advisory Group, LLC

  • GSLC
  • AMZN
  • AAPL
  • MSFT
  • IUSB
  • SFLR
  • QUAL
Worth Financial Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 156
Filing on Apr 21, 2025 Q1 2025

Azarias Capital Management, L.P.

  • SPY
  • TBI
  • URG
  • TMST
  • NXE
  • MTRX
  • IPI
Azarias Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 23
Filing on Apr 21, 2025 Q1 2025

Arrow Investment Advisors, LLC

  • IVW
  • QUAL
  • XLI
  • XLK
  • XLF
  • MTUM
  • PFM
Arrow Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 49.3 Million
Stocks 46
Filing on Apr 21, 2025 Q1 2025

Compass Ion Advisors, LLC

  • VTI
  • SPLG
  • IXUS
  • IUSB
  • DRSK
  • FBND
  • DGRO
Compass Ion Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 781 Million
Stocks 264
Filing on Apr 21, 2025 Q1 2025

Dmkc Advisory Services, LLC

  • VOO
  • VHT
  • PFG
  • VPU
  • BAC
  • SCHD
  • MMM
Dmkc Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 55
Filing on Apr 21, 2025 Q1 2025

Ug Investment Advisers Ltd.

  • BABA
  • QCOM
  • MU
  • BEKE
  • AAPL
  • AMKR
  • VCSH
Ug Investment Advisers Ltd.'s Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 12
Filing on Apr 21, 2025 Q1 2025

Segment Wealth Management, LLC

  • VTI
  • BRK-B
  • BRK-A
  • SPGI
  • QQQ
  • AAPL
  • AVGO
Segment Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 282
Filing on Apr 21, 2025 Q1 2025

Advisor Resource Council

  • SPY
  • SPY
  • AAPL
  • QQQ
  • XLK
  • GLD
  • SPAB
Advisor Resource Council's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 596
Filing on Apr 21, 2025 Q1 2025

Private Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • V
  • AMZN
  • GOOGL
  • BRK-B
Private Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 162
Filing on Apr 21, 2025 Q1 2025

Congress Park Capital LLC

  • JFR
  • ICSH
  • IVV
  • NEA
  • AMZN
  • MELI
  • BRK-B
Congress Park Capital LLC's Q1 2025 Portfolio
Portfolio Value 260 Million
Stocks 106
Filing on Apr 21, 2025 Q1 2025

Carr Financial Group Corp

  • BND
  • SCHX
  • VIG
  • VTI
  • EMXC
  • IQLT
  • IJH
Carr Financial Group Corp's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 175