Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Abundance Wealth Counselors

  • IVV
  • ACWX
  • IEFA
  • PCT
  • XBI
  • SUB
  • BCI
Abundance Wealth Counselors's Q1 2025 Portfolio
Portfolio Value 478 Million
Stocks 151
Filing on Apr 21, 2025 Q1 2025

Rf&L Wealth Management, LLC

  • DFAT
  • DFAC
  • DFUS
  • DFUV
  • BSV
  • AAPL
  • DFAS
Rf&L Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 58
Filing on Apr 21, 2025 Q1 2025

Osborne Partners Capital Management, LLC

  • VEU
  • AAPL
  • VWO
  • MSFT
  • VNQ
  • EWJ
  • VGK
Osborne Partners Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 212
Filing on Apr 21, 2025 Q1 2025

Alta Capital Management LLC

  • GOOGL
  • AMZN
  • AAPL
  • NVDA
  • MSFT
  • UNH
  • MA
Alta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 88
Filing on Apr 21, 2025 Q1 2025

Good Steward Wealth Advisors,Llc

  • VTI
  • DIVO
  • VXUS
  • VOO
  • PFXF
  • BND
  • AMLP
Good Steward Wealth Advisors,Llc's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 127
Filing on Apr 21, 2025 Q1 2025

Vanderbilt University

  • RSP
  • VNQ
  • XME
  • GDX
  • XOP
  • NU
  • GDXJ
Vanderbilt University's Q1 2025 Portfolio
Portfolio Value 524 Billion
Stocks 77
Filing on Apr 21, 2025 Q1 2025

Wj Interests, LLC

  • VT
  • NTSI
  • NTSX
  • AVEM
  • AVUV
  • AVLV
  • ROMO
Wj Interests, LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 23
Filing on Apr 21, 2025 Q1 2025

Clear Point Advisors Inc.

  • SCHG
  • CAPE
  • QQQ
  • MINT
  • SCHB
  • SPY
  • PJUN
Clear Point Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 106
Filing on Apr 21, 2025 Q1 2025

Means Investment Co., Inc.

  • VOO
  • AAPL
  • VEU
  • XLG
  • MSFT
  • AMZN
  • MGK
Means Investment Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 917 Million
Stocks 192
Filing on Apr 21, 2025 Q1 2025

Retirement Systems Of Alabama

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • IEMG
  • EEM
Retirement Systems Of Alabama's Q1 2025 Portfolio
Portfolio Value 25.3 Billion
Stocks 945
Filing on Apr 21, 2025 Q1 2025

Clark & Stuart, Inc

  • MRK
  • FAST
  • JNJ
  • SJM
  • MMM
  • NYT
  • SYY
Clark & Stuart, Inc's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 43
Filing on Apr 21, 2025 Q1 2025

Walter & Keenan Wealth Management LLC

  • LLY
  • AAPL
  • MSFT
  • BRK-B
  • GOOG
  • JPM
  • WMT
Walter & Keenan Wealth Management LLC 's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 149
Filing on Apr 21, 2025 Q1 2025

Trifecta Capital Advisors, LLC

  • QQQ
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • IJR
  • LLY
Trifecta Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 477 Billion
Stocks 414
Filing on Apr 21, 2025 Q1 2025

Decision Map Wealth Management, LLC

  • IVV
  • SPYG
  • SPYV
  • IEFA
  • HEFA
  • TTAC
  • DFCF
Decision Map Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 118
Filing on Apr 21, 2025 Q1 2025

Roberts Wealth Advisors, LLC

  • JPST
  • AAPL
  • MSFT
  • GOOG
  • VB
  • AMZN
  • TT
Roberts Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 99
Filing on Apr 21, 2025 Q1 2025

Andrews, Lucia Wealth Management LLC

  • DFAC
  • DFUV
  • DFAT
  • DFAX
  • DFIV
  • DFAI
  • DFAS
Andrews, Lucia Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 27
Filing on Apr 21, 2025 Q1 2025

Flagstone Financial Management

  • DFUS
  • IGIB
  • SPDW
  • SPSB
  • SPTI
  • BNDX
  • AVUV
Flagstone Financial Management's Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 53
Filing on Apr 21, 2025 Q1 2025

Kentucky Trust CO

  • MSFT
  • AAPL
  • USB
  • DNP
  • JPM
  • PFF
  • PG
Kentucky Trust CO's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 299