Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 07, 2025 Q2 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • PG
  • JNJ
  • APD
Armstrong Henry H Associates Inc's Q2 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 58
Filing on Jul 07, 2025 Q2 2025

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • WMB
  • MPLX
  • PAA
  • EPD
  • BIP
Walnut Private Equity Partners, LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 13
Filing on Jul 07, 2025 Q2 2025

Roxbury Financial LLC

  • MSFT
  • FBCG
  • V
  • IVV
  • GOOGL
  • ONEQ
  • AMZN
Roxbury Financial LLC's Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 362
Filing on Jul 07, 2025 Q2 2025

Nova Wealth Management, Inc.

  • UCON
  • SPMO
  • IWY
  • NVDA
  • DJUL
  • OEF
  • QGRO
Nova Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 743
Filing on Jul 07, 2025 Q2 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • NVDA
  • AMZN
  • IJH
  • COST
Greenfield Savings Bank's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 145
Filing on Jul 07, 2025 Q2 2025

Platt Investment Counsel, LLC

  • ESGV
  • QQQ
  • VCSH
  • IJH
  • BLV
  • TSLA
  • AAPL
Platt Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 105 Million
Stocks 9
Filing on Jul 07, 2025 Q2 2025

Abner Herrman & Brock LLC

  • NVDA
  • NFLX
  • IBM
  • MSFT
  • JPM
  • AMZN
  • META
Abner Herrman & Brock LLC's Q2 2025 Portfolio
Portfolio Value 896 Million
Stocks 55
Filing on Jul 07, 2025 Q2 2025

Bangor Savings Bank

  • IVV
  • VGIT
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHO
Bangor Savings Bank's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 712
Filing on Jul 07, 2025 Q2 2025

Omni 360 Wealth, Inc.

  • ITOT
  • SPLG
  • IWF
  • DFAT
  • IDEV
  • VGIT
  • QUAL
Omni 360 Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 203 Billion
Stocks 211
Filing on Jul 07, 2025 Q2 2025

Life Line Wealth Management LLC

  • QQQ
  • QUAL
  • IWF
  • IQLT
  • IAU
  • EWG
  • VGK
Life Line Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 35
Filing on Jul 07, 2025 Q2 2025

Thurston, Springer, Miller, Herd & Titak, Inc.

  • NVDA
  • MSFT
  • OUSA
  • AAPL
  • SPY
  • LLY
  • AVGO
Thurston, Springer, Miller, Herd & Titak, Inc.'s Q2 2025 Portfolio
Portfolio Value 730 Million
Stocks 192863
Filing on Jul 07, 2025 Q2 2025

Aletheian Wealth Advisors LLC

  • ITOT
  • BND
  • VEA
  • BNDX
  • VWO
  • IVV
  • VNQ
Aletheian Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 195 Million
Stocks 100
Filing on Jul 07, 2025 Q2 2025

Seilern Investment Management LTD

  • MSFT
  • MA
  • UNH
  • IDXX
  • EW
  • VEEV
  • GOOGL
Seilern Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 1.52 Trillion
Stocks 22
Filing on Jul 07, 2025 Q2 2025

Centurion Wealth Management LLC

  • GSLC
  • AAPL
  • JEPI
  • IVV
  • JEPQ
  • NVDA
  • QUAL
Centurion Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 236
Filing on Jul 07, 2025 Q2 2025

Discipline Wealth Solutions, LLC

  • BIV
  • DFAC
  • BNDX
  • VEA
  • IGSB
  • VOO
  • DFEM
Discipline Wealth Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 246 Million
Stocks 92
Filing on Jul 07, 2025 Q2 2025

Peterson Wealth Advisors, LLC

  • SPLG
  • SPDW
  • JPST
  • SPMD
  • SPSM
  • JCPB
  • VTI
Peterson Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 527 Million
Stocks 97
Filing on Jul 07, 2025 Q2 2025

Taylor & Morgan Wealth Management, LLC

  • SPY
  • IVV
  • SPSM
  • IWR
  • MSFT
  • AAPL
  • VOE
Taylor & Morgan Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 143 Million
Stocks 70
Filing on Jul 07, 2025 Q2 2025

Douglas Lane & Associates, LLC

  • NVDA
  • JPM
  • MSFT
  • QCOM
  • GOOG
  • AXP
  • GE
Douglas Lane & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 6.7 Billion
Stocks 238