Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Family Wealth Group, LLC

  • VOO
  • IEMG
  • IWY
  • IDEV
  • IWX
  • QJUN
  • SPLG
Family Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 63.6 Million
Stocks 50
Filing on May 14, 2025 Q1 2025

Islay Capital Management, LLC

  • SCHD
  • AVUV
  • SCHB
  • SCHO
  • BIL
  • BRK-B
  • CORP
Islay Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 185
Filing on May 14, 2025 Q1 2025

Truvestments Capital LLC

  • BRK-B
  • NVDA
  • QQQ
  • AAPL
  • AVGO
  • QCOM
  • MSFT
Truvestments Capital LLC's Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 1030
Filing on May 14, 2025 Q1 2025

Healthcare Of Ontario Pension Plan Trust Fund

  • AAPL
  • NVDA
  • IWM
  • MSFT
  • SPY
  • IVV
  • QQQ
Healthcare Of Ontario Pension Plan Trust Fund's Q1 2025 Portfolio
Portfolio Value 44.7 Billion
Stocks 1096
Filing on May 14, 2025 Q1 2025

Nat Simons

Meritage Group LP
  • MSFT
  • COF
  • TRU
  • AMZN
  • WDAY
  • ADSK
  • QSR
Nat Simons's Q1 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 17
Filing on May 14, 2025 Q1 2025

Magma Venture Partners General Partner Ltd.

  • REAX
  • VLN
  • INVZ
Magma Venture Partners General Partner Ltd.'s Q1 2025 Portfolio
Portfolio Value 96.1 Million
Stocks 3
Filing on May 14, 2025 Q1 2025

Metlife Inc

  • SPY
  • ECH
  • ILF
  • EWJ
  • IEV
  • EPP
Metlife Inc's Q1 2025 Portfolio
Portfolio Value 9.66 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

P Squared Asset Management Ag

  • HES
  • ITCI
  • K
  • DESP
  • SLSSF
  • AXL
P Squared Asset Management Ag's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

Oak Harvest Investment Services

  • VGSH
  • VOO
  • AAPL
  • JPM
  • VYM
  • MS
  • WMT
Oak Harvest Investment Services's Q1 2025 Portfolio
Portfolio Value 696 Million
Stocks 191
Filing on May 14, 2025 Q1 2025

Synovus Financial Corp

  • GPN
  • IWD
  • KO
  • IWF
  • SNV
  • AAPL
  • SPY
Synovus Financial Corp's Q1 2025 Portfolio
Portfolio Value 7.6 Billion
Stocks 1484
Filing on May 14, 2025 Q1 2025

Triad Wealth Partners, LLC

  • JCPB
  • IVW
  • VOO
  • FBND
  • IVE
  • QUAL
  • DYNF
Triad Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 322 Billion
Stocks 212
Filing on May 14, 2025 Q1 2025

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • AFL
  • SCHD
  • AAPL
  • JPST
  • NVDA
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 123
Filing on May 14, 2025 Q1 2025

Delta Investment Management, LLC

  • MSFT
  • SHV
  • VGSH
  • AAPL
  • BSJP
  • MINT
  • BRK-B
Delta Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 238
Filing on May 14, 2025 Q1 2025

Transamerica Financial Advisors, Inc.

  • VV
  • BND
  • QQQ
  • VO
  • VEA
  • SCHX
  • PRN
Transamerica Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 980 Million
Stocks 579
Filing on May 14, 2025 Q1 2025

Helix Partners Management LP

  • SPY
  • IWM
  • GNL
  • SATS
  • CIFR
  • SLM
  • PDM
Helix Partners Management LP's Q1 2025 Portfolio
Portfolio Value 337 Billion
Stocks 12
Filing on May 14, 2025 Q1 2025

Ripple Effect Asset Management LP

  • HYG
  • F
  • SPY
  • GM
  • AMLP
  • ET
  • AM
Ripple Effect Asset Management LP's Q1 2025 Portfolio
Portfolio Value 347 Billion
Stocks 21
Filing on May 14, 2025 Q1 2025

Kilter Howling LLC

  • SCHZ
  • VIG
  • VOO
  • QQQ
  • SHYG
  • USMV
  • VEA
Kilter Howling LLC's Q1 2025 Portfolio
Portfolio Value 155 Billion
Stocks 44
Filing on May 14, 2025 Q1 2025

Continental General Insurance CO

  • DQ
  • AMR
  • GRPN
  • DOLE
  • GEO
  • RAIL
  • BITF
Continental General Insurance CO's Q1 2025 Portfolio
Portfolio Value 289 Billion
Stocks 10