Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Wealth Preservation Advisors, LLC

  • AMZN
  • GOOG
  • NVDA
  • MSFT
  • UBER
  • PEBO
  • AAPL
Wealth Preservation Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 684
Filing on May 14, 2025 Q1 2025

Cadence Bank

  • MUSA
  • MGC
  • MSFT
  • MUR
  • AAPL
  • AVGO
  • WMT
Cadence Bank's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 584
Filing on May 14, 2025 Q1 2025

Forest Avenue Capital Management LP

  • CRS
  • CEG
  • VST
  • CNM
  • RCL
  • XPO
  • BBWI
Forest Avenue Capital Management LP's Q1 2025 Portfolio
Portfolio Value 732 Billion
Stocks 15
Filing on May 14, 2025 Q1 2025

Svb Wealth LLC

  • APP
  • AAPL
  • AMZN
  • AVGO
  • IEFA
  • ABBV
  • JPM
Svb Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 2531
Filing on May 14, 2025 Q1 2025

Hotchkis & Wiley Capital Management LLC

  • FFIV
  • C
  • ERIC
  • WDAY
  • AIG
  • ELV
  • APA
Hotchkis & Wiley Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 28.3 Billion
Stocks 468
Filing on May 14, 2025 Q1 2025

Atlas Venture Life Science Advisors, LLC

  • KYMR
  • DYN
  • DAWN
  • THRD
  • VIGL
  • IKNA
  • AVTE
Atlas Venture Life Science Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 341 Million
Stocks 13
Filing on May 14, 2025 Q1 2025

Jump Financial, LLC

  • QQQ
  • SPY
  • QQQ
  • SPY
  • MSTR
  • XLK
  • HYG
Jump Financial, LLC's Q1 2025 Portfolio
Portfolio Value 6.93 Billion
Stocks 3485
Filing on May 14, 2025 Q1 2025

Systematic Financial Management LP

  • MGY
  • MLI
  • NWE
  • EME
  • WBS
  • OSIS
  • FCNCA
Systematic Financial Management LP's Q1 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 397
Filing on May 14, 2025 Q1 2025

Ge Investment Management Corp.

  • GE
  • SRLN
  • SPIB
  • AGG
Ge Investment Management Corp.'s Q1 2025 Portfolio
Portfolio Value 199 Billion
Stocks 4
Filing on May 14, 2025 Q1 2025

Napa Wealth Management

  • CTA
  • CSHI
  • GSY
  • IAUM
  • IVV
  • SPLG
  • SCHQ
Napa Wealth Management's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 159
Filing on May 14, 2025 Q1 2025

Dodge & Cox

  • SCHW
  • JCI
  • RTX
  • CVS
  • MET
  • CHTR
  • WFC
Dodge & Cox's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 214
Filing on May 14, 2025 Q1 2025

Bank Of Hawaii

  • VEA
  • IVV
  • VUG
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 298
Filing on May 14, 2025 Q1 2025

Avenir Corp

  • MSFT
  • AMT
  • MKL
  • ORLY
  • AMZN
  • CPRT
  • BRK-B
Avenir Corp's Q1 2025 Portfolio
Portfolio Value 911 Million
Stocks 69
Filing on May 14, 2025 Q1 2025

Wealth Architects, LLC

  • IVV
  • TDTF
  • VEA
  • IJR
  • AAPL
  • VIG
  • GII
Wealth Architects, LLC's Q1 2025 Portfolio
Portfolio Value 846 Million
Stocks 229
Filing on May 14, 2025 Q1 2025

Snowden Capital Advisors LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • SPLG
  • META
Snowden Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 1194
Filing on May 14, 2025 Q1 2025

Nan Fung Group Holdings LTD

  • HRMY
  • ILMN
  • VRNA
  • ZLAB
  • MIRM
  • PTGX
  • XENE
Nan Fung Group Holdings LTD's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Choate Investment Advisors

  • IVV
  • MUB
  • AAPL
  • SPYX
  • MSFT
  • VO
  • AMZN
Choate Investment Advisors's Q1 2025 Portfolio
Portfolio Value 3.97 Billion
Stocks 395
Filing on May 14, 2025 Q1 2025

Mml Investors Services, LLC

  • IVV
  • QUAL
  • AAPL
  • MSFT
  • QQQ
  • AMZN
  • VEA
Mml Investors Services, LLC's Q1 2025 Portfolio
Portfolio Value 30 Billion
Stocks 2683