Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jun 26, 2025 Q1 2025

Ag2 R La Mondiale Gestion D'Actifs

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • JPM
Ag2 R La Mondiale Gestion D'Actifs's Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 381
Filing on Jun 24, 2025 Q1 2025

True Blue (Bvi) LTD

  • MSFT
  • GOOG
  • GOOGL
  • NVDA
True Blue (Bvi) LTD's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 4
Filing on Jun 23, 2025 Q1 2025

Old North State Trust, LLC

  • AAPL
  • IUSB
  • SPY
  • NVDA
  • MSFT
  • LLY
  • VEA
Old North State Trust, LLC's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 135
Filing on Jun 23, 2025 Q1 2025

Nicholas Hoffman & Company, Llc.

  • VOO
  • VEA
  • VWO
  • VO
  • BRK-B
  • VIG
  • VB
Nicholas Hoffman & Company, Llc.'s Q1 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 285
Filing on Jun 20, 2025 Q1 2025

Real Talk Capital, LLC

  • VOO
  • BND
  • NOBL
  • VONG
  • AAPL
  • PANW
  • IXUS
Real Talk Capital, LLC's Q1 2025 Portfolio
Portfolio Value 74.2 Billion
Stocks 77
Filing on Jun 18, 2025 Q1 2025

Teleios Capital Partners Gmb H

  • NX
Teleios Capital Partners Gmb H's Q1 2025 Portfolio
Portfolio Value 85.9 Billion
Stocks 1
Filing on Jun 18, 2025 Q1 2025

Voya Investment Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • AVGO
  • LLY
Voya Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 71.9 Billion
Stocks 4040
Filing on Jun 17, 2025 Q1 2025

Claris Financial LLC

  • FVD
  • VUG
  • AAPL
  • MTUM
  • FTCS
  • MSFT
  • NVDA
Claris Financial LLC's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 407
Filing on Jun 17, 2025 Q1 2025

Howe & Rusling Inc

  • JPM
  • VTI
  • VCIT
  • GVI
  • IVV
  • AAPL
  • IUSG
Howe & Rusling Inc's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 486
Filing on Jun 17, 2025 Q1 2025

Ridgepath Capital Management LLC

  • SGOV
  • SSO
  • IEF
  • JPST
  • IEI
  • BRK-B
  • PM
Ridgepath Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 49
Filing on Jun 17, 2025 Q1 2025

Guinness Asset Management LTD

  • CSCO
  • AFL
Guinness Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 455 Billion
Stocks 2
Filing on Jun 16, 2025 Q1 2025

Maple Capital Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • COST
  • META
Maple Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 120
Filing on Jun 16, 2025 Q1 2025

Peterson Wealth Management

  • SPY
  • QQQ
  • SDY
  • NVDA
  • COST
  • VIG
  • XLY
Peterson Wealth Management's Q1 2025 Portfolio
Portfolio Value 147 Million
Stocks 50
Filing on Jun 12, 2025 Q1 2025

Sheets Smith Investment Management

  • GBIL
  • VCSH
  • RSP
  • VCIT
  • NVDA
  • AMZN
  • PLMR
Sheets Smith Investment Management's Q1 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 42
Filing on Jun 11, 2025 Q1 2025

Fortitude Financial, LLC

  • SPLG
  • EWMC
  • SPDW
  • RSP
  • SPYG
  • FSMD
  • IMCB
Fortitude Financial, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 31
Filing on Jun 11, 2025 Q1 2025

Kondo Wealth Advisors, Inc.

  • ITOT
  • AVUV
  • VGIT
  • AVDV
  • IDEV
  • DFSD
  • DFEM
Kondo Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 61
Filing on Jun 11, 2025 Q1 2025

Stanley Capital Management, LLC

  • ELV
  • META
  • MCK
  • VRT
  • CTVA
  • CNC
  • ORCL
Stanley Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 451 Million
Stocks 37
Filing on Jun 10, 2025 Q1 2025

Birchbrook, Inc.

  • VGIT
  • IGIB
  • USMV
  • VEA
  • TLT
  • IEMG
  • SCHX
Birchbrook, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 301