Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Purus Wealth Management, LLC

  • NVDA
  • COST
  • ISRG
  • AAPL
  • WM
  • AMZN
  • V
Purus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 119
Filing on May 14, 2025 Q1 2025

Rodgers Brothers Inc.

  • LLY
  • ABBV
  • WSM
  • PG
  • ABT
  • BMI
  • MSFT
Rodgers Brothers Inc.'s Q1 2025 Portfolio
Portfolio Value 701 Million
Stocks 234
Filing on May 14, 2025 Q1 2025

Bls Capital Fondsmaeglerselskab A

  • YUMC
  • OTIS
  • ADP
  • AZO
  • MA
  • HLT
  • SPGI
Bls Capital Fondsmaeglerselskab A's Q1 2025 Portfolio
Portfolio Value 2.91 Billion
Stocks 10
Filing on May 14, 2025 Q1 2025

Sapphire Ventures, L.L.C.

  • BRZE
  • AVDX
  • KLTR
  • PATH
  • ONTF
Sapphire Ventures, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

Portland Investment Counsel Inc.

  • BRK-B
  • CI
  • TD
  • ELV
  • MGA
  • CVE
  • BNS
Portland Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

B&L Asset Management LLC

  • AVGO
  • MSFT
  • AZO
  • MA
  • TJX
  • TRV
  • COST
B&L Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 167
Filing on May 14, 2025 Q1 2025

Rede Wealth, LLC

  • BRK-A
  • AAPL
  • ITOT
  • JNJ
  • IVV
  • BRK-B
  • AMZN
Rede Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 143
Filing on May 14, 2025 Q1 2025

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • ICSH
  • PTLC
  • SPY
  • VXUS
Ofc Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 88.4 Billion
Stocks 53
Filing on May 14, 2025 Q1 2025

Tortoise Capital Advisors, L.L.C.

  • TRGP
  • MPLX
  • OKE
  • ET
  • LNG
  • WMB
  • EPD
Tortoise Capital Advisors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 8.18 Billion
Stocks 56
Filing on May 14, 2025 Q1 2025

Circle Wealth Management, LLC

  • AAPL
  • IWF
  • IVV
  • SPY
  • IJH
  • PLTR
  • IJR
Circle Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.57 Billion
Stocks 217
Filing on May 14, 2025 Q1 2025

Chicago Wealth Management, Inc.

  • ITA
  • XLI
  • IAI
  • RSP
  • SPHQ
  • KRE
  • SHV
Chicago Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 48
Filing on May 14, 2025 Q1 2025

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IEFA
  • IVV
  • DFIS
  • DFUV
Wescott Financial Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 857 Million
Stocks 189
Filing on May 14, 2025 Q1 2025

Glendon Capital Management LP

  • FYBR
  • CHK
  • ALLY
  • VST
  • NRG
  • GASS
  • ACT
Glendon Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Shenkman Capital Management Inc

  • BKLN
  • USHY
  • TREE
  • SJNK
  • ATUS
  • CCO
Shenkman Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 126
Filing on May 14, 2025 Q1 2025

D.B. Root & Company, LLC

  • JCPB
  • SCHX
  • VIG
  • SCHB
  • AAPL
  • VO
  • DFAI
D.B. Root & Company, LLC's Q1 2025 Portfolio
Portfolio Value 298 Million
Stocks 181
Filing on May 14, 2025 Q1 2025

One William Street Capital Management, L.P.

  • HYG
  • HOUS
  • NFE
One William Street Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 33.5 Billion
Stocks 6
Filing on May 14, 2025 Q1 2025

Atomi Financial Group, Inc.

  • AAPL
  • IVV
  • COIN
  • INTF
  • VEA
  • META
  • LRGF
Atomi Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.19 Trillion
Stocks 1038
Filing on May 14, 2025 Q1 2025

Hobbs Group Advisors, LLC

  • SPIB
  • SPTI
  • SPDW
  • PPI
  • IHDG
  • IEMG
  • DGRW
Hobbs Group Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 263 Billion
Stocks 145