Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SSP
  • SPY
Miramar Fiduciary Corp's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 5
Filing on May 14, 2025 Q1 2025

Fpr Partners LLC

  • ALIT
  • KMI
  • GO
  • LBRDA
  • LBRDK
  • COMM
  • ACGL
Fpr Partners LLC's Q1 2025 Portfolio
Portfolio Value 479 Million
Stocks 10
Filing on May 14, 2025 Q1 2025

Newport Trust CO

  • T
  • BA
  • GD
  • PSN
  • HON
  • GE
  • DDS
Newport Trust CO's Q1 2025 Portfolio
Portfolio Value 37.8 Billion
Stocks 64
Filing on May 14, 2025 Q1 2025

Advantage Alpha Capital Partners LP

  • ZETA
  • OPCH
  • AVDX
  • KEX
  • ESE
  • FCFS
  • GO
Advantage Alpha Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 361 Million
Stocks 146
Filing on May 14, 2025 Q1 2025

Monetary Management Group Inc

  • AAPL
  • MSFT
  • NVDA
  • LLY
  • AMZN
  • HD
  • AVGO
Monetary Management Group Inc's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 324
Filing on May 14, 2025 Q1 2025

1832 Asset Management L.P.

  • RY
  • MSFT
  • ENB
  • TD
  • AMZN
  • V
  • CNI
1832 Asset Management L.P.'s Q1 2025 Portfolio
Portfolio Value 48.7 Billion
Stocks 652
Filing on May 14, 2025 Q1 2025

Kelly Lawrence W & Associates Inc

  • AAPL
  • GOOGL
  • COST
  • BR
  • AMD
  • ROP
  • V
Kelly Lawrence W & Associates Inc's Q1 2025 Portfolio
Portfolio Value 395 Million
Stocks 229
Filing on May 14, 2025 Q1 2025

Hudson Portfolio Management LLC

  • GOOG
  • MCK
  • FLOT
  • TSM
  • ALL
  • STIP
  • INFY
Hudson Portfolio Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 113
Filing on May 14, 2025 Q1 2025

Tcg Crossover Management, LLC

  • COGT
  • CNTA
  • OCUL
  • SVRA
  • CMPS
  • DYN
  • TYRA
Tcg Crossover Management, LLC's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 38
Filing on May 14, 2025 Q1 2025

Solano Wealth Investment Advisors LLC

  • BUFR
  • QQQM
  • SDVY
  • SPTM
  • ITOT
  • RDVY
  • DGRW
Solano Wealth Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 33
Filing on May 14, 2025 Q1 2025

Meketa Investment Group Inc /Adv

  • APO
  • CG
  • BX
  • ARES
  • KKR
  • HLNE
  • SPY
Meketa Investment Group Inc /Adv's Q1 2025 Portfolio
Portfolio Value 74.2 Billion
Stocks 33
Filing on May 14, 2025 Q1 2025

Cravens & CO Advisors, LLC

  • SMBK
  • DFAC
  • DFEM
  • DBND
  • VMBS
  • VGIT
  • VGSH
Cravens & CO Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 129 Billion
Stocks 57
Filing on May 14, 2025 Q1 2025

Retirement Capital Strategies

  • VOO
  • ACWI
  • SPTM
  • EFIV
  • AGG
  • BIV
  • SGOV
Retirement Capital Strategies's Q1 2025 Portfolio
Portfolio Value 250 Million
Stocks 77
Filing on May 14, 2025 Q1 2025

Ci Private Wealth, LLC

  • IVV
  • AAPL
  • MSFT
  • AMZN
  • VOO
  • COST
  • NVDA
Ci Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 59.6 Billion
Stocks 3938
Filing on May 14, 2025 Q1 2025

Gould Capital, LLC

  • IEI
  • BND
  • VEA
  • BNDX
  • VWO
  • GLD
  • AAPL
Gould Capital, LLC's Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 215
Filing on May 14, 2025 Q1 2025

Barnes Wealth Management Group, Inc

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • AAPL
  • MINT
Barnes Wealth Management Group, Inc's Q1 2025 Portfolio
Portfolio Value 156 Billion
Stocks 160
Filing on May 14, 2025 Q1 2025

Blue Grotto Capital, LLC

  • QQQ
  • CRS
  • SE
  • AMZN
  • FIX
  • MKSI
  • BECN
Blue Grotto Capital, LLC's Q1 2025 Portfolio
Portfolio Value 552 Million
Stocks 27
Filing on May 14, 2025 Q1 2025

Bullseye Asset Management LLC

  • HLNE
  • GWRE
  • NCLH
  • OLLI
  • ZETA
  • INSP
  • FOUR
Bullseye Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 60