Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Verger Capital Management LLC

  • AGG
  • SPY
  • ACWI
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 14
Filing on May 14, 2025 Q1 2025

Strategies Wealth Advisors, LLC

  • SPDW
  • VTV
  • VUG
  • DGRO
  • QUAL
  • IEFA
  • VBK
Strategies Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 819 Billion
Stocks 176
Filing on May 14, 2025 Q1 2025

Cunning Capital Partners, LP

  • NVDA
  • APP
  • META
  • MS
  • IBM
  • KLAC
  • GOOG
Cunning Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 54
Filing on May 14, 2025 Q1 2025

Courage Capital Management LLC

  • BKLN
  • CXW
  • PHYS
  • AAAU
  • META
  • IAU
  • GOOG
Courage Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 49 Million
Stocks 12
Filing on May 14, 2025 Q1 2025

Leslie Global Wealth, LLC

  • SPYG
  • SPLG
  • SPYV
  • IUSB
  • SPTI
  • SPDW
  • SPMB
Leslie Global Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 205 Billion
Stocks 75
Filing on May 14, 2025 Q1 2025

Kestra Advisory Services, LLC

  • BRK-A
  • AAPL
  • PH
  • IVV
  • VOO
  • MSFT
  • NVDA
Kestra Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 19.6 Billion
Stocks 2747
Filing on May 14, 2025 Q1 2025

Pb Investment Partners, L.P.

  • COF
  • APO
  • HGV
  • PGR
  • OMF
  • BAC
  • GBTG
Pb Investment Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

Laffer Tengler Investments

  • AVGO
  • MSFT
  • GS
  • WMT
  • AXP
  • ABBV
  • JPM
Laffer Tengler Investments's Q1 2025 Portfolio
Portfolio Value 470 Billion
Stocks 132
Filing on May 14, 2025 Q1 2025

Strategic Financial Planning, Inc.

  • SCHB
  • SCHA
  • SPDW
  • VWO
  • SCHH
  • VSS
  • SCHC
Strategic Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Gitterman Wealth Management, LLC

  • VGIT
  • VOO
  • BIL
  • GRID
  • PHO
  • GLD
  • HEFA
Gitterman Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 325 Million
Stocks 131
Filing on May 14, 2025 Q1 2025

Sprott Inc.

  • AEM
  • FUND
  • WPM
  • PAAS
  • SII
  • OR
  • CDE
Sprott Inc.'s Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 195
Filing on May 14, 2025 Q1 2025

Arnhold LLC

  • GLD
  • IAU
  • T
  • GOOGL
  • SLM
  • VRT
  • KD
Arnhold LLC's Q1 2025 Portfolio
Portfolio Value 940 Million
Stocks 115
Filing on May 14, 2025 Q1 2025

Optimize Financial Inc

  • ATEN
  • AAPL
Optimize Financial Inc's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 3
Filing on May 14, 2025 Q1 2025

Banco De Sabadell, S.A

  • JPM
  • AAPL
  • MSFT
  • COST
  • AVGO
  • MA
  • ETN
Banco De Sabadell, S.A's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 57
Filing on May 14, 2025 Q1 2025

Cibc Capital Markets (Europe) S.A.

  • NFLX
  • BRK-B
  • AMZN
  • TSLA
  • ISRG
  • UBER
  • NOW
Cibc Capital Markets (Europe) S.A.'s Q1 2025 Portfolio
Portfolio Value 65.4 Million
Stocks 10
Filing on May 14, 2025 Q1 2025

Nzs Capital, LLC

  • GOOG
  • CDNS
  • PGR
  • APH
  • ROP
  • TXN
  • NVDA
Nzs Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 59
Filing on May 14, 2025 Q1 2025

1620 Investment Advisors, Inc.

  • SPIB
  • SPTS
  • IEF
  • QEFA
  • TY
  • JPM
  • IGSB
1620 Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 689
Filing on May 14, 2025 Q1 2025

Troy Asset Management LTD

  • V
  • GOOGL
  • MSFT
  • VRSN
  • ADBE
  • A
  • CB
Troy Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 30