Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Axiom Financial Strategies, LLC

  • IVV
  • VO
  • VXUS
  • VGT
  • VB
  • VWO
  • PTIN
Axiom Financial Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 48
Filing on May 14, 2025 Q1 2025

Wall Street Access Asset Management, LLC

  • IVV
  • BRK-A
  • MSFT
  • AAPL
  • BRK-B
  • AMZN
  • GOOG
Wall Street Access Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 248 Million
Stocks 127
Filing on May 14, 2025 Q1 2025

River Wealth Advisors LLC

  • IWM
  • AAPL
  • IWR
  • MSFT
  • IVV
  • NVDA
  • V
River Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 697 Million
Stocks 197
Filing on May 14, 2025 Q1 2025

Baron Wealth Management LLC

  • QUAL
  • IJR
  • FLQH
  • SNA
  • AAPL
  • RIVN
  • SPY
Baron Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 228 Billion
Stocks 210
Filing on May 14, 2025 Q1 2025

Fortress Investment Group LLC

  • NN
  • NFE
  • FFWM
  • SCHW
  • ZWS
  • PLBY
  • CHWY
Fortress Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 343 Million
Stocks 38
Filing on May 14, 2025 Q1 2025

Auxier Asset Management

  • MSFT
  • PM
  • UNH
  • KR
  • MA
  • BK
  • ELV
Auxier Asset Management's Q1 2025 Portfolio
Portfolio Value 666 Million
Stocks 172
Filing on May 14, 2025 Q1 2025

Bristol John W & CO Inc

  • META
  • AMZN
  • MSFT
  • AAPL
  • JPM
  • NFLX
  • MA
Bristol John W & CO Inc 's Q1 2025 Portfolio
Portfolio Value 5.55 Billion
Stocks 96
Filing on May 14, 2025 Q1 2025

Banque De Luxembourg S.A.

  • SPY
  • MSFT
  • GOOGL
  • ACN
  • V
  • MDT
  • AMZN
Banque De Luxembourg S.A.'s Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 87
Filing on May 14, 2025 Q1 2025

Huntington National Bank

  • AAPL
  • NVDA
  • JPM
  • MSFT
  • VEA
  • AMZN
  • IVV
Huntington National Bank's Q1 2025 Portfolio
Portfolio Value 13.4 Billion
Stocks 5390
Filing on May 14, 2025 Q1 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • HON
  • JNJ
Estabrook Capital Management's Q1 2025 Portfolio
Portfolio Value 619 Billion
Stocks 330
Filing on May 14, 2025 Q1 2025

Compass Rose Asset Management, LP

  • VALE
  • PARA
  • GOLD
  • IWM
  • WBD
  • QQQ
  • BLCO
Compass Rose Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 320 Billion
Stocks 20
Filing on May 14, 2025 Q1 2025

Wolf Hill Capital Management, LP

  • GEO
  • SPY
  • KBR
  • QQQ
  • GLNG
  • DKNG
  • TPX
Wolf Hill Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 35
Filing on May 14, 2025 Q1 2025

Artal Group S.A.

  • LXRX
Artal Group S.A.'s Q1 2025 Portfolio
Portfolio Value 62.6 Million
Stocks 2
Filing on May 14, 2025 Q1 2025

Wormser Freres Gestion

  • V
  • MSFT
  • AMZN
  • SYK
  • ACN
  • ALC
  • EMR
Wormser Freres Gestion's Q1 2025 Portfolio
Portfolio Value 163 Billion
Stocks 49
Filing on May 14, 2025 Q1 2025

Permit Capital, LLC

  • SBAC
  • PBI
  • IDCC
  • EXPE
  • META
  • MTG
  • RRC
Permit Capital, LLC's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 20
Filing on May 14, 2025 Q1 2025

Kaufman Rossin Wealth, LLC

  • ITOT
  • AVDV
  • DFEM
  • DFAC
  • DUHP
  • IDEV
  • DIHP
Kaufman Rossin Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 150
Filing on May 14, 2025 Q1 2025

Aufman Associates Inc

  • VB
  • VOO
  • VEA
  • STX
  • VOT
  • IVV
  • BRK-B
Aufman Associates Inc's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 57
Filing on May 14, 2025 Q1 2025

Flow Traders U.S. LLC

  • EFV
  • EFG
  • EWU
  • EWQ
  • FEZ
  • EEM
  • FLTW
Flow Traders U.S. LLC's Q1 2025 Portfolio
Portfolio Value 2.37 Billion
Stocks 903