Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • ABBV
  • ABT
  • GOOGL
Philadelphia Trust CO's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 242
Filing on May 13, 2025 Q1 2025

Pinnacle Holdings, LLC

  • DIA
  • OKE
  • AM
  • WMB
  • KNTK
  • TRGP
  • GS
Pinnacle Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 237
Filing on May 13, 2025 Q1 2025

Cowa, LLC

  • DFIV
  • AVUV
  • IBHF
  • AAPL
  • IBDR
  • IDV
  • SPYD
Cowa, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 125
Filing on May 13, 2025 Q1 2025

Cresset Asset Management, LLC

  • SPY
  • IVV
  • ERIE
  • RSP
  • AAPL
  • IJR
  • META
Cresset Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 1711
Filing on May 13, 2025 Q1 2025

Oder Investment Management, LLC

  • AAPL
  • SPY
  • AMZN
  • PLTR
  • BSJQ
  • BSJP
  • HOOD
Oder Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 94
Filing on May 13, 2025 Q1 2025

Timelo Investment Management Inc.

  • SPY
  • TLT
  • PROF
  • SHY
  • UBER
  • INTC
  • ROKU
Timelo Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 34 Million
Stocks 7
Filing on May 13, 2025 Q1 2025

Elm Partners Management LLC

  • SCHP
  • VWO
  • VGK
  • VTI
  • SGOV
  • IEMG
  • ITOT
Elm Partners Management LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 66
Filing on May 13, 2025 Q1 2025

Roanoke Asset Management Corp

  • MA
  • MSFT
  • NVDA
  • HD
  • AMAT
  • LLY
  • META
Roanoke Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 93
Filing on May 13, 2025 Q1 2025

Weik Capital Management

  • PGR
  • BRK-B
  • MSFT
  • TJX
  • GOOG
  • BRK-A
  • WMT
Weik Capital Management's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 91
Filing on May 13, 2025 Q1 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 6
Filing on May 13, 2025 Q1 2025

Dynamic Financial Group

  • SGOV
  • IWF
  • DE
  • VZ
  • IWD
  • IEFA
  • PFE
Dynamic Financial Group's Q1 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 57
Filing on May 13, 2025 Q1 2025

Twin Focus Capital Partners, LLC

  • IEFA
  • VTI
  • IAU
  • GLD
  • DELL
  • ITOT
  • SPYG
Twin Focus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 630 Million
Stocks 154
Filing on May 13, 2025 Q1 2025

Alliance Wealth Advisors, LLC /Ut

  • JPST
  • AMZN
  • TIP
  • MSFT
  • IVV
  • V
  • ORCL
Alliance Wealth Advisors, LLC /Ut's Q1 2025 Portfolio
Portfolio Value 383 Billion
Stocks 255
Filing on May 13, 2025 Q1 2025

Schneider Downs Wealth Management Advisors, LP

  • VO
  • SPDW
  • MMIT
  • SCHG
  • SCHX
  • MUB
  • VNLA
Schneider Downs Wealth Management Advisors, LP's Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 141
Filing on May 13, 2025 Q1 2025

Fire Capital Management LLC

  • NVDA
  • IWB
  • SPY
  • JPM
  • MSFT
  • IWM
  • RSP
Fire Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 90
Filing on May 13, 2025 Q1 2025

Cornerstone Capital, Inc.

  • V
  • MSFT
  • AJG
  • ABBV
  • GOOGL
  • AMZN
  • ABT
Cornerstone Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 920 Million
Stocks 98
Filing on May 13, 2025 Q1 2025

Garrison Point Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • IVV
  • NVDA
  • PG
  • ORCL
Garrison Point Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 162
Filing on May 13, 2025 Q1 2025

Umpqua Bank

  • MSFT
  • IEI
  • AAPL
  • IVV
  • EMXC
  • IEMG
  • NVDA
Umpqua Bank's Q1 2025 Portfolio
Portfolio Value 289 Billion
Stocks 278