Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Wahed Invest LLC

  • AAPL
  • MSFT
  • META
  • GOOGL
  • GOOG
  • TSLA
  • XOM
Wahed Invest LLC's Q1 2025 Portfolio
Portfolio Value 557 Million
Stocks 223
Filing on May 13, 2025 Q1 2025

Riverview Capital Advisers, LLC

  • BRK-B
  • AAPL
  • AMZN
  • RSP
  • VO
  • VB
  • BXP
Riverview Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 88
Filing on May 13, 2025 Q1 2025

Bokf, Na

  • IWB
  • VOO
  • XOM
  • AAPL
  • MSFT
  • VWO
  • IJH
Bokf, Na's Q1 2025 Portfolio
Portfolio Value 5.59 Billion
Stocks 1762
Filing on May 13, 2025 Q1 2025

Western Asset Management Company, LLC

  • SJNK
  • CHRD
  • EMLC
  • BKLN
Western Asset Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 5.95 Million
Stocks 10
Filing on May 13, 2025 Q1 2025

Martin Currie LTD

  • TSM
  • HDB
  • BABA
  • RACE
  • IBN
  • NVDA
  • MSFT
Martin Currie LTD's Q1 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 105
Filing on May 13, 2025 Q1 2025

Seven Grand Managers, LLC

  • KDP
  • NDAQ
  • SO
  • ETR
  • CYBR
  • AEP
  • LPLA
Seven Grand Managers, LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 41
Filing on May 13, 2025 Q1 2025

Ever Source Wealth Advisors, LLC

  • VUG
  • VEA
  • VTV
  • AAPL
  • IAU
  • BIL
  • BSV
Ever Source Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 10570
Filing on May 13, 2025 Q1 2025

Transatlantique Private Wealth LLC

  • MSFT
  • AAPL
  • PRCT
  • ASML
  • VGT
  • IUSG
  • JPM
Transatlantique Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 208
Filing on May 13, 2025 Q1 2025

Beacon Pointe Advisors, LLC

  • AAPL
  • VOO
  • LII
  • MSFT
  • NVDA
  • BRK-B
  • IVV
Beacon Pointe Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 8.76 Billion
Stocks 1215
Filing on May 13, 2025 Q1 2025

Summer Road LLC

  • OCUL
  • GDXJ
  • GRBK
  • GDX
  • GOOGL
  • IMKTA
  • CTRE
Summer Road LLC's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 25
Filing on May 13, 2025 Q1 2025

Leigh Baldwin & Co., LLC

  • NVDA
  • AAPL
  • IWF
  • DGRO
  • VEEV
  • AMZN
  • CGCP
Leigh Baldwin & Co., LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 170
Filing on May 13, 2025 Q1 2025

Howard Wealth Management, LLC

  • VUG
  • VYM
  • AAPL
  • VB
  • VIG
  • BSCP
  • BSCR
Howard Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 115
Filing on May 13, 2025 Q1 2025

Tejara Capital LTD

  • QQQ
  • ARQT
  • HRTX
  • ROIV
  • NOV
  • OXY
  • MREO
Tejara Capital LTD's Q1 2025 Portfolio
Portfolio Value 259 Billion
Stocks 75
Filing on May 13, 2025 Q1 2025

Kimelman & Baird, LLC

  • CPRT
  • AAPL
  • JPM
  • COST
  • AMZN
  • WM
  • MSFT
Kimelman & Baird, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 349
Filing on May 13, 2025 Q1 2025

Watchman Group, Inc.

  • DFAC
  • DFAT
  • VSLU
  • IEI
  • DFIC
  • FBND
  • SHY
Watchman Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 80
Filing on May 13, 2025 Q1 2025

Sector Gamma As

  • BMY
  • PFE
  • BDX
  • MDT
  • AMGN
  • JNJ
  • GILD
Sector Gamma As's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 33
Filing on May 13, 2025 Q1 2025

Loup Funds, LLC

  • NVDA
  • TSM
  • MU
  • MELI
  • META
  • NU
  • ACVA
Loup Funds, LLC's Q1 2025 Portfolio
Portfolio Value 236 Billion
Stocks 21
Filing on May 13, 2025 Q1 2025

Brandywine Global Investment Management, LLC

  • JNJ
  • JPM
  • UNH
  • T
  • CMCSA
  • BAC
  • CVS
Brandywine Global Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 13.4 Billion
Stocks 558