Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Cibc World Markets Corp

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • IYR
  • META
Cibc World Markets Corp's Q1 2025 Portfolio
Portfolio Value 12.4 Billion
Stocks 1847
Filing on May 13, 2025 Q1 2025

Wisconsin Capital Management LLC

  • NVDA
  • V
  • AAPL
  • MA
  • MSFT
  • GOOGL
  • MELI
Wisconsin Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 48
Filing on May 13, 2025 Q1 2025

Franklin Resources Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • UNH
Franklin Resources Inc's Q1 2025 Portfolio
Portfolio Value 330 Billion
Stocks 13788
Filing on May 13, 2025 Q1 2025

Verus Capital Partners, LLC

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • IVV
  • AMD
  • SPYG
Verus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 465
Filing on May 13, 2025 Q1 2025

Epg Wealth Management LLC

  • IVV
  • AAPL
  • VYM
  • NVDA
  • VGSH
  • IVW
  • MSFT
Epg Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 359 Billion
Stocks 539
Filing on May 13, 2025 Q1 2025

Landing Point Financial Group, LLC

  • IVV
  • FDVV
  • IJH
  • AAPL
  • VOO
  • USIG
  • NVDA
Landing Point Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 69
Filing on May 13, 2025 Q1 2025

Avant Financial Advisors LLC

  • VTI
  • VEA
  • DFSV
  • AVEM
  • MUB
  • DFUS
  • DISV
Avant Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 64
Filing on May 13, 2025 Q1 2025

Axq Capital, LP

  • NEE
  • UGI
  • BRK-B
  • AES
  • CRM
  • CSX
  • LMT
Axq Capital, LP's Q1 2025 Portfolio
Portfolio Value 249 Billion
Stocks 477
Filing on May 13, 2025 Q1 2025

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SHYG
  • GOOGL
Paradigm Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 785 Million
Stocks 336
Filing on May 13, 2025 Q1 2025

Altra Vue Capital, LLC

  • SNEX
  • VSEC
  • PLUS
  • TBK
  • PLTR
  • WINA
  • BKR
Altra Vue Capital, LLC's Q1 2025 Portfolio
Portfolio Value 869 Million
Stocks 48
Filing on May 13, 2025 Q1 2025

Arbiter Partners Capital Management LLC

  • TSLA
  • SNDA
  • CRBG
  • STXS
  • SPNT
  • OPY
  • ABR
Arbiter Partners Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 94.6 Million
Stocks 34
Filing on May 13, 2025 Q1 2025

Prime Capital Investment Advisors, LLC

  • SCHX
  • VTI
  • ITOT
  • AAPL
  • AGG
  • SCHF
  • VTV
Prime Capital Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 8.26 Billion
Stocks 1080
Filing on May 13, 2025 Q1 2025

Waratah Capital Advisors Ltd.

  • GLD
  • TLT
  • HYG
  • SLV
  • SPY
  • GDX
  • QQQ
Waratah Capital Advisors Ltd.'s Q1 2025 Portfolio
Portfolio Value 3.6 Billion
Stocks 171
Filing on May 13, 2025 Q1 2025

Covenant Partners, LLC

  • IWF
  • IWD
  • EFV
  • IWS
  • EFG
  • IWN
  • IWO
Covenant Partners, LLC's Q1 2025 Portfolio
Portfolio Value 303 Million
Stocks 144
Filing on May 13, 2025 Q1 2025

Jackson Hill Advisors, LLC

  • AMZN
  • KKR
  • MA
  • SPGI
  • GOOG
  • AZO
  • PHM
Jackson Hill Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 155 Million
Stocks 12
Filing on May 13, 2025 Q1 2025

Lowe Brockenbrough & CO Inc

  • IVV
  • AAPL
  • MSFT
  • IXUS
  • VEA
  • IJH
  • JPM
Lowe Brockenbrough & CO Inc's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 264
Filing on May 13, 2025 Q1 2025

Maripau Wealth Management LLC

  • PSFF
  • SPLG
  • VEA
  • ACIO
  • BKAG
  • DRSK
  • IVV
Maripau Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 134
Filing on May 13, 2025 Q1 2025

Cambridge Financial Group, Inc.

  • ABC
  • CAH
  • KR
  • OKE
  • MA
  • TJX
  • MCD
Cambridge Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 33