Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Condor Capital Management

  • VOO
  • VTV
  • VUG
  • IEFA
  • VONV
  • AAPL
  • VOE
Condor Capital Management's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 190
Filing on May 12, 2025 Q1 2025

Gifford Fong Associates

  • NVDA
  • AMZN
  • AAPL
  • BRK-B
  • META
  • MSFT
  • CRM
Gifford Fong Associates's Q1 2025 Portfolio
Portfolio Value 402 Million
Stocks 126
Filing on May 12, 2025 Q1 2025

Esl Trust Services, LLC

  • IVV
  • SPYG
  • SCHD
  • AVDE
  • VIGI
  • IJH
  • GQRE
Esl Trust Services, LLC's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 322
Filing on May 12, 2025 Q1 2025

Lcnb Corp

  • IEFA
  • PG
  • SCHG
  • SCHV
  • MSFT
  • LCNB
  • AAPL
Lcnb Corp's Q1 2025 Portfolio
Portfolio Value 268 Million
Stocks 190
Filing on May 12, 2025 Q1 2025

Koss Olinger Consulting, LLC

  • SCHX
  • BOND
  • JPSE
  • USHY
  • BLV
  • SPMD
  • SPEM
Koss Olinger Consulting, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 307
Filing on May 12, 2025 Q1 2025

Hantz Financial Services, Inc.

  • TLT
  • IVV
  • AMZN
  • IEFA
  • FLCO
  • MSFT
  • FLIA
Hantz Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 5.69 Billion
Stocks 1966
Filing on May 12, 2025 Q1 2025

Balanced Rock Investment Advisor

  • EUSB
  • USXF
  • EAGG
  • VTEB
  • DFSI
  • DMXF
  • VWOB
Balanced Rock Investment Advisor's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 89
Filing on May 12, 2025 Q1 2025

Qsemble Capital Management, LP

  • CRM
  • DIS
  • HAL
  • MDT
  • PNC
  • MRK
  • IBKR
Qsemble Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 418
Filing on May 12, 2025 Q1 2025

Jarislowsky, Fraser LTD

  • CNI
  • TD
  • BMO
  • CAE
  • TRP
  • MSFT
  • OTEX
Jarislowsky, Fraser LTD's Q1 2025 Portfolio
Portfolio Value 14.4 Billion
Stocks 185
Filing on May 12, 2025 Q1 2025

Nicollet Investment Management, Inc.

  • AMZN
  • MSFT
  • AAPL
  • META
  • V
  • GOOG
  • GWW
Nicollet Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 70
Filing on May 12, 2025 Q1 2025

Dominguez Wealth Management Solutions, Inc.

  • VUG
  • AAPL
  • FIXD
  • SGOV
  • SPLV
  • BALT
  • JNJ
Dominguez Wealth Management Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 61
Filing on May 12, 2025 Q1 2025

Victory Financial Group, LLC

  • IWY
  • SCHD
  • IMCG
  • FVD
  • FDVV
  • XLK
  • VOO
Victory Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 521 Billion
Stocks 185
Filing on May 12, 2025 Q1 2025

Ellerson Group Inc /Adv

  • NVDA
  • PLTR
  • AAPL
  • REGN
  • DXCM
  • XOM
  • KMI
Ellerson Group Inc /Adv's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 50
Filing on May 12, 2025 Q1 2025

Lingohr & Partner Asset Management Gmb H

  • BRK-B
  • MSFT
  • GOOGL
  • T
  • ORCL
  • DELL
  • DOX
Lingohr & Partner Asset Management Gmb H's Q1 2025 Portfolio
Portfolio Value 399 Million
Stocks 99
Filing on May 12, 2025 Q1 2025

Capital Wealth Planning, LLC

  • V
  • GS
  • JPM
  • CME
  • HD
  • CAT
  • MSFT
Capital Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 11.3 Billion
Stocks 172
Filing on May 12, 2025 Q1 2025

Pfc Capital Group, Inc.

  • AAPL
  • MSFT
  • SPY
  • QCOM
  • NVDA
  • AMZN
  • HD
Pfc Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 86
Filing on May 12, 2025 Q1 2025

Contrarius Group Holdings LTD

  • PARA
  • WBD
  • TSLA
  • NVDA
  • FOX
  • CZR
  • GOLD
Contrarius Group Holdings LTD's Q1 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 56
Filing on May 12, 2025 Q1 2025

Trustmark National Bank Trust Department

  • AGG
  • VO
  • VB
  • VTV
  • VUG
  • VGSH
  • JPST
Trustmark National Bank Trust Department's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 371