Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Mufg Securities Emea PLC

  • NVDA
  • META
  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOGL
Mufg Securities Emea PLC's Q1 2025 Portfolio
Portfolio Value 4.26 Billion
Stocks 131
Filing on May 12, 2025 Q1 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VTI
First Western Trust Bank's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 262
Filing on May 12, 2025 Q1 2025

Riverpark Capital Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • LLY
  • NFLX
Riverpark Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 54.4 Million
Stocks 37
Filing on May 12, 2025 Q1 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • UPS
  • XLV
  • SPY
Measured Wealth Private Client Group, LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 170
Filing on May 12, 2025 Q1 2025

Belfer Management LLC

  • CPNG
  • AVTR
  • MPLX
  • WES
  • ET
  • LMT
  • META
Belfer Management LLC's Q1 2025 Portfolio
Portfolio Value 5.76 Billion
Stocks 14
Filing on May 12, 2025 Q1 2025

Private Wealth Advisors, LLC

  • GLD
  • GLD
  • FEZ
  • XLV
  • XLB
  • XLI
  • VTV
Private Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 85
Filing on May 12, 2025 Q1 2025

Hosking Partners LLP

  • AIG
  • C
  • GOOG
  • AMZN
  • BRK-B
  • COST
  • CBRE
Hosking Partners LLP's Q1 2025 Portfolio
Portfolio Value 2.28 Billion
Stocks 116
Filing on May 12, 2025 Q1 2025

Wolverine Asset Management LLC

  • MSTR
  • RIVN
  • MARA
  • COIN
  • NIO
  • RKLB
  • SE
Wolverine Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 4.03 Billion
Stocks 1552
Filing on May 12, 2025 Q1 2025

Ardent Capital Management, Inc.

  • BRK-B
  • AAPL
  • JNJ
  • GOOG
  • META
  • SYK
  • PYPL
Ardent Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 44
Filing on May 12, 2025 Q1 2025

Sloy Dahl & Holst, LLC

  • TSLA
  • AAPL
  • NVDA
  • COIN
  • PLTR
  • GBTC
  • AMZN
Sloy Dahl & Holst, LLC's Q1 2025 Portfolio
Portfolio Value 518 Million
Stocks 109
Filing on May 12, 2025 Q1 2025

Locust Wood Capital Advisers, LLC

  • SPY
  • MSFT
  • TSM
  • WM
  • AMZN
  • ELV
  • AXTA
Locust Wood Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 2.7 Billion
Stocks 49
Filing on May 12, 2025 Q1 2025

Morton Community Bank

  • SCHD
  • DGRO
  • XLU
  • JPM
  • AVGO
  • ABBV
  • MSFT
Morton Community Bank's Q1 2025 Portfolio
Portfolio Value 382 Billion
Stocks 189
Filing on May 12, 2025 Q1 2025

Financial Services Advisory Inc

  • OEF
  • JEPI
  • SPY
  • VOO
  • MGC
  • JQUA
  • FJUL
Financial Services Advisory Inc's Q1 2025 Portfolio
Portfolio Value 264 Million
Stocks 68
Filing on May 12, 2025 Q1 2025

Donoghue Forlines LLC

  • SPHY
  • SPTI
  • SRLN
  • JAAA
  • T
  • C
  • NRG
Donoghue Forlines LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 102
Filing on May 12, 2025 Q1 2025

Amtrust Financial Services, Inc.

  • IVV
  • VOO
  • IGSB
  • VV
  • AGG
  • SPIB
  • SPAB
Amtrust Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 15
Filing on May 12, 2025 Q1 2025

Everett Harris & CO

  • BRK-A
  • AAPL
  • COST
  • MSFT
  • NVO
  • BRK-B
  • GOOG
Everett Harris & CO 's Q1 2025 Portfolio
Portfolio Value 7.74 Billion
Stocks 320
Filing on May 12, 2025 Q1 2025

Summit Financial Strategies, Inc.

  • DFIC
  • JCPB
  • FBND
  • SCHB
  • IVV
  • AVEM
  • SCHM
Summit Financial Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 914 Million
Stocks 149
Filing on May 12, 2025 Q1 2025

Edentree Asset Management LTD

  • MSFT
  • GOOGL
  • MDT
  • CME
  • XYL
  • ADI
  • MRK
Edentree Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 61