Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Lgt Capital Partners Ltd.

  • MSFT
  • GOOGL
  • NVDA
  • RMD
  • TSM
  • A
  • AAPL
Lgt Capital Partners Ltd.'s Q2 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 98
Filing on Aug 08, 2025 Q2 2025

Keyvantage Wealth, LLC

  • SCHF
  • VCIT
  • JGRO
  • JAVA
  • SCHX
  • SCHR
  • SCHG
Keyvantage Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 95
Filing on Aug 08, 2025 Q2 2025

Sculati Wealth Management, LLC

  • BRK-B
  • AAPL
  • IWY
  • MSFT
  • AMZN
  • VV
  • FDVV
Sculati Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 124
Filing on Aug 08, 2025 Q2 2025

Paragon Capital Management LLC

  • MSFT
  • IWB
  • AAPL
  • COST
  • CASY
  • AMZN
  • MCD
Paragon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 58
Filing on Aug 08, 2025 Q2 2025

Share Andrew L.

  • EQT
  • CRK
  • FDEC
  • GRID
  • FSEP
  • BSEP
  • FOCT
Share Andrew L.'s Q2 2025 Portfolio
Portfolio Value 117 Million
Stocks 13
Filing on Aug 08, 2025 Q2 2025

Mjp Associates Inc

  • VOO
  • MINT
  • VIG
  • JAAA
  • IWD
  • AAPL
  • JMST
Mjp Associates Inc 's Q2 2025 Portfolio
Portfolio Value 634 Million
Stocks 241
Filing on Aug 08, 2025 Q2 2025

Sg Capital Management LLC

  • ZBRA
  • OSK
  • CSGP
  • HAE
  • OSK
  • GLW
  • ZBRA
Sg Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 73
Filing on Aug 08, 2025 Q2 2025

Fiduciary Counselling Inc

  • IWB
  • BRK-A
  • WY
  • PCH
  • VTI
  • XOP
  • ESGE
Fiduciary Counselling Inc's Q2 2025 Portfolio
Portfolio Value 35.4 Million
Stocks 7
Filing on Aug 08, 2025 Q2 2025

Union Savings Bank

  • SPHQ
  • BRK-A
  • SPY
  • IJH
  • MSFT
  • VYM
  • IWM
Union Savings Bank's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 378
Filing on Aug 08, 2025 Q2 2025

Avantax Advisory Services, Inc.

  • IVV
  • VONG
  • AGG
  • SCHD
  • VTV
  • IEFA
  • VUG
Avantax Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 2359
Filing on Aug 08, 2025 Q2 2025

Km Capital Management Ltd.

  • DFUS
  • ITOT
  • IWL
  • DFIV
  • QQQ
  • DYNF
  • OEF
Km Capital Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 203 Billion
Stocks 56
Filing on Aug 08, 2025 Q2 2025

Woodley Farra Manion Portfolio Management Inc

  • SGOV
  • AVGO
  • MSFT
  • DIS
  • AJG
  • MS
  • PGR
Woodley Farra Manion Portfolio Management Inc's Q2 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 114
Filing on Aug 08, 2025 Q2 2025

Glaxis Capital Management, LLC

  • QQQ
  • EEM
  • PFF
  • FXI
  • LDP
  • ARGT
  • NTRS
Glaxis Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 67.9 Million
Stocks 51
Filing on Aug 08, 2025 Q2 2025

Pro Vise Management Group, LLC

  • DGRO
  • MSFT
  • IWY
  • BRK-B
  • JPM
  • SPDW
  • GOOG
Pro Vise Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 259
Filing on Aug 08, 2025 Q2 2025

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • IDHQ
  • XLG
  • ESGV
  • SPGP
  • PM
Cedar Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 230
Filing on Aug 08, 2025 Q2 2025

Cetera Investment Advisers

  • NVDA
  • IVV
  • AAPL
  • MSFT
  • QQQ
  • VOO
  • VTI
Cetera Investment Advisers's Q2 2025 Portfolio
Portfolio Value 55.9 Billion
Stocks 4085
Filing on Aug 08, 2025 Q2 2025

New England Capital Financial Advisors LLC

  • CGGR
  • RSP
  • AVUV
  • RLY
  • CGCP
  • SPYG
  • SPYV
New England Capital Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 422
Filing on Aug 08, 2025 Q2 2025

Flaharty Asset Management, LLC

  • IWF
  • MINT
  • IWD
  • FTSL
  • XLF
  • SDY
  • XCEM
Flaharty Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 485 Million
Stocks 339