Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Kidder Stephen W

  • AAPL
  • GOOGL
  • MSFT
  • NVDA
  • ADP
  • MA
  • AMZN
Kidder Stephen W's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 331
Filing on Nov 07, 2025 Q3 2025

Lion Street Advisors, LLC

  • GIS
  • DRI
  • COST
  • AAPL
  • VV
  • QQQ
  • VTI
Lion Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 224
Filing on Nov 07, 2025 Q3 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • ARKK
  • SCHX
  • SCHA
  • JPST
  • SCHF
  • EEM
Ascension Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 39
Filing on Nov 07, 2025 Q3 2025

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • GOOGL
  • CVS
  • WBD
Alexander Randolph Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 121 Billion
Stocks 53
Filing on Nov 07, 2025 Q3 2025

Notis Mc Conarty Edward

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • ADP
  • ABT
Notis Mc Conarty Edward's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 228
Filing on Nov 07, 2025 Q3 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • NVDA
  • MTUM
  • VTIP
  • QUAL
  • VCSH
  • IQLT
  • AAPL
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management's Q3 2025 Portfolio
Portfolio Value 4.91 Billion
Stocks 1170
Filing on Nov 07, 2025 Q3 2025

Bck Capital Management LP

  • ACI
  • TLT
  • SPR
  • K
  • GTLS
  • CTLP
  • TGNA
Bck Capital Management LP's Q3 2025 Portfolio
Portfolio Value 80.4 Million
Stocks 93
Filing on Nov 07, 2025 Q3 2025

Dempze Nancy E

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • MA
  • AMZN
  • ADI
Dempze Nancy E's Q3 2025 Portfolio
Portfolio Value 167 Million
Stocks 302
Filing on Nov 07, 2025 Q3 2025

Aire Advisors, LLC

  • AAPL
  • VUG
  • VOT
  • VOE
  • SLYG
  • DFIC
  • AVLV
Aire Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 513 Million
Stocks 168
Filing on Nov 07, 2025 Q3 2025

Delaney Dennis R

  • NVDA
  • GOOGL
  • MSFT
  • AAPL
  • MA
  • ADP
  • AMZN
Delaney Dennis R's Q3 2025 Portfolio
Portfolio Value 199 Million
Stocks 234
Filing on Nov 07, 2025 Q3 2025

Elefante Mark B

  • GOOGL
  • NVDA
  • AAPL
  • MSFT
  • MA
  • AMZN
  • ADI
Elefante Mark B's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 222
Filing on Nov 07, 2025 Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • VCIT
  • DGRW
  • MOAT
  • RSP
  • VGT
  • VIG
  • VUG
Marshall & Sterling Wealth Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 7268
Filing on Nov 08, 2025 Q3 2025

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • GOOG
  • AEIS
  • DHR
  • GOOGL
Compass Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 448 Billion
Stocks 148
Filing on Nov 07, 2025 Q3 2025

Bnp Paribas Asset Management Holding S.A.

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
  • TSLA
Bnp Paribas Asset Management Holding S.A.'s Q3 2025 Portfolio
Portfolio Value 38.6 Billion
Stocks 2206
Filing on Nov 07, 2025 Q3 2025

Boundary Creek Advisors LP

  • GBTG
Boundary Creek Advisors LP's Q3 2025 Portfolio
Portfolio Value 22.9 Billion
Stocks 1
Filing on Nov 07, 2025 Q3 2025

Fiera Capital Corp

  • TSM
  • MSFT
  • GOOGL
  • AZO
  • MCO
  • ORCL
  • MA
Fiera Capital Corp's Q3 2025 Portfolio
Portfolio Value 29.1 Billion
Stocks 685
Filing on Nov 07, 2025 Q3 2025

Wealth Alliance

  • AAPL
  • IVV
  • DYNF
  • IVE
  • IVW
  • MSFT
  • IUSB
Wealth Alliance's Q3 2025 Portfolio
Portfolio Value 902 Million
Stocks 554
Filing on Nov 07, 2025 Q3 2025

Midland Wealth Advisors LLC

  • IVV
  • MBB
  • IEFA
  • JAAA
  • EDV
  • JQUA
  • IVW
Midland Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.87 Trillion
Stocks 168