Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Lester Murray Antman Dba Simply Rich

  • AAPL
  • USMV
  • EFAV
  • GOOG
  • EEMV
  • MSFT
  • GOOGL
Lester Murray Antman Dba Simply Rich's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 214
Filing on May 09, 2025 Q1 2025

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • BRK-B
  • VBR
  • AMZN
  • SGOV
Exencial Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 501
Filing on May 09, 2025 Q1 2025

Palacios Wealth Management, LLC

  • PFE
  • PG
  • NVDA
  • JEPQ
  • RYLD
  • AVGO
  • META
Palacios Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 64
Filing on May 09, 2025 Q1 2025

Atlantic Private Wealth, LLC

  • SPY
  • VTI
  • IBTF
  • VXUS
  • VXF
  • ESGV
  • EAGG
Atlantic Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 209
Filing on May 09, 2025 Q1 2025

Vanguard Group Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • AVGO
Vanguard Group Inc's Q1 2025 Portfolio
Portfolio Value 5.37 Trillion
Stocks 16744
Filing on May 09, 2025 Q1 2025

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • VIG
  • IJR
  • SPMO
  • JPUS
Planning Alternatives LTD 's Q1 2025 Portfolio
Portfolio Value 648 Million
Stocks 76
Filing on May 09, 2025 Q1 2025

Sound View Advisors Inc.

  • VOO
  • VEA
  • SPSB
  • BILS
  • XHLF
  • STIP
  • IJH
Sound View Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 33
Filing on May 09, 2025 Q1 2025

Centersquare Investment Management LLC

  • WELL
  • PLD
  • EQIX
  • VTR
  • DLR
  • EXR
  • UDR
Centersquare Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 9.39 Billion
Stocks 212
Filing on May 09, 2025 Q1 2025

Campbell Capital Management Inc

  • AAPL
  • GOOG
  • MSFT
  • META
  • KKR
  • VST
  • PFF
Campbell Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 60
Filing on May 09, 2025 Q1 2025

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVDV
Prairie View Partners, LLC's Q1 2025 Portfolio
Portfolio Value 958 Million
Stocks 387
Filing on May 09, 2025 Q1 2025

Legacy Capital Group California, Inc.

  • AAPL
  • JPST
  • NVDA
  • BIL
  • SPTM
  • JAAA
  • SPLG
Legacy Capital Group California, Inc.'s Q1 2025 Portfolio
Portfolio Value 287 Billion
Stocks 306
Filing on May 09, 2025 Q1 2025

Natural Investments, LLC

  • AAPL
  • MSFT
  • NXTE
  • NVDA
  • DSI
  • ABBV
  • HD
Natural Investments, LLC's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 246
Filing on May 09, 2025 Q1 2025

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • XSD
Mgb Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 276 Billion
Stocks 313
Filing on May 09, 2025 Q1 2025

Broadcrest Asset Management, LLC

  • TRNS
  • TECH
  • EVI
  • HEIA
Broadcrest Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 31.5 Million
Stocks 4
Filing on May 09, 2025 Q1 2025

Ritter Daniher Financial Advisory LLC

  • IVV
  • DGRO
  • IEFA
  • IJH
  • AVEM
  • IJR
  • PG
Ritter Daniher Financial Advisory LLC 's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 310
Filing on May 09, 2025 Q1 2025

Twin City Private Wealth, LLC

  • JPM
  • PM
  • WFC
  • CMCSA
  • META
  • MSFT
  • BDX
Twin City Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 94
Filing on May 09, 2025 Q1 2025

Renasant Bank

  • ACIO
  • VEA
  • OSCV
  • MSFT
  • IVW
  • RSP
  • IVE
Renasant Bank's Q1 2025 Portfolio
Portfolio Value 134 Million
Stocks 277
Filing on May 09, 2025 Q1 2025

Bluegrass Capital Partners LP

  • MSFT
  • MLM
  • MA
  • AMZN
  • TDG
  • MCO
  • GE
Bluegrass Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 11