Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Elevatus Welath Management

  • AGG
  • JPST
  • JAAA
  • TDG
  • MSFT
  • GLD
  • NVDA
Elevatus Welath Management's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 104
Filing on May 13, 2025 Q1 2025

Lfl Advisers, LLC

  • BK
  • AON
  • LAMR
  • PGR
  • ALV
  • GOOG
  • BRK-B
Lfl Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Menora Mivtachim Holdings Ltd.

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • META
  • XLE
Menora Mivtachim Holdings Ltd.'s Q1 2025 Portfolio
Portfolio Value 15.4 Billion
Stocks 126
Filing on May 13, 2025 Q1 2025

Somerset Group LLC

  • MMM
  • CHRW
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • SCHX
Somerset Group LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on May 13, 2025 Q1 2025

Ar Asset Management Inc

  • AAPL
  • CVX
  • PM
  • JPM
  • BRK-A
  • MRK
  • PG
Ar Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 440 Million
Stocks 113
Filing on May 13, 2025 Q1 2025

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • ABBV
  • ABT
  • GOOGL
Philadelphia Trust CO's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 242
Filing on May 13, 2025 Q1 2025

Pinnacle Holdings, LLC

  • DIA
  • OKE
  • AM
  • WMB
  • KNTK
  • TRGP
  • GS
Pinnacle Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 237
Filing on May 13, 2025 Q1 2025

Cowa, LLC

  • DFIV
  • AVUV
  • IBHF
  • AAPL
  • IBDR
  • IDV
  • SPYD
Cowa, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 125
Filing on May 13, 2025 Q1 2025

Cresset Asset Management, LLC

  • SPY
  • IVV
  • ERIE
  • RSP
  • AAPL
  • IJR
  • META
Cresset Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 1711
Filing on May 13, 2025 Q1 2025

Oder Investment Management, LLC

  • AAPL
  • SPY
  • AMZN
  • PLTR
  • BSJQ
  • BSJP
  • HOOD
Oder Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 94
Filing on May 13, 2025 Q1 2025

Timelo Investment Management Inc.

  • SPY
  • TLT
  • PROF
  • SHY
  • UBER
  • INTC
  • ROKU
Timelo Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 34 Million
Stocks 7
Filing on May 13, 2025 Q1 2025

Elm Partners Management LLC

  • SCHP
  • VWO
  • VGK
  • VTI
  • SGOV
  • IEMG
  • ITOT
Elm Partners Management LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 66
Filing on May 13, 2025 Q1 2025

Roanoke Asset Management Corp

  • MA
  • MSFT
  • NVDA
  • HD
  • AMAT
  • LLY
  • META
Roanoke Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 93
Filing on May 13, 2025 Q1 2025

Weik Capital Management

  • PGR
  • BRK-B
  • MSFT
  • TJX
  • GOOG
  • BRK-A
  • WMT
Weik Capital Management's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 91
Filing on May 13, 2025 Q1 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 6
Filing on May 13, 2025 Q1 2025

Dynamic Financial Group

  • SGOV
  • IWF
  • DE
  • VZ
  • IWD
  • IEFA
  • PFE
Dynamic Financial Group's Q1 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 57
Filing on May 13, 2025 Q1 2025

Twin Focus Capital Partners, LLC

  • IEFA
  • VTI
  • IAU
  • GLD
  • DELL
  • ITOT
  • SPYG
Twin Focus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 630 Million
Stocks 154
Filing on May 13, 2025 Q1 2025

Alliance Wealth Advisors, LLC /Ut

  • JPST
  • AMZN
  • TIP
  • MSFT
  • IVV
  • V
  • ORCL
Alliance Wealth Advisors, LLC /Ut's Q1 2025 Portfolio
Portfolio Value 383 Billion
Stocks 255