Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Quantum Private Wealth, LLC

  • AAPL
  • META
  • AMZN
  • MSFT
  • NVDA
  • GOOG
  • NFLX
Quantum Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 164
Filing on May 13, 2025 Q1 2025

Allegheny Financial Group LTD

  • ERIE
  • NVR
  • PVAL
  • DGRO
  • AAPL
  • ANSS
  • SCHG
Allegheny Financial Group LTD's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 231
Filing on May 13, 2025 Q1 2025

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • MA
  • GOOG
  • PM
  • BRK-B
  • NSRGY
  • NFLX
Tom Russo's Q1 2025 Portfolio
Portfolio Value 6.95 Billion
Stocks 86
Filing on May 13, 2025 Q1 2025

Glenorchy Capital LTD

  • KWEB
  • URNM
  • GREK
  • GDX
  • PAM
  • CHK
  • BBAR
Glenorchy Capital LTD's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 58
Filing on May 13, 2025 Q1 2025

Sittner & Nelson, LLC

  • AAPL
  • BRK-B
  • MSFT
  • BRK-A
  • MINT
  • CGDV
  • NVDA
Sittner & Nelson, LLC's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 499
Filing on May 13, 2025 Q1 2025

Steward Partners Investment Advisory, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • IVV
  • VOO
  • JPM
Steward Partners Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 4018
Filing on May 13, 2025 Q1 2025

Cladis Investment Advisory, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • LLY
  • GE
  • IBM
Cladis Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 137
Filing on May 13, 2025 Q1 2025

Evoke Wealth, LLC

  • GLDM
  • IVV
  • RPAR
  • VTI
  • SCHP
  • GUNR
  • TIP
Evoke Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 3.83 Trillion
Stocks 450
Filing on May 13, 2025 Q1 2025

Charter Oak Advisors LP

  • ANSS
  • KBR
  • GDDY
  • GLW
  • CLH
  • GLNG
  • ICE
Charter Oak Advisors LP's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 14
Filing on May 13, 2025 Q1 2025

Standard Family Office LLC

  • VOO
  • VWO
  • AAPL
  • IWP
  • XLK
  • MSFT
  • NVDA
Standard Family Office LLC's Q1 2025 Portfolio
Portfolio Value 76.2 Million
Stocks 29
Filing on May 13, 2025 Q1 2025

German American Bancorp, Inc.

  • GVI
  • ACWX
  • IWR
  • IWM
  • AAPL
  • MSFT
  • IVV
German American Bancorp, Inc.'s Q1 2025 Portfolio
Portfolio Value 918 Million
Stocks 172
Filing on May 13, 2025 Q1 2025

Intrepid Financial Planning Group LLC

  • IVV
  • SPY
  • IWF
  • PGX
  • AAPL
  • JEPI
  • RSP
Intrepid Financial Planning Group LLC's Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 118
Filing on May 13, 2025 Q1 2025

Fuller & Thaler Asset Management, Inc.

  • KEY
  • CFG
  • ONB
  • GPK
  • PEAK
  • BERY
  • FNB
Fuller & Thaler Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 25.4 Billion
Stocks 596
Filing on May 13, 2025 Q1 2025

Wellington Management Group LLP

  • MSFT
  • AAPL
  • NVDA
  • UNH
  • AMZN
  • LLY
  • AVGO
Wellington Management Group LLP's Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 7370
Filing on May 13, 2025 Q1 2025

Partners Group Holding Ag

  • APO
  • AMT
  • AWK
  • RSG
  • UNP
  • KKR
  • ATO
Partners Group Holding Ag's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 43
Filing on May 13, 2025 Q1 2025

Fidato Wealth LLC

  • VOO
  • VO
  • DFAR
  • BSV
  • IVV
  • AAPL
  • SHW
Fidato Wealth LLC's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

10 Elms LLP

  • IEFA
  • XLK
  • XLV
  • IEMG
  • QUAL
  • USMV
  • BND
10 Elms LLP's Q1 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 526
Filing on May 13, 2025 Q1 2025

Crux Wealth Advisors

  • DGRW
  • MSFT
  • BKAG
  • NVDA
  • BRK-B
  • AMZN
  • VOO
Crux Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 169