Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Parus Finance (Uk) LTD

  • V
  • NVDA
  • GOOGL
  • META
  • BABA
  • PDD
  • AVGO
Parus Finance (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 32
Filing on May 09, 2025 Q1 2025

Factorial Partners, LLC

  • FHI
  • URI
  • CHRD
  • SYF
  • SEB
  • TEVA
  • CI
Factorial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 66
Filing on May 09, 2025 Q1 2025

Costello Asset Management, Inc

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
  • BRK-B
  • GOOG
Costello Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 682
Filing on May 09, 2025 Q1 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • PG
  • DHR
  • PANW
Wills Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 62
Filing on May 09, 2025 Q1 2025

Warberg Asset Management LLC

  • QQQ
  • SGOV
  • CLRC
  • NEN
  • AAPL
  • XLF
  • STXS
Warberg Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 9.26 Million
Stocks 191
Filing on May 09, 2025 Q1 2025

Roi Financial Advisors, LLC

  • LLY
  • COST
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • V
Roi Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 61
Filing on May 09, 2025 Q1 2025

Jgp Global Gestao De Recursos Ltda.

  • STNE
  • NGD
  • PPLT
  • XP
  • BGNE
  • PROSY
  • INCY
Jgp Global Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 35
Filing on May 09, 2025 Q1 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • REET
  • JCPB
  • PAYX
  • SCHX
Cooper/Haims Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 79
Filing on May 09, 2025 Q1 2025

W.H. Cornerstone Investments Inc.

  • VTI
  • VCIT
  • BNDX
  • VCSH
  • AAPL
  • MSFT
  • VEA
W.H. Cornerstone Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 110
Filing on May 09, 2025 Q1 2025

Ask Capital Management, LLC

  • AVGO
  • ABNB
  • FA
  • NU
Ask Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 296 Billion
Stocks 4
Filing on May 09, 2025 Q1 2025

Nbz Investment Advisors LLC

  • JAAA
  • DIVO
  • SPLG
  • BALT
  • SSO
  • XMHQ
  • XSMO
Nbz Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 65
Filing on May 09, 2025 Q1 2025

American Assets Inc

  • AAT
  • WFC
  • XOM
  • BAC
  • COF
  • REGN
  • DVN
American Assets Inc's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 25
Filing on May 09, 2025 Q1 2025

Three Seasons Wealth, LLC

  • DIA
  • SPY
  • IVW
  • GLD
  • GSST
  • JPST
  • BIL
Three Seasons Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 113
Filing on May 09, 2025 Q1 2025

Total Investment Management Inc

  • SCHQ
  • BKUI
  • SPY
  • EEM
  • BKAG
  • FNK
  • QQQE
Total Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 762 Million
Stocks 74
Filing on May 09, 2025 Q1 2025

Maxi Investments Cy LTD

  • QQQ
  • AMZN
  • MSFT
  • SGOV
  • NVDA
  • META
  • TCOM
Maxi Investments Cy LTD's Q1 2025 Portfolio
Portfolio Value 502 Million
Stocks 112
Filing on May 09, 2025 Q1 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • AAPL
  • MSFT
  • AMRN
  • NVDA
Lcm Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 98
Filing on May 09, 2025 Q1 2025

New Age Alpha Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • TSM
  • BRK-B
  • SPG
New Age Alpha Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Trillion
Stocks 895
Filing on May 09, 2025 Q1 2025

Reaves W H & CO Inc

  • ETR
  • VST
  • NI
  • XEL
  • CNP
  • PPL
  • CEG
Reaves W H & CO Inc's Q1 2025 Portfolio
Portfolio Value 3.64 Billion
Stocks 100