Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • AMZN
  • IGSB
  • NVDA
  • AAPL
  • GLD
Fortis Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 502 Million
Stocks 154
Filing on May 09, 2025 Q1 2025

Plan Group Financial, LLC

  • VOO
  • ACWI
  • COWZ
  • IWR
  • DFAI
  • IJR
  • DFAE
Plan Group Financial, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 148
Filing on May 09, 2025 Q1 2025

Thoroughbred Financial Services, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • COWZ
  • BRK-B
  • QQQ
Thoroughbred Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 671
Filing on May 09, 2025 Q1 2025

Middleton & CO Inc

  • AAPL
  • AMZN
  • GOOGL
  • IVV
  • V
  • COST
  • AVGO
Middleton & CO Inc's Q1 2025 Portfolio
Portfolio Value 841 Million
Stocks 156
Filing on May 09, 2025 Q1 2025

Rps Advisory Solutions LLC

  • SGOV
  • AAPL
  • BIL
  • NVDA
  • GLD
  • MSFT
  • AMZN
Rps Advisory Solutions LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 91
Filing on May 09, 2025 Q1 2025

William Von Mueffling

Cantillon Capital Management LLC
  • AVGO
  • SPGI
  • V
  • GOOGL
  • CBRE
  • ICE
  • IBKR
William Von Mueffling's Q1 2025 Portfolio
Portfolio Value 13.9 Billion
Stocks 74
Filing on May 09, 2025 Q1 2025

Delta Asset Management LLC

  • MSFT
  • SPGI
  • LOW
  • WMT
  • GS
  • HON
  • PG
Delta Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 606
Filing on May 09, 2025 Q1 2025

Drucker Wealth 3.0, LLC

  • VOO
  • BND
  • VIG
  • VB
  • VYM
  • VTI
  • AAPL
Drucker Wealth 3.0, LLC's Q1 2025 Portfolio
Portfolio Value 454 Billion
Stocks 154
Filing on May 09, 2025 Q1 2025

Pitcairn CO

  • IWV
  • QAI
  • COM
  • OUNZ
  • NVDA
  • MSFT
  • BRK-A
Pitcairn CO's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 707
Filing on May 09, 2025 Q1 2025

Geo Wealth Management, LLC

  • IUSB
  • DFAC
  • VOO
  • VV
  • VTI
  • SPDW
  • VTEB
Geo Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 1220
Filing on May 09, 2025 Q1 2025

Abc Arbitrage Sa

  • ERIC
  • AZN
  • BTI
  • DEO
  • RIO
  • MT
  • NGG
Abc Arbitrage Sa's Q1 2025 Portfolio
Portfolio Value 538 Billion
Stocks 191
Filing on May 09, 2025 Q1 2025

I A Global Asset Management Inc.

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
  • V
  • GOOGL
I A Global Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 5.81 Billion
Stocks 428
Filing on May 09, 2025 Q1 2025

Associated Banc Corp

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • JPM
  • AMZN
  • PM
Associated Banc Corp's Q1 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 320
Filing on May 09, 2025 Q1 2025

Industrial Alliance Investment Management Inc.

  • QQQ
  • VTI
  • SPY
  • VNQ
  • VEU
  • IEUR
Industrial Alliance Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 6
Filing on May 09, 2025 Q1 2025

Seelaus Asset Management LLC

  • AAPL
  • SPY
  • MSFT
  • BRK-B
  • AMZN
  • GOOGL
  • URI
Seelaus Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 98 Million
Stocks 172
Filing on May 09, 2025 Q1 2025

Accent Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • META
  • AMZN
  • SPY
Accent Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 326
Filing on May 09, 2025 Q1 2025

Geneva Capital Management LLC

  • EXLS
  • KNSL
  • ROAD
  • TXRH
  • AAON
  • DSGX
  • NOVT
Geneva Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 5.28 Billion
Stocks 261
Filing on May 09, 2025 Q1 2025

Strategic Investment Solutions, Inc. /Il

  • VUG
  • DFUS
  • DFAC
  • DUHP
  • DFAT
  • DFAX
  • AAPL
Strategic Investment Solutions, Inc. /Il's Q1 2025 Portfolio
Portfolio Value 345 Billion
Stocks 7965