Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Ing Groep Nv

  • NVDA
  • MA
  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • META
Ing Groep Nv's Q1 2025 Portfolio
Portfolio Value 13.8 Billion
Stocks 476
Filing on May 09, 2025 Q1 2025

Prairieview Wealth Partners, LLC

  • IVV
  • AGG
  • IWR
  • VTV
  • VTWO
  • VTEB
  • SPYG
Prairieview Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 81.8 Billion
Stocks 21
Filing on May 09, 2025 Q1 2025

Generation Capital Management LLC

  • TBIL
  • TFLO
  • JAAA
  • AAPL
  • VOO
  • IAU
  • GOOG
Generation Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 68
Filing on May 09, 2025 Q1 2025

Allianz Se

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • NEM
  • GOOGL
Allianz Se's Q1 2025 Portfolio
Portfolio Value 3.75 Trillion
Stocks 681
Filing on May 09, 2025 Q1 2025

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOGL
  • SPY
  • JPM
New Edge Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 5.35 Billion
Stocks 933
Filing on May 09, 2025 Q1 2025

Blue Sky Capital Consultants Group, Inc.

  • QQQ
  • TSLA
  • XLK
  • PLTR
  • NVDA
  • COST
  • AAPL
Blue Sky Capital Consultants Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 52
Filing on May 09, 2025 Q1 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • IBB
  • IHI
  • ACWX
Cumberland Advisors Inc's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 49
Filing on May 09, 2025 Q1 2025

Avalon Trust CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • V
  • AVGO
Avalon Trust CO's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 429
Filing on May 09, 2025 Q1 2025

Delta Financial Group, Inc.

  • AAPL
  • MSFT
  • VUG
  • BRK-B
  • VGT
  • VTV
  • VCIT
Delta Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 438 Million
Stocks 258
Filing on May 09, 2025 Q1 2025

M.D. Sass Investors Services, Inc.

  • APH
  • CLH
  • APG
  • WELL
  • DHR
  • AME
  • ICE
M.D. Sass Investors Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 32
Filing on May 09, 2025 Q1 2025

Manchester Capital Management LLC

  • SPY
  • AAPL
  • UPS
  • TROW
  • VOO
  • AMZN
  • DSI
Manchester Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 789 Million
Stocks 1175
Filing on May 09, 2025 Q1 2025

L & S Advisors Inc

  • SRLN
  • AAPL
  • GLD
  • NVDA
  • SPY
  • MSFT
  • META
L & S Advisors Inc's Q1 2025 Portfolio
Portfolio Value 688 Million
Stocks 352
Filing on May 09, 2025 Q1 2025

Tandem Investment Partners LLC

  • SPY
  • SPLG
  • VIG
  • VXUS
  • COWZ
  • VTI
  • VGT
Tandem Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 64
Filing on May 09, 2025 Q1 2025

Ccla Investment Management LTD

  • MSFT
  • AMZN
  • BIP
  • V
  • ROP
  • GOOG
  • SPGI
Ccla Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 5.65 Billion
Stocks 55
Filing on May 09, 2025 Q1 2025

Haven Private, LLC

  • MUST
  • BIZD
  • IFRA
  • AVEM
  • QQQ
  • GBTC
  • AMLP
Haven Private, LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 132
Filing on May 09, 2025 Q1 2025

Armor Advisors, L.L.C.

  • FNV
  • NMM
  • RGLD
  • NMM
  • ICLR
  • FCNCA
  • SBLK
Armor Advisors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 77.4 Million
Stocks 19
Filing on May 09, 2025 Q1 2025

Fairfield Financial Advisors, LTD

  • QQQ
  • XLK
  • AAPL
  • LLY
  • BRK-B
  • AMZN
  • GOOGL
Fairfield Financial Advisors, LTD's Q1 2025 Portfolio
Portfolio Value 265 Billion
Stocks 66
Filing on May 09, 2025 Q1 2025

Heritage Trust CO

  • AAPL
  • MSFT
  • JNJ
  • VEA
  • SPY
  • ABBV
  • JPM
Heritage Trust CO's Q1 2025 Portfolio
Portfolio Value 801 Million
Stocks 470