Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Quantum Financial Planning Services, Inc.

  • VCSH
  • VUG
  • SPLG
  • BND
  • DFAT
  • COST
  • AAPL
Quantum Financial Planning Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Billion
Stocks 38
Filing on May 08, 2025 Q1 2025

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • IDHQ
  • XLG
  • PM
  • ESGV
  • SPGP
Cedar Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 277 Million
Stocks 195
Filing on May 08, 2025 Q1 2025

Cheviot Value Management, LLC

  • BRK-B
  • SGOV
  • AEM
  • TOTL
  • GOOGL
  • JNJ
  • LQD
Cheviot Value Management, LLC's Q1 2025 Portfolio
Portfolio Value 820 Million
Stocks 455
Filing on May 08, 2025 Q1 2025

Powell Investment Advisors, LLC

  • IVE
  • IVW
  • IWN
  • IWO
  • DVY
  • QQQ
  • IWS
Powell Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 145
Filing on May 08, 2025 Q1 2025

Jcp Investment Management, LLC

  • MKL
  • SPY
  • QSR
  • BRK-B
  • UNFI
  • ET
  • DPZ
Jcp Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 17
Filing on May 08, 2025 Q1 2025

Phocas Financial Corp.

  • SKYW
  • WTFC
  • NXST
  • ATGE
  • CASH
  • FRME
  • PFBC
Phocas Financial Corp.'s Q1 2025 Portfolio
Portfolio Value 652 Billion
Stocks 145
Filing on May 08, 2025 Q1 2025

Klein Pavlis & Peasley Financial, Inc.

  • AEM
  • SGOV
  • CCJ
  • PM
  • WPM
  • OKE
  • SCHW
Klein Pavlis & Peasley Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 76
Filing on May 08, 2025 Q1 2025

Novus Advisors, LLC

  • SPY
  • SPDW
  • MSFT
  • BND
  • VTI
  • NVDA
  • XLSR
Novus Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 99.2 Billion
Stocks 116
Filing on May 08, 2025 Q1 2025

Cumberland Partners LTD

  • MSFT
  • WMT
  • V
  • META
  • SPGI
  • COST
  • RY
Cumberland Partners LTD's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 262
Filing on May 08, 2025 Q1 2025

Privium Fund Management (Uk) LTD

  • VOO
  • ACWI
  • HYG
  • EMB
  • MSFT
  • GOOGL
  • NVDA
Privium Fund Management (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 19
Filing on May 08, 2025 Q1 2025

Privium Fund Management B.V.

  • SPOT
  • TSLA
  • SHOP
  • PLTR
  • SE
  • AMZN
  • RARE
Privium Fund Management B.V.'s Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 56
Filing on May 08, 2025 Q1 2025

Pacific Ridge Capital Partners, LLC

  • NBN
  • HRTG
  • BBSI
  • MPAA
  • MCB
  • ALCO
  • NGS
Pacific Ridge Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 136
Filing on May 08, 2025 Q1 2025

Westchester Capital Management, Inc.

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • ABBV
  • JPM
  • CAT
Westchester Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 402 Million
Stocks 39
Filing on May 08, 2025 Q1 2025

Oversea Chinese Banking Corp LTD

  • ACWI
  • NVDA
  • SE
  • MSFT
  • GOOGL
  • AAPL
  • AAXJ
Oversea Chinese Banking Corp LTD's Q1 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 638
Filing on May 08, 2025 Q1 2025

United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund

  • MSFT
  • AMZN
  • META
  • GOOGL
  • AAPL
  • V
  • MA
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund's Q1 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 158
Filing on May 08, 2025 Q1 2025

Andar Capital Management Hk LTD

  • CRDO
  • AMD
  • NOW
  • MNDY
  • MSTR
  • PINS
  • CIEN
Andar Capital Management Hk LTD's Q1 2025 Portfolio
Portfolio Value 41 Million
Stocks 15
Filing on May 08, 2025 Q1 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SCHO
  • SGOV
  • VTI
  • SCHR
Altiora Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 470 Billion
Stocks 91
Filing on May 08, 2025 Q1 2025

Riverstone Holdings LLC

  • PR
  • SLDP
  • SLDPW
  • LPI
Riverstone Holdings LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 5