Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Ackerman Asset Management, LLC

  • IVV
  • OEF
  • SPY
  • IWB
  • QQQ
  • JPST
  • XLG
Ackerman Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 24
Filing on May 08, 2025 Q1 2025

Pasadena Private Wealth, LLC

  • VTV
  • VUG
  • VEU
  • VBR
  • VONE
  • CTA
  • AAPL
Pasadena Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 195
Filing on May 08, 2025 Q1 2025

Lyell Wealth Management, LP

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • PANW
  • COST
Lyell Wealth Management, LP's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 202
Filing on May 08, 2025 Q1 2025

Cordatus Wealth Management LLC

  • IWD
  • AAPL
  • MSFT
  • VOO
  • AVGO
  • SPY
  • NVDA
Cordatus Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 148
Filing on May 08, 2025 Q1 2025

Grantvest Financial Group LLC

  • CSHI
  • SGOV
  • AAPL
  • VOO
  • MGV
  • AMZN
  • JEPI
Grantvest Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 139
Filing on May 08, 2025 Q1 2025

Towercrest Capital Management

  • SCHX
  • IVV
  • AGG
  • FLOT
  • HYG
  • SCHZ
  • FLRN
Towercrest Capital Management's Q1 2025 Portfolio
Portfolio Value 537 Million
Stocks 88
Filing on May 08, 2025 Q1 2025

Atlas Wealth LLC

  • RSP
  • AAPL
  • PG
  • MSFT
  • JAAA
  • GOOG
  • JPM
Atlas Wealth LLC's Q1 2025 Portfolio
Portfolio Value 171 Million
Stocks 97
Filing on May 08, 2025 Q1 2025

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFCF
  • DFAS
  • DFAT
  • BSV
  • DFSD
Tillman Hartley LLC's Q1 2025 Portfolio
Portfolio Value 344 Billion
Stocks 133
Filing on May 08, 2025 Q1 2025

Abacus Wealth Partners, LLC

  • DFSB
  • DFAT
  • NUSC
  • JSTC
  • DFSU
  • NUEM
  • NUMV
Abacus Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 665 Billion
Stocks 91
Filing on May 08, 2025 Q1 2025

Menard Financial Group LLC

  • ZECP
  • NVDA
  • META
  • AMZN
  • MSFT
  • AVGO
  • AAPL
Menard Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 97
Filing on May 08, 2025 Q1 2025

Torray LLC

  • RPRX
  • BRK-B
  • GOOGL
  • HD
  • TXN
  • EOG
  • JNJ
Torray LLC's Q1 2025 Portfolio
Portfolio Value 641 Million
Stocks 101
Filing on May 08, 2025 Q1 2025

Rvw Wealth, LLC

  • DFAU
  • AVUS
  • SPTM
  • DGRW
  • JQUA
  • DFAI
  • IQLT
Rvw Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 976 Million
Stocks 160
Filing on May 08, 2025 Q1 2025

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • IWR
  • ISTB
  • NVDA
  • AAPL
  • VOO
Hoxton Planning & Management, LLC's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 199
Filing on May 08, 2025 Q1 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 77
Filing on May 08, 2025 Q1 2025

Shufro Rose & CO LLC

  • IBDU
  • IVV
  • AAPL
  • GLW
  • MSFT
  • LLY
  • BRK-B
Shufro Rose & CO LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 313
Filing on May 08, 2025 Q1 2025

Davis R M Inc

  • SPY
  • AAPL
  • IJH
  • MSFT
  • NVDA
  • GOOGL
  • BRK-B
Davis R M Inc's Q1 2025 Portfolio
Portfolio Value 4.92 Billion
Stocks 280
Filing on May 08, 2025 Q1 2025

Peninsula Asset Management Inc

  • IJH
  • IJR
  • CTAS
  • AAPL
  • SPGI
  • MSFT
  • LOW
Peninsula Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 76
Filing on May 08, 2025 Q1 2025

Elios Financial Group Inc.

  • FIXD
  • VOO
  • SPY
  • VIGI
  • QQQM
  • SPLG
  • RDVY
Elios Financial Group Inc.'s Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 110