Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Denkapparat Operations Gmb H

  • IDCC
  • QCOM
  • ED
  • AAPL
  • GILD
  • MRK
  • MO
Denkapparat Operations Gmb H's Q1 2025 Portfolio
Portfolio Value 94.5 Billion
Stocks 214
Filing on May 08, 2025 Q1 2025

One Charles Private Wealth Services, LLC

  • BRK-B
  • TPL
  • INFL
  • GBTC
  • VTV
  • ACVA
  • JAAA
One Charles Private Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 148
Filing on May 08, 2025 Q1 2025

Independent Order Of Foresters

  • ITOT
  • VTI
Independent Order Of Foresters's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 2
Filing on May 08, 2025 Q1 2025

Planwiser Financial, LLC

  • AVUS
  • IVV
  • SPTI
  • VMBS
  • VTV
  • AVLV
  • VUG
Planwiser Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 47
Filing on May 08, 2025 Q1 2025

Sp Asset Management LLC

  • META
  • BRK-B
  • UNH
  • ABBV
  • AAPL
  • VUG
  • IGV
Sp Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 120
Filing on May 08, 2025 Q1 2025

Williamson Legacy Group, LLC

  • META
  • NRG
  • SAP
  • EBAY
  • RSG
  • AMZN
  • WTW
Williamson Legacy Group, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 102
Filing on May 08, 2025 Q1 2025

Aspiring Ventures, LLC

  • TSLA
  • MSTR
  • NVDA
  • ASML
  • SCHB
  • AMZN
  • VT
Aspiring Ventures, LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 78
Filing on May 08, 2025 Q1 2025

Wrapmanager Inc

  • AGG
  • SPIB
  • SPDW
  • SPYG
  • SPEM
  • AAPL
  • SPSB
Wrapmanager Inc's Q1 2025 Portfolio
Portfolio Value 375 Million
Stocks 211
Filing on May 08, 2025 Q1 2025

Lgt Financial Advisors LLC

  • IVV
  • SPY
  • JEPI
  • MSFT
  • AAPL
  • QUAL
  • CVX
Lgt Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 32.7 Billion
Stocks 2062
Filing on May 08, 2025 Q1 2025

Atlas Venture Advisors, Inc.

  • IAS
  • DKNG
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 366 Million
Stocks 4
Filing on May 08, 2025 Q1 2025

Legacy Bridge, LLC

  • NVDA
  • WTBA
  • PLTR
  • AVGO
  • BRK-B
  • WMT
  • AMZN
Legacy Bridge, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 319
Filing on May 08, 2025 Q1 2025

Aldebaran Financial Inc.

  • BRK-B
  • FTNT
  • AAPL
  • SPTM
  • SPY
  • MSFT
  • SPLG
Aldebaran Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 81.3 Million
Stocks 70
Filing on May 08, 2025 Q1 2025

Investment House LLC

  • AAPL
  • META
  • MSFT
  • AMZN
  • COST
  • GOOGL
  • NVDA
Investment House LLC's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 213
Filing on May 08, 2025 Q1 2025

Bryn Mawr Trust CO

  • CMCSA
  • ISRG
  • AAPL
  • VEA
  • MSFT
  • VTI
  • PG
Bryn Mawr Trust CO's Q1 2025 Portfolio
Portfolio Value 5.25 Billion
Stocks 2721
Filing on May 08, 2025 Q1 2025

North Rock Partners, LLC

  • SPYV
  • VGSH
  • SPLG
  • SPY
  • SGOV
  • SPYG
  • AAPL
North Rock Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 852
Filing on May 08, 2025 Q1 2025

Roble, Belko & Company, Inc

  • VTI
  • VXUS
  • BND
  • VEA
  • VYM
  • VEU
  • VYMI
Roble, Belko & Company, Inc's Q1 2025 Portfolio
Portfolio Value 627 Million
Stocks 443
Filing on May 08, 2025 Q1 2025

Cape Ann Asset Management LTD

  • KGC
  • BAP
  • TX
  • CPA
  • LAUR
  • BMA
  • PBRA
Cape Ann Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 163 Million
Stocks 7
Filing on May 08, 2025 Q1 2025

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 61