Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • META
  • OSW
  • GOOGL
One Wealth Management Investment & Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 60.4 Billion
Stocks 47
Filing on May 08, 2025 Q1 2025

North Star Asset Management Inc

  • AAPL
  • SCHB
  • MSFT
  • V
  • SSNC
  • SPLG
  • VTI
North Star Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 420
Filing on May 08, 2025 Q1 2025

Ssa Swiss Advisors Ag

  • RSP
  • SPY
  • EWL
  • TIP
  • GLD
  • MDY
  • VOO
Ssa Swiss Advisors Ag's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 121
Filing on May 08, 2025 Q1 2025

Beaumont Asset Management, L.L.C.

  • IVV
  • MOAT
  • IBDQ
  • MSFT
  • VTV
  • IBDR
  • GOOGL
Beaumont Asset Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 69
Filing on May 08, 2025 Q1 2025

Waldron Private Wealth LLC

  • VTV
  • IWF
  • VUG
  • IXUS
  • IWD
  • OMFL
  • SPY
Waldron Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 293
Filing on May 08, 2025 Q1 2025

Nicholas Company, Inc.

  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • NVDA
  • ORLY
  • MA
Nicholas Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 5.51 Billion
Stocks 213
Filing on May 08, 2025 Q1 2025

Savant Capital, LLC

  • AVEM
  • AVDV
  • DFUV
  • VTI
  • DIHP
  • JQUA
  • BND
Savant Capital, LLC's Q1 2025 Portfolio
Portfolio Value 13.2 Billion
Stocks 1592
Filing on May 08, 2025 Q1 2025

Parkside Financial Bank & Trust

  • AAPL
  • VONG
  • IWF
  • VONV
  • IWD
  • MSFT
  • BSV
Parkside Financial Bank & Trust's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 4134
Filing on May 08, 2025 Q1 2025

Anthracite Investment Company, Inc.

  • SLV
  • EWZ
  • REVG
  • GDX
  • NXE
  • PM
  • CASY
Anthracite Investment Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 64
Filing on May 08, 2025 Q1 2025

Gables Capital Management Inc.

  • AAPL
  • NVDA
  • CPRX
  • PLTR
  • HD
  • JPM
  • AMZN
Gables Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 443
Filing on May 08, 2025 Q1 2025

Sunburst Financial Group, LLC

  • FBND
  • SCHB
  • SCHD
  • ACIO
  • VCSH
  • SPYG
  • IWF
Sunburst Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 111
Filing on May 08, 2025 Q1 2025

Smh Capital Advisors Inc

  • TRIN
  • CODI
  • VICI
  • MAIN
  • CSWC
  • CG
  • T
Smh Capital Advisors Inc's Q1 2025 Portfolio
Portfolio Value 18.1 Million
Stocks 45
Filing on May 08, 2025 Q1 2025

Meixler Investment Management, Ltd.

  • PHYS
  • BRK-B
  • DMLP
  • SU
  • CNQ
  • NRP
  • TYG
Meixler Investment Management, Ltd.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 113
Filing on May 08, 2025 Q1 2025

Parametrica Management LTD

  • META
  • BABA
  • GOOGL
  • NU
  • TCOM
  • PDD
  • TSM
Parametrica Management LTD's Q1 2025 Portfolio
Portfolio Value 59.3 Million
Stocks 23
Filing on May 08, 2025 Q1 2025

Essential Planning, Llc.

  • BND
  • DFAU
  • DFAI
  • VTI
  • DFCF
  • LLY
  • BSV
Essential Planning, Llc.'s Q1 2025 Portfolio
Portfolio Value 248 Billion
Stocks 81
Filing on May 08, 2025 Q1 2025

Icici Prudential Asset Management CO LTD

  • VOD
  • VTRS
  • ASHR
  • CTSH
  • MSFT
  • AMZN
  • AAPL
Icici Prudential Asset Management CO LTD's Q1 2025 Portfolio
Portfolio Value 750 Million
Stocks 156
Filing on May 08, 2025 Q1 2025

Pro Share Advisors LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • META
  • GOOGL
Pro Share Advisors LLC's Q1 2025 Portfolio
Portfolio Value 42.9 Billion
Stocks 2081
Filing on May 08, 2025 Q1 2025

Profund Advisors LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • META
  • NFLX
Profund Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 984