Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Florin Court Capital LLP

  • DVY
  • CWB
  • IVE
  • ECH
  • CIBR
  • IVW
  • VCSH
Florin Court Capital LLP's Q1 2025 Portfolio
Portfolio Value 94.7 Million
Stocks 32
Filing on May 12, 2025 Q1 2025

Berger Financial Group, Inc

  • SCHD
  • SCHG
  • SCHX
  • LMBS
  • JCPB
  • AAPL
  • HTRB
Berger Financial Group, Inc's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 414
Filing on May 12, 2025 Q1 2025

Atlas Capital Advisors LLC

  • PG
  • VGK
  • PLMR
  • AAPL
  • XLK
  • XLF
  • SPEM
Atlas Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 800 Billion
Stocks 1048
Filing on May 12, 2025 Q1 2025

Fiduciary Family Office, LLC

  • AAPL
  • JEPI
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • META
Fiduciary Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 187
Filing on May 12, 2025 Q1 2025

Sierra Summit Advisors LLC

  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • NFLX
  • META
  • TSLA
Sierra Summit Advisors LLC's Q1 2025 Portfolio
Portfolio Value 462 Billion
Stocks 177
Filing on May 12, 2025 Q1 2025

Pandora Wealth, Inc.

  • AAPL
  • ACIO
  • IVV
  • META
  • DRSK
  • AMZN
  • IVE
Pandora Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 266
Filing on May 12, 2025 Q1 2025

Tls Advisors LLC

  • EQT
  • PICK
  • RIO
  • META
  • VALE
  • XOMA
  • VAL
Tls Advisors LLC's Q1 2025 Portfolio
Portfolio Value 44.3 Million
Stocks 15
Filing on May 12, 2025 Q1 2025

Taylor Financial Group, Inc.

  • VUG
  • NSC
  • FISV
  • BRK-B
  • AAPL
  • HD
  • DVY
Taylor Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 97
Filing on May 12, 2025 Q1 2025

True North Advisors, LLC

  • LII
  • BRK-B
  • AAPL
  • VB
  • JMBS
  • GOVT
  • CORP
True North Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 557 Million
Stocks 243
Filing on May 12, 2025 Q1 2025

Benjamin Edwards Inc

  • AAPL
  • MSFT
  • XMHQ
  • SPMB
  • IUSV
  • HD
  • HYBB
Benjamin Edwards Inc's Q1 2025 Portfolio
Portfolio Value 6.91 Billion
Stocks 1601
Filing on May 12, 2025 Q1 2025

Manhattan West Asset Management, LLC

  • CMF
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • MUB
  • MLN
Manhattan West Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 386 Million
Stocks 139
Filing on May 12, 2025 Q1 2025

Johnson Financial Group, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • VTI
  • SCHC
  • VB
Johnson Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 947 Million
Stocks 99
Filing on May 12, 2025 Q1 2025

Jfg Wealth Management, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • SCHC
  • VB
  • PDBC
Jfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 439 Million
Stocks 80
Filing on May 12, 2025 Q1 2025

Capco Asset Management, LLC

  • PGR
  • MAR
  • MKL
  • CHTR
  • MSFT
  • WBD
  • AMZN
Capco Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 18
Filing on May 12, 2025 Q1 2025

Nwk Group, Inc.

  • NVDA
  • COST
  • AAPL
  • AMZN
  • LLY
  • AVGO
  • V
Nwk Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 65
Filing on May 12, 2025 Q1 2025

Helikon Investments LTD

  • CAAP
  • EGO
  • AGRO
  • SKE
  • EDN
  • MGM
  • IFS
Helikon Investments LTD's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 21
Filing on May 12, 2025 Q1 2025

Catalytic Wealth Ria, LLC

  • CRM
  • AAPL
  • MSFT
  • GOOG
  • SPY
  • AMZN
  • NVDA
Catalytic Wealth Ria, LLC's Q1 2025 Portfolio
Portfolio Value 545 Billion
Stocks 305
Filing on May 12, 2025 Q1 2025

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • SPY
  • VTI
  • ABBV
  • MSFT
  • META
Gryphon Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 694 Million
Stocks 567