Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Arkadios Wealth Advisors

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • AMZN
  • OMFL
  • EUSA
Arkadios Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 2066
Filing on May 08, 2025 Q1 2025

Dearborn Partners LLC

  • AAPL
  • MSFT
  • ADP
  • MCD
  • ITW
  • RSG
  • AJG
Dearborn Partners LLC's Q1 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 276
Filing on May 08, 2025 Q1 2025

Monaco Asset Management Sam

  • SPY
  • QQQ
  • NVDA
  • EWZ
  • GOLD
  • BIDU
  • COST
Monaco Asset Management Sam's Q1 2025 Portfolio
Portfolio Value 479 Million
Stocks 76
Filing on May 08, 2025 Q1 2025

Mesirow Financial Investment Management, Inc.

  • BRK-B
  • AAPL
  • MOAT
  • ITOT
  • IJR
  • IVV
  • MSFT
Mesirow Financial Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 4.9 Billion
Stocks 593
Filing on May 08, 2025 Q1 2025

Woodley Farra Manion Portfolio Management Inc

  • SGOV
  • PGR
  • AJG
  • BJ
  • DRI
  • ICE
  • MSFT
Woodley Farra Manion Portfolio Management Inc's Q1 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 113
Filing on May 08, 2025 Q1 2025

Wellington Shields & Co., LLC

  • MSFT
  • AAPL
  • JPM
  • LLY
  • XOM
  • NVDA
  • ABBV
Wellington Shields & Co., LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 304
Filing on May 08, 2025 Q1 2025

360 Financial, Inc.

  • VIG
  • QQQM
  • SYLD
  • XSVM
  • QUAL
  • PAVE
  • QQQ
360 Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 276 Billion
Stocks 76
Filing on May 08, 2025 Q1 2025

Howard Capital Management Inc.

  • QQQ
  • MGK
  • QQH
  • LGH
  • VIG
  • CWB
  • SPY
Howard Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 5 Billion
Stocks 379
Filing on May 08, 2025 Q1 2025

Capital Management Associates

  • NVDA
  • AMZN
  • JPM
  • MSFT
  • META
  • WMT
  • GOOGL
Capital Management Associates 's Q1 2025 Portfolio
Portfolio Value 44.3 Million
Stocks 40
Filing on May 08, 2025 Q1 2025

Bayforest Capital LTD

  • BE
  • CCI
  • MC
  • AGCO
  • EL
  • AG
  • PLTR
Bayforest Capital LTD's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 712
Filing on May 08, 2025 Q1 2025

Tredje Ap Fonden

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • JPM
  • GOOGL
Tredje Ap Fonden's Q1 2025 Portfolio
Portfolio Value 10.3 Billion
Stocks 432
Filing on May 08, 2025 Q1 2025

University Of Chicago

  • VT
  • VOO
  • BKNG
  • SPGI
  • RACE
  • PANW
  • UNH
University Of Chicago's Q1 2025 Portfolio
Portfolio Value 66 Billion
Stocks 12
Filing on May 08, 2025 Q1 2025

Daido Life Insurance CO

  • SPY
  • IVV
  • IWB
  • VOO
  • SPLG
  • OMFL
Daido Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 738 Million
Stocks 6
Filing on May 08, 2025 Q1 2025

Pacific Capital Partners LTD

  • AVTR
  • ICUI
  • CLH
  • CBZ
  • AER
  • UNH
  • DHR
Pacific Capital Partners LTD's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 41
Filing on May 08, 2025 Q1 2025

Mma Asset Management LLC

  • IVE
  • SPYG
  • EFV
  • IVV
  • VCIT
  • SPLG
  • EFG
Mma Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 237 Million
Stocks 132
Filing on May 08, 2025 Q1 2025

Eastern Bank

  • STT
  • AAPL
  • MSFT
  • GVI
  • NVDA
  • AMZN
  • GOOGL
Eastern Bank's Q1 2025 Portfolio
Portfolio Value 4.96 Billion
Stocks 1407
Filing on May 08, 2025 Q1 2025

Portland Financial Advisors Inc

  • USFR
  • STIP
  • VO
  • OHI
  • SPY
  • ACWV
  • VYM
Portland Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 39.1 Billion
Stocks 64
Filing on May 08, 2025 Q1 2025

Cincinnati Specialty Underwriters Insurance CO

  • AAPL
  • AVGO
  • MSFT
  • ENB
  • ADP
  • HD
  • JPM
Cincinnati Specialty Underwriters Insurance CO's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 37