Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Marshall Investment Management, LLC

  • GLD
  • BRK-B
  • RDVY
  • FVD
  • SPY
  • MSFT
  • AMZN
Marshall Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 252
Filing on May 07, 2025 Q1 2025

Walled Lake Planning & Wealth Management, LLC

  • CAPE
  • USMV
  • JQUA
  • SCHD
  • AAPL
  • RSP
  • CSCO
Walled Lake Planning & Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 133
Filing on May 07, 2025 Q1 2025

Thornburg Investment Management Inc

  • T
  • C
  • AVGO
  • MRK
  • CME
  • EQH
  • PFE
Thornburg Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 6.65 Billion
Stocks 182
Filing on May 07, 2025 Q1 2025

Focus Wealth Advisors, LLC

  • FMAY
  • BND
  • IVV
  • DIA
  • ITM
  • FTLS
  • ITA
Focus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 56
Filing on May 07, 2025 Q1 2025

Brucke Financial, Inc.

  • VCIT
  • VGIT
  • SCHC
  • NVDA
  • BNDX
  • AMZN
  • AAPL
Brucke Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 139
Filing on May 07, 2025 Q1 2025

Golden Reserve Retirement LLC

  • VTI
  • SCHG
  • SCHD
  • QQQ
  • SCHA
  • BIL
  • AAPL
Golden Reserve Retirement LLC's Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 17
Filing on May 07, 2025 Q1 2025

Decheng Capital LLC

  • NUVB
  • NAMS
  • KRYS
  • RVMD
  • MRUS
  • BYSI
  • LYEL
Decheng Capital LLC's Q1 2025 Portfolio
Portfolio Value 356 Billion
Stocks 27
Filing on May 07, 2025 Q1 2025

First Foundation Advisors

  • MSFT
  • IVV
  • MOAT
  • JEPI
  • GOOG
  • IEFA
  • AAPL
First Foundation Advisors's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 572
Filing on May 07, 2025 Q1 2025

Gunma Bank,Ltd.

  • IEF
  • VGIT
  • SHV
  • IEI
  • SHY
  • SCHI
  • IGIB
Gunma Bank,Ltd.'s Q1 2025 Portfolio
Portfolio Value 310 Million
Stocks 33
Filing on May 07, 2025 Q1 2025

Wim Investment Management LTD

  • TSLA
  • META
  • PDD
  • NET
  • UBER
  • ROK
  • TCOM
Wim Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 15
Filing on May 07, 2025 Q1 2025

Meredith Wealth Planning

  • AVUV
  • DUHP
  • AVDV
  • MTUM
  • DIHP
  • AVES
  • DFCF
Meredith Wealth Planning's Q1 2025 Portfolio
Portfolio Value 227 Billion
Stocks 51
Filing on May 07, 2025 Q1 2025

Harvest Fund Management Co., LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • TSLA
  • META
  • AVGO
Harvest Fund Management Co., LTD's Q1 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 742
Filing on May 07, 2025 Q1 2025

Mycio Wealth Partners, LLC

  • CB
  • IEFA
  • IVV
  • SPY
  • AAPL
  • EFA
  • NOBL
Mycio Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 50
Filing on May 07, 2025 Q1 2025

Renaissance Investment Group LLC

  • COST
  • MSFT
  • TJX
  • AVGO
  • AAPL
  • GOOGL
  • HD
Renaissance Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 390 Million
Stocks 73
Filing on May 07, 2025 Q1 2025

Creekside Partners

  • SCHF
  • AAPL
  • SCHA
  • VO
  • VIG
  • VB
  • VEA
Creekside Partners's Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 165
Filing on May 07, 2025 Q1 2025

Mawer Investment Management Ltd.

  • MMC
  • AON
  • MSFT
  • UNH
  • GOOG
  • V
  • BKNG
Mawer Investment Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 20 Billion
Stocks 132
Filing on May 07, 2025 Q1 2025

N.E.W. Advisory Services LLC

  • VTI
  • SPYV
  • SPLG
  • SPAB
  • IAGG
  • JPST
  • DFAX
N.E.W. Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 894
Filing on May 07, 2025 Q1 2025

Miller Investment Management, LP

  • SPY
  • BILS
  • BRK-B
  • EFA
  • VGSH
  • META
  • EWJ
Miller Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 900 Million
Stocks 97