Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Agp Franklin, LLC

  • PLTR
  • NVDA
  • AMZN
  • COST
  • QQQM
  • JPM
  • MSFT
Agp Franklin, LLC's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 79
Filing on May 07, 2025 Q1 2025

Schubert & CO

  • FISV
  • AAPL
  • DFAC
  • DHR
  • DFIV
  • DFIC
  • DUHP
Schubert & CO's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 64
Filing on May 07, 2025 Q1 2025

Paradigm, Strategies In Wealth Management, LLC

  • SCHD
  • SCHG
  • JPST
  • IJR
  • HEFA
  • SCHF
  • PG
Paradigm, Strategies In Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 141 Million
Stocks 53
Filing on May 07, 2025 Q1 2025

Maridea Wealth Management LLC

  • WBIG
  • WBIL
  • SGOV
  • WBIF
  • QQQ
  • WBIY
  • GLD
Maridea Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 229
Filing on May 07, 2025 Q1 2025

Graham Capital Wealth Management, LLC

  • LNG
  • CI
  • EOG
  • VTOL
  • UDR
  • NVGS
  • IAU
Graham Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 69.6 Million
Stocks 69
Filing on May 07, 2025 Q1 2025

Lazard Freres Gestion S.A.S.

  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • V
  • ACN
  • ZTS
Lazard Freres Gestion S.A.S.'s Q1 2025 Portfolio
Portfolio Value 4.11 Billion
Stocks 103
Filing on May 07, 2025 Q1 2025

Solidarilty Wealth, LLC

  • AAPL
  • ALSN
  • AMZN
  • MSFT
  • BRK-B
  • NRP
  • GOOGL
Solidarilty Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 405 Million
Stocks 89
Filing on May 07, 2025 Q1 2025

Mitchell Sinkler & Starr

  • AAPL
  • MSFT
  • ABT
  • JPM
  • JNJ
  • GOOGL
  • HD
Mitchell Sinkler & Starr's Q1 2025 Portfolio
Portfolio Value 353 Million
Stocks 152
Filing on May 07, 2025 Q1 2025

Lpl Financial LLC

  • IVV
  • SPY
  • AAPL
  • QQQ
  • VTI
  • MSFT
  • NVDA
Lpl Financial LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 5344
Filing on May 07, 2025 Q1 2025

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • VUG
  • GOOGL
  • XLK
Abbot Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 127
Filing on May 07, 2025 Q1 2025

Facet Wealth, Inc.

  • VEA
  • VTI
  • QUAL
  • BND
  • VTV
  • SPMD
  • VTEB
Facet Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 137
Filing on May 07, 2025 Q1 2025

Ballast Advisors LLC

  • SCHV
  • SCHX
  • SCHF
  • SCHG
  • AAPL
  • AGG
  • SCHO
Ballast Advisors LLC's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 164
Filing on May 07, 2025 Q1 2025

H Capital V Gp, L.P.

  • BEKE
H Capital V Gp, L.P.'s Q1 2025 Portfolio
Portfolio Value 99.4 Million
Stocks 1
Filing on May 07, 2025 Q1 2025

Ivy Lane Capital Management, LLC

  • MSFT
  • GOOG
  • T
  • BLK
  • UNP
  • Z
  • BILL
Ivy Lane Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 14
Filing on May 07, 2025 Q1 2025

Peak Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • BILS
  • SPGI
  • V
  • VGSH
Peak Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 516 Million
Stocks 147
Filing on May 07, 2025 Q1 2025

Valued Retirements, Inc.

  • DFIV
  • XOM
  • QQQ
  • FDVV
  • VOO
  • AAPL
  • PHYS
Valued Retirements, Inc.'s Q1 2025 Portfolio
Portfolio Value 76.1 Billion
Stocks 82
Filing on May 07, 2025 Q1 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • JEPQ
  • SCHD
  • SPY
  • ACIO
  • DRSK
Second Half Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 82
Filing on May 07, 2025 Q1 2025

Advantage Trust CO

  • JGRO
  • VUG
  • VO
  • VTV
  • SDVY
  • DFAI
  • AVLV
Advantage Trust CO's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 197