Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Caliber Wealth Management, LLC / Ks

  • IVV
  • AVUS
  • VTI
  • MSFT
  • AVDE
  • IJH
  • VOO
Caliber Wealth Management, LLC / Ks's Q1 2025 Portfolio
Portfolio Value 733 Billion
Stocks 254
Filing on May 06, 2025 Q1 2025

Prospect Financial Group LLC

  • BND
  • BNDX
  • DFEM
  • VTI
  • DFAC
  • DFIC
  • VOO
Prospect Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 78.4 Billion
Stocks 63
Filing on May 06, 2025 Q1 2025

Longbow Finance Sa

  • NVDA
  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • META
  • BRK-B
Longbow Finance Sa's Q1 2025 Portfolio
Portfolio Value 835 Billion
Stocks 80
Filing on May 06, 2025 Q1 2025

Noesis Capital Mangement Corp

  • JPM
  • GOOG
  • AXP
  • SYK
  • APH
  • TSM
  • V
Noesis Capital Mangement Corp's Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 124
Filing on May 06, 2025 Q1 2025

Glynn Capital Management LLC

  • OSCR
  • CRWD
  • NU
  • NOW
  • ADYEY
  • VRT
  • DDOG
Glynn Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 48
Filing on May 06, 2025 Q1 2025

Private Management Group Inc

  • BRK-B
  • SPNT
  • WBD
  • VLO
  • ACI
  • BK
  • VZ
Private Management Group Inc's Q1 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 216
Filing on May 06, 2025 Q1 2025

Blue Creek Capital Management LTD

  • YMM
  • BZ
  • PDD
  • BEKE
  • TME
  • EDU
Blue Creek Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 77.1 Billion
Stocks 6
Filing on May 06, 2025 Q1 2025

White & CO Financial Planning Inc

  • SCHX
  • SCHA
  • SCHM
  • SCHF
  • SCHC
  • SCHI
  • SPLB
White & CO Financial Planning Inc's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 19
Filing on May 06, 2025 Q1 2025

Latigo Investments, LLC

  • VV
  • EFA
  • VTI
  • VEA
  • IWB
  • VTV
  • IWM
Latigo Investments, LLC's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 17
Filing on May 06, 2025 Q1 2025

Firetrail Investments Pty LTD

  • AAPL
  • V
  • NVDA
  • TSM
  • IBKR
  • MCK
  • DE
Firetrail Investments Pty LTD's Q1 2025 Portfolio
Portfolio Value 343 Billion
Stocks 25
Filing on May 06, 2025 Q1 2025

Bml Capital Management, LLC

  • AVIR
  • ACRS
  • THRD
  • ANTX
  • EPIX
  • ORMP
  • IKNA
Bml Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

Drive Wealth Management, LLC

  • IVV
  • VEA
  • BRK-A
  • AAPL
  • VWO
  • BBUS
  • VO
Drive Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 413 Million
Stocks 586
Filing on May 06, 2025 Q1 2025

Ivy Rock Asset Management (Hk) LTD

  • PDD
  • LEGN
  • BABA
  • CSIQ
  • EDU
  • SMMT
  • GLD
Ivy Rock Asset Management (Hk) LTD's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 17
Filing on May 06, 2025 Q1 2025

Towerview LLC

  • TRC
  • GASS
  • SGA
  • ACI
  • LE
  • ALCO
  • GYRO
Towerview LLC's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 24
Filing on May 06, 2025 Q1 2025

Anb Bank

  • IJH
  • SPY
  • EFA
  • AAPL
  • MSFT
  • BRK-B
  • V
Anb Bank's Q1 2025 Portfolio
Portfolio Value 224 Billion
Stocks 177
Filing on May 06, 2025 Q1 2025

Jabodon Pt CO

  • SPY
  • APTMW
Jabodon Pt CO's Q1 2025 Portfolio
Portfolio Value 79.2 Million
Stocks 2
Filing on May 06, 2025 Q1 2025

Elefante Mark B

  • AAPL
  • MA
  • FISV
  • ADP
  • NVDA
  • GOOGL
  • ABT
Elefante Mark B's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 215
Filing on May 06, 2025 Q1 2025

Reik & Co., LLC

  • CHD
  • CTAS
  • BRK-B
  • MKC
  • WSM
  • USB
  • NFLX
Reik & Co., LLC's Q1 2025 Portfolio
Portfolio Value 407 Million
Stocks 76