Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Heritage Trust CO

  • MSFT
  • AAPL
  • JNJ
  • SPY
  • VEA
  • GOOG
  • ABBV
Heritage Trust CO's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 454
Filing on Nov 12, 2025 Q3 2025

First Trust Advisors LP

  • CSCO
  • AVGO
  • MSFT
  • META
  • NVDA
  • GOOGL
  • CRWD
First Trust Advisors LP's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 2822
Filing on Nov 12, 2025 Q3 2025

Blackston Financial Advisory Group, LLC

  • MGK
  • VOO
  • VTI
  • VV
  • MGC
  • VDC
  • VIG
Blackston Financial Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 110
Filing on Nov 12, 2025 Q3 2025

Landing Point Financial Group, LLC

  • IVV
  • FDVV
  • ICSH
  • AAPL
  • VOO
  • NVDA
  • EFV
Landing Point Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 168 Million
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Rafferty Asset Management, LLC

  • TLT
  • TSLA
  • IWM
  • NVDA
  • AVGO
  • MSFT
  • AAPL
Rafferty Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 29.7 Billion
Stocks 1104
Filing on Nov 12, 2025 Q3 2025

Sw Investment Management LLC

  • UI
  • SKYW
  • AMKR
  • PSN
  • AIRS
  • TPX
  • PLTR
Sw Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 449 Million
Stocks 8
Filing on Nov 12, 2025 Q3 2025

Bristol Gate Capital Partners Inc.

  • AVGO
  • GE
  • MSFT
  • UNH
  • MA
  • AMAT
  • V
Bristol Gate Capital Partners Inc.'s Q3 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 31
Filing on Nov 12, 2025 Q3 2025

Madison Wealth Partners, Inc

  • IUSG
  • DGRO
  • DYNF
  • IUSV
  • IJR
  • IVV
  • ONEQ
Madison Wealth Partners, Inc's Q3 2025 Portfolio
Portfolio Value 444 Million
Stocks 184
Filing on Nov 12, 2025 Q3 2025

American Century Companies Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • TSLA
American Century Companies Inc's Q3 2025 Portfolio
Portfolio Value 188 Billion
Stocks 2779
Filing on Nov 12, 2025 Q3 2025

Boston Research & Management Inc

  • MSFT
  • IVV
  • AAPL
  • WMT
  • GOOGL
  • ABBV
  • MA
Boston Research & Management Inc's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 119
Filing on Nov 12, 2025 Q3 2025

Wealthedge Investment Advisors, LLC

  • SPY
  • LTPZ
  • MSFT
  • BTAL
  • IVV
  • NVDA
  • VO
Wealthedge Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 264 Billion
Stocks 127
Filing on Nov 12, 2025 Q3 2025

Huntington National Bank

  • NVDA
  • MSFT
  • JPM
  • AAPL
  • GOOGL
  • VEA
  • IVV
Huntington National Bank's Q3 2025 Portfolio
Portfolio Value 15.9 Billion
Stocks 5358
Filing on Nov 12, 2025 Q3 2025

Kim, LLC

  • SPY
  • ASPN
  • HYG
  • VSH
  • KORE
  • SMRT
  • NZF
Kim, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 72
Filing on Nov 12, 2025 Q3 2025

John Armitage

Egerton Capital (Uk) LLP
  • MSFT
  • AMZN
  • V
  • PGR
  • BSX
  • APH
  • COF
John Armitage's Q3 2025 Portfolio
Portfolio Value 7.88 Billion
Stocks 24
Filing on Nov 12, 2025 Q3 2025

Seven Springs Wealth Group, LLC

  • DGRO
  • NU
  • CI
  • IBDU
  • IBDX
  • FNDF
  • FNDE
Seven Springs Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 404 Million
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Brand Asset Management Group, Inc.

  • IJH
  • IEMG
  • VO
  • VONG
  • IWF
  • SCHF
  • SCHX
Brand Asset Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 344 Million
Stocks 165
Filing on Nov 12, 2025 Q3 2025

Pb Investment Partners, L.P.

  • COF
  • HGV
  • APO
  • OMF
  • BAC
  • GBTG
  • PGR
Pb Investment Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 132 Million
Stocks 8
Filing on Nov 12, 2025 Q3 2025

Harvest Portfolios Group Inc.

  • MSTR
  • TLT
  • NVDA
  • TSLA
  • LLY
  • MSFT
  • IEF
Harvest Portfolios Group Inc.'s Q3 2025 Portfolio
Portfolio Value 5.3 Billion
Stocks 256