Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Fpc Investment Advisory, Inc.

  • ISTB
  • BIV
  • SCHX
  • VGK
  • TLT
  • BND
  • AAPL
Fpc Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 146 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • BRK-B
  • MA
  • BKNG
  • DE
  • SPGI
  • MCO
Rothschild & CO Wealth Management Uk LTD's Q1 2025 Portfolio
Portfolio Value 5.6 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

Blue Path Capital Management, LLC

  • AFL
  • HD
  • TSLA
  • SPY
  • AAPL
  • NVDA
  • KO
Blue Path Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 104
Filing on May 06, 2025 Q1 2025

Skorpios Trust

  • STOK
  • XBI
Skorpios Trust's Q1 2025 Portfolio
Portfolio Value 46.1 Million
Stocks 2
Filing on May 06, 2025 Q1 2025

Hedeker Wealth, LLC

  • PLTR
  • MSFT
  • AVGO
  • AAPL
  • AMZN
  • NVDA
  • GDDY
Hedeker Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 87
Filing on May 06, 2025 Q1 2025

Neo Ivy Capital Management

  • BECN
  • MSFT
  • BA
  • AAPL
  • NVDA
  • MRK
  • F
Neo Ivy Capital Management's Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 270
Filing on May 06, 2025 Q1 2025

Bloomberg Sen Inc.

  • CI
  • PGR
  • AON
  • HCA
  • PNFP
  • GOOG
  • DHI
Bloomberg Sen Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 31
Filing on May 06, 2025 Q1 2025

Shore Haven Wealth Partners, LLC

  • IVW
  • AVLV
  • DYNF
  • QUAL
  • TLT
  • DNL
  • EFV
Shore Haven Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 192 Million
Stocks 87
Filing on May 06, 2025 Q1 2025

Amazon Com Inc

  • RIVN
  • ATSG
  • AMD
  • VITL
  • MRVL
  • NAUT
  • SMRT
Amazon Com Inc's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 9
Filing on May 06, 2025 Q1 2025

Assetmark, Inc

  • MGK
  • MGV
  • VOO
  • VBR
  • MINT
  • BIL
  • VOE
Assetmark, Inc's Q1 2025 Portfolio
Portfolio Value 36.2 Billion
Stocks 2623
Filing on May 06, 2025 Q1 2025

Navellier & Associates Inc

  • NVDA
  • LLY
  • COKE
  • COST
  • PGR
  • PWR
  • EME
Navellier & Associates Inc's Q1 2025 Portfolio
Portfolio Value 664 Million
Stocks 299
Filing on May 06, 2025 Q1 2025

Us Advisors Wealth Management, LLC

  • QQQ
  • SPMO
  • SCHV
  • SCHG
  • FBND
  • COWZ
  • AVUV
Us Advisors Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 138
Filing on May 06, 2025 Q1 2025

Free Gulliver LLC

  • JPM
  • IWL
  • VIGI
  • BUFG
  • XMMO
  • VIG
  • SPY
Free Gulliver LLC's Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 97
Filing on May 06, 2025 Q1 2025

Hamilton Point Investment Advisors, LLC

  • BRK-A
  • AAPL
  • MSFT
  • AXP
  • RTX
  • EME
  • GOOG
Hamilton Point Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 155
Filing on May 06, 2025 Q1 2025

Three Bridge Wealth Advisors, LLC

  • ACWI
  • META
  • VOO
  • SPY
  • COIN
  • VT
  • IAU
Three Bridge Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 84
Filing on May 06, 2025 Q1 2025

Grand Wealth Management, LLC

  • DFAC
  • AVDE
  • DFAX
  • AVUS
  • AVEM
  • DFIC
  • ITOT
Grand Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 68
Filing on May 06, 2025 Q1 2025

Royce & Associates LP

  • AL
  • SEIC
  • ACA
  • ENOV
  • AGO
  • JBT
  • UFPI
Royce & Associates LP's Q1 2025 Portfolio
Portfolio Value 8.75 Billion
Stocks 796
Filing on May 06, 2025 Q1 2025

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • DE
  • AAPL
  • NVR
  • COP
Montgomery Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 240 Million
Stocks 93