Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Syntegra Private Wealth Group, LLC

  • LGLV
  • SPTM
  • SPYG
  • XMHQ
  • ICOW
  • JPIE
  • JMEE
Syntegra Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 855 Billion
Stocks 161
Filing on May 09, 2025 Q1 2025

Atria Wealth Solutions, Inc.

  • IVV
  • AAPL
  • NVDA
  • QQQ
  • MSFT
  • SPY
  • AMZN
Atria Wealth Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 7.87 Billion
Stocks 4132
Filing on May 09, 2025 Q1 2025

Cary Street Partners Investment Advisory LLC

  • AAPL
  • MSFT
  • NVDA
  • SPYG
  • TRGP
  • SPYV
  • ET
Cary Street Partners Investment Advisory LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 2915
Filing on May 09, 2025 Q1 2025

Ranch Capital Advisors Inc.

  • BIL
  • AAPL
  • MSFT
  • VYM
  • NVDA
  • VIG
  • VGIT
Ranch Capital Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on May 09, 2025 Q1 2025

Mc Clarren Financial Advisors, Inc.

  • VTI
  • VUSB
  • VB
  • VOO
  • VO
  • MGK
  • VIG
Mc Clarren Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 321
Filing on May 09, 2025 Q1 2025

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • BK
  • JNJ
  • OI
  • C
  • CAT
Levin Capital Strategies, L.P.'s Q1 2025 Portfolio
Portfolio Value 901 Million
Stocks 176
Filing on May 09, 2025 Q1 2025

Farrow Financial Inc.

  • ITOT
  • SUSA
  • MOAT
  • IVLU
  • AAPL
  • SGOV
  • ICSH
Farrow Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 149 Billion
Stocks 50
Filing on May 09, 2025 Q1 2025

Empower Advisory Group, LLC

  • SCHF
  • IWM
  • VWO
  • BSV
  • VNQ
  • SCHP
  • VGIT
Empower Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 30.4 Billion
Stocks 495
Filing on May 09, 2025 Q1 2025

Parus Finance (Uk) LTD

  • V
  • NVDA
  • GOOGL
  • META
  • BABA
  • PDD
  • AVGO
Parus Finance (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 32
Filing on May 09, 2025 Q1 2025

Factorial Partners, LLC

  • FHI
  • URI
  • CHRD
  • SYF
  • SEB
  • TEVA
  • CI
Factorial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 66
Filing on May 09, 2025 Q1 2025

Costello Asset Management, Inc

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • GOOGL
  • BRK-B
  • GOOG
Costello Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 244 Million
Stocks 682
Filing on May 09, 2025 Q1 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • PG
  • DHR
  • PANW
Wills Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 226 Billion
Stocks 62
Filing on May 09, 2025 Q1 2025

Warberg Asset Management LLC

  • QQQ
  • SGOV
  • CLRC
  • NEN
  • AAPL
  • XLF
  • STXS
Warberg Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 9.26 Million
Stocks 191
Filing on May 09, 2025 Q1 2025

Roi Financial Advisors, LLC

  • LLY
  • COST
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • V
Roi Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 61
Filing on May 09, 2025 Q1 2025

Jgp Global Gestao De Recursos Ltda.

  • STNE
  • NGD
  • PPLT
  • XP
  • BGNE
  • PROSY
  • INCY
Jgp Global Gestao De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 35
Filing on May 09, 2025 Q1 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • REET
  • JCPB
  • PAYX
  • SCHX
Cooper/Haims Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 79
Filing on May 09, 2025 Q1 2025

W.H. Cornerstone Investments Inc.

  • VTI
  • VCIT
  • BNDX
  • VCSH
  • AAPL
  • MSFT
  • VEA
W.H. Cornerstone Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 110
Filing on May 09, 2025 Q1 2025

Ask Capital Management, LLC

  • AVGO
  • ABNB
  • FA
  • NU
Ask Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 296 Billion
Stocks 4