Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Antipodes Partners LTD

  • GOLD
  • COF
  • MSFT
  • GOOGL
  • MRK
  • AMZN
  • HCA
Antipodes Partners LTD's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 103
Filing on May 06, 2025 Q1 2025

Brookwood Investment Group LLC

  • VTI
  • NVDA
  • AAPL
  • VUG
  • SPMO
  • UCON
  • AMZN
Brookwood Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 582 Billion
Stocks 426
Filing on May 06, 2025 Q1 2025

Kelman Lazarov, Inc.

  • FNDX
  • MOAT
  • SCHG
  • GSIE
  • GSLC
  • STIP
  • BOND
Kelman Lazarov, Inc.'s Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 116
Filing on May 06, 2025 Q1 2025

Lmdagg, L.L.C.

  • IOT
Lmdagg, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 29.6 Million
Stocks 1
Filing on May 06, 2025 Q1 2025

Jackson Hole Capital Partners, LLC

  • ARLP
  • AAPL
  • MSFT
  • GOOG
  • IVV
  • WMB
  • REPX
Jackson Hole Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 279
Filing on May 06, 2025 Q1 2025

Morling Financial Advisors, LLC

  • TOTL
  • UCON
  • VTI
  • VGSH
  • DFAU
  • DFAE
  • COIN
Morling Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 121
Filing on May 06, 2025 Q1 2025

A16z Perennial Management, L.P.

  • COIN
  • NU
  • XHLF
  • ABNB
  • OKTA
  • COIN
  • MUB
A16z Perennial Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 871 Billion
Stocks 51
Filing on May 06, 2025 Q1 2025

Ghe, LLC

  • NVDA
  • ADBE
  • PCN
  • MCO
  • PGR
  • SPGI
  • COST
Ghe, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 56
Filing on May 06, 2025 Q1 2025

Atria Investments LLC

  • MSFT
  • IVV
  • AMZN
  • NVDA
  • AAPL
  • VOO
  • META
Atria Investments LLC's Q1 2025 Portfolio
Portfolio Value 7.33 Billion
Stocks 1890
Filing on May 06, 2025 Q1 2025

Tufton Capital Management

  • MSFT
  • AAPL
  • JPM
  • ADP
  • GOOG
  • TJX
  • AMZN
Tufton Capital Management's Q1 2025 Portfolio
Portfolio Value 518 Million
Stocks 120
Filing on May 06, 2025 Q1 2025

Harry Burn

Sound Shore Management Inc
  • CTRA
  • COF
  • FIS
  • BAX
  • C
  • LUV
  • EOG
Harry Burn's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 37
Filing on May 06, 2025 Q1 2025

Arlington Capital Management, Inc.

  • ACWI
  • IAU
  • TLT
  • BALT
  • NVDA
  • ZROZ
  • BGLD
Arlington Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 75
Filing on May 06, 2025 Q1 2025

Princeton Capital Management LLC

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • LLY
  • CRWD
Princeton Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 120
Filing on May 06, 2025 Q1 2025

Hamel Associates, Inc.

  • AAPL
  • WMT
  • XOM
  • CB
  • JNJ
  • COP
  • GOOG
Hamel Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 71
Filing on May 06, 2025 Q1 2025

Birchcreek Wealth Management, LLC

  • SHY
  • IUSG
  • IUSV
  • BILS
  • IEFA
  • RSP
  • AAPL
Birchcreek Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 115
Filing on May 06, 2025 Q1 2025

Spring Vest Wealth Management LLC

  • VCIT
  • BRK-B
  • SPY
  • VUSB
  • VCSH
  • SCHV
  • DFCF
Spring Vest Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 56
Filing on May 06, 2025 Q1 2025

Davis Rea Ltd.

  • META
  • GOOGL
  • MSFT
  • AMZN
  • JPM
  • TMO
  • SYK
Davis Rea Ltd.'s Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 51
Filing on May 06, 2025 Q1 2025

Principle Wealth Partners LLC

  • JPM
  • AAPL
  • XLG
  • VUG
  • VIG
  • MSFT
  • IJR
Principle Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 340