Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Nbz Investment Advisors LLC

  • JAAA
  • DIVO
  • SPLG
  • BALT
  • SSO
  • XMHQ
  • XSMO
Nbz Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 65
Filing on May 09, 2025 Q1 2025

American Assets Inc

  • AAT
  • WFC
  • XOM
  • BAC
  • COF
  • REGN
  • DVN
American Assets Inc's Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 25
Filing on May 09, 2025 Q1 2025

Total Investment Management Inc

  • SCHQ
  • BKUI
  • SPY
  • EEM
  • BKAG
  • FNK
  • QQQE
Total Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 762 Million
Stocks 74
Filing on May 09, 2025 Q1 2025

Maxi Investments Cy LTD

  • QQQ
  • AMZN
  • MSFT
  • SGOV
  • NVDA
  • META
  • TCOM
Maxi Investments Cy LTD's Q1 2025 Portfolio
Portfolio Value 502 Million
Stocks 112
Filing on May 09, 2025 Q1 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • AAPL
  • MSFT
  • AMRN
  • NVDA
Lcm Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 98
Filing on May 09, 2025 Q1 2025

New Age Alpha Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • TSM
  • BRK-B
  • SPG
New Age Alpha Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Trillion
Stocks 895
Filing on May 09, 2025 Q1 2025

Reaves W H & CO Inc

  • ETR
  • VST
  • NI
  • XEL
  • CNP
  • PPL
  • CEG
Reaves W H & CO Inc's Q1 2025 Portfolio
Portfolio Value 3.64 Billion
Stocks 100
Filing on May 09, 2025 Q1 2025

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • AMZN
  • IGSB
  • NVDA
  • AAPL
  • GLD
Fortis Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 502 Million
Stocks 154
Filing on May 09, 2025 Q1 2025

Plan Group Financial, LLC

  • VOO
  • ACWI
  • COWZ
  • IWR
  • DFAI
  • IJR
  • DFAE
Plan Group Financial, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 148
Filing on May 09, 2025 Q1 2025

Thoroughbred Financial Services, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • COWZ
  • BRK-B
  • QQQ
Thoroughbred Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 671
Filing on May 09, 2025 Q1 2025

Middleton & CO Inc

  • AAPL
  • AMZN
  • GOOGL
  • IVV
  • V
  • COST
  • AVGO
Middleton & CO Inc's Q1 2025 Portfolio
Portfolio Value 841 Million
Stocks 156
Filing on May 09, 2025 Q1 2025

Rps Advisory Solutions LLC

  • SGOV
  • AAPL
  • BIL
  • NVDA
  • GLD
  • MSFT
  • AMZN
Rps Advisory Solutions LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 91
Filing on May 09, 2025 Q1 2025

William Von Mueffling

Cantillon Capital Management LLC
  • AVGO
  • SPGI
  • V
  • GOOGL
  • CBRE
  • ICE
  • IBKR
William Von Mueffling's Q1 2025 Portfolio
Portfolio Value 13.9 Billion
Stocks 74
Filing on May 09, 2025 Q1 2025

Delta Asset Management LLC

  • MSFT
  • SPGI
  • LOW
  • WMT
  • GS
  • HON
  • PG
Delta Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 606
Filing on May 09, 2025 Q1 2025

Drucker Wealth 3.0, LLC

  • VOO
  • BND
  • VIG
  • VB
  • VYM
  • VTI
  • AAPL
Drucker Wealth 3.0, LLC's Q1 2025 Portfolio
Portfolio Value 454 Billion
Stocks 154
Filing on May 09, 2025 Q1 2025

Pitcairn CO

  • IWV
  • QAI
  • COM
  • OUNZ
  • NVDA
  • MSFT
  • BRK-A
Pitcairn CO's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 707
Filing on May 09, 2025 Q1 2025

Geo Wealth Management, LLC

  • IUSB
  • DFAC
  • VOO
  • VV
  • VTI
  • SPDW
  • VTEB
Geo Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.33 Billion
Stocks 1220
Filing on May 09, 2025 Q1 2025

Abc Arbitrage Sa

  • ERIC
  • AZN
  • BTI
  • DEO
  • RIO
  • MT
  • NGG
Abc Arbitrage Sa's Q1 2025 Portfolio
Portfolio Value 538 Billion
Stocks 191