Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Zevin Asset Management LLC

  • V
  • MELI
  • AAPL
  • ADP
  • MSFT
  • COST
  • TJX
Zevin Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 631 Million
Stocks 81
Filing on May 06, 2025 Q1 2025

First National Bank Of Hutchinson

  • IVV
  • XLK
  • AAPL
  • IJH
  • IJR
  • MSFT
  • NVDA
First National Bank Of Hutchinson's Q1 2025 Portfolio
Portfolio Value 150 Million
Stocks 166
Filing on May 06, 2025 Q1 2025

American Financial & Tax Strategies Inc

  • BNDX
  • XSOE
  • VONG
  • SPYV
  • SPYG
  • SPLV
  • MGK
American Financial & Tax Strategies Inc's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 91
Filing on May 06, 2025 Q1 2025

Quadrant Private Wealth Management, LLC

  • NVDA
  • SPLG
  • META
  • IVE
  • NFLX
  • SPY
  • TLT
Quadrant Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 229
Filing on May 06, 2025 Q1 2025

Lane Generational LLC

  • AEM
  • OR
  • ZM
  • CDE
  • SQ
  • DLO
  • AMZN
Lane Generational LLC's Q1 2025 Portfolio
Portfolio Value 84.1 Million
Stocks 33
Filing on May 06, 2025 Q1 2025

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • QQEW
  • IBDR
  • IBDQ
  • IBDS
Gratus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 609 Billion
Stocks 128
Filing on May 06, 2025 Q1 2025

Templeton & Phillips Capital Management, LLC

  • BRK-B
  • AMZN
  • V
  • HDB
  • UL
  • DG
  • PZZA
Templeton & Phillips Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 47
Filing on May 06, 2025 Q1 2025

Teramo Advisors, LLC

  • SPY
  • SPY
  • RYN
  • PL
  • OPER
  • IVV
  • GOOGL
Teramo Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 319 Million
Stocks 20
Filing on May 06, 2025 Q1 2025

Maestria Partners LLC

  • APO
  • AMZN
  • FOUR
  • TDG
  • META
  • KKR
  • DIS
Maestria Partners LLC's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 14
Filing on May 06, 2025 Q1 2025

Madden Advisory Services, Inc.

  • SCHB
  • VOO
  • VTV
  • VGT
  • IBDQ
  • EFA
  • SCHX
Madden Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 101
Filing on May 06, 2025 Q1 2025

Worth Pointe, LLC

  • DFAC
  • AVUS
  • DFUV
  • VOO
  • AVDE
  • AVRE
  • DFAS
Worth Pointe, LLC's Q1 2025 Portfolio
Portfolio Value 218 Million
Stocks 92
Filing on May 06, 2025 Q1 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MA
  • AAPL
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 237
Filing on May 06, 2025 Q1 2025

Readystate Asset Management LP

  • TLT
  • HYG
  • ITCI
  • K
  • LQD
  • FYBR
  • HES
Readystate Asset Management LP's Q1 2025 Portfolio
Portfolio Value 3 Trillion
Stocks 589
Filing on May 06, 2025 Q1 2025

Old Port Advisors

  • MSFT
  • IAU
  • IVV
  • BRK-B
  • AAPL
  • DSTL
  • SCHD
Old Port Advisors's Q1 2025 Portfolio
Portfolio Value 338 Billion
Stocks 227
Filing on May 06, 2025 Q1 2025

Sage Advisory Services, Ltd.Co.

  • IVV
  • MBB
  • IEFA
  • DSTL
  • COWZ
  • PSK
  • FLBL
Sage Advisory Services, Ltd.Co.'s Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 41
Filing on May 06, 2025 Q1 2025

De Dora Capital, Inc.

  • VYM
  • VUG
  • IVV
  • FBND
  • VB
  • CGXU
  • VOO
De Dora Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 328 Million
Stocks 113
Filing on May 06, 2025 Q1 2025

Soundwatch Capital LLC

  • IVV
  • SPY
  • AAPL
  • VOO
  • VV
  • RSP
  • IWB
Soundwatch Capital LLC's Q1 2025 Portfolio
Portfolio Value 220 Billion
Stocks 29
Filing on May 06, 2025 Q1 2025

Aigh Capital Management LLC

  • QQQ
  • ADES
  • MYO
  • PSNL
  • SCPH
  • BLZE
  • GLW
Aigh Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 81