Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Dcf Advisers, LLC

  • VOO
  • MU
  • GOOG
  • ARGX
  • AMZN
  • IAU
  • REGN
Dcf Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 86
Filing on May 08, 2025 Q1 2025

Scp Investment, LP

  • AMRN
  • RH
  • CZR
  • GOGO
  • UBER
  • GOOGL
  • COP
Scp Investment, LP's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 77
Filing on May 08, 2025 Q1 2025

Alfreton Capital LLP

  • CACC
  • V
  • GOOGL
  • NET
  • PCOR
  • CCCS
Alfreton Capital LLP's Q1 2025 Portfolio
Portfolio Value 315 Million
Stocks 6
Filing on May 08, 2025 Q1 2025

Palisades Hudson Asset Management, L.P.

  • IJS
  • SPY
  • VTI
  • IVV
  • IJT
  • IEUR
  • IJR
Palisades Hudson Asset Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 145
Filing on May 08, 2025 Q1 2025

Quantum Financial Planning Services, Inc.

  • VCSH
  • VUG
  • SPLG
  • BND
  • DFAT
  • COST
  • AAPL
Quantum Financial Planning Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 183 Billion
Stocks 38
Filing on May 08, 2025 Q1 2025

Cedar Wealth Management, LLC

  • VTI
  • SCHD
  • IDHQ
  • XLG
  • PM
  • ESGV
  • SPGP
Cedar Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 277 Million
Stocks 195
Filing on May 08, 2025 Q1 2025

Cheviot Value Management, LLC

  • BRK-B
  • SGOV
  • AEM
  • TOTL
  • GOOGL
  • JNJ
  • LQD
Cheviot Value Management, LLC's Q1 2025 Portfolio
Portfolio Value 820 Million
Stocks 455
Filing on May 08, 2025 Q1 2025

Powell Investment Advisors, LLC

  • IVE
  • IVW
  • IWN
  • IWO
  • DVY
  • QQQ
  • IWS
Powell Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 198 Million
Stocks 145
Filing on May 08, 2025 Q1 2025

Jcp Investment Management, LLC

  • MKL
  • SPY
  • QSR
  • BRK-B
  • UNFI
  • ET
  • DPZ
Jcp Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 17
Filing on May 08, 2025 Q1 2025

Phocas Financial Corp.

  • SKYW
  • WTFC
  • NXST
  • ATGE
  • CASH
  • FRME
  • PFBC
Phocas Financial Corp.'s Q1 2025 Portfolio
Portfolio Value 652 Billion
Stocks 145
Filing on May 08, 2025 Q1 2025

Klein Pavlis & Peasley Financial, Inc.

  • AEM
  • SGOV
  • CCJ
  • PM
  • WPM
  • OKE
  • SCHW
Klein Pavlis & Peasley Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 76
Filing on May 08, 2025 Q1 2025

Novus Advisors, LLC

  • SPY
  • SPDW
  • MSFT
  • BND
  • VTI
  • NVDA
  • XLSR
Novus Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 99.2 Billion
Stocks 116
Filing on May 08, 2025 Q1 2025

Cumberland Partners LTD

  • MSFT
  • WMT
  • V
  • META
  • SPGI
  • COST
  • RY
Cumberland Partners LTD's Q1 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 262
Filing on May 08, 2025 Q1 2025

Privium Fund Management (Uk) LTD

  • VOO
  • ACWI
  • HYG
  • EMB
  • MSFT
  • GOOGL
  • NVDA
Privium Fund Management (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 19
Filing on May 08, 2025 Q1 2025

Privium Fund Management B.V.

  • SPOT
  • TSLA
  • SHOP
  • PLTR
  • SE
  • AMZN
  • RARE
Privium Fund Management B.V.'s Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 56
Filing on May 08, 2025 Q1 2025

Pacific Ridge Capital Partners, LLC

  • NBN
  • HRTG
  • BBSI
  • MPAA
  • MCB
  • ALCO
  • NGS
Pacific Ridge Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 352 Million
Stocks 136
Filing on May 08, 2025 Q1 2025

Westchester Capital Management, Inc.

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • ABBV
  • JPM
  • CAT
Westchester Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 402 Million
Stocks 39
Filing on May 08, 2025 Q1 2025

Oversea Chinese Banking Corp LTD

  • ACWI
  • NVDA
  • SE
  • MSFT
  • GOOGL
  • AAPL
  • AAXJ
Oversea Chinese Banking Corp LTD's Q1 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 638