Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Heritage Investors Management Corp

  • AAPL
  • MSFT
  • AVGO
  • PANW
  • MA
  • GOOGL
  • AMZN
Heritage Investors Management Corp's Q1 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 254
Filing on May 05, 2025 Q1 2025

New England Capital Financial Advisors LLC

  • CGGR
  • RSP
  • AVUV
  • RLY
  • CGCP
  • SPYV
  • SPYG
New England Capital Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 394
Filing on May 05, 2025 Q1 2025

Atlantic Union Bankshares Corp

  • IWY
  • AAPL
  • IWR
  • MSFT
  • ERIE
  • NVDA
  • JPM
Atlantic Union Bankshares Corp's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 640
Filing on May 05, 2025 Q1 2025

Summit Partners L P

  • LFST
  • JAMF
  • DTC
  • MTSI
  • ATEN
  • EGHT
Summit Partners L P's Q1 2025 Portfolio
Portfolio Value 349 Million
Stocks 9
Filing on May 05, 2025 Q1 2025

Mariner Investment Group LLC

  • SPY
  • BKLN
  • HYG
  • JFR
  • XLU
  • XLU
  • SPY
Mariner Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 434 Million
Stocks 36
Filing on May 05, 2025 Q1 2025

Twin Capital Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AVGO
Twin Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 291
Filing on May 05, 2025 Q1 2025

Wny Asset Management, LLC

  • CGCP
  • CGDV
  • CGGR
  • DFAI
  • DFAC
  • FBND
  • JAVA
Wny Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 802 Million
Stocks 227
Filing on May 05, 2025 Q1 2025

North Forty Two & Co.

  • JPST
  • SCHR
  • VFH
  • SCHZ
  • GBIL
  • SCHO
  • SCHF
North Forty Two & Co.'s Q1 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 94
Filing on May 05, 2025 Q1 2025

Montag A & Associates Inc

  • IVV
  • SPY
  • AAPL
  • MDY
  • MSFT
  • GOOG
  • AMZN
Montag A & Associates Inc's Q1 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 994
Filing on May 05, 2025 Q1 2025

Integrated Capital Management, LLC

  • IVV
  • IWY
  • SPYV
  • GOOGL
  • DBEF
  • FLQH
  • IHDG
Integrated Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 182 Million
Stocks 58
Filing on May 05, 2025 Q1 2025

Aspen Capital Management, LLC

  • DFIC
  • SGOV
  • DFAC
  • DFCF
  • DFAT
  • DFAS
  • DFEM
Aspen Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 313 Billion
Stocks 66
Filing on May 05, 2025 Q1 2025

Ifp Advisors, Inc

  • AAPL
  • QQQ
  • VUG
  • FTSM
  • NVDA
  • MSFT
  • SPLG
Ifp Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 4312
Filing on May 05, 2025 Q1 2025

One Ascent Wealth Management LLC

  • OACP
  • OAIM
  • OALC
  • IBD
  • OAEM
  • VGIT
  • GBDC
One Ascent Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 154
Filing on May 05, 2025 Q1 2025

Kingsman Wealth Management, Inc.

  • NVDA
  • META
  • AMZN
  • AAPL
  • GE
  • COST
  • GS
Kingsman Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 64
Filing on May 05, 2025 Q1 2025

Edgemoor Investment Advisors, Inc.

  • BRK-B
  • MSFT
  • AAPL
  • LOW
  • URI
  • GOOG
  • AMZN
Edgemoor Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 161
Filing on May 05, 2025 Q1 2025

Horizon Investment Services, LLC

  • NVDA
  • VCSH
  • SPHY
  • MSFT
  • GOOGL
  • AAPL
  • V
Horizon Investment Services, LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 110
Filing on May 05, 2025 Q1 2025

Gw&K Investment Management, LLC

  • ROLL
  • TXRH
  • MTSI
  • GMED
  • MSFT
  • LOPE
  • PFGC
Gw&K Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 10.8 Billion
Stocks 1189
Filing on May 05, 2025 Q1 2025

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • META
  • AMZN
  • BRK-B
  • MSFT
  • SDY
Lewis Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 127