Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Allianz Investment Management U.S. LLC

  • LQD
  • JAAA
  • VCLT
  • IGLB
  • EMNT
  • HYG
  • VWOB
Allianz Investment Management U.S. LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 63
Filing on May 08, 2025 Q1 2025

Armis Advisers, LLC

  • OVL
  • VTI
  • VEA
  • OVLH
  • OVT
  • PSFF
  • AAPL
Armis Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 395
Filing on May 08, 2025 Q1 2025

Private Advisory Group LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • LLY
  • GOOG
  • COST
Private Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 883 Million
Stocks 290
Filing on May 08, 2025 Q1 2025

Trade Link Capital LLC

  • META
  • IWS
  • GOOGL
  • GOOG
  • NFLX
  • WLY
  • MSM
Trade Link Capital LLC's Q1 2025 Portfolio
Portfolio Value 16.2 Million
Stocks 40
Filing on May 08, 2025 Q1 2025

Sovereign Investment Advisors, LLC

  • IVV
  • VNLA
  • USMV
  • JAAA
  • MPLX
  • IEFA
  • BND
Sovereign Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 33
Filing on May 08, 2025 Q1 2025

Cap Partners, LLC

  • QQQM
  • SCHX
  • TSLA
  • AAPL
  • JEPI
  • NVDA
  • SPLG
Cap Partners, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 129
Filing on May 08, 2025 Q1 2025

Gs Investments, Inc.

  • AAPL
  • V
  • META
  • KLAC
  • AMP
  • AMZN
  • TXN
Gs Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 120
Filing on May 08, 2025 Q1 2025

Foster & Motley Inc

  • FNDF
  • RODM
  • SCHF
  • JMBS
  • AAPL
  • FNDE
  • EYLD
Foster & Motley Inc's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 378
Filing on May 08, 2025 Q1 2025

Vitruvian Partners LLP

  • MQ
  • CARG
  • MXCT
  • XMTR
  • RXST
  • GLBE
Vitruvian Partners LLP's Q1 2025 Portfolio
Portfolio Value 105 Million
Stocks 6
Filing on May 08, 2025 Q1 2025

Fsb Premier Wealth Management, Inc.

  • VOO
  • SPLG
  • VEA
  • BRK-B
  • FIXD
  • SPAB
  • FTCS
Fsb Premier Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 238 Million
Stocks 206
Filing on May 08, 2025 Q1 2025

Seizert Capital Partners, LLC

  • BRK-B
  • AYI
  • CSCO
  • JPM
  • LKQ
  • WFC
  • ELV
Seizert Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 156
Filing on May 08, 2025 Q1 2025

Entruity Wealth, LLC

  • CGDV
  • CGUS
  • LMBS
  • CGSD
  • UCON
  • PSLV
  • CGCP
Entruity Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 42
Filing on May 08, 2025 Q1 2025

Modera Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • VIG
  • IEFA
  • STIP
  • AAPL
Modera Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 7.26 Billion
Stocks 607
Filing on May 08, 2025 Q1 2025

Bristol Gate Capital Partners Inc.

  • MCK
  • V
  • MMC
  • MA
  • CTAS
  • GE
  • SHW
Bristol Gate Capital Partners Inc.'s Q1 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 32
Filing on May 08, 2025 Q1 2025

Slate Stone Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • QUAL
  • IWF
  • AMZN
  • JPM
Slate Stone Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 288
Filing on May 08, 2025 Q1 2025

Smith Chas P & Associates Pa Cpas

  • AAPL
  • BRK-B
  • JPM
  • MSFT
  • HD
  • WMT
  • GOOG
Smith Chas P & Associates Pa Cpas's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 163
Filing on May 08, 2025 Q1 2025

O'Rourke & Company, Inc

  • AAPL
  • SPLV
  • XLK
  • BX
  • JPIE
  • NOBL
  • JPM
O'Rourke & Company, Inc's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 151
Filing on May 08, 2025 Q1 2025

Chesapeake Wealth Management

  • AGG
  • MSFT
  • AAPL
  • VCSH
  • XLK
  • SCHF
  • LQD
Chesapeake Wealth Management's Q1 2025 Portfolio
Portfolio Value 278 Million
Stocks 258