Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 95
Filing on May 07, 2025 Q1 2025

Dauntless Investment Group, LLC

  • HYG
  • EWZ
  • IBM
  • COST
  • AAPL
  • GM
  • SMH
Dauntless Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 85.4 Billion
Stocks 56
Filing on May 07, 2025 Q1 2025

Hurley Capital, LLC

  • VTV
  • VONG
  • VGIT
  • IBHE
  • PSLV
  • IBHF
  • VOO
Hurley Capital, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 502
Filing on May 07, 2025 Q1 2025

Jsf Financial, LLC

  • IVV
  • CGGR
  • STIP
  • IEFA
  • IWX
  • AAPL
  • IWY
Jsf Financial, LLC's Q1 2025 Portfolio
Portfolio Value 376 Million
Stocks 121
Filing on May 07, 2025 Q1 2025

Fiera Capital Corp

  • MSFT
  • TSM
  • AZO
  • GOOGL
  • MCO
  • MA
  • TJX
Fiera Capital Corp's Q1 2025 Portfolio
Portfolio Value 26 Billion
Stocks 712
Filing on May 07, 2025 Q1 2025

Your Advocates Ltd., LLP

  • DFIC
  • DFEM
  • BOND
  • SCHR
  • DFAS
  • FNDX
  • GLD
Your Advocates Ltd., LLP's Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 211
Filing on May 07, 2025 Q1 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • IAU
  • AAPL
  • MSFT
  • JPM
  • AMZN
  • BMY
Purkiss Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 109
Filing on May 07, 2025 Q1 2025

Awm Capital, LLC

  • SGOV
  • DFAC
  • DFIC
  • AVUS
  • DFEM
  • DFAU
  • IWD
Awm Capital, LLC's Q1 2025 Portfolio
Portfolio Value 634 Million
Stocks 105
Filing on May 07, 2025 Q1 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • COST
  • MSFT
  • QCOM
  • ABBV
Marco Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 214
Filing on May 07, 2025 Q1 2025

Ramirez Asset Management, Inc.

  • TSM
  • TCEHY
  • KB
  • MPNGY
  • BABA
  • ITUB
  • JBSAY
Ramirez Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 481 Billion
Stocks 378
Filing on May 07, 2025 Q1 2025

Nyl Investors LLC

  • LQD
  • IGSB
  • HYG
  • VCLT
  • SPLB
  • IGLB
  • XOM
Nyl Investors LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 38
Filing on May 07, 2025 Q1 2025

Vesey Street Capital Partners, L.L.C.

  • AIRS
Vesey Street Capital Partners, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 68.6 Million
Stocks 2
Filing on May 07, 2025 Q1 2025

New York Life Insurance CO

  • VOO
  • SPY
New York Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 3
Filing on May 07, 2025 Q1 2025

Ibex Investors LLC

  • ITRN
  • BRFH
  • INCR
  • SLM
  • ELF
  • BLDR
  • URG
Ibex Investors LLC's Q1 2025 Portfolio
Portfolio Value 41 Million
Stocks 9
Filing on May 07, 2025 Q1 2025

Baldwin Investment Management, LLC

  • BRK-A
  • AAPL
  • NVDA
  • AVGO
  • MSFT
  • JPM
  • BRK-B
Baldwin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 810 Million
Stocks 200
Filing on May 07, 2025 Q1 2025

Mackenzie Financial Corp

  • RY
  • MSFT
  • AAPL
  • SPY
  • TD
  • AMZN
  • CNQ
Mackenzie Financial Corp's Q1 2025 Portfolio
Portfolio Value 65.9 Billion
Stocks 1667
Filing on May 07, 2025 Q1 2025

Werba Rubin Papier Wealth Management

  • AVUS
  • AVDE
  • AVUV
  • SCHQ
  • AVDV
  • AAPL
  • VUG
Werba Rubin Papier Wealth Management's Q1 2025 Portfolio
Portfolio Value 460 Billion
Stocks 192
Filing on May 07, 2025 Q1 2025

Norden Group LLC

  • SPY
  • JPST
  • AAPL
  • MSFT
  • IVW
  • AMZN
  • NVDA
Norden Group LLC's Q1 2025 Portfolio
Portfolio Value 869 Billion
Stocks 531