Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Nemes Rush Group LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • MSI
  • WMT
  • ETN
Nemes Rush Group LLC's Q1 2025 Portfolio
Portfolio Value 792 Billion
Stocks 706
Filing on May 07, 2025 Q1 2025

Metis Global Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • SGOL
  • BCI
  • AMZN
  • META
Metis Global Partners, LLC's Q1 2025 Portfolio
Portfolio Value 3.48 Billion
Stocks 789
Filing on May 07, 2025 Q1 2025

Capital City Trust CO

  • KO
  • AAPL
  • MSFT
  • VOO
  • AVGO
  • NVDA
  • AMZN
Capital City Trust CO's Q1 2025 Portfolio
Portfolio Value 343 Million
Stocks 199
Filing on May 07, 2025 Q1 2025

Ridgewood Investments LLC

  • BRK-B
  • SHV
  • GOOGL
  • MKL
  • VOO
  • VT
  • BSV
Ridgewood Investments LLC's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 734
Filing on May 07, 2025 Q1 2025

Tcw Group Inc

  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • META
  • NOW
  • AVGO
Tcw Group Inc's Q1 2025 Portfolio
Portfolio Value 10.4 Billion
Stocks 641
Filing on May 07, 2025 Q1 2025

Orca Investment Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • SPY
  • CAH
  • BRK-B
  • AVGO
Orca Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 58
Filing on May 07, 2025 Q1 2025

Bishop & CO Investment Management, LLC

  • VTV
  • VUG
  • VCIT
  • IEFA
  • IWS
  • IWP
  • VOO
Bishop & CO Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 25
Filing on May 07, 2025 Q1 2025

Perkins Capital Management Inc

  • LLY
  • NTRA
  • AXGN
  • MSFT
  • IDXX
  • ABT
  • LMAT
Perkins Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 89.7 Million
Stocks 82
Filing on May 07, 2025 Q1 2025

Horan Capital Advisors, Llc.

  • IJH
  • AAPL
  • UITB
  • MSFT
  • SCHB
  • USTB
  • AVGO
Horan Capital Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 118
Filing on May 07, 2025 Q1 2025

Seneschal Advisors, LLC

  • BIV
  • VTI
  • DFUS
  • DFUV
  • BNDX
  • DFAT
  • DFAS
Seneschal Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 33
Filing on May 07, 2025 Q1 2025

Horizon Financial Services, LLC

  • SPYV
  • SPYG
  • SPSB
  • SCHM
  • VGSH
  • SPDW
  • SPHY
Horizon Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 292
Filing on May 07, 2025 Q1 2025

Sterling Investment Advisors, Ltd.

  • AAPL
  • AMZN
  • KMI
  • GMED
  • GDX
  • GLDM
  • MSFT
Sterling Investment Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 174
Filing on May 07, 2025 Q1 2025

Dudley Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • JNJ
  • CVX
  • JPM
  • XOM
Dudley Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 130
Filing on May 07, 2025 Q1 2025

Prosperity Consulting Group, LLC

  • IVV
  • AAPL
  • JEPI
  • AGG
  • SCHD
  • XLK
  • MSFT
Prosperity Consulting Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 459
Filing on May 07, 2025 Q1 2025

Madrona Venture Group, LLC

  • SNOW
  • PATH
  • NAUT
Madrona Venture Group, LLC's Q1 2025 Portfolio
Portfolio Value 28.5 Million
Stocks 3
Filing on May 07, 2025 Q1 2025

Vantage Financial Partners, LLC

  • ITOT
  • IVV
  • IXUS
  • AGG
  • DIVO
  • IUSG
  • IJH
Vantage Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 357 Million
Stocks 194
Filing on May 07, 2025 Q1 2025

Sheaff Brock Investment Advisors, LLC

  • AAPL
  • NVDA
  • LLY
  • MSFT
  • AMZN
  • IPDP
  • IBM
Sheaff Brock Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 461
Filing on May 07, 2025 Q1 2025

Beacon Bridge Wealth Partners, LLC

  • SPY
  • QUAL
  • VUG
  • VTV
  • MUB
  • MBB
  • VOO
Beacon Bridge Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 85