Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Avory & Company, LLC

  • FVRR
  • ZM
  • SQ
  • VOO
  • Z
  • PAYC
  • OMCL
Avory & Company, LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 31
Filing on Jul 31, 2025 Q2 2025

Globalt Investments LLC / Ga

  • IWF
  • IWD
  • SPTI
  • SPTL
  • SPTS
  • GLD
  • IBTH
Globalt Investments LLC / Ga's Q2 2025 Portfolio
Portfolio Value 2.61 Trillion
Stocks 205
Filing on Jul 31, 2025 Q2 2025

Future You Wealth LLC

  • IVV
  • VEA
  • DLN
  • SHV
  • VTI
  • SHY
  • VOO
Future You Wealth LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 58
Filing on Jul 31, 2025 Q2 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • ONEQ
  • VTI
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 574 Billion
Stocks 186
Filing on Jul 31, 2025 Q2 2025

Opus Capital Group, LLC

  • VOO
  • SCHF
  • VGIT
  • IJR
  • AVLV
  • VGSH
  • IEFA
Opus Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 835 Million
Stocks 127
Filing on Jul 31, 2025 Q2 2025

Catalyst Capital Advisors LLC

  • IWB
  • IJH
  • IWM
  • VWO
  • USMV
  • SPY
  • IJR
Catalyst Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 4.89 Billion
Stocks 623
Filing on Jul 31, 2025 Q2 2025

Trademark Financial Management, LLC

  • IVV
  • QQQ
  • MGV
  • JCPB
  • JPST
  • DFIV
  • VTI
Trademark Financial Management, LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 88
Filing on Jul 31, 2025 Q2 2025

Caisse Des Depots Et Consignations

  • UBS
  • ALC
  • TT
  • NVDA
  • V
  • MSFT
  • AAPL
Caisse Des Depots Et Consignations's Q2 2025 Portfolio
Portfolio Value 2.39 Trillion
Stocks 194
Filing on Jul 31, 2025 Q2 2025

Tandem Investment Advisors, Inc.

  • V
  • ICE
  • ABT
  • RMD
  • APH
  • ZTS
  • JKHY
Tandem Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 69
Filing on Jul 31, 2025 Q2 2025

Cambridge Investment Research Advisors, Inc.

  • VOO
  • AAPL
  • NVDA
  • QQQ
  • VTI
  • IVV
  • MSFT
Cambridge Investment Research Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 32.9 Billion
Stocks 3608
Filing on Jul 31, 2025 Q2 2025

United Community Bank

  • BRK-B
  • IVV
  • IAUM
  • PBP
  • EFA
  • MSFT
  • IJH
United Community Bank's Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 503
Filing on Jul 31, 2025 Q2 2025

Bpifrance Sa

  • STLA
  • CSTM
  • SQNS
Bpifrance Sa's Q2 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 3
Filing on Jul 31, 2025 Q2 2025

Caitong International Asset Management Co., LTD

  • PLTR
  • AAPL
  • TSLA
  • PLUG
  • BBAI
  • ORCL
  • MSTR
Caitong International Asset Management Co., LTD's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 1943
Filing on Jul 31, 2025 Q2 2025

R Squared LTD

  • MCD
  • K
  • BRK-B
  • IT
  • PGR
  • PLTR
  • TTWO
R Squared LTD's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 458
Filing on Jul 31, 2025 Q2 2025

Asset Management One Co., Ltd.

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
Asset Management One Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 31.2 Billion
Stocks 944
Filing on Jul 31, 2025 Q2 2025

Mader & Shannon Wealth Management, Inc.

  • SHY
  • GLD
  • IAU
  • SGOV
  • SHV
  • CDW
  • GDX
Mader & Shannon Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 22
Filing on Jul 31, 2025 Q2 2025

Lazard Freres Gestion S.A.S.

  • MSFT
  • AMZN
  • AAPL
  • GOOGL
  • NVDA
  • V
  • ACN
Lazard Freres Gestion S.A.S.'s Q2 2025 Portfolio
Portfolio Value 4.79 Billion
Stocks 110
Filing on Jul 31, 2025 Q2 2025

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

  • SPY
  • QQQ
  • XLF
  • XLI
  • XLC
  • EPI
  • AMZN
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 59