Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Us Advisors Wealth Management, LLC

  • QQQ
  • SPMO
  • SCHV
  • SCHG
  • FBND
  • COWZ
  • AVUV
Us Advisors Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 287 Million
Stocks 138
Filing on May 06, 2025 Q1 2025

Free Gulliver LLC

  • JPM
  • IWL
  • VIGI
  • BUFG
  • XMMO
  • VIG
  • SPY
Free Gulliver LLC's Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 97
Filing on May 06, 2025 Q1 2025

Hamilton Point Investment Advisors, LLC

  • BRK-A
  • AAPL
  • MSFT
  • AXP
  • RTX
  • EME
  • GOOG
Hamilton Point Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 155
Filing on May 06, 2025 Q1 2025

Three Bridge Wealth Advisors, LLC

  • ACWI
  • META
  • VOO
  • SPY
  • COIN
  • VT
  • IAU
Three Bridge Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 285 Million
Stocks 84
Filing on May 06, 2025 Q1 2025

Grand Wealth Management, LLC

  • DFAC
  • AVDE
  • DFAX
  • AVUS
  • AVEM
  • DFIC
  • ITOT
Grand Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 68
Filing on May 06, 2025 Q1 2025

Royce & Associates LP

  • AL
  • SEIC
  • ACA
  • ENOV
  • AGO
  • JBT
  • UFPI
Royce & Associates LP's Q1 2025 Portfolio
Portfolio Value 8.75 Billion
Stocks 796
Filing on May 06, 2025 Q1 2025

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • DE
  • AAPL
  • NVR
  • COP
Montgomery Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 240 Million
Stocks 93
Filing on May 06, 2025 Q1 2025

Antipodes Partners LTD

  • GOLD
  • COF
  • MSFT
  • GOOGL
  • MRK
  • AMZN
  • HCA
Antipodes Partners LTD's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 103
Filing on May 06, 2025 Q1 2025

Brookwood Investment Group LLC

  • VTI
  • NVDA
  • AAPL
  • VUG
  • SPMO
  • UCON
  • AMZN
Brookwood Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 582 Billion
Stocks 426
Filing on May 06, 2025 Q1 2025

Kelman Lazarov, Inc.

  • FNDX
  • MOAT
  • SCHG
  • GSIE
  • GSLC
  • STIP
  • BOND
Kelman Lazarov, Inc.'s Q1 2025 Portfolio
Portfolio Value 517 Million
Stocks 116
Filing on May 06, 2025 Q1 2025

Lmdagg, L.L.C.

  • IOT
Lmdagg, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 29.6 Million
Stocks 1
Filing on May 06, 2025 Q1 2025

Jackson Hole Capital Partners, LLC

  • ARLP
  • AAPL
  • MSFT
  • GOOG
  • IVV
  • WMB
  • REPX
Jackson Hole Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 490 Million
Stocks 279
Filing on May 06, 2025 Q1 2025

Morling Financial Advisors, LLC

  • TOTL
  • UCON
  • VTI
  • VGSH
  • DFAU
  • DFAE
  • COIN
Morling Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 121
Filing on May 06, 2025 Q1 2025

A16z Perennial Management, L.P.

  • COIN
  • NU
  • XHLF
  • ABNB
  • OKTA
  • COIN
  • MUB
A16z Perennial Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 871 Billion
Stocks 51
Filing on May 06, 2025 Q1 2025

Ghe, LLC

  • NVDA
  • ADBE
  • PCN
  • MCO
  • PGR
  • SPGI
  • COST
Ghe, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 56
Filing on May 06, 2025 Q1 2025

Atria Investments LLC

  • MSFT
  • IVV
  • AMZN
  • NVDA
  • AAPL
  • VOO
  • META
Atria Investments LLC's Q1 2025 Portfolio
Portfolio Value 7.33 Billion
Stocks 1890
Filing on May 06, 2025 Q1 2025

Tufton Capital Management

  • MSFT
  • AAPL
  • JPM
  • ADP
  • GOOG
  • TJX
  • AMZN
Tufton Capital Management's Q1 2025 Portfolio
Portfolio Value 518 Million
Stocks 120
Filing on May 06, 2025 Q1 2025

Harry Burn

Sound Shore Management Inc
  • CTRA
  • COF
  • FIS
  • BAX
  • C
  • LUV
  • EOG
Harry Burn's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 37