Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Luts & Greenleigh Group, Inc

  • XOM
  • COST
  • AAPL
  • MSFT
  • NVDA
  • ABBV
  • IWF
Luts & Greenleigh Group, Inc's Q3 2025 Portfolio
Portfolio Value 111 Billion
Stocks 83
Filing on Nov 07, 2025 Q3 2025

Readystate Asset Management LP

  • TLT
  • LQD
  • CYBR
  • EXAS
  • WK
  • VRNA
  • PNM
Readystate Asset Management LP's Q3 2025 Portfolio
Portfolio Value 2.35 Trillion
Stocks 355
Filing on Nov 07, 2025 Q3 2025

Condor Capital Management

  • VOO
  • VUG
  • VTV
  • IEFA
  • AAPL
  • VONV
  • IWF
Condor Capital Management's Q3 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 186
Filing on Nov 07, 2025 Q3 2025

Jacobi Capital Management LLC

  • SPY
  • BRK-B
  • QQQ
  • VTI
  • GLD
  • IWP
  • AAPL
Jacobi Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 592
Filing on Nov 07, 2025 Q3 2025

Northeast Investment Management

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • COST
  • V
Northeast Investment Management's Q3 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 181
Filing on Nov 07, 2025 Q3 2025

Hodges Capital Management Inc.

  • WULF
  • NVDA
  • UBER
  • TPL
  • CLF
  • MSFT
  • EXP
Hodges Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 207
Filing on Nov 07, 2025 Q3 2025

Burke & Herbert Bank & Trust CO

  • SPY
  • MSFT
  • AAPL
  • IJR
  • EFA
  • RSP
  • JNJ
Burke & Herbert Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 444 Million
Stocks 458
Filing on Nov 07, 2025 Q3 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • QQQ
  • IVV
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 585 Billion
Stocks 67
Filing on Nov 07, 2025 Q3 2025

Cornerstone Advisory, LLC

  • JEPI
  • VYM
  • IVV
  • AAPL
  • GSLC
  • VIG
  • JPIE
Cornerstone Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 914 Million
Stocks 245
Filing on Nov 07, 2025 Q3 2025

Turn8 Private Wealth Inc.

  • JEPI
  • MSFT
  • XLE
  • GOOGL
  • TSM
  • NVDA
  • LQD
Turn8 Private Wealth Inc.'s Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 44
Filing on Nov 07, 2025 Q3 2025

Beirne Wealth Consulting Services, LLC

  • AGG
  • VEA
  • IVV
  • LRGF
  • IWD
  • VUG
  • IWF
Beirne Wealth Consulting Services, LLC's Q3 2025 Portfolio
Portfolio Value 417 Billion
Stocks 227
Filing on Nov 07, 2025 Q3 2025

Timber Creek Capital Management LLC

  • MSFT
  • GLDM
  • AMZN
  • IAU
  • GOOG
  • TSM
  • V
Timber Creek Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 390 Million
Stocks 83
Filing on Nov 07, 2025 Q3 2025

Crestwood Advisors Group LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • IVV
  • NVDA
  • META
Crestwood Advisors Group LLC's Q3 2025 Portfolio
Portfolio Value 5.73 Billion
Stocks 679
Filing on Nov 07, 2025 Q3 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • AVGO
  • GOOG
  • FBND
  • NVDA
W.G. Shaheen & Associates Dba Whitney & CO's Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 148
Filing on Nov 07, 2025 Q3 2025

Park Circle CO

  • ABBV
  • TRV
  • GS
  • VZ
  • SBUX
  • TROW
  • MO
Park Circle CO's Q3 2025 Portfolio
Portfolio Value 113 Million
Stocks 69
Filing on Nov 07, 2025 Q3 2025

Marble Harbor Investment Counsel, LLC

  • MSFT
  • AAPL
  • ABBV
  • ADP
  • IRM
  • ORLY
  • CSCO
Marble Harbor Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 189
Filing on Nov 07, 2025 Q3 2025

Beta Wealth Group, Inc.

  • SPVM
  • AVUV
  • LQD
  • DVYE
  • QYLD
  • FEMS
  • AVDV
Beta Wealth Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 120
Filing on Nov 07, 2025 Q3 2025

Fiduciary Counselling Inc

  • IWB
  • BRK-A
  • WY
  • PCH
  • VTI
  • XOP
  • ESGE
Fiduciary Counselling Inc's Q3 2025 Portfolio
Portfolio Value 37.5 Million
Stocks 7