Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Brooktree Capital Management

  • IBKR
  • PAR
  • RMNI
  • BRK-B
  • THRY
  • BFH
  • QCOM
Brooktree Capital Management's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 24
Filing on May 06, 2025 Q1 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • FBND
  • AMZN
  • ITOT
  • BRK-B
W.G. Shaheen & Associates Dba Whitney & CO's Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 134
Filing on May 06, 2025 Q1 2025

Ae Wealth Management LLC

  • AAPL
  • MSFT
  • VNLA
  • NVDA
  • AMZN
  • SPYG
  • IVV
Ae Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 10.4 Billion
Stocks 16117
Filing on May 06, 2025 Q1 2025

Elm3 Financial Group, LLC

  • AMZN
  • NVDA
  • LLY
  • BRLN
  • MSFT
  • MTUM
  • AAPL
Elm3 Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 101
Filing on May 06, 2025 Q1 2025

Dempze Nancy E

  • NVDA
  • AAPL
  • MA
  • MSFT
  • ABT
  • ADP
  • GOOGL
Dempze Nancy E's Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 307
Filing on May 06, 2025 Q1 2025

Black Swift Group, LLC

  • SPYG
  • SPY
  • RSP
  • IWF
  • IWP
  • XLK
  • XLE
Black Swift Group, LLC's Q1 2025 Portfolio
Portfolio Value 408 Million
Stocks 115
Filing on May 06, 2025 Q1 2025

Pandi, LLC

  • VOO
  • VB
  • VO
Pandi, LLC's Q1 2025 Portfolio
Portfolio Value 651 Billion
Stocks 4
Filing on May 06, 2025 Q1 2025

Blume Capital Management, Inc.

  • AAPL
  • DFCF
  • DFIC
  • XLE
  • SCHW
  • GOOG
  • TOTR
Blume Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 431 Million
Stocks 458
Filing on May 06, 2025 Q1 2025

Hendershot Investments Inc.

  • BRK-B
  • AAPL
  • GOOGL
  • TJX
  • BKNG
  • JNJ
  • V
Hendershot Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 721 Million
Stocks 129
Filing on May 06, 2025 Q1 2025

Winthrop Capital Management, LLC

  • VGT
  • SPSB
  • LLY
  • SCHX
  • SCHD
  • IEFA
  • VFH
Winthrop Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 332
Filing on May 06, 2025 Q1 2025

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • DISV
Abel Hall, LLC's Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 202
Filing on May 06, 2025 Q1 2025

1888 Investments, LLC

  • DDOG
  • SEER
  • PCOR
1888 Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 3
Filing on May 06, 2025 Q1 2025

Notis Mc Conarty Edward

  • AAPL
  • MA
  • NVDA
  • ADP
  • MSFT
  • GOOGL
  • ABT
Notis Mc Conarty Edward's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 218
Filing on May 06, 2025 Q1 2025

Blankinship & Foster, LLC

  • DFAU
  • VEU
  • VO
  • HEFA
  • VTI
  • VUG
  • DBEF
Blankinship & Foster, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 69
Filing on May 06, 2025 Q1 2025

Garrison Bradford & Associates Inc

  • UNH
  • COST
  • BX
  • MSFT
  • PWR
  • ODFL
  • TMO
Garrison Bradford & Associates Inc's Q1 2025 Portfolio
Portfolio Value 90.4 Million
Stocks 61
Filing on May 06, 2025 Q1 2025

City National Bank Of Florida /Msd

  • IVV
  • SMMD
  • IWF
  • SPDW
  • IUSB
  • MSFT
  • AMZN
City National Bank Of Florida /Msd's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 126
Filing on May 06, 2025 Q1 2025

Wespac Advisors So Cal, LLC

  • MSFT
  • AAPL
  • XLV
  • TMUS
  • SMH
  • IAI
  • WMT
Wespac Advisors So Cal, LLC's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 103
Filing on May 06, 2025 Q1 2025

Convergence Investment Partners, LLC

  • NVDA
  • AMZN
  • META
  • IBM
  • QCOM
  • WMT
  • GILD
Convergence Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 237