Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Eubel Brady & Suttman Asset Management Inc

  • WBD
  • GTX
  • BRK-B
  • MDT
  • PYPL
  • DIS
  • ZBH
Eubel Brady & Suttman Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 870 Million
Stocks 110
Filing on Nov 06, 2025 Q3 2025

Mitchell Capital Management CO

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AVGO
  • META
  • AMZN
Mitchell Capital Management CO's Q3 2025 Portfolio
Portfolio Value 542 Million
Stocks 126
Filing on Nov 06, 2025 Q3 2025

Westover Capital Advisors, LLC

  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AVGO
  • GLD
  • AMZN
Westover Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 522 Million
Stocks 217
Filing on Nov 06, 2025 Q3 2025

Strategic Financial Partners, Ltd.

  • SPLG
  • SPYV
  • VONG
  • SPDW
  • IWR
  • AGG
  • VUG
Strategic Financial Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 80
Filing on Nov 06, 2025 Q3 2025

Seaview Investment Managers LLC

  • QQQ
  • SPY
  • ASML
  • GOOGL
  • TSM
  • ORCL
  • NVDA
Seaview Investment Managers LLC's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 211
Filing on Nov 06, 2025 Q3 2025

Sanchez Wealth Management Group

  • JHML
  • IWF
  • SPY
  • QQQ
  • DGRW
  • MTUM
  • IVV
Sanchez Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 48
Filing on Nov 06, 2025 Q3 2025

Endowment Wealth Management, Inc.

  • VTI
  • NVDA
  • ITOT
  • IUSG
  • QAI
  • IUSV
  • IEFA
Endowment Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 167
Filing on Nov 06, 2025 Q3 2025

Madison Asset Management, LLC

  • ACGL
  • APH
  • ROST
  • PCAR
  • CDW
  • GOOG
  • CPRT
Madison Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 8.04 Billion
Stocks 336
Filing on Nov 06, 2025 Q3 2025

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • AAPL
  • XLK
  • IBTM
  • AVUV
Krilogy Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 878
Filing on Nov 06, 2025 Q3 2025

Westbourne Investments, Inc.

  • NVDA
  • GE
  • AMZN
  • MSFT
  • GOOGL
  • AAPL
  • META
Westbourne Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 130
Filing on Nov 06, 2025 Q3 2025

Magnolia Private Wealth, LLC

  • AVUS
  • AVDE
  • JAAA
  • TUA
  • GDE
  • FNDX
  • AVEM
Magnolia Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 109
Filing on Nov 06, 2025 Q3 2025

Psg Equity L.L.C.

  • EVCM
Psg Equity L.L.C.'s Q3 2025 Portfolio
Portfolio Value 951 Billion
Stocks 1
Filing on Nov 06, 2025 Q3 2025

Center For Financial Planning, Inc.

  • VOO
  • AGG
  • IEFA
  • VB
  • VO
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 932 Million
Stocks 662
Filing on Nov 06, 2025 Q3 2025

Signet Investment Advisory Group, Inc.

  • IAU
  • SCHF
  • SCHP
  • MSFT
  • AAPL
  • JPM
  • WMT
Signet Investment Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 70
Filing on Nov 06, 2025 Q3 2025

Mainsail Management Company, LLC

  • BRLT
Mainsail Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 66 Billion
Stocks 1
Filing on Nov 06, 2025 Q3 2025

Fundamentun, LLC

  • DFAC
  • ITOT
  • RECS
  • DGRW
  • DFCF
  • DYNF
  • SPAB
Fundamentun, LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 356
Filing on Nov 06, 2025 Q3 2025

Stratos Wealth Advisors, LLC

  • SPY
  • NVDA
  • AAPL
  • VOO
  • IBTG
  • SGOV
  • AMZN
Stratos Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 677
Filing on Nov 06, 2025 Q3 2025

Stratos Wealth Partners, Ltd.

  • AAPL
  • NVDA
  • VOO
  • IVV
  • SPY
  • MSFT
  • AMZN
Stratos Wealth Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 8.04 Billion
Stocks 1546