Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 02, 2025 Q1 2025

Granger Management LLC

  • SPY
  • ACWI
  • XLE
  • AMZN
  • QQQ
Granger Management LLC's Q1 2025 Portfolio
Portfolio Value 277 Million
Stocks 5
Filing on May 02, 2025 Q1 2025

Portman Square Capital LLP

  • NEE
  • KKR
  • LYV
  • STX
  • WEC
  • BA
  • BAC
Portman Square Capital LLP's Q1 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 213
Filing on May 02, 2025 Q1 2025

Dravo Bay LLC

  • SCHV
  • SCHG
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 46
Filing on May 02, 2025 Q1 2025

Htg Investment Advisors, Inc.

  • DFAC
  • DFIC
  • CBRE
  • AVDE
  • AVUS
  • DFAX
  • BSV
Htg Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 68
Filing on May 02, 2025 Q1 2025

Hudock, Inc.

  • IVV
  • VCIT
  • IJH
  • IJR
  • SCHD
  • VWO
  • AGG
Hudock, Inc.'s Q1 2025 Portfolio
Portfolio Value 571 Million
Stocks 177
Filing on May 02, 2025 Q1 2025

Financial Advisors, LLC

  • USMV
  • SCHG
  • SCHV
  • HAWX
  • QUAL
  • IJR
  • ESGU
Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 506 Million
Stocks 81
Filing on May 02, 2025 Q1 2025

Mayflower Financial Advisors, LLC

  • IVV
  • SPLG
  • AAPL
  • MSFT
  • QUAL
  • SPY
  • BRK-B
Mayflower Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 628 Million
Stocks 388
Filing on May 02, 2025 Q1 2025

Verdence Capital Advisors LLC

  • AAPL
  • FLOT
  • BIL
  • MSFT
  • SPY
  • AGG
  • VOO
Verdence Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 651
Filing on May 02, 2025 Q1 2025

Fortress Wealth Group, LLC

  • VTV
  • VUG
  • QQQ
  • JEPQ
  • SPY
  • MOAT
  • COWZ
Fortress Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 106
Filing on May 02, 2025 Q1 2025

Lmg Wealth Partners, LLC

  • IVW
  • AAPL
  • WMT
  • VBR
  • MSFT
  • AGG
  • CVX
Lmg Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 449 Billion
Stocks 128
Filing on May 02, 2025 Q1 2025

Swp Financial LLC

  • IVV
  • IUSB
  • VUG
  • VTV
  • AAPL
  • QUAL
  • DYNF
Swp Financial LLC's Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 63
Filing on May 02, 2025 Q1 2025

Jacobson & Schmitt Advisors, LLC

  • IUSB
  • AMZN
  • IGSB
  • DHR
  • STIP
  • KNSL
  • APH
Jacobson & Schmitt Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 481 Million
Stocks 42
Filing on May 02, 2025 Q1 2025

Windsor Capital Management, LLC

  • IVV
  • SPYV
  • SPLG
  • ESGD
  • IJH
  • IBDS
  • IBDT
Windsor Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 118
Filing on May 02, 2025 Q1 2025

Napatree Capital LLC

  • BRK-A
  • BRK-B
  • SPLG
  • IEMG
  • IEFA
  • AAPL
  • EFV
Napatree Capital LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 195
Filing on May 02, 2025 Q1 2025

Legacy Capital Wealth Partners, LLC

  • WMT
  • SPY
  • XOM
  • JBHT
  • GPS
  • SPDN
  • RDVY
Legacy Capital Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 437 Million
Stocks 351
Filing on May 02, 2025 Q1 2025

Postrock Partners LLC

  • BRK-A
  • AAPL
  • FAST
  • V
  • IVV
  • BKNG
  • GOOGL
Postrock Partners LLC's Q1 2025 Portfolio
Portfolio Value 202 Billion
Stocks 80
Filing on May 02, 2025 Q1 2025

James Investment Research Inc

  • AAPL
  • MSFT
  • NVDA
  • IAU
  • GOOGL
  • JPM
  • WMT
James Investment Research Inc's Q1 2025 Portfolio
Portfolio Value 765 Million
Stocks 326
Filing on May 02, 2025 Q1 2025

Richmond Brothers, Inc.

  • BSV
  • BIV
  • VTIP
  • QQQ
  • BIL
  • VFH
  • VPU
Richmond Brothers, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 47