Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Poinciana Advisors Group, LLC

  • AVUV
  • DFAC
  • VGIT
  • AVDV
  • VTIP
  • BFA
  • DFIV
Poinciana Advisors Group, LLC's Q1 2025 Portfolio
Portfolio Value 96.5 Billion
Stocks 106
Filing on Apr 30, 2025 Q1 2025

Nisa Investment Advisors, LLC

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
Nisa Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 19.6 Billion
Stocks 3106
Filing on Apr 30, 2025 Q1 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • MDY
  • CVX
Peddock Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 392 Million
Stocks 157
Filing on Apr 30, 2025 Q1 2025

Alpha Financial Partners, LLC

  • IVV
  • AGG
  • IJH
  • MUB
  • SPLG
  • IXUS
  • IJR
Alpha Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 85
Filing on Apr 30, 2025 Q1 2025

Van Cleef Asset Management,Inc

  • PGR
  • AAPL
  • VXF
  • MSFT
  • PLTR
  • GOOGL
  • LAMR
Van Cleef Asset Management,Inc's Q1 2025 Portfolio
Portfolio Value 856 Million
Stocks 116
Filing on Apr 30, 2025 Q1 2025

J.H. Whitney Equity Partners Vii, LLC

  • AVAH
J.H. Whitney Equity Partners Vii, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 1
Filing on Apr 30, 2025 Q1 2025

Topsail Wealth Management, LLC

  • VTI
  • VTEB
  • CINF
  • VXUS
  • VOO
  • VEU
  • VEA
Topsail Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 492 Billion
Stocks 225
Filing on Apr 30, 2025 Q1 2025

Ramiah Investment Group

  • FLTR
  • SPY
  • VTI
  • VB
  • VOOV
  • BIL
  • VEU
Ramiah Investment Group's Q1 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 27
Filing on Apr 30, 2025 Q1 2025

Banque Pictet & Cie Sa

  • TSLA
  • AMZN
  • TSLA
  • GOOG
  • MCD
  • MA
  • WM
Banque Pictet & Cie Sa's Q1 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 394
Filing on Apr 30, 2025 Q1 2025

Moloney Securities Asset Management, LLC

  • TFLO
  • AAPL
  • MSFT
  • AMZN
  • QQQ
  • SPTM
  • NVDA
Moloney Securities Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 664 Million
Stocks 492
Filing on Apr 30, 2025 Q1 2025

Samson Rock Capital LLP

  • HES
Samson Rock Capital LLP's Q1 2025 Portfolio
Portfolio Value 53.6 Billion
Stocks 2
Filing on Apr 30, 2025 Q1 2025

Wealth Advisory Solutions, LLC

  • SPY
  • IJH
  • SPLG
  • IJJ
  • LLY
  • AAPL
  • RSP
Wealth Advisory Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 136
Filing on Apr 30, 2025 Q1 2025

Linden Thomas Advisory Services, LLC

  • NVDA
  • META
  • AAPL
  • MSFT
  • CORT
  • V
  • MA
Linden Thomas Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 772 Billion
Stocks 460
Filing on Apr 30, 2025 Q1 2025

Trium Capital LLP

  • SPY
  • FNA
  • ACI
  • KWEB
  • XLI
  • ENFN
  • PYCR
Trium Capital LLP's Q1 2025 Portfolio
Portfolio Value 801 Million
Stocks 55
Filing on Apr 30, 2025 Q1 2025

First National Bank & Trust CO Of Newtown

  • VTI
  • VCSH
  • AAPL
  • BIV
  • DVY
  • IEFA
  • MSFT
First National Bank & Trust CO Of Newtown's Q1 2025 Portfolio
Portfolio Value 474 Million
Stocks 227
Filing on Apr 30, 2025 Q1 2025

Flossbach Von Storch Ag

  • BRK-B
  • MSFT
  • AMZN
  • JNJ
  • ABT
  • AAPL
  • GOOGL
Flossbach Von Storch Ag's Q1 2025 Portfolio
Portfolio Value 22.7 Billion
Stocks 134
Filing on Apr 30, 2025 Q1 2025

Greenleaf Trust

  • SYK
  • IVV
  • IEFA
  • V
  • AAPL
  • IJH
  • MSFT
Greenleaf Trust's Q1 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 1281
Filing on Apr 30, 2025 Q1 2025

Optimum Investment Advisors

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • COST
  • VGT
  • MUNI
Optimum Investment Advisors's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 639