Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Russia Partners Management, LLC

  • SEMR
Russia Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 83.8 Billion
Stocks 1
Filing on Apr 29, 2025 Q1 2025

Brass Tax Wealth Management, Inc

  • VOO
  • VB
  • DBEF
  • VTI
  • SCHG
  • BND
  • PSMO
Brass Tax Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 476 Billion
Stocks 215
Filing on Apr 29, 2025 Q1 2025

Richard Bernstein Advisors LLC

  • JMBS
  • SPTS
  • VTV
  • EMXC
  • IQLT
  • FTEC
  • TLH
Richard Bernstein Advisors LLC's Q1 2025 Portfolio
Portfolio Value 4.11 Billion
Stocks 223
Filing on Apr 29, 2025 Q1 2025

Jordan Park Group LLC

  • GOVT
  • IEMG
  • SPY
  • IWB
  • VGIT
  • IEFA
  • HEFA
Jordan Park Group LLC's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 68
Filing on Apr 29, 2025 Q1 2025

Raleigh Capital Management Inc.

  • FISR
  • XLSR
  • SPDW
  • SPEM
  • SPY
  • IVV
  • MSFT
Raleigh Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 214 Million
Stocks 570
Filing on Apr 29, 2025 Q1 2025

Financial Counselors Inc

  • AAPL
  • MSFT
  • VO
  • NVDA
  • AMZN
  • GOOGL
  • DFAS
Financial Counselors Inc's Q1 2025 Portfolio
Portfolio Value 6.5 Billion
Stocks 579
Filing on Apr 29, 2025 Q1 2025

Security National Bank Of So Dak

  • AAPL
  • BRK-B
  • MSFT
  • GOOGL
  • VT
  • ORCL
  • TMO
Security National Bank Of So Dak's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 169
Filing on Apr 29, 2025 Q1 2025

Wood Tarver Financial Group, LLC

  • VTI
  • CGCP
  • VCSH
  • CGDV
  • QUAL
  • COWZ
  • SPGP
Wood Tarver Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 702
Filing on Apr 29, 2025 Q1 2025

Byrne Financial Freedom, LLC

  • AMZN
  • GOOG
  • AAPL
  • ARKK
  • NEA
  • MSFT
  • FLQS
Byrne Financial Freedom, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 97
Filing on Apr 29, 2025 Q1 2025

Liberty Square Wealth Partners LLC

  • VOO
  • SPLG
  • RDVY
  • AAPL
  • SCHD
  • IQLT
  • QQQ
Liberty Square Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 262 Billion
Stocks 147
Filing on Apr 29, 2025 Q1 2025

Cooksen Wealth, LLC

  • IWF
  • VTV
  • XLK
  • XLV
  • XLF
  • VGK
  • XLY
Cooksen Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 98.6 Billion
Stocks 94
Filing on Apr 29, 2025 Q1 2025

Oppenheimer & Close, LLC

  • AEM
  • BBW
  • AGI
  • BRT
  • SENEA
  • HURC
  • GLD
Oppenheimer & Close, LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 51
Filing on Apr 29, 2025 Q1 2025

Penserra Capital Management LLC

  • AVGO
  • NOC
  • CSCO
  • GD
  • PANW
  • CRWD
  • FTNT
Penserra Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 5.61 Billion
Stocks 1592
Filing on Apr 29, 2025 Q1 2025

Crew Capital Management, Ltd.

  • PG
  • AAPL
  • MSFT
  • QQQ
  • XLK
  • BRK-B
  • NVDA
Crew Capital Management, Ltd.'s Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 150
Filing on Apr 29, 2025 Q1 2025

Hendley & CO Inc

  • BRK-B
  • V
  • MSFT
  • AAPL
  • ABT
  • APH
  • PH
Hendley & CO Inc's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 51
Filing on Apr 29, 2025 Q1 2025

Investor'S Fiduciary Advisor Network, LLC

  • SCHD
  • AAPL
  • QQQ
  • MSFT
  • BIL
  • QUAL
  • O
Investor'S Fiduciary Advisor Network, LLC's Q1 2025 Portfolio
Portfolio Value 212 Million
Stocks 166
Filing on Apr 29, 2025 Q1 2025

Chilton Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOG
  • XOM
Chilton Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 532
Filing on Apr 29, 2025 Q1 2025

Financiere Des Professionnels Fonds D,Investissement Inc.

  • SPY
  • IEMG
  • IEFA
  • IVW
  • IEF
  • VB
  • SCZ
Financiere Des Professionnels Fonds D,Investissement Inc.'s Q1 2025 Portfolio
Portfolio Value 1.55 Trillion
Stocks 200