Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Ramirez Asset Management, Inc.

  • TSM
  • KB
  • ITUB
  • GBOOY
  • ENGIY
  • SFTBY
  • RNMBY
Ramirez Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 661 Billion
Stocks 344
Filing on Jul 24, 2025 Q2 2025

Horizon Bancorp Inc /In/

  • BND
  • GVI
  • EFA
  • VUG
  • IEFA
  • VTV
  • TDTT
Horizon Bancorp Inc /In/'s Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 216
Filing on Jul 24, 2025 Q2 2025

Ifp Advisors, Inc

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • QQQ
  • VUG
  • FTSM
Ifp Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 3.28 Billion
Stocks 4930
Filing on Jul 24, 2025 Q2 2025

Baldwin Brothers LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • TIP
  • V
Baldwin Brothers LLC's Q2 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 248
Filing on Jul 24, 2025 Q2 2025

Vantage Point Financial LLC

  • DFAC
  • DFIC
  • SPLG
  • DFSD
  • DFAX
  • DFUS
  • DFEM
Vantage Point Financial LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 148
Filing on Jul 24, 2025 Q2 2025

Financial Security Advisor, Inc.

  • CGGR
  • RPG
  • BRK-B
  • USFR
  • MSFT
  • SPSM
  • JPST
Financial Security Advisor, Inc.'s Q2 2025 Portfolio
Portfolio Value 434 Billion
Stocks 132
Filing on Jul 24, 2025 Q2 2025

Ashford Advisors, LLC

  • IVV
  • VTI
  • FNDX
  • SCHX
  • SCHB
  • ACWI
  • ESGV
Ashford Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 434 Million
Stocks 19
Filing on Jul 24, 2025 Q2 2025

Beacon Bridge Wealth Partners, LLC

  • SPY
  • QUAL
  • VUG
  • VTV
  • MUB
  • VOO
  • DYNF
Beacon Bridge Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 87
Filing on Jul 24, 2025 Q2 2025

Castellan Group

  • XLE
  • GLTR
  • CWEN
  • CTRE
  • ES
  • ATO
  • WEC
Castellan Group's Q2 2025 Portfolio
Portfolio Value 70.9 Million
Stocks 31
Filing on Jul 24, 2025 Q2 2025

Elite Wealth Management, Inc.

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • GOOGL
  • META
  • GOOG
Elite Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 297 Million
Stocks 31
Filing on Jul 24, 2025 Q2 2025

Coerente Capital Management

  • MSFT
  • GOOGL
  • SAP
  • ABT
  • AMZN
  • ADP
  • V
Coerente Capital Management's Q2 2025 Portfolio
Portfolio Value 536 Million
Stocks 39
Filing on Jul 24, 2025 Q2 2025

Stonebridge Financial Group, LLC

  • SMMU
  • DGRO
  • CGCP
  • USFR
  • GLD
  • AAPL
  • USTB
Stonebridge Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.03 Trillion
Stocks 235
Filing on Jul 24, 2025 Q2 2025

Ma Private Wealth

  • VOO
  • IVW
  • DYNF
  • BND
  • QUAL
  • VTV
  • EFV
Ma Private Wealth's Q2 2025 Portfolio
Portfolio Value 540 Million
Stocks 80
Filing on Jul 24, 2025 Q2 2025

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • VEA
  • AVUV
  • AVDV
  • MUB
  • SCHR
Morton Brown Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 319
Filing on Jul 24, 2025 Q2 2025

Coordinated Financial Services, Inc.

  • IVV
  • SPY
  • VTI
  • GLD
  • EFA
  • VB
  • SCHD
Coordinated Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 149
Filing on Jul 24, 2025 Q2 2025

Argyle Capital Management Inc.

  • MSFT
  • LLY
  • JPM
  • MCK
  • IBM
  • PNC
  • RTX
Argyle Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 132
Filing on Jul 24, 2025 Q2 2025

Krs Capital Management, LLC

  • NVDA
  • AAPL
  • FTNT
  • AVGO
  • AMD
  • META
  • LLY
Krs Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 108
Filing on Jul 24, 2025 Q2 2025

Moseley Investment Management Inc

  • IBTF
  • AAPL
  • MSFT
  • IBTI
  • BRK-B
  • AMZN
  • BRK-A
Moseley Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 163