Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Institute For Wealth Management, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AXON
  • META
  • QQQ
Institute For Wealth Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 874 Million
Stocks 561
Filing on Jul 18, 2025 Q2 2025

Victrix Investment Advisors

  • NVDA
  • MSFT
  • VOO
  • AMZN
  • BRK-B
  • GOOGL
  • AAPL
Victrix Investment Advisors's Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 103
Filing on Jul 18, 2025 Q2 2025

Brueske Advisory Services, LLC

  • GOVT
  • JHEM
  • QQQM
  • MSFT
  • FYC
  • QQQ
  • COST
Brueske Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 61
Filing on Jul 18, 2025 Q2 2025

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • V
  • JPM
  • NOW
  • GOOGL
Brown Shipley& CO LTD's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 74
Filing on Jul 18, 2025 Q2 2025

Columbia Asset Management

  • MSFT
  • AAPL
  • ERIE
  • V
  • AMZN
  • AVGO
  • GOOGL
Columbia Asset Management's Q2 2025 Portfolio
Portfolio Value 504 Million
Stocks 170
Filing on Jul 18, 2025 Q2 2025

Broadway Wealth Solutions, Inc.

  • SPLG
  • USTB
  • AVDE
  • JPIB
  • AVEM
  • DFIS
  • JGRO
Broadway Wealth Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 94
Filing on Jul 18, 2025 Q2 2025

Truist Financial Corp

  • IVV
  • MSFT
  • SPY
  • GOVT
  • NVDA
  • AAPL
  • IEFA
Truist Financial Corp's Q2 2025 Portfolio
Portfolio Value 66.7 Billion
Stocks 4895
Filing on Jul 18, 2025 Q2 2025

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • SCHF
  • IGSB
  • SCHG
  • BND
Powers Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 115
Filing on Jul 18, 2025 Q2 2025

Donald L. Hagan, LLC

  • SSUS
  • SSXU
  • SSFI
  • UPS
  • BIL
  • SPLG
  • XLK
Donald L. Hagan, LLC's Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 88
Filing on Jul 18, 2025 Q2 2025

Syquant Capital Sas

  • BPMC
  • K
  • ESGR
  • WBA
  • TGI
  • JNPR
  • SKX
Syquant Capital Sas's Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 14
Filing on Jul 18, 2025 Q2 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 4
Filing on Jul 18, 2025 Q2 2025

Union Bancaire Privee, Ubp Sa

  • MSFT
  • AMZN
  • NVDA
  • V
  • AVGO
  • GOOG
  • GOOGL
Union Bancaire Privee, Ubp Sa's Q2 2025 Portfolio
Portfolio Value 4.98 Billion
Stocks 501
Filing on Jul 18, 2025 Q2 2025

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • MA
  • BAC
  • RACE
  • MU
  • BRK-A
Aquamarine Zurich Ag's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 14
Filing on Jul 18, 2025 Q2 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • VUG
  • MSFT
  • DVY
  • AAPL
First United Bank & Trust's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 551
Filing on Jul 18, 2025 Q2 2025

Caledonia Investments PLC

  • ORCL
  • PM
  • MSFT
  • TXN
  • WSO
  • CHTR
  • FAST
Caledonia Investments PLC's Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 15
Filing on Jul 18, 2025 Q2 2025

Wealth Navi Inc.

  • VTI
  • VEA
  • AGG
  • VWO
  • IYR
  • IAU
  • IVV
Wealth Navi Inc.'s Q2 2025 Portfolio
Portfolio Value 9.93 Billion
Stocks 10
Filing on Jul 17, 2025 Q2 2025

Renaissance Capital LLC

  • CRBG
  • MBLY
  • KKS.F
Renaissance Capital LLC's Q2 2025 Portfolio
Portfolio Value 8.01 Million
Stocks 28
Filing on Jul 17, 2025 Q2 2025

Bcu Wealth Advisors, LLC

  • DFAC
  • DFIC
  • DFSD
  • DFEM
  • DFCF
  • IUSB
  • DFIP
Bcu Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 56