Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 21, 2025 Q1 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q1 2025 Portfolio
Portfolio Value 259 Million
Stocks 4
Filing on Apr 21, 2025 Q1 2025

Ttp Investments, Inc.

  • MOAT
  • SSO
  • AAPL
  • NVDA
  • SPDN
  • META
  • SPG
Ttp Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 37
Filing on Apr 21, 2025 Q1 2025

Kempner Capital Management Inc.

  • MU
  • TSM
  • BSM
  • SHEL
  • DIS
  • XOM
  • MRK
Kempner Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 170 Million
Stocks 49
Filing on Apr 21, 2025 Q1 2025

Hartford Financial Management Inc.

  • JCPB
  • MSFT
  • JMUB
  • AAPL
  • COST
  • JPM
  • LLY
Hartford Financial Management Inc.'s Q1 2025 Portfolio
Portfolio Value 460 Million
Stocks 359
Filing on Apr 21, 2025 Q1 2025

Org Wealth Partners, LLC

  • BRK-A
  • BRK-B
  • ET
  • XOM
  • ABT
  • AAPL
  • JPST
Org Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 221 Million
Stocks 9568
Filing on Apr 21, 2025 Q1 2025

Trivant Custom Portfolio Group, LLC

  • AAPL
  • USIG
  • NVDA
  • MSFT
  • MBSD
  • STIP
  • AMZN
Trivant Custom Portfolio Group, LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 8837
Filing on Apr 21, 2025 Q1 2025

Plimoth Trust CO LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • GOOGL
  • XOM
Plimoth Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 378 Million
Stocks 306
Filing on Apr 21, 2025 Q1 2025

Premier Path Wealth Partners, LLC

  • AAPL
  • XLK
  • MSFT
  • NVDA
  • AMZN
  • XLF
  • USIG
Premier Path Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 643 Billion
Stocks 372
Filing on Apr 21, 2025 Q1 2025

Matthews International Capital Management LLC

  • PDD
  • SE
  • YMM
  • LEGN
  • TCOM
  • YUMC
  • BEKE
Matthews International Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 474 Million
Stocks 37
Filing on Apr 21, 2025 Q1 2025

Heartwood Wealth Advisors LLC

  • VV
  • VB
  • VEA
  • SCHE
  • GDXJ
  • VONE
  • VO
Heartwood Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 173
Filing on Apr 21, 2025 Q1 2025

Friedenthal Financial

  • ITOT
  • LMBS
  • EFAV
  • EEMV
  • SCHA
  • IJH
  • STIP
Friedenthal Financial's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 212
Filing on Apr 21, 2025 Q1 2025

Janney Capital Management LLC

  • IEFA
  • XLC
  • MSFT
  • XLK
  • TOTL
  • JPM
  • C
Janney Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 229
Filing on Apr 21, 2025 Q1 2025

Montz Harcus Wealth Management LLC

  • SPLG
  • SPY
  • PRF
  • SPMD
  • IEFA
  • MDY
  • SPSM
Montz Harcus Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 78
Filing on Apr 21, 2025 Q1 2025

Boston Premier Wealth LLC

  • VTI
  • QQQ
  • FVD
  • IJH
  • AVLV
  • IJR
  • RSP
Boston Premier Wealth LLC's Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 58
Filing on Apr 21, 2025 Q1 2025

West Hill Financial Advisors, Inc.

  • VOO
  • VONG
  • VONV
  • VEA
  • FBND
  • SCHR
  • VWO
West Hill Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 73
Filing on Apr 21, 2025 Q1 2025

Mgo Private Wealth, LLC

  • VOO
  • BND
  • AGG
  • VGK
  • SPY
  • VPL
  • IEF
Mgo Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 55
Filing on Apr 21, 2025 Q1 2025

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • RSG
  • MBB
  • ELV
  • DHR
Db Fitzpatrick & Co, Inc's Q1 2025 Portfolio
Portfolio Value 103 Million
Stocks 98
Filing on Apr 21, 2025 Q1 2025

Harrell Investment Partners, LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • MSI
  • XLK
  • XLV
Harrell Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 337 Billion
Stocks 97