Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 07, 2025 Q1 2025

Howard Financial Services, Ltd.

  • QUAL
  • SCHD
  • SPGP
  • RSP
  • VIG
  • GTO
  • AAPL
Howard Financial Services, Ltd.'s Q1 2025 Portfolio
Portfolio Value 726 Million
Stocks 183
Filing on Apr 07, 2025 Q1 2025

M & L Capital Management LTD

  • NVDA
  • MSFT
  • AVGO
  • AMD
  • SNPS
  • GOOG
  • MU
M & L Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 334 Billion
Stocks 21
Filing on Apr 07, 2025 Q1 2025

Fc Advisory LLC

  • MGK
  • VEU
  • VXF
  • VUG
  • AGG
  • BIV
  • DGRO
Fc Advisory LLC's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 105
Filing on Apr 07, 2025 Q1 2025

Bath Savings Trust CO

  • AAPL
  • MA
  • TJX
  • SYK
  • MSFT
  • INTU
  • ADP
Bath Savings Trust CO's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 264
Filing on Apr 07, 2025 Q1 2025

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • WMB
  • EPD
  • MPLX
  • PAA
  • BIP
Walnut Private Equity Partners, LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 13
Filing on Apr 07, 2025 Q1 2025

Nexus Investment Management Ulc

  • JPM
  • META
  • AEP
  • CSCO
  • C
  • GOOG
  • ROST
Nexus Investment Management Ulc's Q1 2025 Portfolio
Portfolio Value 601 Million
Stocks 75
Filing on Apr 04, 2025 Q1 2025

Exeter Financial, LLC

  • FFA
  • BSV
  • AAPL
  • ICSH
  • MSFT
  • AFL
  • CSCO
Exeter Financial, LLC's Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 90
Filing on Apr 04, 2025 Q1 2025

Webster Bank, N. A.

  • SPY
  • VOO
  • AAPL
  • MSFT
  • NVDA
  • USFR
  • JPM
Webster Bank, N. A.'s Q1 2025 Portfolio
Portfolio Value 886 Million
Stocks 733
Filing on Apr 04, 2025 Q1 2025

Quent Capital, LLC

  • VONG
  • SHM
  • EFG
  • SHY
  • IEMG
  • AAPL
  • IAU
Quent Capital, LLC's Q1 2025 Portfolio
Portfolio Value 912 Million
Stocks 1328
Filing on Apr 04, 2025 Q1 2025

Kings Path Partners LLC

  • VTI
  • GSLC
  • VEA
  • DFCF
  • VGIT
  • VGSH
  • VWO
Kings Path Partners LLC's Q1 2025 Portfolio
Portfolio Value 204 Billion
Stocks 257
Filing on Apr 04, 2025 Q1 2025

Farmers Trust CO

  • SPY
  • AAPL
  • MSFT
  • JPM
  • MCD
  • CSCO
  • GOOGL
Farmers Trust CO's Q1 2025 Portfolio
Portfolio Value 522 Million
Stocks 187
Filing on Apr 04, 2025 Q1 2025

Sage Capital Advisors,Llc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • SPY
  • PEP
Sage Capital Advisors,Llc's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 131
Filing on Apr 04, 2025 Q1 2025

Agate Pass Investment Management, LLC

  • ABBV
  • AAPL
  • VB
  • ABT
  • MSFT
  • GOOGL
  • VUG
Agate Pass Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 107
Filing on Apr 04, 2025 Q1 2025

Moody National Bank Trust Division

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • IVV
  • VXF
  • VEA
Moody National Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 928 Million
Stocks 788
Filing on Apr 04, 2025 Q1 2025

Baring Financial LLC

  • IVV
  • BIL
  • DFAI
  • RSP
  • VOE
  • QQQ
  • DFAC
Baring Financial LLC's Q1 2025 Portfolio
Portfolio Value 119 Billion
Stocks 65
Filing on Apr 04, 2025 Q1 2025

General Partner, Inc.

  • BRK-A
  • AAPL
  • MSFT
  • GOOG
  • MA
  • ICSH
  • BRK-B
General Partner, Inc.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 266
Filing on Apr 04, 2025 Q1 2025

Legacy Private Trust Co.

  • IVV
  • VTI
  • SPTM
  • VEA
  • AAPL
  • VXF
  • NVDA
Legacy Private Trust Co.'s Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 320
Filing on Apr 04, 2025 Q1 2025

Key Colony Management, LLC

  • OMF
  • MGM
  • ASTS
  • EVLV
  • T
  • EIX
  • EVLVW
Key Colony Management, LLC's Q1 2025 Portfolio
Portfolio Value 64.4 Million
Stocks 7