Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 04, 2025 Q1 2025

Capital Market Strategies LLC

  • FLOT
  • AAPL
  • NVDA
  • MSFT
  • FRBA
  • PRF
  • PLTR
Capital Market Strategies LLC's Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 143
Filing on Apr 03, 2025 Q1 2025

Cadinha & CO LLC

  • BRK-B
  • COST
  • ISRG
  • IAU
  • IVV
  • AMZN
  • WMT
Cadinha & CO LLC's Q1 2025 Portfolio
Portfolio Value 456 Million
Stocks 99
Filing on Apr 03, 2025 Q1 2025

Vida Ventures Advisors, LLC

  • ALLO
  • KRON
Vida Ventures Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 5.05 Million
Stocks 3
Filing on Apr 03, 2025 Q1 2025

Versant Capital Management, Inc

  • AVDE
  • AVEM
  • DFAC
  • GUNR
  • MSFT
  • IXC
  • GDX
Versant Capital Management, Inc's Q1 2025 Portfolio
Portfolio Value 578 Million
Stocks 2512
Filing on Apr 03, 2025 Q1 2025

Hiley Hunt Wealth Management

  • VTV
  • DFCF
  • VUG
  • VCSH
  • VEA
  • DFIC
  • IJH
Hiley Hunt Wealth Management's Q1 2025 Portfolio
Portfolio Value 183 Billion
Stocks 43
Filing on Apr 03, 2025 Q1 2025

Central Pacific Bank Trust Division

  • IVV
  • SPY
  • AAPL
  • MSFT
  • IUSB
  • AMZN
  • NVDA
Central Pacific Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 723 Billion
Stocks 930
Filing on Apr 03, 2025 Q1 2025

Boston Common Asset Management, LLC

  • TSM
  • MSFT
  • AAPL
  • NVDA
  • V
  • NFLX
  • TMUS
Boston Common Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 307
Filing on Apr 03, 2025 Q1 2025

Adirondack Trust CO

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • MDY
  • JPM
Adirondack Trust CO's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 568
Filing on Apr 03, 2025 Q1 2025

Magnolia Capital Management LTD

  • SPY
  • QQQ
  • IJH
  • DIA
  • AAPL
  • BRK-B
  • IJR
Magnolia Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 117 Million
Stocks 72
Filing on Apr 03, 2025 Q4 2024

North Berkeley Wealth Management, LLC

  • SSD
  • NUSC
  • ACWI
  • IVW
  • IEMG
  • AAPL
  • BRK-B
North Berkeley Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 98.5 Billion
Stocks 68
Filing on Apr 03, 2025 Q1 2025

Collective Family Office LLC

  • JMUB
  • BSJP
  • DFAE
  • AVUV
  • FNDA
  • VTV
  • AVLV
Collective Family Office LLC's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 157
Filing on Apr 03, 2025 Q1 2025

First Citizens Financial Corp

  • IYW
  • EFA
  • IYF
  • IYH
  • IJK
  • BRK-B
  • IJJ
First Citizens Financial Corp's Q1 2025 Portfolio
Portfolio Value 175 Million
Stocks 123
Filing on Apr 03, 2025 Q1 2025

Jvl Associates LLC

  • ITOT
  • VTI
  • IJH
  • IJR
  • QQQ
  • VO
  • MDY
Jvl Associates LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 58
Filing on Apr 03, 2025 Q1 2025

Insight Wealth Strategies, LLC

  • CVX
  • VCLT
  • TLT
  • IEF
  • PFF
  • QUAL
  • LVHI
Insight Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 725 Million
Stocks 158
Filing on Apr 03, 2025 Q1 2025

Norman Fields, Gottscho Capital Management, LLC

  • BRK-B
  • COST
  • V
  • AAPL
  • FWONK
  • MA
  • AXP
Norman Fields, Gottscho Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 58
Filing on Apr 03, 2025 Q1 2025

Stephens Group, LLC

  • ET
  • WEST
  • LAW
Stephens Group, LLC's Q1 2025 Portfolio
Portfolio Value 193 Million
Stocks 3
Filing on Apr 02, 2025 Q1 2025

Legacy Wealth Management, LLC / Ms

  • SPY
  • AAPL
  • MSFT
  • SPLG
  • V
  • PANW
  • GOOGL
Legacy Wealth Management, LLC / Ms's Q1 2025 Portfolio
Portfolio Value 306 Billion
Stocks 97
Filing on Apr 02, 2025 Q1 2025

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • V
  • META
  • AMZN
  • LLY
Jacobs & CO's Q1 2025 Portfolio
Portfolio Value 938 Million
Stocks 122