Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 02, 2025 Q1 2025

Franchise Capital LTD

  • PDD
  • NVDA
  • META
  • TSM
  • LKNCY
  • TSLA
  • DUOL
Franchise Capital LTD's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 20
Filing on Apr 02, 2025 Q1 2025

Lederer & Associates Investment Counsel

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • V
  • META
Lederer & Associates Investment Counsel's Q1 2025 Portfolio
Portfolio Value 137 Million
Stocks 81
Filing on Apr 02, 2025 Q1 2025

Park National Corp

  • PRK
  • AAPL
  • SDVY
  • MSFT
  • JPM
  • NVDA
  • TTWO
Park National Corp 's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 468
Filing on Apr 02, 2025 Q1 2025

Waller Financial Planning Group, Inc

  • IVV
  • SPDW
  • SPMD
  • SPSM
  • OMFL
  • SPAB
  • IGEB
Waller Financial Planning Group, Inc's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 72
Filing on Apr 02, 2025 Q1 2025

Marotta Asset Management

  • VOE
  • VTIP
  • VGT
  • BNDX
  • XCEM
  • VBR
  • VDC
Marotta Asset Management's Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 109
Filing on Apr 02, 2025 Q1 2025

Kera Capital Partners, Inc.

  • NVDA
  • SPY
  • RSP
  • GSIE
  • CGDV
  • VOO
  • GLW
Kera Capital Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 336 Billion
Stocks 187
Filing on Apr 02, 2025 Q1 2025

Greenhaven Associates Inc

  • C
  • LEN
  • TOL
  • PHM
  • DHI
  • OSK
  • ARW
Greenhaven Associates Inc's Q1 2025 Portfolio
Portfolio Value 4.92 Billion
Stocks 26
Filing on Apr 02, 2025 Q1 2025

Beacon Wealthcare LLC

  • VTI
  • IEF
  • SCHR
  • VEU
  • SCHB
  • SHY
  • VTEB
Beacon Wealthcare LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 22
Filing on Apr 02, 2025 Q1 2025

Marcum Wealth, LLC

  • IVV
  • SCHX
  • VEA
  • JAAA
  • SCHA
  • IJH
  • IEFA
Marcum Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 405
Filing on Apr 02, 2025 Q1 2025

Rk Asset Management, LLC

  • BKE
  • REGN
  • FIZZ
  • BRK-B
  • KHC
  • NEU
  • PCTY
Rk Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 23
Filing on Apr 02, 2025 Q1 2025

Stash Investments, LLC

  • VTI
  • IUSB
  • IEFA
  • TFLO
  • VWO
Stash Investments, LLC's Q1 2025 Portfolio
Portfolio Value 187 Billion
Stocks 5
Filing on Apr 02, 2025 Q1 2025

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • VTWO
  • QUAL
  • VIG
Global Wealth Strategies & Associates's Q1 2025 Portfolio
Portfolio Value 330 Billion
Stocks 473
Filing on Apr 01, 2025 Q1 2025

Rempart Asset Management Inc.

  • COST
  • V
  • MSFT
  • JPM
  • ROP
  • RY
  • CL
Rempart Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 34
Filing on Apr 01, 2025 Q1 2025

Penbrook Management LLC

  • NVO
  • AMZN
  • MSFT
  • MCO
  • GOOG
  • GOOGL
  • TRGP
Penbrook Management LLC's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 107
Filing on Apr 01, 2025 Q1 2025

Lbj Family Wealth Advisors, Ltd.

  • IWF
  • IWD
  • IWP
  • IWS
  • IWN
  • WIP
  • IWO
Lbj Family Wealth Advisors, Ltd.'s Q1 2025 Portfolio
Portfolio Value 157 Million
Stocks 28
Filing on Apr 01, 2025 Q1 2025

Hobart Private Capital, LLC

  • SPY
  • BND
  • RDVY
  • FTLS
  • VFQY
  • BUFR
  • SPYG
Hobart Private Capital, LLC's Q1 2025 Portfolio
Portfolio Value 400 Billion
Stocks 180
Filing on Apr 01, 2025 Q1 2025

Centre Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • PARA
  • MDT
Centre Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 389 Million
Stocks 71
Filing on Apr 01, 2025 Q1 2025

Cullen Investment Group, Ltd.

  • BRK-B
  • AAPL
  • MSFT
  • WMT
  • JPM
  • ETN
  • GOOG
Cullen Investment Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 659 Billion
Stocks 173