Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 16, 2025 Q1 2025

Dynamic Technology Lab Private LTD

  • JNPR
  • LVS
  • AMZN
  • EAT
  • SFM
  • PRIM
  • BOOT
Dynamic Technology Lab Private LTD's Q1 2025 Portfolio
Portfolio Value 652 Million
Stocks 953
Filing on May 16, 2025 Q1 2025

Front Street Capital Management, Inc.

  • BRK-B
  • 0HVP.L
  • CGNX
  • VOO
  • MTW
  • DHR
  • COST
Front Street Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 524 Million
Stocks 63
Filing on May 16, 2025 Q1 2025

Legacy Wealth Managment, Llc/Id

  • DVN
  • BIL
  • BITO
  • ICSH
  • NEOV
  • ECC
  • SVOL
Legacy Wealth Managment, Llc/Id's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 860
Filing on May 16, 2025 Q1 2025

Aberdeen Wealth Management LLC

  • IVOV
  • VIG
  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • ADP
Aberdeen Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 159
Filing on May 16, 2025 Q1 2025

Obsidian Personal Planning Solutions LLC

  • SPIB
  • IJR
  • VTV
  • JPIE
  • SCHD
  • SPDW
  • EFG
Obsidian Personal Planning Solutions LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 105
Filing on May 16, 2025 Q1 2025

Financial Strategies Group, Inc.

  • SPTM
  • SPAB
  • IQLT
  • SPEM
  • FBND
  • FNDX
  • SPMD
Financial Strategies Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 93
Filing on May 16, 2025 Q1 2025

Coordinated Financial Services, Inc./Co

  • IVV
  • SPY
  • VTI
  • GOVT
  • GLD
  • SCHD
  • VB
Coordinated Financial Services, Inc./Co's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 137
Filing on May 16, 2025 Q1 2025

Stance Capital LLC

  • HCA
  • MCK
  • CAH
  • IBM
  • MA
  • ED
  • CTSH
Stance Capital LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 77
Filing on May 16, 2025 Q1 2025

Temasek Holdings (Private) LTD

  • V
  • MA
  • INTA
  • AMZN
  • NVDA
  • IBN
  • JPST
Temasek Holdings (Private) LTD's Q1 2025 Portfolio
Portfolio Value 19.7 Billion
Stocks 128
Filing on May 16, 2025 Q1 2025

Boundary Creek Advisors LP

  • MPW
  • KNX
  • EFA
  • VLO
  • MERC
  • SLSSF
  • KNX
Boundary Creek Advisors LP's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 20
Filing on May 16, 2025 Q1 2025

Semmax Financial Advisors Inc.

  • FLOT
  • JPM
  • JAAA
  • NEAR
  • VUG
  • SRLN
  • VOO
Semmax Financial Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 351 Million
Stocks 432
Filing on May 16, 2025 Q1 2025

Rivermont Capital Management LP

  • WTW
  • NWSA
  • SPOT
  • CLH
  • SSNC
  • TPR
  • ACVA
Rivermont Capital Management LP's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 18
Filing on May 16, 2025 Q1 2025

Octagon Capital Advisors LP

  • APLS
  • TRVI
  • CNTA
  • GOSS
  • OCUL
  • COGT
  • KALV
Octagon Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 35
Filing on May 16, 2025 Q1 2025

S Squared Technology, LLC

  • KRYS
  • OLED
  • KTOS
  • LSCC
  • PRLB
  • MRVL
  • ALGM
S Squared Technology, LLC's Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 33
Filing on May 16, 2025 Q1 2025

Hfm Investment Advisors, LLC

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • AOA
  • VT
  • JNJ
Hfm Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 1189
Filing on May 16, 2025 Q1 2025

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • BXSL
  • SPY
  • DGRO
  • QQQ
Northeast Financial Consultants Inc's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 278
Filing on May 16, 2025 Q1 2025

Aaf Wealth Management, LLC

  • IVV
  • IDEV
  • VTV
  • QQQM
  • VYMI
  • IJH
  • DIA
Aaf Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 48
Filing on May 16, 2025 Q1 2025

Logan Capital Management Inc

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • MA
  • META
  • NFLX
Logan Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 733