Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Marks Group Wealth Management, Inc

  • GOOG
  • AAPL
  • SYK
  • ICE
  • RSG
  • EFV
  • UNH
Marks Group Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 481
Filing on Nov 10, 2025 Q3 2025

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • AVUS
  • DFIP
  • CVNA
  • AAPL
  • VTI
Geometric Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 688 Million
Stocks 80
Filing on Nov 10, 2025 Q3 2025

Babb Wealth Advisors LLC

  • DFAX
  • DFAC
  • DFAT
  • DFUS
  • DFCF
  • DFSD
  • GBCI
Babb Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 154 Billion
Stocks 19
Filing on Nov 10, 2025 Q3 2025

Quantum Private Wealth, LLC

  • META
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • GOOG
Quantum Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 322 Million
Stocks 175
Filing on Nov 10, 2025 Q3 2025

Vesey Street Capital Partners, L.L.C.

  • AIRS
Vesey Street Capital Partners, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 243 Million
Stocks 2
Filing on Nov 10, 2025 Q3 2025

Roi Financial Advisors, LLC

  • NVDA
  • AVGO
  • AAPL
  • GOOGL
  • LLY
  • COST
  • MSFT
Roi Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 167 Billion
Stocks 67
Filing on Nov 10, 2025 Q3 2025

Makena Capital Management LLC

  • VOO
  • IEFA
  • IEMG
  • MSFT
  • AMZN
  • XLV
  • V
Makena Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 894 Million
Stocks 24
Filing on Nov 10, 2025 Q3 2025

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • NFLX
  • REGN
  • AMZN
  • PAYX
  • MLM
Mcdonald Capital Investors Inc's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 21
Filing on Nov 10, 2025 Q3 2025

Ameritas Investment Partners, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • IVV
  • GOOG
Ameritas Investment Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 3705
Filing on Nov 10, 2025 Q3 2025

Granite Investment Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • AMZN
  • GE
  • ETN
Granite Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 249
Filing on Nov 10, 2025 Q3 2025

Clearstead Advisors, LLC

  • VOO
  • IVV
  • IWF
  • AAPL
  • VO
  • MSFT
  • VB
Clearstead Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 7.4 Billion
Stocks 3094
Filing on Nov 10, 2025 Q3 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • CINF
  • BRK-A
  • JNJ
  • LMT
Schulhoff & CO Inc's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 135
Filing on Nov 10, 2025 Q3 2025

Equitable Trust CO

  • VOO
  • IAU
  • MSFT
  • HCA
  • VTV
  • GOOGL
  • AAPL
Equitable Trust CO's Q3 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 707
Filing on Nov 10, 2025 Q3 2025

Sound View Wealth Advisors Group, LLC

  • AAPL
  • MSFT
  • NVDA
  • IBDR
  • IBDQ
  • IBDS
  • IBDT
Sound View Wealth Advisors Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 425
Filing on Nov 10, 2025 Q3 2025

O'Neil Global Advisors, Inc.

  • TSLA
  • NVDA
  • PLTR
  • HOOD
  • CRWD
  • DHI
  • VST
O'Neil Global Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 543 Million
Stocks 60
Filing on Nov 10, 2025 Q3 2025

Aries Wealth Management

  • AAPL
  • MSFT
  • VUG
  • SPY
  • EFA
  • VB
  • VO
Aries Wealth Management's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 231
Filing on Nov 10, 2025 Q3 2025

Patient Square Capital LP

  • ROIV
  • INSM
  • EYPT
  • ARGX
  • LQDA
  • PHVS
  • OCUL
Patient Square Capital LP's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 24
Filing on Nov 10, 2025 Q3 2025

Woodside Wealth Management LLC

  • VOO
  • SPSB
  • VUG
  • DFAC
  • PRF
  • VTI
  • USMV
Woodside Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 80