Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • MA
  • BAC
  • BRK-A
  • RACE
  • MU
Aquamarine Zurich Ag's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 14
Filing on Apr 11, 2025 Q1 2025

Curat Global, LLC

  • IJR
  • XLK
  • AMAT
  • IJH
  • IVV
  • AVGO
  • MSFT
Curat Global, LLC's Q1 2025 Portfolio
Portfolio Value 82.1 Billion
Stocks 306
Filing on Apr 11, 2025 Q1 2025

Generali Investments, Management CO LLC

  • AMZN
  • MSFT
  • GOOGL
  • NVDA
  • META
  • AAPL
  • NFLX
Generali Investments, Management CO LLC's Q1 2025 Portfolio
Portfolio Value 352 Billion
Stocks 140
Filing on Apr 11, 2025 Q1 2025

E. Ohman J:Or Asset Management Ab

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • V
  • IBM
E. Ohman J:Or Asset Management Ab's Q1 2025 Portfolio
Portfolio Value 3.76 Trillion
Stocks 414
Filing on Apr 11, 2025 Q1 2025

Caledonia Investments PLC

  • PM
  • WSO
  • MSFT
  • ORCL
  • TXN
  • FAST
  • CHTR
Caledonia Investments PLC's Q1 2025 Portfolio
Portfolio Value 867 Million
Stocks 14
Filing on Apr 11, 2025 Q1 2025

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • CVX
  • NVDA
  • RTX
  • QCOM
  • ABBV
Oak Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 101
Filing on Apr 11, 2025 Q1 2025

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKEM
  • BKSE
Rpoa Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.68 Billion
Stocks 8
Filing on Apr 11, 2025 Q1 2025

Annex Advisory Services, LLC

  • AVDE
  • AVUS
  • JAAA
  • VGLT
  • AVEM
  • IOO
  • XMHQ
Annex Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 309
Filing on Apr 11, 2025 Q1 2025

West Coast Financial LLC

  • IJR
  • SCHO
  • IVV
  • SCHR
  • AAPL
  • MBB
  • MA
West Coast Financial LLC's Q1 2025 Portfolio
Portfolio Value 874 Million
Stocks 162
Filing on Apr 11, 2025 Q1 2025

Cboe Vest Financial, LLC

  • CB
  • AFL
  • ADP
  • XOM
  • ABBV
  • ABT
  • IBM
Cboe Vest Financial, LLC's Q1 2025 Portfolio
Portfolio Value 6.18 Billion
Stocks 554
Filing on Apr 10, 2025 Q1 2025

Armstrong, Fleming & Moore, Inc

  • BRK-B
  • RSP
  • SPLG
  • IUSG
  • COF
  • JEPI
  • SPY
Armstrong, Fleming & Moore, Inc's Q1 2025 Portfolio
Portfolio Value 82.6 Billion
Stocks 79
Filing on Apr 10, 2025 Q1 2025

Fjell Capital, LLC

  • DWLD
  • UITB
  • GTO
  • USIG
  • VO
  • MSFT
  • AAPL
Fjell Capital, LLC's Q1 2025 Portfolio
Portfolio Value 98.6 Billion
Stocks 51
Filing on Apr 10, 2025 Q1 2025

Ami Investment Management Inc

  • VGSH
  • VGT
  • VCSH
  • VGIT
  • SPY
  • MSFT
  • VTEB
Ami Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 282 Million
Stocks 68
Filing on Apr 10, 2025 Q1 2025

Foster Group, Inc.

  • VTI
  • VTV
  • BND
  • VEA
  • DFIV
  • VGIT
  • QUAL
Foster Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 224
Filing on Apr 10, 2025 Q1 2025

Harbor Group, Inc.

  • JCPB
  • FBND
  • BKCI
  • MOAT
  • IQLT
  • PVAL
  • FLQM
Harbor Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 497 Million
Stocks 96
Filing on Apr 10, 2025 Q1 2025

Edge Wealth Management LLC

  • AAPL
  • PFF
  • MSFT
  • SHY
  • GOOGL
  • IWM
  • JPM
Edge Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 467 Million
Stocks 82
Filing on Apr 10, 2025 Q1 2025

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • DFAX
  • VTIP
  • AVDV
  • IGSB
Prosperity Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 307 Million
Stocks 104
Filing on Apr 10, 2025 Q1 2025

Ullmann Wealth Partners Group, LLC

  • IVV
  • LRGF
  • ITOT
  • DUHP
  • DFCF
  • DFIC
  • SMLF
Ullmann Wealth Partners Group, LLC's Q1 2025 Portfolio
Portfolio Value 749 Million
Stocks 137