Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Envision Financial Planning, LLC

  • DFAU
  • GOVT
  • IBDW
  • DUHP
  • DFAE
  • DFAI
  • IBDU
Envision Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 41
Filing on May 14, 2025 Q1 2025

Castle Creek Capital Partners Vi, LP

  • BCAL
Castle Creek Capital Partners Vi, LP's Q1 2025 Portfolio
Portfolio Value 49.2 Billion
Stocks 2
Filing on May 14, 2025 Q1 2025

Creative One Wealth, LLC

  • VTV
  • VEA
  • AAPL
  • BOND
  • VUG
  • AMZN
  • IUSB
Creative One Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 2.98 Billion
Stocks 1664
Filing on May 14, 2025 Q1 2025

Bwm Planning, LLC

  • VTI
  • DFAI
  • AVDE
  • AAPL
  • DFAE
  • DFAT
  • IVV
Bwm Planning, LLC's Q1 2025 Portfolio
Portfolio Value 236 Billion
Stocks 93
Filing on May 15, 2025 Q1 2025

Caisse De Depot Et Placement Du Quebec

  • AAPL
  • GIB
  • MSFT
  • NVDA
  • CNI
  • META
  • AMZN
Caisse De Depot Et Placement Du Quebec's Q1 2025 Portfolio
Portfolio Value 46.6 Billion
Stocks 591
Filing on May 14, 2025 Q1 2025

South Plains Financial, Inc.

  • IEFA
  • AAPL
  • IJH
  • MSFT
  • IVV
  • VGSH
  • AMZN
South Plains Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 324
Filing on May 14, 2025 Q1 2025

Bennbridge LTD

  • FNV
  • MELI
  • CCU
  • HDB
  • WPM
  • INFY
Bennbridge LTD's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 6
Filing on May 14, 2025 Q1 2025

Linonia Partnership LP

  • GWRE
  • TPX
  • VEEV
  • LYV
  • TDG
  • SHAK
Linonia Partnership LP's Q1 2025 Portfolio
Portfolio Value 2.54 Trillion
Stocks 10
Filing on May 15, 2025 Q1 2025

Wealth Trust Axiom LLC

  • AAPL
  • KMI
  • IBM
  • MSFT
  • LYTS
  • EPM
  • LLY
Wealth Trust Axiom LLC's Q1 2025 Portfolio
Portfolio Value 321 Million
Stocks 255
Filing on May 14, 2025 Q1 2025

Long Pond Capital, LP

  • H
  • TOL
  • DHI
  • HLT
  • MTH
  • HGV
  • KRG
Long Pond Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 34
Filing on May 14, 2025 Q1 2025

Potomac Fund Management Inc /Adv

  • SECT
  • BUYW
  • GILD
  • MSFT
  • MCD
  • JPM
  • WFC
Potomac Fund Management Inc /Adv's Q1 2025 Portfolio
Portfolio Value 97.4 Billion
Stocks 66
Filing on May 14, 2025 Q1 2025

Emg Holdings, L.P.

  • LQD
  • LOW
  • XLF
  • AGNC
  • EFC
  • COOP
  • CCL
Emg Holdings, L.P.'s Q1 2025 Portfolio
Portfolio Value 206 Million
Stocks 26
Filing on May 15, 2025 Q1 2025

Orion Capital Management LLC

  • SGOV
  • IVV
  • AAPL
  • AVUS
  • JAAA
  • DSTL
  • VIG
Orion Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 473
Filing on May 14, 2025 Q1 2025

Zuckerman Investment Group, LLC

  • VRT
  • ULTA
  • MCK
  • BRK-B
  • GOOGL
  • MSFT
  • DKS
Zuckerman Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 899 Million
Stocks 164
Filing on May 14, 2025 Q1 2025

Greycroft LP

  • SEMR
  • UBER
  • ACVA
  • PCOR
  • ABNB
  • SPOT
  • NET
Greycroft LP's Q1 2025 Portfolio
Portfolio Value 90.2 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Hershey Trust CO

  • HSY
  • NU
  • SNOW
  • WRBY
  • DASH
Hershey Trust CO's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

Teton Advisors, Inc.

  • DCO
  • NATH
  • MYE
  • EML
  • ATRO
  • DSGR
  • PKOH
Teton Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 183
Filing on May 14, 2025 Q1 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • UPS
  • IYR
Tcm Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 66