Largest Portfolios by Value

Filing on Jul 15, 2025 Q2 2025

Armis Advisers, LLC

  • OVL
  • VTI
  • VEA
  • OVLH
  • OVT
  • VUG
  • QQQ
Armis Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 467
Filing on May 08, 2025 Q1 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 77
Filing on May 13, 2025 Q1 2025

Nfp Retirement, Inc.

  • IVV
  • SHV
  • AGG
  • IDEV
  • SCHD
  • SPLG
  • ONEQ
Nfp Retirement, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 277
Filing on May 09, 2025 Q1 2025

Avalon Trust CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • V
  • AVGO
Avalon Trust CO's Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 429
Filing on May 13, 2025 Q1 2025

Trans Canada Capital Inc.

  • VOO
  • VCSH
  • SPY
  • EWJ
  • RIVN
  • IJR
  • SCCO
Trans Canada Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 17
Filing on May 09, 2025 Q1 2025

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • AMZN
  • MSFT
  • APH
  • COST
Foster Dykema Cabot & Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 342
Filing on May 13, 2025 Q1 2025

Geode Capital Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
Geode Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 8518
Filing on May 15, 2025 Q1 2025

Syon Capital LLC

  • CMF
  • CLOI
  • AAPL
  • PCY
  • SPAB
  • IVV
  • MSFT
Syon Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.23 Trillion
Stocks 582
Filing on Jul 17, 2025 Q2 2025

Catalytic Wealth Ria, LLC

  • META
  • CRM
  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
Catalytic Wealth Ria, LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 526
Filing on Jul 18, 2025 Q2 2025

Generali Investments Cee, Investicni Spolecnost, A.S.

  • SPY
  • RSP
  • NVDA
  • QQQ
  • MSFT
  • OMV.DE
  • AMZN
Generali Investments Cee, Investicni Spolecnost, A.S.'s Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 383
Filing on May 15, 2025 Q1 2025

Bank Of America Corp

  • MSFT
  • AAPL
  • NVDA
  • VTV
  • VUG
  • SPY
  • IEFA
Bank Of America Corp 's Q1 2025 Portfolio
Portfolio Value 1.21 Trillion
Stocks 27491
Filing on May 14, 2025 Q1 2025

Dnca Finance

  • V
  • CRH.L
  • RACE
  • META
  • MSFT
  • NVDA
  • WMT
Dnca Finance's Q1 2025 Portfolio
Portfolio Value 1.2 Trillion
Stocks 135
Filing on May 13, 2025 Q1 2025

Triglav Skladi, D.O.O.

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • META
  • JPM
  • LLY
Triglav Skladi, D.O.O.'s Q1 2025 Portfolio
Portfolio Value 1.2 Trillion
Stocks 139
Filing on May 19, 2025 Q1 2025

Plato Investment Management LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Plato Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 1.19 Trillion
Stocks 527
Filing on Apr 25, 2025 Q1 2025

Koshinski Asset Management, Inc.

  • VTV
  • SCHG
  • AAPL
  • RDVY
  • TOTL
  • SPY
  • MSFT
Koshinski Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 634
Filing on May 13, 2025 Q1 2025

Kimelman & Baird, LLC

  • CPRT
  • AAPL
  • JPM
  • COST
  • AMZN
  • WM
  • MSFT
Kimelman & Baird, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 349
Filing on May 09, 2025 Q1 2025

Bit Capital Gmb H

  • TSLA
  • IREN
  • KKS.F
  • MSTR
  • OSCR
  • PDD
  • HOOD
Bit Capital Gmb H's Q1 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 116
Filing on May 15, 2025 Q1 2025

Nvidia Corp

  • APLD
  • RXRX
Nvidia Corp's Q1 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 6