Largest Portfolios by Value

Filing on Apr 16, 2025 Q1 2025

Morey & Quinn Wealth Partners, LLC

  • BRK-B
  • FTCS
  • AAPL
  • NVDA
  • FVD
  • UNP
  • MSFT
Morey & Quinn Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 125
Filing on May 06, 2025 Q1 2025

Spring Vest Wealth Management LLC

  • VCIT
  • BRK-B
  • SPY
  • VUSB
  • VCSH
  • SCHV
  • DFCF
Spring Vest Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 56
Filing on Apr 11, 2025 Q1 2025

Northwest Financial Advisors

  • AAPL
  • MSFT
  • LPLA
  • QQQ
  • AMZN
  • VIG
  • SPHQ
Northwest Financial Advisors's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 119
Filing on May 05, 2025 Q1 2025

Northeast Planning Associates, Inc. / Nh /

  • GDX
  • SLV
  • USTB
  • JPST
  • XLE
  • UITB
  • TLT
Northeast Planning Associates, Inc. / Nh /'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 46
Filing on Apr 28, 2025 Q1 2025

Holcombe Financial, Inc.

  • SCHO
  • AAPL
  • CLTL
  • STIP
  • OVT
  • AVUS
  • AVDE
Holcombe Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 40
Filing on Apr 18, 2025 Q1 2025

Marest Capital, LLC

  • SPY
  • AAPL
  • MSFT
  • JPM
  • META
  • GOOG
  • GS
Marest Capital, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Arrowstreet Capital, Limited Partnership

  • AAPL
  • NVDA
  • META
  • MSFT
  • AMZN
  • NFLX
  • SHOP
Arrowstreet Capital, Limited Partnership's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 1783
Filing on May 12, 2025 Q1 2025

Gkv Capital Management Co., Inc.

  • VTV
  • IEF
  • BND
  • EFA
  • IGM
  • SPHQ
  • SPSB
Gkv Capital Management Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 234
Filing on May 13, 2025 Q1 2025

Baypointe Partners LLC

  • LULU
  • RH
  • TGT
  • NKE
  • CL
  • MCD
  • HD
Baypointe Partners LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 38
Filing on Apr 25, 2025 Q1 2025

Bay Capital Advisors, LLC

  • SPLG
  • QQQ
  • IWF
  • VYM
  • IJR
  • SPDW
  • BKLN
Bay Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 109
Filing on Apr 23, 2025 Q1 2025

Gerber, LLC

  • QQQ
  • COWZ
  • AON
  • ARKK
  • AAPL
  • VTI
  • BLOK
Gerber, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 87
Filing on Apr 15, 2025 Q1 2025

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAC
  • DFAI
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 79
Filing on Apr 21, 2025 Q1 2025

Guided Capital Wealth Management, LLC

  • USFR
  • QUAL
  • RDVY
  • DEED
  • FXR
  • IWM
  • JGRO
Guided Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 35
Filing on May 02, 2025 Q1 2025

Accredited Investor Services, LLC

  • AVUS
  • DFAX
  • FBCG
  • AVUV
  • DFAC
  • VTEB
  • SUB
Accredited Investor Services, LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 70
Filing on May 14, 2025 Q1 2025

Ariston Services Group

  • VIG
  • VYM
  • IAU
  • VWO
  • VNQ
  • VIGI
  • VYMI
Ariston Services Group's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 69
Filing on Jan 09, 2024 Q4 2023

Bdl Capital Management

  • DOLE
  • GOOGL
  • PNR
  • QGEN
  • ALC
  • CNHI
  • PANW
Bdl Capital Management's Q4 2023 Portfolio
Portfolio Value 120 Billion
Stocks 17
Filing on Apr 16, 2025 Q1 2025

David Wealth Management LLC

  • DFAC
  • DFAX
  • DFSD
  • DFUS
  • DFNM
  • DFCF
  • DHR
David Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 49
Filing on May 15, 2025 Q1 2025

Michelson Medical Research Foundation, Inc.

  • MTN
  • IJS
  • RTO
  • GDX
  • IVE
  • IVV
  • VEA
Michelson Medical Research Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 25