Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Alamea Verwaltungs Gmb H

  • GLD
  • SPY
  • GBTC
  • SLV
  • IWM
  • XLU
  • DUK
Alamea Verwaltungs Gmb H's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 92
Filing on May 14, 2025 Q1 2025

Kore Advisors LP

  • GEO
  • CRGY
  • CHRD
  • AR
  • C
  • TH
  • BWXT
Kore Advisors LP's Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 13
Filing on Apr 22, 2025 Q1 2025

Shum Financial Group, Inc.

  • AAPL
  • QUAL
  • IGLB
  • EFV
  • MSFT
  • SPSM
  • SDY
Shum Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 116 Billion
Stocks 89
Filing on May 01, 2025 Q1 2025

Stillwater Wealth Management Group

  • AAPL
  • COST
  • DGRO
  • BRK-B
  • MSFT
  • COWZ
  • JPM
Stillwater Wealth Management Group's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 70
Filing on May 15, 2025 Q1 2025

Nova Wealth Management, Inc.

  • UCON
  • DJUL
  • IWY
  • PTNQ
  • SPMO
  • NVDA
  • OEF
Nova Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 399
Filing on May 15, 2025 Q1 2025

Finward Bancorp

  • TQQQ
  • MSFT
  • CWB
  • VOO
  • VUG
  • AAPL
  • FNWD
Finward Bancorp's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 179
Filing on May 14, 2025 Q1 2025

Brightline Capital Management, LLC

  • SOI
  • FLR
  • TPC
  • TTI
  • HSC
  • NEXT
  • CSTM
Brightline Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 12
Filing on May 07, 2025 Q1 2025

Brucke Financial, Inc.

  • VCIT
  • VGIT
  • SCHC
  • NVDA
  • BNDX
  • AMZN
  • AAPL
Brucke Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 139
Filing on May 14, 2025 Q1 2025

Tme Financial, Inc.

  • ICVT
  • TIP
  • SPYV
  • VWO
  • JHMM
  • SPGP
  • VTIP
Tme Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 72
Filing on Apr 11, 2025 Q1 2025

Tide Cove Capital Partners LLC

  • VTI
  • BND
  • AGG
  • VNQ
  • VYM
  • VIG
  • VUG
Tide Cove Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 11
Filing on Apr 25, 2025 Q1 2025

Life Plan Financial, LLC

  • IAU
  • XLP
  • SPYG
  • XLB
  • VGIT
  • SWAN
  • IBTJ
Life Plan Financial, LLC's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 89
Filing on May 14, 2025 Q1 2025

Empower Harvest Management Services, Inc.

  • YMM
Empower Harvest Management Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 1
Filing on Apr 22, 2025 Q1 2025

Tassel Capital Management, Inc.

  • DFIC
  • DUHP
  • DFAX
  • DFAU
  • DFUS
  • DFCF
  • DFAS
Tassel Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 37
Filing on May 05, 2025 Q1 2025

Savoir Faire Capital Management, L.P.

  • BURL
  • CMG
  • AMZN
  • BTI
  • DG
  • SAM
  • CAG
Savoir Faire Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 46
Filing on May 13, 2025 Q1 2025

Neuberger Berman Group LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • JPM
  • GOOGL
  • GOOG
Neuberger Berman Group LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 3358
Filing on Apr 30, 2025 Q1 2025

Sharpepoint LLC

  • LLY
  • TLT
  • SPYV
  • AMZN
  • NVDA
  • CRWD
  • GE
Sharpepoint LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 77
Filing on May 15, 2025 Q1 2025

Orvieto Partners, L.P.

  • IGT
  • PENN
  • KRP
  • TTSH
  • CZR
  • CHDN
  • SPY
Orvieto Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 37
Filing on Apr 24, 2025 Q1 2025

Madison Park Capital Advisors, LLC

  • VXUS
  • VUG
  • AMLP
  • XLV
  • MDY
  • XLP
  • XLU
Madison Park Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 58