Largest Portfolios by Value

Filing on Apr 16, 2025 Q1 2025

Cogent Blue Wealth Advisors, LLC

  • AVDV
  • VGIT
  • DUHP
  • ITOT
  • IDEV
  • DIHP
  • DFAT
Cogent Blue Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 67
Filing on May 06, 2025 Q1 2025

Elm3 Financial Group, LLC

  • AMZN
  • NVDA
  • LLY
  • BRLN
  • MSFT
  • MTUM
  • AAPL
Elm3 Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 101
Filing on Apr 14, 2025 Q1 2025

Hickory Point Bank & Trust

  • ITOT
  • SPY
  • IEFA
  • AGG
  • VGIT
  • MSFT
  • META
Hickory Point Bank & Trust's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 122
Filing on May 09, 2025 Q1 2025

Twin City Private Wealth, LLC

  • JPM
  • PM
  • WFC
  • CMCSA
  • META
  • MSFT
  • BDX
Twin City Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 94
Filing on Feb 11, 2025 Q4 2024

Hershey Financial Advisers, LLC

  • BIL
  • BILS
  • MINT
  • AGZD
  • TFLO
  • USFR
  • CWB
Hershey Financial Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 114 Billion
Stocks 63
Filing on Apr 30, 2025 Q1 2025

Rik Saylor Financial, Inc.

  • BIL
  • TLT
  • QQQ
  • IVW
  • USMV
  • IVE
  • FSK
Rik Saylor Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 78
Filing on Apr 25, 2025 Q1 2025

Canandaigua National Trust CO Of Florida

  • LLY
  • SPY
  • IUSV
  • FNDF
  • SPYG
  • MDYV
  • MSFT
Canandaigua National Trust CO Of Florida's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 104
Filing on Apr 08, 2025 Q1 2025

Shotwell Rutter Baer Inc

  • VTI
  • AVLV
  • VCIT
  • VGIT
  • VEA
  • AVUV
  • AVEM
Shotwell Rutter Baer Inc's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 33
Filing on May 06, 2025 Q1 2025

Forge Financial Services LLC

  • CGGO
  • CGDV
  • RSP
  • CGUS
  • QQQM
  • JHMM
  • XMHQ
Forge Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 21
Filing on Apr 10, 2025 Q1 2025

Cathy Pareto & Associates, Inc

  • AAPL
  • COWZ
  • JPST
  • VB
  • SCHV
  • SCHM
  • VOE
Cathy Pareto & Associates, Inc's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 82
Filing on Apr 16, 2025 Q1 2025

Opinicus Capital, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • VUG
  • VEA
  • AMZN
Opinicus Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 98
Filing on May 02, 2025 Q1 2025

Sage Oak Financial, LLC

  • DFAC
  • DFSD
  • DFCF
  • DFIC
  • DFEM
  • SPUS
  • XOM
Sage Oak Financial, LLC's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 32
Filing on May 14, 2025 Q1 2025

Aspire Growth Partners LLC

  • VOO
  • AAPL
  • VOOV
  • MSFT
  • QQQM
  • CGUS
  • CGDV
Aspire Growth Partners LLC's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 113
Filing on May 13, 2025 Q1 2025

B Long Financial, LLC

  • AAPL
  • NVDA
  • EUFN
  • LLY
  • EWG
  • MSFT
  • META
B Long Financial, LLC's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 77
Filing on May 13, 2025 Q1 2025

Seek First Inc.

  • AAPL
  • SCHG
  • SCHV
  • SCHD
  • SCHF
  • VBR
  • SCHI
Seek First Inc.'s Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 53
Filing on Apr 16, 2025 Q1 2025

Hickory Asset Management, Inc.

  • VOO
  • QQQ
  • RDVY
  • DJUL
  • QQQM
  • VYM
  • VTV
Hickory Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 89
Filing on May 15, 2025 Q1 2025

Exome Asset Management LLC

  • BBIO
  • GH
  • GERN
  • AZN
  • CYTK
  • SNDX
  • IONS
Exome Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 59
Filing on May 15, 2025 Q1 2025

Up Strategic Wealth Investment Advisors LLC

  • VEA
  • SCHX
  • IWB
  • AAPL
  • NVDA
  • ITOT
  • MSFT
Up Strategic Wealth Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 86