Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Clear Point Advisors Inc.

  • SCHG
  • CAPE
  • QQQ
  • MINT
  • SCHB
  • SPY
  • PJUN
Clear Point Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 106
Filing on May 28, 2025 Q1 2025

Jones Financial Companies Lllp

  • AGG
  • VUG
  • VTV
  • IVV
  • IEFA
  • IWR
  • VOO
Jones Financial Companies Lllp's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 4412
Filing on May 13, 2025 Q1 2025

Cornerstone Financial Group, LLC /Ne/

  • DFUS
  • SPTM
  • SPDW
  • STIP
  • PFF
  • VXUS
  • QQQM
Cornerstone Financial Group, LLC /Ne/'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 66
Filing on Apr 29, 2025 Q1 2025

Apex Wealth Management, LLC

  • SHV
  • SCHG
  • NEAR
  • JMST
  • IVV
  • VUG
  • ILCV
Apex Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 49
Filing on Apr 22, 2025 Q1 2025

Joel Adams & Associates, Inc.

  • VOO
  • AGG
  • VTEB
  • EAGG
  • VSGX
  • IEFA
  • VXUS
Joel Adams & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 61
Filing on May 06, 2025 Q1 2025

City National Bank Of Florida /Msd

  • IVV
  • SMMD
  • IWF
  • SPDW
  • IUSB
  • MSFT
  • AMZN
City National Bank Of Florida /Msd's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 126
Filing on May 14, 2025 Q1 2025

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SSP
  • SPY
Miramar Fiduciary Corp's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 5
Filing on May 09, 2025 Q1 2025

Generation Capital Management LLC

  • TBIL
  • TFLO
  • JAAA
  • AAPL
  • VOO
  • IAU
  • GOOG
Generation Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 68
Filing on Apr 21, 2025 Q1 2025

Dmkc Advisory Services, LLC

  • VOO
  • VHT
  • PFG
  • VPU
  • BAC
  • SCHD
  • MMM
Dmkc Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 55
Filing on May 07, 2025 Q1 2025

Baillie Gifford & CO

  • MELI
  • AMZN
  • SPOT
  • SHOP
  • SE
  • NVDA
  • PDD
Baillie Gifford & CO's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 902
Filing on May 07, 2025 Q1 2025

Investment Management Corp /Va/ /Adv

  • LOW
  • PPA
  • KIE
  • NOCT
  • IVV
  • GLD
  • XLRE
Investment Management Corp /Va/ /Adv's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 185
Filing on Apr 22, 2025 Q1 2025

Winebrenner Capital Management LLC

  • FTHY
  • DFCF
  • AAPL
  • CVX
  • FLRT
  • NVDA
  • BRK-B
Winebrenner Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 122
Filing on May 15, 2025 Q1 2025

Mittelman Wealth Management

  • VYM
  • VIG
  • VEA
  • VOO
  • VWO
  • IGLB
  • IGIB
Mittelman Wealth Management's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 33
Filing on Apr 23, 2025 Q1 2025

Gimbal Financial

  • DGRO
  • IAU
  • IVV
  • LLY
  • SLV
  • IYF
  • PTLC
Gimbal Financial's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 40
Filing on May 12, 2025 Q1 2025

Disciplined Investors, L.L.C.

  • SCHB
  • IDV
  • VUG
  • VEU
  • DFSV
  • VYM
  • VXUS
Disciplined Investors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 118
Filing on May 14, 2025 Q1 2025

Integras Partners LLC

  • CLOI
  • IBDR
  • XMHQ
  • PFFD
  • ABBV
  • HD
  • IEF
Integras Partners LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 60
Filing on May 13, 2025 Q1 2025

Fairscale Capital, LLC

  • VOO
  • IGM
  • NVDA
  • VOOV
  • AAPL
  • COWZ
  • MSFT
Fairscale Capital, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 352
Filing on May 06, 2025 Q1 2025

Milestone Asset Management Group, LLC

  • QQQ
  • VOO
  • AAPL
  • IVV
  • SCHG
  • SPYV
  • MGK
Milestone Asset Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 95