Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Flywheel Private Wealth LLC

  • VIG
  • VBR
  • IEFA
  • IEMG
  • VYM
  • IJH
  • AVUV
Flywheel Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 82
Filing on May 07, 2025 Q1 2025

Allium Financial Advisors, LLC

  • BRK-A
  • RWAY
  • IVV
  • AAPL
  • COST
  • NVDA
  • MSFT
Allium Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 85
Filing on Apr 14, 2025 Q1 2025

Everest Management Corp.

  • DFUS
  • GOOGL
  • GOOG
  • VOO
  • DFAC
  • IXUS
  • AVGO
Everest Management Corp.'s Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 51
Filing on Apr 17, 2025 Q1 2025

Cypress Advisory Group LLC

  • SHV
  • BRK-B
  • MSFT
  • TJX
  • ROST
  • V
  • AAPL
Cypress Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 61
Filing on May 14, 2025 Q1 2025

Emmett Investment Management, LP

  • WSR
  • SPOT
  • IBKR
  • PM
  • IDT
  • AGS
  • TPX
Emmett Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 23
Filing on May 05, 2025 Q1 2025

Integrity Investment Advisors, LLC

  • IVV
  • JEPI
  • SPHQ
  • DFCF
  • AVUS
  • DUHP
  • IGM
Integrity Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 45
Filing on May 15, 2025 Q1 2025

Breakout Capital Partners, LP

  • KWEB
  • ITUB
  • PBR
  • HDB
  • ECH
  • KKS.F
  • EWM
Breakout Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Stadium Capital Management LLC

  • BLDR
  • GO
  • BC
  • SNBR
  • LCII
  • NAVI
  • ETSY
Stadium Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 9
Filing on Apr 22, 2025 Q1 2025

Lighthouse Wealth Management Inc.

  • SCHD
  • QQQ
  • HEFA
  • COWZ
  • SCHK
  • IUS
  • XMHQ
Lighthouse Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 38
Filing on Apr 30, 2025 Q1 2025

Astra Wealth Partners LLC

  • IVV
  • IEFA
  • VTI
  • DISV
  • IJJ
  • VEA
  • IJH
Astra Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 76
Filing on May 07, 2025 Q1 2025

Fairman Group, LLC

  • ACN
  • IVV
  • VEA
  • VEEV
  • ESNT
  • ACCD
  • WRB
Fairman Group, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 265
Filing on Apr 25, 2025 Q1 2025

Round Angle Advisors LLC

  • IJH
  • VTV
  • AAPL
  • NOBL
  • GLD
  • VOE
  • VGIT
Round Angle Advisors LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 57
Filing on Apr 23, 2025 Q1 2025

Flavin Financial Services, Inc.

  • MSFT
  • AAPL
  • JPST
  • IBTG
  • JPM
  • BRK-B
  • FDHY
Flavin Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 70
Filing on May 07, 2025 Q1 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • AAPL
Atlantic Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 46
Filing on Apr 25, 2025 Q1 2025

Nicholson Meyer Capital Management, Inc.

  • BRK-B
  • IWB
  • GLD
  • FNDX
  • GSLC
  • GBIL
  • IXN
Nicholson Meyer Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 45
Filing on May 14, 2025 Q1 2025

Connective Capital Management, LLC

  • QQQ
  • ISRG
  • SPY
  • MSFT
  • QLD
  • AAPL
  • COST
Connective Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 47
Filing on Apr 28, 2025 Q1 2025

Cannon Advisors, Inc.

  • QQQ
  • SPY
  • FLRN
  • NVDA
  • AAPL
  • RSP
  • GOOGL
Cannon Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 60
Filing on Apr 30, 2025 Q1 2025

Croban

  • VYMI
  • SIHY
  • DES
  • VSLU
  • IGSB
  • IDU
  • TCHP
Croban's Q1 2025 Portfolio
Portfolio Value 109 Billion
Stocks 74