Largest Portfolios by Value

Filing on Apr 14, 2025 Q1 2025

Sherman Asset Management, Inc.

  • IVV
  • VTI
  • IJR
  • XLK
  • AVGO
  • AAPL
  • META
Sherman Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 152
Filing on May 09, 2025 Q1 2025

Red Crane Wealth Management, LLC

  • SIXJ
  • SPYV
  • NEAR
  • PJAN
  • IAU
  • SGOV
  • SPYG
Red Crane Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 64
Filing on Apr 11, 2025 Q1 2025

Principia Wealth Advisory, LLC

  • SPTM
  • SPTS
  • VEU
  • DBMF
  • VWO
  • EMXC
  • SHY
Principia Wealth Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 856
Filing on Apr 14, 2025 Q1 2025

International Private Wealth Advisors LLC

  • SPY
  • AAPL
  • SPDW
  • XLSR
  • AMZN
  • COST
  • SPLG
International Private Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 153
Filing on Apr 22, 2025 Q1 2025

Runnymede Capital Advisors, Inc.

  • ROM
  • AMZN
  • AAPL
  • QQQ
  • MSFT
  • NVDA
  • IYW
Runnymede Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 323
Filing on May 29, 2025 Q1 2025

Rhumbline Advisers

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
Rhumbline Advisers's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 4182
Filing on Apr 22, 2025 Q1 2025

Avantra Family Wealth, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • WFC
  • IUSB
  • V
Avantra Family Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 149
Filing on May 07, 2025 Q1 2025

Mjt & Associates Financial Advisory Group, Inc.

  • SCHD
  • IVW
  • IVV
  • SCHX
  • DON
  • IJR
  • IJT
Mjt & Associates Financial Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 479
Filing on May 06, 2025 Q1 2025

Benningfield Financial Advisors, LLC

  • DFUV
  • VTIP
  • IEF
  • PLTR
  • VTI
  • DFIV
  • AVUV
Benningfield Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 15
Filing on May 02, 2025 Q1 2025

Wealthgarden F.S. LLC

  • QUAL
  • IVV
  • IVW
  • NVDA
  • DYNF
  • SCHD
  • SCHG
Wealthgarden F.S. LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 124
Filing on Feb 13, 2024 Q4 2023

Resource Group International LTD

  • IBEX
Resource Group International LTD's Q4 2023 Portfolio
Portfolio Value 104 Billion
Stocks 1
Filing on Apr 28, 2025 Q1 2025

R.H. Investment Group, LLC

  • PM
  • MA
  • BRK-B
  • WMT
  • ADP
  • WFC
  • COP
R.H. Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 30
Filing on May 14, 2025 Q1 2025

Twin Lions Management LLC

  • CACC
  • DG
  • MBUU
  • BSVN
  • OZK
  • PATK
  • RM
Twin Lions Management LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 7
Filing on Jan 14, 2025 Q4 2024

Tallon Kerry Patrick

  • IVV
  • IWV
  • QQQ
  • DMRC
  • BNL
  • VIG
  • IJR
Tallon Kerry Patrick's Q4 2024 Portfolio
Portfolio Value 104 Billion
Stocks 106
Filing on Apr 10, 2025 Q1 2025

Lakeshore Capital Group, Inc.

  • IVV
  • QQQ
  • DIA
  • FCOR
  • HDV
  • BAB
  • COST
Lakeshore Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 75
Filing on Apr 11, 2025 Q1 2025

Agh Wealth Advisors, LLC

  • AVDE
  • SPY
  • AAPL
  • QQQM
  • MSFT
  • GLD
  • NVDA
Agh Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 184
Filing on May 14, 2025 Q1 2025

Murphy & Mullick Capital Management Corp

  • NVDA
  • SCHM
  • SCHG
  • MSFT
  • TSLA
  • SCHV
  • AVGO
Murphy & Mullick Capital Management Corp's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 689
Filing on May 13, 2025 Q1 2025

Lepercq De Neuflize Asset Management LLC

  • SPY
  • EFA
  • LNDC
  • CLAR
  • SQFT
  • ENZ
  • EPIX
Lepercq De Neuflize Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 14