Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Morangie Management LLC

  • DKNG
  • SPY
  • AMZN
  • QQQ
  • AAPL
  • JPM
  • MS
Morangie Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 27
Filing on May 07, 2025 Q1 2025

Sparta 24 Ltd.

  • ENVA
  • TIGR
  • LPG
Sparta 24 Ltd.'s Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 4
Filing on May 12, 2025 Q1 2025

Sherwood Financial Partners, LLC

  • BND
  • SCHX
  • SCHF
  • SCHM
  • SCHE
  • VOO
  • SCHZ
Sherwood Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 8
Filing on May 06, 2025 Q1 2025

Golden Bell Financial Planning LLC

  • BND
  • BNDX
  • SCHP
  • AVES
  • AVIV
  • AGG
  • AVUV
Golden Bell Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 34
Filing on May 15, 2025 Q1 2025

Heritage Wealth Architects, Inc.

  • SCHB
  • PTRB
  • PRF
  • AVDE
  • JEPI
  • QQQM
  • VTI
Heritage Wealth Architects, Inc.'s Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 33
Filing on May 14, 2025 Q1 2025

Rcf Management L.L.C.

  • IAG
Rcf Management L.L.C.'s Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 1
Filing on May 09, 2025 Q1 2025

Comprehensive Financial Planning, Inc./Pa

  • JAAA
  • AAPL
  • META
  • VOO
  • XLG
  • NVDA
  • IVV
Comprehensive Financial Planning, Inc./Pa's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 330
Filing on May 14, 2025 Q1 2025

Stonepine Capital Management, LLC

  • ANIP
  • EOLS
  • KMPH
  • URGN
  • ANIK
  • ENTA
  • AQST
Stonepine Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 66
Filing on Apr 23, 2025 Q1 2025

Financial Life Planners

  • QQQ
  • IVV
  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • MDY
Financial Life Planners's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 83
Filing on May 02, 2025 Q1 2025

Mountain Hill Investment Partners Corp.

  • IVV
  • F
  • AMZN
  • PFF
  • UBER
  • NVDA
  • SLB
Mountain Hill Investment Partners Corp.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 177
Filing on May 02, 2025 Q1 2025

Ndwm LLC

  • IVV
  • BILS
  • BIL
  • RSP
  • SPY
  • BRK-B
  • AGG
Ndwm LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 33
Filing on Apr 15, 2025 Q1 2025

Accordant Advisory Group Inc

  • FPI
  • COWZ
  • OUNZ
  • PHYS
  • XSHQ
  • JAAA
  • PSLV
Accordant Advisory Group Inc's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 148
Filing on Apr 09, 2025 Q1 2025

Roxbury Financial LLC

  • MSFT
  • FBCG
  • V
  • AAPL
  • GOOGL
  • AMZN
  • FSTA
Roxbury Financial LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 349
Filing on May 15, 2025 Q1 2025

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • SPY
  • MFEM
  • CMF
  • SLV
Williams & Novak, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 127
Filing on May 08, 2025 Q1 2025

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • WBD
  • ALL
  • CVS
Alexander Randolph Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 53
Filing on May 14, 2025 Q1 2025

Caitlin John, LLC

  • SPTL
  • FLTR
  • BIL
  • SPLB
  • BILS
  • VV
  • SPHY
Caitlin John, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 225
Filing on Feb 12, 2025 Q4 2024

Riggs Capital Management LLC

  • JQUA
  • ITOT
  • SHY
  • HDV
  • IAU
  • DSTL
  • JPST
Riggs Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 102 Billion
Stocks 105
Filing on Apr 25, 2025 Q1 2025

K2 Financial Inc.

  • VEA
  • SCHX
  • MUB
  • SUB
  • VWO
  • VTEB
  • BNDX
K2 Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 60