Largest Portfolios by Value

Filing on Apr 30, 2025 Q1 2025

Ridgeline Wealth Planning, LLC

  • SPLG
  • JPST
  • CGGO
  • CGDV
  • QUAL
  • QQQ
  • DYNF
Ridgeline Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 35
Filing on May 12, 2025 Q1 2025

National Pension Service

  • AAPL
  • NVDA
  • MSFT
  • PBUS
  • AMZN
  • META
  • IVV
National Pension Service's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 540
Filing on Apr 22, 2025 Q1 2025

Centerpoint Advisory Group

  • JGRO
  • VIG
  • AAPL
  • NVDA
  • DSTL
  • OMFL
  • IWF
Centerpoint Advisory Group's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 94
Filing on Apr 16, 2025 Q1 2025

Jacksonville Wealth Management, LLC

  • SPY
  • QQQ
  • RSP
  • DIA
  • NVDA
  • AAPL
  • IWM
Jacksonville Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 60
Filing on May 07, 2025 Q1 2025

Td Asset Management Inc

  • AAPL
  • RY
  • SPY
  • MSFT
  • NVDA
  • TD
  • META
Td Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 1680
Filing on Apr 29, 2025 Q1 2025

Phil A. Younker & Associates, Ltd.

  • SCHZ
  • SCHB
  • SCHO
  • GAL
  • AOR
  • SCHD
  • SGOV
Phil A. Younker & Associates, Ltd.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 30
Filing on May 15, 2025 Q1 2025

Point72 Italy, S.R.L.

  • QCOM
  • BKNG
  • ADI
  • AMD
  • NVDA
  • GM
  • PINS
Point72 Italy, S.R.L.'s Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 24
Filing on May 08, 2024 Q4 2023

M&G Investments (Usa) Inc.

  • MSFT
  • AAPL
  • META
  • NVDA
  • MSI
  • GOOGL
  • TSLA
M&G Investments (Usa) Inc.'s Q4 2023 Portfolio
Portfolio Value 101 Billion
Stocks 43
Filing on May 07, 2025 Q1 2025

University Of Pittsburgh Of The Commonwealth System Of Higher Education

  • IEMG
University Of Pittsburgh Of The Commonwealth System Of Higher Education's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 1
Filing on Feb 14, 2023 Q4 2022

Rayliant Investment Research

  • AAPL
  • IMXI
  • HRB
  • JXN
  • YELP
  • COMM
  • DCGO
Rayliant Investment Research's Q4 2022 Portfolio
Portfolio Value 101 Billion
Stocks 11
Filing on Apr 15, 2025 Q1 2025

Fiduciary Advisors, Inc.

  • VOO
  • VB
  • ISTB
  • VXUS
  • VO
  • VEA
  • VTV
Fiduciary Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 95
Filing on May 09, 2025 Q1 2025

Tandem Investment Partners LLC

  • SPY
  • SPLG
  • VIG
  • VXUS
  • COWZ
  • VTI
  • VGT
Tandem Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 64
Filing on Apr 17, 2025 Q1 2025

M.E. Allison & Co., Inc.

  • CGDV
  • SPY
  • CGGR
  • JAAA
  • JEPI
  • VYM
  • MSFT
M.E. Allison & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 154
Filing on May 10, 2024 Q1 2024

Credit Suisse Ag

  • MSFT
  • NVDA
  • AAPL
  • UBS
  • AMZN
  • GOOGL
  • GOOG
Credit Suisse Ag's Q1 2024 Portfolio
Portfolio Value 101 Billion
Stocks 8330
Filing on May 15, 2025 Q1 2025

Fin Dec Wealth Services, Inc.

  • CGCP
  • SCHG
  • DFAU
  • DFAI
  • VO
  • DFCF
  • VB
Fin Dec Wealth Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Santa Clara Valley Transportation Authority

  • IEMG
  • SHY
  • USHY
  • USIG
Santa Clara Valley Transportation Authority's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 4
Filing on May 27, 2025 Q1 2025

Villanova Investment Management CO LLC

  • AXS
  • AL
  • OZK
  • EEFT
  • CARS
  • HOMB
  • LEGH
Villanova Investment Management CO LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 54
Filing on May 12, 2025 Q1 2025

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • SPY
  • GFS
  • BND
  • VTEB
  • VOO
Shade Tree Advisors LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 18