Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Vision Financial Markets LLC

  • SPY
  • QQQ
  • AZO
  • AAPL
  • TBIL
  • JPM
  • AMZN
Vision Financial Markets LLC's Q1 2025 Portfolio
Portfolio Value 91.9 Billion
Stocks 443
Filing on May 13, 2025 Q1 2025

Stifel Financial Corp

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • V
  • GOOGL
  • JPM
Stifel Financial Corp's Q1 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 9286
Filing on May 05, 2025 Q1 2025

4 Wealth Advisors, Inc.

  • MPRO
  • JEPI
  • VGSH
  • GOVT
  • VCIT
  • AAPL
  • JEPQ
4 Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 125
Filing on May 05, 2025 Q1 2025

Kennondale Capital Management LLC

  • BRK-B
  • IBKR
  • MPC
  • MKL
  • COF
  • TROW
  • MMM
Kennondale Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 81
Filing on Apr 30, 2025 Q1 2025

Ramiah Investment Group

  • FLTR
  • SPY
  • VTI
  • VB
  • VOOV
  • BIL
  • VEU
Ramiah Investment Group's Q1 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 27
Filing on Apr 11, 2025 Q1 2025

Dkm Wealth Management, Inc.

  • TBLD
  • SYLD
  • ITOT
  • IVV
  • AAPL
  • VTI
  • QQQ
Dkm Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 91.6 Billion
Stocks 49
Filing on May 13, 2025 Q1 2025

Inkwell Capital LLC

  • BRK-B
  • RSP
  • MKL
  • GOOGL
  • MA
  • SBUX
  • AMZN
Inkwell Capital LLC's Q1 2025 Portfolio
Portfolio Value 91.5 Billion
Stocks 30
Filing on May 14, 2025 Q1 2025

Bain Capital Public Equity, LP

  • PFGC
  • META
  • TDG
  • BURL
  • CPNG
  • AMZN
  • SCHW
Bain Capital Public Equity, LP's Q1 2025 Portfolio
Portfolio Value 91.5 Billion
Stocks 18
Filing on Apr 30, 2025 Q1 2025

Cfc Planning CO LLC

  • AAPL
  • TRV
  • DIS
  • AXP
  • NKE
  • PM
  • CSCO
Cfc Planning CO LLC's Q1 2025 Portfolio
Portfolio Value 91.4 Billion
Stocks 73
Filing on Apr 22, 2025 Q1 2025

Verus Wealth Management, LLC

  • MUB
  • VOO
  • VCIT
  • VEA
  • BND
  • VONV
  • SPHY
Verus Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.3 Billion
Stocks 68
Filing on May 15, 2025 Q1 2025

Parvin Asset Management, LLC

  • AAPL
  • MSFT
  • NEM
  • AEM
  • RTX
  • OR
  • AMGN
Parvin Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.3 Billion
Stocks 349
Filing on Apr 07, 2025 Q1 2025

Legacy Solutions, LLC

  • SPLG
  • SPDW
  • IUSV
  • IUSG
  • MOAT
  • CGGR
  • IVOO
Legacy Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 90.8 Billion
Stocks 71
Filing on May 15, 2025 Q1 2025

Haven Capital Group, Inc.

  • AVGO
  • AAPL
  • ROP
  • IDXX
  • NVDA
  • NICE
  • ABBV
Haven Capital Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 90.8 Billion
Stocks 36
Filing on Apr 23, 2025 Q1 2025

Petros Family Wealth, LLC

  • SPY
  • AAPL
  • UNH
  • MSFT
  • QGRO
  • GOOG
  • IJH
Petros Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 90.4 Billion
Stocks 426
Filing on Apr 25, 2025 Q1 2025

Prakash Investment Advisors LLC

  • NVDA
  • NFLX
  • META
  • TSLA
  • AAPL
  • AMZN
  • SPOT
Prakash Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 53
Filing on May 05, 2025 Q1 2025

North Forty Two & Co.

  • JPST
  • SCHR
  • VFH
  • SCHZ
  • GBIL
  • SCHO
  • SCHF
North Forty Two & Co.'s Q1 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 94
Filing on May 12, 2025 Q1 2025

Telligent Fund, LP

  • LLY
  • FXI
  • AVGO
  • NVDA
  • META
  • AAPL
  • AMZN
Telligent Fund, LP's Q1 2025 Portfolio
Portfolio Value 90 Billion
Stocks 27
Filing on May 12, 2025 Q1 2025

Clarity Wealth Development LLC

  • VTI
  • VEA
  • DFSV
  • SCHR
  • DFEM
  • NUDM
  • DISV
Clarity Wealth Development LLC's Q1 2025 Portfolio
Portfolio Value 89.6 Billion
Stocks 41