Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Massar Capital Management, LP

  • EWZ
  • EWW
  • GLD
  • INTC
  • XBI
  • HON
  • RSP
Massar Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 112
Filing on Mar 06, 2025 Q4 2024

Iron Oak Wealth Llc.

  • BYLD
  • TSLA
  • META
  • NVDA
  • AMZN
  • BUFR
  • PSFF
Iron Oak Wealth Llc.'s Q4 2024 Portfolio
Portfolio Value 89.3 Billion
Stocks 64
Filing on May 14, 2025 Q1 2025

Dai Ichi Life Holdings, Inc.

  • VGSH
  • LQD
  • IGSB
  • EMB
  • TIP
  • VNQ
  • IAGG
Dai Ichi Life Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 89.2 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

Srn Advisors, LLC

  • COST
  • V
  • MA
  • AVGO
  • COIN
  • MSFT
  • MSTR
Srn Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 89 Billion
Stocks 99
Filing on May 05, 2025 Q1 2025

Kailix Advisors LLC

  • CSTM
  • NFE
  • AR
  • WCC
  • RIG
  • AA
  • BLDR
Kailix Advisors LLC's Q1 2025 Portfolio
Portfolio Value 89 Billion
Stocks 8
Filing on Apr 30, 2025 Q1 2025

Peapod Lane Capital LLC

  • FSP
  • ALCO
  • SENEA
  • HURC
  • CMRX
  • BH
  • ASLE
Peapod Lane Capital LLC's Q1 2025 Portfolio
Portfolio Value 88.9 Billion
Stocks 61
Filing on May 15, 2025 Q1 2025

Expect Equity LLC

  • CUZ
  • COLB
  • VSEC
  • FHN
  • HAS
  • FLS
  • LNTH
Expect Equity LLC's Q1 2025 Portfolio
Portfolio Value 88.9 Billion
Stocks 47
Filing on Apr 08, 2025 Q1 2025

Waycross Investment Management CO

  • IBTK
  • IBTJ
  • DUHP
  • BSCU
  • BSCV
  • VB
  • XLU
Waycross Investment Management CO's Q1 2025 Portfolio
Portfolio Value 88.7 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • ICSH
  • PTLC
  • SPY
  • VXUS
Ofc Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 88.4 Billion
Stocks 53
Filing on Apr 09, 2025 Q1 2025

Mkd Wealth Coaches, LLC

  • IVV
  • IJH
  • AGG
  • IWB
  • IJR
  • DBMF
  • MUB
Mkd Wealth Coaches, LLC's Q1 2025 Portfolio
Portfolio Value 88.4 Billion
Stocks 25
Filing on Apr 22, 2025 Q1 2025

First Financial Group Corp

  • DFAU
  • MSFT
  • AAPL
  • VNLA
  • DFAC
  • DFAS
  • DFAI
First Financial Group Corp's Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 66
Filing on May 05, 2025 Q1 2025

Rd Lewis Holdings, Inc.

  • AXON
  • WMT
  • AMZN
  • AAPL
  • V
  • MCD
  • NFLX
Rd Lewis Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 84
Filing on May 09, 2025 Q1 2025

Belvedere Trading LLC

  • SPY
  • SPY
  • QQQ
  • QQQ
  • NVDA
  • NVDA
  • TSLA
Belvedere Trading LLC's Q1 2025 Portfolio
Portfolio Value 88.3 Billion
Stocks 681
Filing on May 02, 2025 Q1 2025

Lord & Richards Wealth Management, LLC

  • ACIO
  • BKAG
  • SPLG
  • DRSK
  • VEA
  • ADME
  • VGSH
Lord & Richards Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 88.2 Billion
Stocks 493
Filing on May 13, 2025 Q1 2025

Harbert Fund Advisors, Inc.

  • AMZN
  • LQDA
  • MSFT
  • ARAY
  • META
  • GOOG
  • FENC
Harbert Fund Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 88.2 Billion
Stocks 58
Filing on Apr 17, 2025 Q1 2025

Partners Wealth Management, LLC

  • AAPL
  • AGOX
  • BRK-B
  • LLY
  • T
  • AMAX
  • IVE
Partners Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 88.2 Billion
Stocks 116
Filing on May 15, 2025 Q1 2025

Cable Car Capital LLC

  • PARA
  • CLM
  • SVII
  • CRF
  • PANL
  • JQC
  • AIMBU
Cable Car Capital LLC's Q1 2025 Portfolio
Portfolio Value 88.1 Billion
Stocks 57
Filing on May 02, 2025 Q1 2025

Blake Schutter Theil Wealth Advisors, LLC

  • SCHK
  • SCHR
  • IJH
  • AAPL
  • BRK-B
  • USMV
  • QUAL
Blake Schutter Theil Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 88 Billion
Stocks 111