Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Clarity Financial LLC

  • IEF
  • IEI
  • SHY
  • ABBV
  • AAPL
  • COST
  • MSFT
Clarity Financial LLC's Q1 2025 Portfolio
Portfolio Value 869 Billion
Stocks 108
Filing on May 07, 2025 Q1 2025

Norden Group LLC

  • SPY
  • JPST
  • AAPL
  • MSFT
  • IVW
  • AMZN
  • NVDA
Norden Group LLC's Q1 2025 Portfolio
Portfolio Value 869 Billion
Stocks 531
Filing on May 19, 2025 Q1 2025

Oriental Harbor Investment Fund

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOG
  • TQQQ
Oriental Harbor Investment Fund's Q1 2025 Portfolio
Portfolio Value 868 Billion
Stocks 10
Filing on May 15, 2025 Q1 2025

Titleist Asset Management, LLC

  • SGOV
  • TSLA
  • NVDA
  • IJH
  • IWM
  • DIVZ
  • RSP
Titleist Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 865 Billion
Stocks 294
Filing on May 13, 2025 Q1 2025

Psg Equity L.L.C.

  • EVCM
Psg Equity L.L.C.'s Q1 2025 Portfolio
Portfolio Value 861 Billion
Stocks 1
Filing on May 13, 2025 Q1 2025

Mufg Securities Americas Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Mufg Securities Americas Inc.'s Q1 2025 Portfolio
Portfolio Value 861 Billion
Stocks 504
Filing on May 09, 2025 Q1 2025

Syntegra Private Wealth Group, LLC

  • LGLV
  • SPTM
  • SPYG
  • XMHQ
  • ICOW
  • JPIE
  • JMEE
Syntegra Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 855 Billion
Stocks 161
Filing on Apr 16, 2025 Q1 2025

Azzad Asset Management Inc /Adv

  • AAPL
  • NVDA
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q1 2025 Portfolio
Portfolio Value 849 Billion
Stocks 303
Filing on May 14, 2025 Q1 2025

Rockbridge Investment Management, Lcc

  • SCHZ
  • DFAC
  • SPTM
  • BND
  • VCSH
  • DFIC
  • IEFA
Rockbridge Investment Management, Lcc's Q1 2025 Portfolio
Portfolio Value 845 Billion
Stocks 130
Filing on May 12, 2025 Q1 2025

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

  • SPY
  • TSLA
  • TSM
  • TSM
  • META
  • SAN
  • PDD
Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 843 Billion
Stocks 903
Filing on Nov 13, 2024 Q3 2024

Argent Financial Group, Inc.

  • AAPL
  • MSFT
  • VEA
  • ABBV
  • GOOG
  • SPY
  • QCOM
Argent Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 842 Billion
Stocks 460
Filing on May 14, 2025 Q1 2025

Pale Fire Capital Se

  • GRPN
  • BTG
  • GOLD
  • DOLE
  • HL
  • CDE
  • NGD
Pale Fire Capital Se's Q1 2025 Portfolio
Portfolio Value 842 Billion
Stocks 62
Filing on May 12, 2025 Q1 2025

Greenland Capital Management LP

  • SPY
  • SPY
  • DFS
  • HES
  • SPY
  • ADP
  • SO
Greenland Capital Management LP's Q1 2025 Portfolio
Portfolio Value 841 Billion
Stocks 301
Filing on May 15, 2025 Q1 2025

Savoie Capital LLC

  • NVDA
  • AMZN
  • GOOG
  • LBRDK
  • QQQ
  • XOM
  • AMD
Savoie Capital LLC's Q1 2025 Portfolio
Portfolio Value 839 Billion
Stocks 94
Filing on May 06, 2025 Q1 2025

Longbow Finance Sa

  • NVDA
  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • META
  • BRK-B
Longbow Finance Sa's Q1 2025 Portfolio
Portfolio Value 835 Billion
Stocks 80
Filing on May 07, 2025 Q1 2025

Spectrum Wealth Counsel, LLC

  • SPY
  • IVV
  • XLK
  • AAPL
  • RDVI
  • QUAL
  • IUSB
Spectrum Wealth Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 833 Billion
Stocks 368
Filing on Apr 30, 2025 Q1 2025

49 Wealth Management, LLC

  • DIVZ
  • SPLG
  • IEFA
  • VTV
  • QUAL
  • JAAA
  • IEMG
49 Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 830 Billion
Stocks 189
Filing on Apr 28, 2025 Q1 2025

Harbour Trust & Investment Management CO

  • NVDA
  • AAPL
  • GOOG
  • COST
  • BRK-B
  • JPM
  • MA
Harbour Trust & Investment Management CO's Q1 2025 Portfolio
Portfolio Value 826 Billion
Stocks 287