Largest Portfolios by Value

Filing on Apr 28, 2025 Q1 2025

Resources Investment Advisors, Llc.

  • SPLG
  • IUSB
  • SCHG
  • QUAL
  • DYNF
  • VOO
  • MBB
Resources Investment Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 8.01 Billion
Stocks 1393
Filing on May 15, 2025 Q1 2025

Mirova Us LLC

  • MSFT
  • NVDA
  • MA
  • LLY
  • ECL
  • EBAY
  • ROP
Mirova Us LLC's Q1 2025 Portfolio
Portfolio Value 8 Billion
Stocks 34
Filing on May 15, 2025 Q1 2025

Warren Averett Asset Management, LLC

  • IVV
  • VUG
  • AAPL
  • VIG
  • PRF
  • SPIB
  • MSFT
Warren Averett Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 7.99 Billion
Stocks 1171
Filing on May 12, 2025 Q1 2025

Longview Asset Management, LLC

  • GD
  • ALG
  • PCT
Longview Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 7.97 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Horizon Kinetics Asset Management LLC

  • TPL
  • GBTC
  • WPM
  • FNV
  • ICE
  • HE
  • LNG
Horizon Kinetics Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 7.93 Billion
Stocks 347
Filing on May 03, 2024 Q4 2023

Fiat Wealth Management LLC

  • UNH
  • VIG
  • IVV
  • TDSC
  • MSFT
  • AAPL
  • AMZN
Fiat Wealth Management LLC's Q4 2023 Portfolio
Portfolio Value 7.9 Billion
Stocks 13
Filing on May 14, 2025 Q1 2025

Congress Wealth Management LLC

  • AAPL
  • XLK
  • MSFT
  • XLF
  • NVDA
  • RSP
  • JMBS
Congress Wealth Management LLC 's Q1 2025 Portfolio
Portfolio Value 7.9 Billion
Stocks 1064
Filing on May 07, 2025 Q1 2025

Municipal Employees' Retirement System Of Michigan

  • SPTI
  • IVV
  • SPTS
  • VGK
  • SCHP
  • SPTL
  • IPAC
Municipal Employees' Retirement System Of Michigan's Q1 2025 Portfolio
Portfolio Value 7.9 Billion
Stocks 55
Filing on May 15, 2025 Q1 2025

Jain Global LLC

  • IVV
  • GLD
  • HYG
  • XLE
  • HYG
  • NVDA
  • NVDA
Jain Global LLC's Q1 2025 Portfolio
Portfolio Value 7.88 Billion
Stocks 1042
Filing on May 09, 2025 Q1 2025

Atria Wealth Solutions, Inc.

  • IVV
  • AAPL
  • NVDA
  • QQQ
  • MSFT
  • SPY
  • AMZN
Atria Wealth Solutions, Inc.'s Q1 2025 Portfolio
Portfolio Value 7.87 Billion
Stocks 4132
Filing on May 13, 2025 Q1 2025

Adviser Investments LLC

  • VUG
  • VTV
  • VEA
  • AGG
  • VGIT
  • MUB
  • SPBO
Adviser Investments LLC's Q1 2025 Portfolio
Portfolio Value 7.85 Billion
Stocks 857
Filing on May 12, 2025 Q1 2025

Capital International, Inc.

  • AVGO
  • MSFT
  • META
  • DB
  • PM
  • AAPL
  • NVDA
Capital International, Inc.'s Q1 2025 Portfolio
Portfolio Value 7.83 Billion
Stocks 307
Filing on Apr 25, 2025 Q1 2025

Churchill Management Corp

  • XLK
  • QQQ
  • SPY
  • XLF
  • IWF
  • IVV
  • VOO
Churchill Management Corp's Q1 2025 Portfolio
Portfolio Value 7.83 Billion
Stocks 156
Filing on May 19, 2025 Q1 2025

Scs Capital Management LLC

  • VTI
  • VGIT
  • IWV
  • VEA
  • SPY
  • SCHF
  • SCHB
Scs Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 7.82 Billion
Stocks 513
Filing on Apr 22, 2025 Q1 2025

Oppenheimer Asset Management Inc.

  • MSFT
  • BIL
  • AMZN
  • V
  • GBIL
  • CVX
  • JPM
Oppenheimer Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 7.78 Billion
Stocks 3204
Filing on May 12, 2025 Q1 2025

Everett Harris & CO

  • BRK-A
  • AAPL
  • COST
  • MSFT
  • NVO
  • BRK-B
  • GOOG
Everett Harris & CO 's Q1 2025 Portfolio
Portfolio Value 7.74 Billion
Stocks 320
Filing on Apr 16, 2025 Q1 2025

Compagnie Lombard Odier S Cm A

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • V
  • META
Compagnie Lombard Odier S Cm A's Q1 2025 Portfolio
Portfolio Value 7.73 Billion
Stocks 697
Filing on May 15, 2025 Q1 2025

Ariel Investments, LLC

  • MAT
  • JLL
  • FAF
  • AMG
  • SJM
  • ADT
  • PBH
Ariel Investments, LLC's Q1 2025 Portfolio
Portfolio Value 7.71 Billion
Stocks 200