Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Arvest Investments, Inc.

  • VEA
  • RSP
  • GIGB
  • JMBS
  • MBB
  • CMBS
  • IVV
Arvest Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 634 Billion
Stocks 162
Filing on May 12, 2025 Q1 2025

Renaissancere Holdings LTD

  • MBB
  • HYDB
  • ESNT
  • UVE
  • TRUP
Renaissancere Holdings LTD's Q1 2025 Portfolio
Portfolio Value 626 Billion
Stocks 5
Filing on May 13, 2025 Q1 2025

Foresight Group LTD Liability Partnership

  • XYL
  • AMT
  • ECL
  • AZN
  • ADSK
  • TRMB
  • PEAK
Foresight Group LTD Liability Partnership's Q1 2025 Portfolio
Portfolio Value 625 Billion
Stocks 62
Filing on Apr 22, 2025 Q1 2025

Consolidated Portfolio Review Corp

  • AAPL
  • BIV
  • MSFT
  • VUG
  • IWF
  • VTV
  • MSTR
Consolidated Portfolio Review Corp's Q1 2025 Portfolio
Portfolio Value 624 Billion
Stocks 378
Filing on Apr 23, 2025 Q1 2025

Alpine Bank Wealth Management

  • SPHQ
  • SPMO
  • USFR
  • HEQT
  • AGRH
  • VUSB
  • IVV
Alpine Bank Wealth Management's Q1 2025 Portfolio
Portfolio Value 623 Billion
Stocks 626
Filing on May 14, 2025 Q1 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • HON
  • JNJ
Estabrook Capital Management's Q1 2025 Portfolio
Portfolio Value 619 Billion
Stocks 330
Filing on Apr 22, 2025 Q1 2025

Cooper Investors Pty LTD

  • NWSA
  • V
  • CME
  • FYBR
  • MSFT
  • RYAN
  • WTW
Cooper Investors Pty LTD's Q1 2025 Portfolio
Portfolio Value 616 Billion
Stocks 47
Filing on Apr 15, 2025 Q1 2025

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • GOOGL
  • JPM
  • XOM
  • AXP
  • ABBV
  • MSFT
Allen Mooney & Barnes Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 615 Billion
Stocks 154
Filing on Apr 14, 2025 Q1 2025

Portside Wealth Group, LLC

  • JPST
  • AMZN
  • MSFT
  • SPYG
  • V
  • AAPL
  • SPDW
Portside Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 613 Billion
Stocks 824
Filing on Apr 29, 2025 Q1 2025

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • CGCP
  • DFIV
Mc Glone Suttner Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 609 Billion
Stocks 189
Filing on May 06, 2025 Q1 2025

Gratus Wealth Advisors, LLC

  • DGRO
  • MGK
  • QQQ
  • QQEW
  • IBDR
  • IBDQ
  • IBDS
Gratus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 609 Billion
Stocks 128
Filing on May 15, 2025 Q1 2025

Capital Investment Counsel, LLC

  • BSCT
  • BSCV
  • AAPL
  • AVGO
  • FTSL
  • MSFT
  • HYDB
Capital Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 120
Filing on May 15, 2025 Q1 2025

Glen Eagle Advisors, LLC

  • DGRW
  • RSP
  • SPY
  • BKAG
  • BUFT
  • MSFT
  • NVDA
Glen Eagle Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 1080
Filing on Apr 14, 2025 Q1 2025

Financial Advisory Corp

  • IVV
  • IWP
  • TFLO
  • VBR
  • VEA
  • SCZ
  • VTV
Financial Advisory Corp's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 47
Filing on May 07, 2025 Q1 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • IVV
  • QQQ
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 603 Billion
Stocks 64
Filing on May 08, 2025 Q1 2025

De Lisle Partners LLP

  • BBW
  • CLMB
  • MUSA
  • CCJ
  • UFPT
  • HWKN
  • BLDR
De Lisle Partners LLP's Q1 2025 Portfolio
Portfolio Value 602 Billion
Stocks 186
Filing on Apr 16, 2025 Q1 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 600 Billion
Stocks 55
Filing on May 12, 2025 Q1 2025

Al Mehwar Commercial Investments LLC

  • VIST
Al Mehwar Commercial Investments LLC's Q1 2025 Portfolio
Portfolio Value 597 Billion
Stocks 1