Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Madrone Advisors, LLC

  • STNE
  • VT
  • PACB
  • ILMN
  • OPRT
Madrone Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 597 Billion
Stocks 6
Filing on Apr 22, 2025 Q1 2025

Embree Financial Group

  • QQQ
  • SPY
  • SCHX
  • AAPL
  • IWV
  • MSFT
  • DBEF
Embree Financial Group's Q1 2025 Portfolio
Portfolio Value 597 Billion
Stocks 202
Filing on May 16, 2025 Q1 2025

Goldman Sachs Group Inc

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • META
Goldman Sachs Group Inc's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 12510
Filing on Apr 28, 2025 Q1 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • BNDX
  • BSV
  • VB
Clark Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 157
Filing on May 15, 2024 Q1 2024

Steward Partners Investment Solutions, LLC

  • MSFT
  • AAPL
  • VOO
  • ONEQ
  • NVDA
  • AMZN
  • DXJ
Steward Partners Investment Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 594 Billion
Stocks 271
Filing on May 12, 2025 Q1 2025

Capital World Investors

  • AVGO
  • MSFT
  • META
  • PM
  • LLY
  • NVDA
  • VRTX
Capital World Investors's Q1 2025 Portfolio
Portfolio Value 592 Billion
Stocks 552
Filing on May 14, 2025 Q1 2025

Polymer Capital Management (Hk) LTD

  • TPR
  • META
  • QFIN
  • AMD
  • BABA
  • INTC
  • TAL
Polymer Capital Management (Hk) LTD's Q1 2025 Portfolio
Portfolio Value 587 Billion
Stocks 131
Filing on Apr 22, 2025 Q1 2025

Crews Bank & Trust

  • SPLG
  • SLQD
  • VYM
  • VIG
  • SPSM
  • VUG
  • SPMD
Crews Bank & Trust's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 609
Filing on Apr 10, 2025 Q1 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XLE
Enclave Advisors LLC's Q1 2025 Portfolio
Portfolio Value 586 Billion
Stocks 112
Filing on May 05, 2025 Q1 2025

Cannon Financial Strategists, Inc.

  • DFIC
  • SLYV
  • SPYG
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q1 2025 Portfolio
Portfolio Value 583 Billion
Stocks 96
Filing on May 06, 2025 Q1 2025

Brookwood Investment Group LLC

  • VTI
  • NVDA
  • AAPL
  • VUG
  • SPMO
  • UCON
  • AMZN
Brookwood Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 582 Billion
Stocks 426
Filing on May 09, 2025 Q1 2025

Rollins Financial Advisors, LLC

  • AAPL
  • QQQ
  • MSFT
  • SCHG
  • AMZN
  • GOOGL
  • BAC
Rollins Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 574 Billion
Stocks 131
Filing on May 07, 2025 Q1 2025

Intellus Advisors LLC

  • QQQ
  • VIG
  • IAU
  • SYLD
  • RODM
  • FVD
  • JAVA
Intellus Advisors LLC's Q1 2025 Portfolio
Portfolio Value 572 Billion
Stocks 120
Filing on May 14, 2025 Q1 2025

Susquehanna International Group, LLP

  • SPY
  • SPY
  • NVDA
  • NVDA
  • TSLA
  • TSLA
  • QQQ
Susquehanna International Group, LLP's Q1 2025 Portfolio
Portfolio Value 568 Billion
Stocks 14161
Filing on Apr 10, 2025 Q1 2025

Breakwater Capital Group

  • PRF
  • AAPL
  • JQUA
  • RSP
  • VTV
  • IVV
  • IWF
Breakwater Capital Group's Q1 2025 Portfolio
Portfolio Value 561 Billion
Stocks 326
Filing on May 14, 2025 Q1 2025

Birnam Oak Advisors, LP

  • TSLA
  • DFS
  • CHX
  • HES
  • ACWI
  • IPG
  • SPR
Birnam Oak Advisors, LP's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 41
Filing on Apr 11, 2025 Q1 2025

Stablepoint Partners, LLC

  • AAPL
  • VNLA
  • SRLN
  • IAU
  • JPM
  • NEE
  • AMGN
Stablepoint Partners, LLC's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 242
Filing on Apr 28, 2025 Q1 2025

Goehring & Rozencwajg Associates, LLC

  • RRC
  • NTR
  • AR
  • EQT
  • AGI
  • CCJ
  • SDRL
Goehring & Rozencwajg Associates, LLC's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 42