Largest Portfolios by Value

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 Jul 03, 2025 Q2 2025

Trust CO Of The South

  • DFAT
  • DFUV
  • DFAC
  • VOO
  • DFIC
  • VO
  • VUG
Trust CO Of The South's Q2 2025 Portfolio
Portfolio Value 563 Billion
Stocks 136
Filing on Jul 15, 2025 Q2 2025

Dsg Capital Advisors, LLC

  • MSFT
  • AAPL
  • AVGO
  • LLY
  • GLD
  • JPM
  • UNH
Dsg Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 563 Billion
Stocks 123
Filing on Jul 02, 2025 Q2 2025

Fiduciary Financial Group, LLC

  • SCHO
  • AAPL
  • SGOV
  • DFAC
  • DFAI
  • DFIV
  • VTV
Fiduciary Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 553 Billion
Stocks 298
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
Filing on Jul 11, 2025 Q2 2025

Cooper Investors Pty LTD

  • NWSA
  • MSFT
  • CME
  • V
  • RYAN
  • WTW
  • BSY
Cooper Investors Pty LTD's Q2 2025 Portfolio
Portfolio Value 550 Billion
Stocks 46
Filing on May 15, 2025 Q1 2025

Consolidated Press International Holdings LTD

  • TSM
  • NVDA
  • MNDY
  • SQ
  • DUOL
  • SPOT
  • PCOR
Consolidated Press International Holdings LTD's Q1 2025 Portfolio
Portfolio Value 548 Billion
Stocks 16
Filing on May 06, 2025 Q1 2025

Riposte Capital LLC

  • BP
  • VRT
  • CEG
  • ACGL
  • VST
  • FCNCA
  • EA
Riposte Capital LLC's Q1 2025 Portfolio
Portfolio Value 547 Billion
Stocks 26
Filing on May 01, 2025 Q1 2025

Catalyst Financial Partners LLC

  • IVV
  • IEFA
  • IJR
  • IJH
  • AAPL
  • AGG
  • HTRB
Catalyst Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 543 Billion
Stocks 286
Filing on May 15, 2025 Q1 2025

Standpoint Asset Management, LLC

  • SPLG
  • IVV
  • VOO
  • SCHX
  • IDEV
  • VEU
  • IXUS
Standpoint Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 543 Billion
Stocks 8
Filing on May 15, 2025 Q1 2025

Aster Capital Management (Difc) LTD

  • RSP
  • AMZN
  • LLY
  • KBE
  • XRT
  • XHB
  • COP
Aster Capital Management (Difc) LTD's Q1 2025 Portfolio
Portfolio Value 540 Billion
Stocks 1201
Filing on May 14, 2025 Q1 2025

Endurance Services LTD

  • SPLG
  • HYG
  • GSEW
  • JAAA
  • QQQE
  • JPST
  • WCLD
Endurance Services LTD's Q1 2025 Portfolio
Portfolio Value 540 Billion
Stocks 14