Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Edgar Lomax CO

  • CVS
  • VZ
  • JNJ
  • KO
  • MDLZ
  • MRK
  • T
Edgar Lomax CO's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 58
Filing on May 21, 2025 Q1 2025

Mc Adam, LLC

  • SCHX
  • FNDX
  • SCHG
  • SCHF
  • SCHZ
  • SCHC
  • VOE
Mc Adam, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 346
Filing on May 15, 2025 Q1 2025

Tig Advisors, LLC

  • BECN
  • K
  • ITCI
  • HES
  • AMED
  • SPR
  • ANSS
Tig Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 61
Filing on May 09, 2025 Q1 2025

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • BND
  • NFRA
  • VXUS
  • MCD
Capstone Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 158
Filing on Apr 29, 2025 Q1 2025

Roffman Miller Associates Inc

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • ADP
  • AMZN
  • HD
Roffman Miller Associates Inc 's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 75
Filing on May 15, 2025 Q1 2025

Frazier Life Sciences Management, L.P.

  • MIRM
  • VRNA
  • ARQT
  • BBIO
  • KRYS
  • TARS
  • TRVI
Frazier Life Sciences Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 47
Filing on May 08, 2025 Q1 2025

Foster & Motley Inc

  • FNDF
  • RODM
  • SCHF
  • JMBS
  • AAPL
  • FNDE
  • EYLD
Foster & Motley Inc's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 378
Filing on Apr 28, 2025 Q1 2025

Sageworth Trust CO

  • VTI
  • VXUS
  • ACWI
  • VOO
  • SPY
  • ACWX
  • VT
Sageworth Trust CO's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 97
Filing on May 12, 2025 Q1 2025

Annandale Capital, LLC

  • SPY
  • SPY
  • BSV
  • DFCF
  • DFAI
  • META
  • META
Annandale Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 128
Filing on Oct 25, 2022 Q3 2022

Balasa Dinverno & Foltz LLC

  • DFUV
  • IWF
  • VBK
  • MTUM
  • IVV
  • QUAL
  • GSIE
Balasa Dinverno & Foltz LLC's Q3 2022 Portfolio
Portfolio Value 1.58 Billion
Stocks 336
Filing on May 12, 2025 Q1 2025

Motley Fool Wealth Management, LLC

  • AMZN
  • META
  • BKNG
  • GOOG
  • MELI
  • NFLX
  • MA
Motley Fool Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 125
Filing on May 06, 2025 Q1 2025

1888 Investments, LLC

  • DDOG
  • SEER
  • PCOR
1888 Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 3
Filing on May 08, 2025 Q1 2025

Sun Life Financial Inc

  • SPY
  • IVV
  • VOO
  • EWT
  • EWY
  • QQQ
  • BKLN
Sun Life Financial Inc's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 36
Filing on May 15, 2025 Q1 2025

Stone X Group Inc.

  • VOO
  • IVV
  • IWD
  • FNDF
  • AAPL
  • IWF
  • NVDA
Stone X Group Inc.'s Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 515
Filing on Feb 11, 2025 Q4 2024

Zions Bancorporation, N.A.

  • IWS
  • IVV
  • VTI
  • IWP
  • VWO
  • AGG
  • NVDA
Zions Bancorporation, N.A.'s Q4 2024 Portfolio
Portfolio Value 1.58 Billion
Stocks 911
Filing on May 14, 2025 Q1 2025

Sprott Inc.

  • AEM
  • FUND
  • WPM
  • PAAS
  • SII
  • OR
  • CDE
Sprott Inc.'s Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 195
Filing on Apr 24, 2025 Q1 2025

Cushing Asset Management, LP

  • ET
  • TRGP
  • LNG
  • OKE
  • MPLX
  • PAGP
  • KMI
Cushing Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 61
Filing on May 14, 2025 Q1 2025

Visionary Wealth Advisors

  • IVV
  • AAPL
  • SCHG
  • SCHF
  • MSFT
  • PWR
  • AVLV
Visionary Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 541