Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • VXUS
  • IVV
  • IWB
  • FBND
  • IEFA
  • AGG
  • VEA
Mc Kinley Carter Wealth Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 303
Filing on Apr 17, 2025 Q1 2025

Sound Income Strategies, LLC

  • HTGC
  • TSLX
  • ARCC
  • GBDC
  • SHYG
  • ORCC
  • HYEM
Sound Income Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 1558
Filing on Apr 10, 2025 Q1 2025

Tru Wealth Advisors, LLC

  • VTI
  • JAAA
  • BSCS
  • FBND
  • IWF
  • BSCU
  • AVUV
Tru Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 158
Filing on May 02, 2025 Q1 2025

Graypoint LLC

  • IVV
  • IWF
  • SPY
  • AAPL
  • IWD
  • NVDA
  • IJH
Graypoint LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 506
Filing on Apr 30, 2025 Q1 2025

Index Fund Advisors, Inc.

  • DFAS
  • DFAT
  • DFUS
  • DFUV
  • DFIV
  • DFSV
  • BND
Index Fund Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 95
Filing on May 02, 2025 Q1 2025

Tectonic Advisors LLC

  • BOND
  • VEA
  • TOTL
  • VOO
  • IVV
  • VWO
  • BND
Tectonic Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 408
Filing on May 15, 2025 Q1 2025

Fullerton Fund Management CO Ltd.

  • NFLX
  • WMT
  • SE
  • JPM
  • BSX
  • META
  • AMZN
Fullerton Fund Management CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 117
Filing on Apr 18, 2025 Q1 2025

Clarius Group, LLC

  • PCAR
  • MSFT
  • VOO
  • IDEV
  • DIHP
  • AMZN
  • VTI
Clarius Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 482
Filing on May 01, 2025 Q1 2025

Wilkinson Global Asset Management LLC

  • TJX
  • JPM
  • MSFT
  • AAPL
  • AMGN
  • SHW
  • UNP
Wilkinson Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 112
Filing on May 07, 2025 Q1 2025

Rwc Asset Management LLP

  • HPQ
  • EXC
  • M
  • GOLD
  • CSCO
  • JNJ
  • TAP
Rwc Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 153
Filing on May 15, 2025 Q1 2025

Heard Capital LLC

  • TDG
  • FICO
  • AMT
  • BX
  • APO
  • ADBE
  • AXP
Heard Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 22
Filing on May 14, 2025 Q1 2025

Black Barn Capital Partners LP

  • SPY
  • HYG
  • TSLA
  • ROIV
  • UNH
  • MOH
  • AMRX
Black Barn Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 22
Filing on May 07, 2025 Q1 2025

Nyl Investors LLC

  • LQD
  • IGSB
  • HYG
  • VCLT
  • SPLB
  • IGLB
  • XOM
Nyl Investors LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 38
Filing on May 15, 2025 Q1 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
Cliff Sosin's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 4
Filing on May 15, 2025 Q1 2025

Tang Capital Management LLC

  • TARS
  • GLPG
  • AUPH
  • DVAX
  • EOLS
  • KALV
  • IMCR
Tang Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 202
Filing on May 14, 2025 Q1 2025

Full Sail Capital, LLC

  • IEFA
  • IJH
  • VTEB
  • IEMG
  • AVUS
  • FTEC
  • IJR
Full Sail Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 235
Filing on May 15, 2025 Q1 2025

Luxor Capital Group, LP

  • SPY
  • XLV
  • IWM
  • COST
  • DASH
  • INTA
  • QQQ
Luxor Capital Group, LP's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 58
Filing on Apr 15, 2025 Q1 2025

Mogy Joel R Investment Counsel Inc

  • NVDA
  • AAPL
  • MSFT
  • COST
  • BRK-B
  • AMZN
  • V
Mogy Joel R Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 105