Largest Portfolios by Value

Filing on Aug 09, 2024 Q2 2024

Arvest Trust CO N A

  • MDY
  • EFA
  • IVV
  • IWM
  • TPYP
  • IVW
  • VEA
Arvest Trust CO N A's Q2 2024 Portfolio
Portfolio Value 1.51 Billion
Stocks 248
Filing on Feb 14, 2025 Q4 2024

Geller Advisors LLC

  • VOO
  • DBEF
  • SPY
  • IWD
  • IWM
  • AGG
  • PRF
Geller Advisors LLC's Q4 2024 Portfolio
Portfolio Value 1.51 Billion
Stocks 253
Filing on Apr 21, 2025 Q1 2025

Alta Capital Management LLC

  • GOOGL
  • AMZN
  • AAPL
  • NVDA
  • MSFT
  • UNH
  • MA
Alta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 88
Filing on Apr 10, 2025 Q1 2025

Retirement Planning Group

  • VOO
  • FSMD
  • DIVO
  • FDVV
  • FBND
  • FRDM
  • NFLT
Retirement Planning Group's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 296
Filing on May 14, 2025 Q1 2025

Investure, LLC

  • VOO
  • VTI
  • IEFA
  • XBI
  • IEMG
  • MAA
  • INVH
Investure, LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 16
Filing on Apr 14, 2025 Q1 2025

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • SPYG
  • SPYV
  • MSFT
Courier Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 373
Filing on May 15, 2025 Q1 2025

Rivernorth Capital Management, LLC

  • NAD
  • NUV
  • NVG
  • MMU
  • MYD
  • MHD
  • NEA
Rivernorth Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 360
Filing on May 07, 2025 Q1 2025

Newport Asia LLC

  • ATAT
Newport Asia LLC's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 1
Filing on Apr 24, 2025 Q1 2025

Legacy Wealth Management, Inc

  • IVV
  • IWB
  • SCHK
  • JCPB
  • FBND
  • SCHM
  • IJH
Legacy Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 40
Filing on May 15, 2025 Q1 2025

Point72 Hong Kong LTD

  • TPR
  • FUTU
  • SPY
  • VNET
  • HYG
  • QFIN
  • CRDO
Point72 Hong Kong LTD's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 464
Filing on May 13, 2025 Q1 2025

Lowe Brockenbrough & CO Inc

  • IVV
  • AAPL
  • MSFT
  • IXUS
  • VEA
  • IJH
  • JPM
Lowe Brockenbrough & CO Inc's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 264
Filing on May 15, 2025 Q1 2025

Winton Group LTD

  • BRK-A
  • BKLN
  • ORLY
  • CME
  • DVN
  • ETR
  • MMM
Winton Group LTD's Q1 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 656
Filing on May 13, 2025 Q1 2025

Evensky & Katz LLC

  • SCHB
  • DFIC
  • ITOT
  • IWV
  • AVUV
  • IJJ
  • VGSH
Evensky & Katz LLC's Q1 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 78
Filing on May 09, 2025 Q1 2025

Empire Life Investments Inc.

  • MSFT
  • AMZN
  • VOO
  • GOOG
  • ELV
  • V
  • NEM
Empire Life Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 110
Filing on May 08, 2025 Q1 2025

S&Co Inc

  • BRK-B
  • CHD
  • XOM
  • ADP
  • MSFT
  • ECL
  • AAPL
S&Co Inc's Q1 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 217
Filing on May 08, 2025 Q1 2025

Univest Financial Corp

  • VXUS
  • SPLG
  • AAPL
  • SPAB
  • MSFT
  • AMZN
  • GOOGL
Univest Financial Corp's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 472
Filing on May 14, 2025 Q1 2025

Ellevest, Inc.

  • VTI
  • VEA
  • MUB
  • VWO
  • ESGD
  • SUB
  • VTV
Ellevest, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 399
Filing on Apr 10, 2025 Q1 2025

Lmcg Investments, LLC

  • MSFT
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • ABBV
  • BRK-B
Lmcg Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 316