Largest Portfolios by Value

Filing on May 06, 2025 Q1 2025

Bloomberg Sen Inc.

  • CI
  • PGR
  • AON
  • HCA
  • PNFP
  • GOOG
  • DHI
Bloomberg Sen Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 31
Filing on Jun 04, 2025 Q1 2025

Osterweis Capital Management Inc

  • MSFT
  • GOOG
  • AMZN
  • V
  • UNH
  • AZO
  • AWK
Osterweis Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 383
Filing on Apr 16, 2025 Q1 2025

Bar Harbor Wealth Management

  • XLK
  • LLY
  • IVV
  • AGG
  • AAPL
  • JNJ
  • COST
Bar Harbor Wealth Management's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 255
Filing on May 14, 2025 Q1 2025

Srs Capital Advisors, Inc.

  • VUG
  • VTV
  • IGSB
  • SCHP
  • QQQ
  • VO
  • RDVY
Srs Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 3368
Filing on Apr 28, 2025 Q1 2025

Moody Lynn & Lieberson, LLC

  • NVDA
  • MSFT
  • AVGO
  • LLY
  • AAPL
  • GOOGL
  • BRK-B
Moody Lynn & Lieberson, LLC's Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 244
Filing on May 07, 2025 Q1 2025

Meeder Asset Management Inc

  • BRK-B
  • MSFT
  • AAPL
  • AMZN
  • TLT
  • NVDA
  • META
Meeder Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 2135
Filing on Apr 28, 2025 Q1 2025

Meritage Portfolio Management

  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • NVDA
  • FTNT
  • AMZN
Meritage Portfolio Management's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 322
Filing on Apr 17, 2025 Q1 2025

Cyndeo Wealth Partners, LLC

  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • NVDA
  • ABBV
  • ABT
Cyndeo Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 448
Filing on Aug 12, 2024 Q2 2024

Herr Investment Group LLC

  • SMH
  • AAPL
  • CMG
  • SLV
  • XLY
  • DECK
  • VGSH
Herr Investment Group LLC's Q2 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on May 15, 2025 Q1 2025

Politan Capital Management LP

  • MASI
  • CNC
  • AZTA
  • IWM
Politan Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 5
Filing on Apr 22, 2025 Q1 2025

Everence Capital Management Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
Everence Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 784
Filing on Apr 22, 2025 Q1 2025

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • BRK-B
  • MUB
Jfs Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 1938
Filing on Apr 17, 2025 Q1 2025

Vista Wealth Management Group, LLC

  • DUHP
  • DIHP
  • AVUS
  • AVDE
  • DFAR
  • AVEM
  • DFAC
Vista Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 259
Filing on May 13, 2025 Q1 2025

Hikari Tsushin, Inc.

  • BRK-A
  • GOOGL
  • BKLN
  • VOO
  • V
  • MMM
  • HYG
Hikari Tsushin, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on Apr 23, 2025 Q1 2025

Western Wealth Management, LLC

  • QQQ
  • AAPL
  • BRK-B
  • SPLG
  • QQQM
  • MSFT
  • NVDA
Western Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 678
Filing on Apr 30, 2025 Q1 2025

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • PAYX
  • REGN
  • NFLX
  • AMZN
  • ECL
Mcdonald Capital Investors Inc's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 20
Filing on May 14, 2025 Q1 2025

Glendon Capital Management LP

  • FYBR
  • CHK
  • ALLY
  • VST
  • NRG
  • GASS
  • ACT
Glendon Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 25
Filing on Apr 25, 2025 Q1 2025

Smith, Salley & Associates

  • AAPL
  • MSFT
  • NVDA
  • BRK-B
  • AMZN
  • META
  • JPM
Smith, Salley & Associates's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 245