Largest Portfolios by Value

Filing on Apr 17, 2025 Q1 2025

Sentry LLC

  • FDX
  • CTAS
  • MSFT
  • IVV
  • ADP
  • HD
  • JNJ
Sentry LLC's Q1 2025 Portfolio
Portfolio Value 514 Billion
Stocks 131
Filing on May 13, 2025 Q1 2025

Cache Tech Inc.

  • SCHX
  • JBBB
  • IVV
  • VV
  • ICVT
  • VGIT
  • SPLG
Cache Tech Inc.'s Q1 2025 Portfolio
Portfolio Value 513 Billion
Stocks 159
Filing on May 01, 2025 Q1 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • GINN
  • SPSM
Hughes Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 511 Billion
Stocks 1071
Filing on Apr 10, 2025 Q1 2025

Strategic Planning Group, LLC

  • AAPL
  • AMZN
  • HYDB
  • NVDA
  • MSFT
  • GOOG
  • SCHG
Strategic Planning Group, LLC's Q1 2025 Portfolio
Portfolio Value 511 Billion
Stocks 79
Filing on Apr 24, 2025 Q1 2025

Convergence Financial, LLC

  • BIL
  • SPYG
  • SPAB
  • FLCB
  • SPYV
  • MDYV
  • JAVA
Convergence Financial, LLC's Q1 2025 Portfolio
Portfolio Value 509 Billion
Stocks 167
Filing on May 15, 2025 Q1 2025

Ken Griffin

Citadel Advisors LLC
  • SPY
  • SPY
  • QQQ
  • QQQ
  • TSLA
  • TSLA
  • NVDA
Ken Griffin's Q1 2025 Portfolio
Portfolio Value 509 Billion
Stocks 17161
Filing on Apr 16, 2025 Q1 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • DBEF
  • IVV
  • IWB
  • IEF
  • HEFA
Schoolcraft Capital LLC's Q1 2025 Portfolio
Portfolio Value 509 Billion
Stocks 74
Filing on Apr 29, 2025 Q1 2025

Beverly Hills Private Wealth, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • AMZN
  • VGIT
  • PM
Beverly Hills Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 506 Billion
Stocks 1046
Filing on May 13, 2025 Q1 2025

Moment Partners, LLC

  • RSP
  • SPY
  • QQQ
  • XLK
  • DVY
  • IJK
  • SHY
Moment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 505 Billion
Stocks 113
Filing on May 12, 2025 Q1 2025

Invesco Ltd.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Invesco Ltd.'s Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 24094
Filing on May 06, 2025 Q1 2025

Noesis Capital Mangement Corp

  • JPM
  • GOOG
  • AXP
  • SYK
  • APH
  • TSM
  • V
Noesis Capital Mangement Corp's Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 124
Filing on May 13, 2025 Q1 2025

Wellington Management Group LLP

  • MSFT
  • AAPL
  • NVDA
  • UNH
  • AMZN
  • LLY
  • AVGO
Wellington Management Group LLP's Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 7370
Filing on May 01, 2025 Q1 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • VTI
  • ONEQ
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 502 Billion
Stocks 182
Filing on Apr 16, 2025 Q1 2025

Martel Wealth Advisors Inc

  • VYM
  • VUG
  • BSV
  • IEFA
  • VIG
  • SCHV
  • SCHG
Martel Wealth Advisors Inc's Q1 2025 Portfolio
Portfolio Value 502 Billion
Stocks 69
Filing on Apr 30, 2025 Q1 2025

Austin Wealth Management, LLC

  • DFAU
  • DFAC
  • DFNM
  • MFUS
  • SPYC
  • DFIC
  • BIL
Austin Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 499 Billion
Stocks 129
Filing on Apr 30, 2025 Q1 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q1 2025 Portfolio
Portfolio Value 498 Billion
Stocks 101
Filing on May 15, 2025 Q1 2025

First Turn Management, LLC

  • INSM
  • VRNA
  • ARGX
  • NUVL
  • XENE
  • BBIO
  • MIRM
First Turn Management, LLC's Q1 2025 Portfolio
Portfolio Value 496 Billion
Stocks 35
Filing on Apr 25, 2025 Q1 2025

Dsg Capital Advisors, LLC

  • AAPL
  • MSFT
  • UNH
  • LLY
  • AVGO
  • GLD
  • JPM
Dsg Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 495 Billion
Stocks 120