Largest Portfolios by Value

Filing on May 06, 2025 Q1 2025

Proficio Capital Partners LLC

  • IAU
  • VOO
  • GLD
  • BILS
  • IWV
  • SPY
  • MINT
Proficio Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 389
Filing on May 07, 2025 Q1 2025

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 95
Filing on Apr 09, 2025 Q1 2025

Jtc Employer Solutions Trustee LTD

  • JPM
  • UNP
  • GOOGL
  • AMZN
  • NVDA
  • META
  • MSFT
Jtc Employer Solutions Trustee LTD's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 318
Filing on Apr 09, 2025 Q1 2025

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • AAPL
  • AMZN
  • MSFT
  • HUBS
  • GOOGL
Harbor Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 1176
Filing on Apr 29, 2025 Q1 2025

Lee Danner & Bass Inc

  • BRK-B
  • HCA
  • AAPL
  • MSFT
  • ACN
  • GOOG
  • AMZN
Lee Danner & Bass Inc's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 220
Filing on Jan 23, 2023 Q4 2022

Sargent Bickham Lagudis LLC

  • AGG
  • SPY
  • VOO
  • VEA
  • IVV
  • VTWO
  • VTEB
Sargent Bickham Lagudis LLC's Q4 2022 Portfolio
Portfolio Value 1.22 Billion
Stocks 1409
Filing on May 06, 2025 Q1 2025

Vestor Capital, LLC

  • XLF
  • AAPL
  • META
  • AMZN
  • MSFT
  • NVDA
  • AVGO
Vestor Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 254
Filing on Apr 10, 2025 Q1 2025

Armstrong Advisory Group, Inc

  • IVV
  • BND
  • IEF
  • VGT
  • SCHK
  • SPLG
  • IEI
Armstrong Advisory Group, Inc's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 880
Filing on May 15, 2025 Q1 2025

Bruce Berkowitz

Fairholme Capital Management LLC
  • JOE
  • EPD
  • OZK
  • BRK-B
  • WRB
  • ET
  • OXY
Bruce Berkowitz's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 12
Filing on May 12, 2025 Q1 2025

Regal Investment Advisors LLC

  • IVV
  • QQQ
  • AAPL
  • SCHD
  • SPY
  • FTCS
  • LQD
Regal Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 460
Filing on Apr 23, 2025 Q1 2025

Creative Financial Designs Inc

  • SPYV
  • IOO
  • VONG
  • FBND
  • VTV
  • VCSH
  • SPTS
Creative Financial Designs Inc 's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 2060
Filing on May 15, 2025 Q1 2025

Alphadyne Asset Management LP

  • QQQ
  • FXI
  • BABA
  • GLD
  • FXI
  • GLD
  • BABA
Alphadyne Asset Management LP's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 16
Filing on May 14, 2025 Q1 2025

Hill City Capital, LP

  • MTZ
  • SPR
  • FSLR
  • DY
  • IP
  • GVA
  • ARRY
Hill City Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 17
Filing on Jun 06, 2025 Q1 2025

First Long Island Investors, LLC

  • ADP
  • MSFT
  • ABT
  • UNH
  • AMZN
  • NVDA
  • MA
First Long Island Investors, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 65
Filing on May 15, 2025 Q1 2025

Consulta LTD

  • MSFT
  • HCA
  • DHR
  • ABNB
  • V
  • GOOGL
  • HLT
Consulta LTD's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 10
Filing on May 15, 2025 Q1 2025

Wcg Wealth Advisors LLC

  • AAPL
  • AVUS
  • TOTL
  • HTRB
  • NVDA
  • JAVA
  • MSFT
Wcg Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 284
Filing on May 12, 2025 Q1 2025

Bristlecone Advisors, LLC

  • MSFT
  • IVV
  • AAPL
  • AGG
  • AMZN
  • SPDW
  • NVDA
Bristlecone Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 380
Filing on Apr 23, 2025 Q1 2025

Cornerstone Wealth Group, LLC

  • SPY
  • NVDA
  • NVDA
  • AAPL
  • AGG
  • IVV
  • SCHX
Cornerstone Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 292