Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • AAPL
  • MSFT
  • XLP
  • NVDA
  • AMZN
Trust Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 219
Filing on May 15, 2025 Q1 2025

Warburg Pincus LLC

  • SHC
  • BANC
  • VSAT
  • REI
  • LPI
Warburg Pincus LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 6
Filing on Apr 11, 2025 Q1 2025

Avity Investment Management Inc.

  • AAPL
  • V
  • META
  • AMZN
  • MMC
  • MSFT
  • APH
Avity Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 102
Filing on May 01, 2025 Q1 2025

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFEV
  • DFEM
  • DFIC
  • DFAX
  • DFUS
Asset Dedication, LLC's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 1131
Filing on May 15, 2025 Q1 2025

Soleus Capital Management, L.P.

  • XBI
  • TGTX
  • NVCR
  • KRYS
  • BMRN
  • ORGO
  • GRFS
Soleus Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 75
Filing on May 14, 2025 Q1 2025

Wolf Hill Capital Management, LP

  • GEO
  • SPY
  • KBR
  • QQQ
  • GLNG
  • DKNG
  • TPX
Wolf Hill Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 35
Filing on May 01, 2025 Q1 2025

Cahaba Wealth Management, Inc.

  • IVV
  • AGG
  • IXUS
  • IJH
  • IJR
  • ISTB
  • SPLG
Cahaba Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 147
Filing on May 08, 2025 Q1 2025

Sound View Wealth Advisors Group, LLC

  • AAPL
  • IBDQ
  • MSFT
  • IBDR
  • IBDS
  • NVDA
  • BUFR
Sound View Wealth Advisors Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 407
Filing on Apr 14, 2025 Q1 2025

Simplicity Wealth,Llc

  • AVUS
  • VOO
  • IVV
  • AVIG
  • ERJ
  • AVSF
  • AVDE
Simplicity Wealth,Llc's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 561
Filing on Nov 14, 2022 Q3 2022

Maryland Capital Management

  • AAPL
  • MSFT
  • AMZN
  • UNH
  • MA
  • IQV
  • GOOGL
Maryland Capital Management's Q3 2022 Portfolio
Portfolio Value 1.2 Billion
Stocks 270
Filing on May 14, 2025 Q1 2025

Triodos Investment Management Bv

  • WMS
  • NVDA
  • MA
  • KLAC
  • DE
  • ISRG
  • EBAY
Triodos Investment Management Bv's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 50
Filing on May 14, 2025 Q1 2025

Broadwood Capital Inc

  • MNST
  • AXON
  • STAA
  • IWM
  • LCTX
  • OLO
Broadwood Capital Inc's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 8
Filing on May 12, 2025 Q1 2025

Scheer, Rowlett & Associates Investment Management Ltd.

  • RY
  • TD
  • TRP
  • CNI
  • SU
  • GOLD
  • BNS
Scheer, Rowlett & Associates Investment Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 37
Filing on May 07, 2025 Q1 2025

Angeles Wealth Management, LLC

  • MGK
  • VT
  • SPYV
  • VOO
  • VXUS
  • SCHG
  • VTV
Angeles Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 367
Filing on Oct 26, 2023 Q3 2023

Comerica Securities,Inc.

  • IVV
  • BIV
  • IWB
  • IUSB
  • EFA
  • DFAC
  • IJH
Comerica Securities,Inc.'s Q3 2023 Portfolio
Portfolio Value 1.2 Billion
Stocks 448
Filing on Feb 01, 2024 Q4 2023

Telemus Capital, LLC

  • IJR
  • IWF
  • IWB
  • AAPL
  • CPRT
  • MSFT
  • IWD
Telemus Capital, LLC's Q4 2023 Portfolio
Portfolio Value 1.2 Billion
Stocks 326
Filing on May 13, 2025 Q1 2025

Journey Advisory Group, LLC

  • RIO
  • IJH
  • BND
  • AAPL
  • MSFT
  • PG
  • VEA
Journey Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 275
Filing on May 13, 2025 Q1 2025

Alerus Financial Na

  • VOO
  • DFAX
  • AGG
  • IXUS
  • AAPL
  • MSFT
  • NVDA
Alerus Financial Na's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 161